by Mike and Colin | Jul 23, 2021 | Data & Analysis, Macro
The weekly Florida review includes a working model with price checks of every operator’s flower, pre-roll, vape, edibles, and concentrate products, the weekly discounting trends, market share analysis, and all OMMU data. This review is based on the July 23, 2021 OMMU...
by Mike and Colin | Jul 21, 2021 | Comp Table
As we enter 2Q21 earnings season, we ask, “what has happened with the stocks prices and estimates since 1Q21”? The estimates for the US-Focused operators have increased, while the stock prices themselves have declined, compressing valuation multiples by about 1 turn....
by Mike and Colin | Jul 19, 2021 | Data & Analysis
The weekly Florida review includes a working model with price checks of every operator’s flower, pre-roll, vape, and edibles products, the weekly discounting trends, market share analysis, and all OMMU data. This review is based on the July 16, 2021 OMMU data and...
by Mike and Colin | Jul 18, 2021 | Data & Analysis
Michigan published the June 2021 data for their cannabis market; this article includes a monthly state data review for Michigan, complete with a working model with share breakdown, supply and pricing trends, inventory levels, and product mixes. Below are the key...
by Mike and Colin | Jul 7, 2021 | Data & Analysis
The release of last week’s OMMU reports marks the end of Q2, and in the report below, we review how retail strategies are driving notable changes in market share among the Florida leaders. The report includes a working model of Florida market share and asset...
