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LPS SHIFT MARKET POSITIONS

As Canopy reported a decline in REC market share, Aphria and Aurora have seen their market shares increase.
Financial Post

  • A Canaccord Genuity cannabis analyst predicted companies with 10% market share or more will survive for the forseeable future–but those with 1% or 2% share who rely on wholesaling to other LPs will likely not survive.
  • Wholesaling relies on white-labelling, a far more widespread practice in the sector than many believe. Some believe LPs are also relabeling lots with older package dates.
    Twitter–@pfthurley, @dablarocque
  • The companies coming through the pandemic best are those that have been adaptable.
    GrowthOp

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