RE:I think........;)
1. Cannabis 2.0 sales
The cannabis 2.0 segment includes edibles, beverages, and vape products. It's an area that investors expect Canopy Growth to dominate. Prior to Klein's arrival, outgoing CEO Mark Zekulin said that the company had as many as 50 edibles products in its pipeline. But regardless of how many products it has today, what matters is the sales numbers that they generate. And heading into earnings, there's concern things are not going as well as they should be. Auxly Cannabis claimed in a Jan. 20 press release that it was the top-selling producer in the cannabis 2.0 market in 2020, according to data from Headset, commanding a 14% market share.
In Canopy Growth's most recent results, released on Nov. 9, 2020, sales from the cannabis 2.0 market were 8.7 million Canadian dollars for the second quarter and period ending Sept. 30, 2020. It's still a fairly small part of its total revenue (6.4%), but it could help drive a lot of growth for Canopy Growth if successful.