The elephant in the room.No one in the cannabis space ever mentions what I consider to be the limiting factor, or headwind for the entire industry. Many of the would be consumers are in zero tolerance, safety sensitive jobs. So, if you can be screened at will by your employer, or as mandated by government agencies, most people will make the sensible choice and not risk their livelyhood for a temporary high on the weekend.
Supreme was founded on the premise of producing quality flower at scale, and borrowed heavily at high interest rates for facility improvements and aquisitions. Now, it would seem smaller companies with less debt load will have the competitive advantage going forward.