Cannabis Weekly | Taking a Breather & Florida Sales Tracker - 2021 12 12 8 20 05

Taking a Breather

On Friday, volume dried up on the MSOS, declining -57% DoD, with dollar volume down -15% DoD.  We are waiting for @SenScumer to make his next move on what his CAOA will look like because it would be DOA in its current form.  We expect the next big move in DS to come in 1Q22.

Next week we are excited to catch up with the CEO of TLLTF, Gary Santo, on December 12 @ 2 PM.

The TLLTF call will cover topics around:

  1. The evolution of CPG in Cannabis and B2B sales
  2. The value proposition of TLTTF to other MSO's
  3. The future of Jupiter (Jupiter is worth more than the entire EV of the company)
  4. Update on trends in MA
  5. Thoughts on the competitive pressure in PA  

Please email any questions to Consumablespro.com

Cannabis Weekly | Taking a Breather & Florida Sales Tracker - 2021 12 12 8 20 29

Cannabis Weekly | Taking a Breather & Florida Sales Tracker - 2021 12 12 8 20 58

Cannabis Weekly | Taking a Breather & Florida Sales Tracker - 2021 12 12 8 18 27

Florida Sales Tracker

As of 12/9/2021:
  • 648,186 active ID cards; WoW growth of 0.2%; YoY growth of 44.9%
  • Four new Dispensaries for a total of 372 up 29% YoY
On an 8-week rolling share basis, TCNNF and AYRWF gained share this week, while CURLF lost share.  

Cannabis Weekly | Taking a Breather & Florida Sales Tracker - 2021 12 12 8 24 52

Cannabis Weekly | Taking a Breather & Florida Sales Tracker - 2021 12 12 8 25 19