RE:RE:Market Share Angle So last quarter I didn't have very many data points.
I used haze as a proxy for the whole quarter which increased pack relative to purchase date by .33% over a 3month period.
We had 26% increase in sales volume - (incld new pre roll)
so say off by 10%.
sell through has been even for 3.5/7g (from November to February) but packaging rate from nov to Jan 31 quadroupled from 3k/day to 12k/day - Relative to the previous period we are comparing to.
so how much did they start packaging? I had a conversation with IR that they were running roughly 5-6 days/week at 11k/day avg.
plus you introduce sales through pre-rolls which is significant.
All in all .... I don't know
but obviously new skus matters, sales team matters, watching inventory sell through matters, being most searched brand in the biggest market matters - so It's more of a "let's factor all this together" type of thing.