Hexo impact on ACB?Some excerpts from $ACB Q4 https://www.prnewswire.com/news-releases/aurora-cannabis-announces-fiscal-fourth-quarter-2020-results-301136105.html
Aurora has slipped from its top position in Canadian consumer... We look to expand beyond the value flower segment... prioritizing our San Rafael, Aurora and Whistler premium brands in flower, pre-rolls and vapor, which will be shortly followed by strategic marketing and innovation efforts in concentrates and edibles."
"Consumer cannabis net revenue1 was $35.3 million, a decrease of 9% over the previous quarter."
"Consumer cannabis extract net revenue decreased by $1.5 million as compared to the prior quarter driven primarily by a loss of market share for vaporizer products."
(some write downs, reduced cash burn, etc).
To me, ACB's Q4 means it is falling behind in some recreational product markets, in which Hexo's is partly setting the pace.