by Mike and Colin | Aug 9, 2021 | Data & Analysis, Macro, Regional Data
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 August 6, 2021...
by Mike and Colin | Jul 30, 2021 | Data & Analysis, Macro, Regional Data
This article reviews the state of Nevada, including wholesale pricing trends among various products, asset counts and economics, implied market share, and state sales. This article is for subscribers only. Please log in or subscribe to read the full article. Username...
by Mike and Colin | Jul 23, 2021 | Data & Analysis, Macro, Regional Data
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 | May 19, 2021 | Comp Table & Market Commentary
Premium Members can download our pro forma in-the-money diluted comp tables below. Cultivation is in vogue At this point in the industry, most operators need to own most pieces of the supply chain because there isn’t a consistent, robust, and reliable supply...
by Mike and Colin | Mar 10, 2021 | Company Analysis, Free
Curaleaf reported their Q4 2020 and FY2020 earnings after the bell yesterday. As of late/early Wednesday, there is still no MD&A filing, so all data is from their press release and conference call. What you need to know: Ahead of earnings, Curaleaf announced the...
