RE:RE:RE:Market Share Angle That's my point, you don't need to know, just keep doing your analysus but add in "variance" factor for how much you were off and over time, it may get closer to the real number.
All in fun, your number could become an interesting compare to when Supreme does start providing forecasts again.
cheers.
quote=johnale]
So last quarter I didn't have very many data points.
I used haze as a proxy for the whole quarter which increased pack relative to purchase date by .33% over a 3month period.
We had 26% increase in sales volume - (incld new pre roll)
so say off by 10%.
sell through has been even for 3.5/7g (from November to February) but packaging rate from nov to Jan 31 quadroupled from 3k/day to 12k/day - Relative to the previous period we are comparing to.
so how much did they start packaging? I had a conversation with IR that they were running roughly 5-6 days/week at 11k/day avg.
plus you introduce sales through pre-rolls which is significant.
All in all .... I don't know
but obviously new skus matters, sales team matters, watching inventory sell through matters, being most searched brand in the biggest market matters - so It's more of a "let's factor all this together" type of thing.
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