Post by
ProfCornelius on May 30, 2020 12:49pm
Bulk Barn model 🍬🍫✅=💰
I went to Bulk Barn today and noticed something quite interesting. Something simple and straightforward that was right under my nose per say. I hadn't picked up on it before but because part of what I do for a living is to notice anomalies it abruptly slapped my in the face. After I reflected, I transposed that model to the cannabis industry and what REC 2.0 products I would or wouldn't pursue if I was a CEO of an LP. So what bulk products are afforded the MOST shelf space (bin space) in BULK BARN while also occupying the BEST real estate in the place as well? That's right! Candy and chocolate products. Now what product occupies the least or close to the least amount of shelf space in a Bulk Barn? That's right! Good answer. Beverages. God you guys are picking this up quickly. ;-) So what does that mean for Aphria?? Pretty simple. If the best selling REC 2.0 products aren't beverages but are chocolates and gummies (especially gummies) then you can expect to see those products rolled out eventually and possibly with a partner. Also, I believe that this is a reasonable playing field because all of the products mentioned do not have cannabis derivatives in them. However, the big equity partner will not come from that space although a partnership would be nice. Needless to say I bought pistachios, my vice, instead of gummies or chocolates. Have a great day! Prof
Comment by
CaptinCrunch on May 31, 2020 1:28pm
when you say right under your nose are you referring to that red clown nose lmao I notice a lot of people on this board call you clown!! I think it suites you very well, Captin