Business & Economy
New research suggests legalization is expanding legal cannabis demand by drawing in more women and older adults. For operators, that means product formats, dosing clarity, and education first retail matter more than ever.
Cannabis M&A is still happening, just quieter and more disciplined. Here is why deals moved behind closed doors, what buyers are targeting, and how operators can stay deal ready without getting crushed on terms.
Canada’s cannabis market continues to provide clear signals through wholesale trade data and measured retail expansion. These trends reflect a mature market that offers valuable lessons for North American operators.
New York’s cannabis rollout looks different at the local level. Operators face uneven rollout pace, municipal pressure, and ongoing enforcement scrutiny that shape the real business environment.
Ohio’s adult use cannabis market surpassing $1 billion in sales shows how quickly newer markets can scale. The milestone provides a clear benchmark for operators preparing for retail expansion in newly legalized states.
Tilray’s record revenue and updated outlook show how large cannabis operators are positioning for 2026. Execution, revenue quality, and disciplined growth are becoming the key drivers of long term success.
As cannabis markets mature, policy headlines are losing influence while fundamentals take center stage. Earnings strength, revenue quality, and execution will define which companies succeed in 2026.
Canada’s cannabis retail market is expanding through consolidation rather than new store openings. The trend highlights how mature legal markets reward scale, efficiency, and disciplined retail strategy.
Another discounted asset sale signals accelerating consolidation in California’s cannabis market. Distressed operators are exiting as capitalized buyers position for long-term efficiency and scale.
Hemp-derived THC has grown into a major parallel market competing with regulated cannabis. A potential federal crackdown could reshape farming, supply chains, and push consumer demand back toward licensed cannabis in 2026.
Wholesale cannabis pricing remains the clearest signal of margin pressure and market survivability. Spot price and forward curve data offer critical insight for cultivators, manufacturers, and brands navigating a disciplined market.
New York’s legal cannabis market surged in 2025, with dispensaries more than doubling and sales surpassing $2.5 billion. The growth highlights strong consumer demand and positions New York as one of the fastest-growing major cannabis markets in the country.
Canada’s cannabis industry is tracking toward a ten billion dollar annual GDP contribution as the market matures. Enforcement and market structure are now shaping outcomes more than rapid expansion, offering lessons for other jurisdictions.
Federal rescheduling improves the outlook for cannabis, but it does not automatically unlock growth. Real scale will come from disciplined operations, capital readiness, and risk management, not policy headlines alone.


The U.S. Cannabis Spot Index is a weekly reality check on wholesale pricing and margin pressure. Here is how operators can read the signal, plan for the next quarter, and avoid getting caught flat footed.