Beverage Input
Zenabis partnered with a beverage technology company for their "inputs". This puts them at a disadvantage, as it does not own the intellectual property and will be at the mercy of a third party manufacturer. Also expect margin to be squeezed......say compared to like Canopy who owns the IP, and will be 100% manufactured on site.
Once competition goes vertical (which they are), in order to stay relevant Zenabis need to do the same. Must secure the IP.