Buckshot26 wrote: I think your points are certainly valid but I believe chacenaces has made a very good observation/hypothesis and I will add one of my own.
So as chacen mentioned there is a very good chance customers have now been trained to order more of what they like when it becomes available for fear that it wont be available when they run out. As we know, emails are sent out when new products become available and I believe that is why we are seeing certain offerings disappear almost as soon as they are released. This also speaks to strength of branding as well but I will leave that alone for the moment.
It's anecdotal of course but blackgold12 posted here last week when the devon gel caps were available that he picked up 8 bottles. That seemed excessive to me but a few hours later it was sold out. I have no idea if this is a standard order for him or not, but in my mind he wanted to get a good supply before it disappeared which makes sense and supports this trained customer thesis.
Part b and maybe more important I beleive is the fact that oil seems to be the product that flies off the shelves the quickest and therefore is the most likely of the products to be subjected to this trained custumer notion. What makes oil so important in my head is that it sells for approx $100 a bottle give or take depending on which you are looking at. So each incremental unit added is another $100 versus someone who bought an extra 5 grams unit of $9 bud ($45).
So if I'm right, and I hope I am, the average purchase amount per order is being driven significantly higher at the moment in these mass purchases of oil. Obviously this is just my hope and based on no known facts at the moment but it seems logical given what I'm seeing in my daily channel checks.
SteadyAsSheGoes wrote: Yes there are avenues for revs to grow with orders flat (order $ up, or cost down), but it won't stand to reason that order counts don't rise if patient counts do. All things being equal, more patients should equate to more more orders, and higher revs. The market won't hypothesize on the myriad ways that the relationship could be anything but linear, it will assume that things are not well, and it would be right in doing so. If order numbers are what people here believe them to be, and they are flat, then that is a net negative. I'm in deep and long, so I'm not slagging you or WEED, but I am pragmatic and do try to keep my heart in check. Time will tell and thanks again for you analysis and input. It adds to this board. GLTA