Headset

Rescheduling will change the conversation around medical cannabis. The bigger question is what the data is already telling us. On Monday, June 15, Headset CEO Cy Scott will be presenting “An Exclusive Look at Medical Cannabis Markets After Rescheduling” at IgniteIt Cannabis Chicago. This quick, data-focused session will look at how medical cannabis markets and operators are positioned for what comes next, including: • Category trends • Pricing dynamics • Patient demand • Signals shaping state-licensed medical cannabis For operators, brands, investors, and anyone watching the future of medical cannabis, this is a session worth having on your radar. 📍 Monday, June 15, 2026 ⏰ 9:00 AM – 9:10 AM Use code HEADSET20 for 20% off registration: https://lnkd.in/egeJcawu

Retailers have always had store-level data. The harder question is: how does your store actually compare to the rest of the market? Headset’s new Competitive Pulse report helps answer that. Available inside Headset Retailer for connected retail partners, Competitive Pulse gives dispensaries a monthly benchmarking report that shows where their store ranks against peer stores in their state. That includes key performance metrics like: • Basket count • Items per basket • Average item price • Discount rate • Month-over-month and year-over-year trends • Peer median comparisons The real value is in the context. A discount rate may look manageable on its own. But if it is significantly higher than the peer median, that could be margin walking out the door. Competitive Pulse also uses AI-generated scenarios to show specific strategic moves, grounded in your store’s actual data, with estimated revenue impact. Because “sales are up” is only part of the story. The better question is: are they up ENOUGH? Read more about Competitive Pulse from Headset: https://lnkd.in/e_VHBeUd

Cy Scott is bringing Headset data to the rescheduling conversation. At IgniteIt Cannabis’s Capital Conference in Chicago, Headset CEO Cy Scott will present: An Exclusive Look at Medical Cannabis Markets After Rescheduling, Presented by Headset 📅 Monday, June 15, 2026 ⏰ 9:00 AM – 9:10 AM In this session, Cy will share a data-driven look at how medical cannabis markets and operators are positioned after rescheduling, including: • Category trends • Pricing dynamics • Patient demand • Market signals shaping the next phase of state-licensed medical cannabis As the industry prepares for a new federal classification, operators need more than speculation. They need to understand what the data is showing now — and what it may signal for the future. Use code HEADSET20 for 20% off your registration: https://lnkd.in/em86UcAE We’ll see you there.

The latest Headset data snapshot, updated May 5, shows RYTHM at $25M+ in April 2026 sales across 1,657 SKUs. A few places where the momentum shows up: 📊 Pre-Rolls RYTHM held the #1 Pre-Roll position in Illinois from January through April 2026. In New Jersey, the brand climbed to #1 by April, while Maryland remained strong at #2. 📊 Flower Still a core driver. Green Thumb Industries (GTI)'s RYTHM held the #2 Flower position in Illinois throughout the first four months of the year, with strong April rankings in Maryland, Nevada, New York, Connecticut, and Ohio. 📊 Concentrates Another Illinois standout, where RYTHM ranked #2 in April, showing strength beyond traditional Flower and Pre-Roll formats. 📊 Vapor Pens More mixed, but still part of the portfolio, with April rankings including #3 in Maryland, #5 in Illinois, and #6 in New Jersey. The real story is in the category mix: where Flower is anchoring the brand, where Pre-Rolls are leading, and where other formats are still shifting. Headset’s RYTHM page breaks it down by market, category, SKU count, and sales. https://lnkd.in/eBJZUC9S #CannabisIndustry #MarketIntelligence #RetailData #Headset

Ohio cannabis buyers have a very different shelf to plan for this summer. According to Headset’s latest Ohio Buyer Brief, the state cleared $1.12B in retail sales over the trailing twelve months ending March 2026, up 35% year over year. And the category shifts are moving fast. A few standouts: - Pre-rolls went from almost nothing to $7.4M per month in eight months, making them a top-five category before many retailers have fully adjusted their planograms. - Disposables officially passed cartridges in February 2026, with the gap widening by March. - Edibles remain one of the most stable margin plays in the market, with gummies accounting for 89% of edible sales. - And Ohio’s shelf is still wide open. No single brand owns more than 6% of market share, which means placement, merchandising, and buyer strategy can still move the needle. Read the full Ohio Buyer Brief from Headset here: https://lnkd.in/eXShj2jm

New York’s top two cannabis brands are taking VERY different paths to the top. Using ✨Ask Headset, we looked at trailing 12-month category sales for Ayrloom and Dank. By Definition in New York. The split is striking: ayrloom is winning through diversification. Its sales are spread across Vapor Pens, Beverages, Edibles, Pre-Rolls, Tinctures & Sublinguals, and Topicals, with Vapor Pens leading at nearly $35M. Dank By Definition is much more concentrated. The brand’s sales are driven almost entirely by Flower at $48M+ and Pre-Rolls at $16M+, with minimal presence across other categories. Same market, same top tier, very different playbooks: one built around category breadth, the other around deep strength in Flower and Pre-Rolls. ✨ Ask Headset makes it easier to spot these market patterns fast, from brand comparisons to category mix, sales trends, and what is actually moving at retail. Learn more here —> https://lnkd.in/g7B57QtY

Back Forty continues to be one of the Canadian brands to watch, especially when you look category by category. According to Headset’s latest brand snapshot, updated May 5, Back Forty generated $10M+ in April 2026 sales across 218 SKUs. The biggest signal is in Pre-Rolls. Back Forty held the #1 Pre-Roll position in Ontario from January through April 2026, while also ranking #1 in Saskatchewan, #3 in Alberta, and #6 in British Columbia in April. But the brand’s strength is not limited to one category. In Flower, Back Forty ranked #1 in Saskatchewan and #2 in Ontario in April, with additional top 10 placements in Alberta and British Columbia. In Vapor Pens, the brand also showed strong placement, ranking #2 in Ontario, #3 in Alberta, #3 in Saskatchewan, and #6 in British Columbia. Pre-Rolls may be the clearest headline, but they are not the whole story. Back Forty’s broader category mix shows how the brand is staying visible across different buying occasions. Headset’s Back Forty page breaks down the full picture by province, category, SKU count, sales, and notable products. https://lnkd.in/eUAYbQgs #CannabisIndustry #MarketIntelligence #RetailData #Headset

Quick read for anyone buying for an Ohio cannabis retailer: The market just cleared $1.1B. Every category is up. But the most interesting story isn't the headline number, it's where the growth is hiding. Pre-rolls grew 33x in 8 months and are already a top-5 category. Disposables just overtook cartridges in vape. Edibles are quietly the most stable margin in the market while flower keeps getting squeezed by discounting. And the shelf is still wide open: no single brand owns more than 6% share. We wrote up the full picture (with charts, the pre-roll leaderboard, demographics, basket data, and 5 moves to make this quarter) as a buyer brief.

Pre-Rolls have moved from impulse add-on to one of cannabis retail’s strongest basket-building opportunities. Our new Pre-Roll deep dive shows why. Across both the U.S. and Canada, Pre-Roll is the single most frequently attached category in cannabis retail, showing up as an add-on more often than any other product type, no matter what the customer originally came in to buy. That’s a major signal for anyone tracking what’s actually driving the basket. The report digs into: • What consumers are pairing with Pre-Rolls • Where attachment rates are strongest • How infused, multi-pack, and mini Pre-Rolls are performing • What this category’s growth says about where the market is headed Pre-Rolls are getting a lot more interesting. 💨 Read the full report: https://lnkd.in/eDHtwq3H

Rove continues to show how brand performance can vary by market, with Vapor Pens driving most of the momentum across states. Recent Headset data shows $10M+ in monthly retail sales, supported primarily by Vapor Pens, with additional contribution from Pre-Rolls in select markets. Here is where the momentum shows up: 📊 Vapor Pens The core of the brand’s performance. Rove holds strong positions across multiple states, including #1 in Nevada, #4 in Maryland, and top 5 placements in markets like Massachusetts and New York. 📊 Regional Strength Vapor Pens continue to perform well in competitive markets, including #8 in California and steady rankings across New Jersey, Ohio, and Missouri. 📊 Pre-Roll Growth in Select Markets Pre-Rolls are gaining traction in places like Massachusetts (#10) and Missouri (#7), adding secondary category support. What stands out in the data: Rove’s performance is highly market dependent. Vapor Pens anchor the brand, with strong leadership in some states and mid-tier positioning in others. Pre-Rolls contribute selectively, rather than driving national performance. Why this matters: This is what regional category strength looks like. Instead of dominating across every market, Rove’s strategy shows how brands can build momentum by leaning into categories that resonate locally while expanding presence over time. #CannabisIndustry #MarketIntelligence #RetailData #Headset