RE:RE:RE:RE:Not next Quarter, but next Next quarterLike I already stated in my previous post, it's got absolutely nothing at all to do with running out of product.
It's all about the inability of the LP's, including Canopy, to find an efficient way to move or to get their product to market.
Bottom-line: If you can't move your product to market efficiently, you (including Canopy, Aurora, or anyother company for that matter) will have zero chance of ever meeting your sales and earnings targets.
DragonBaII wrote: It it all depends on the company. Canopy is one that will not run out of product in my opinion.
longonMJ wrote: Hate to tell you this, but I seriously doubt that any of the big LP's are running out of product.
I strongly believe the major issue and the reason for the empty store shelves and multi-day closures is that the pipeline or the distribution channel has not yet been established to efficiently move the product from the LP's to the retailers.
Nothing at all to do with huge demand and everything to do with a non-existent supply chain that can't move product. As a result, sad to say but all of the weed companies will once again be missing on their quarterly financials for the next few quarters.
Don't see this issue resolving itself until 2020 at the earliest because once we get the dried product figured out, they will not be ready for the drinkables and the edibles that are due to come on line next year.