Kush is pulling data…
Each category’s 2025 contribution and 2026 annualized run-rate (YTD × 365/163 days elapsed). Green = accelerating vs 2025, red = shrinking. 2025 is the base because 2026 is still YTD.
| Category | Share 2025 | 2025 actual | 2026 YTD | 2026 annualized | YoY |
|---|---|---|---|---|---|
| Fleurs séchées | 49.8% | $452.3M | $125.8M | $281.8M | -37.7% |
| Préroulés | 24.4% | $221.5M | $61.5M | $137.7M | -37.8% |
| Haschich | 8.4% | $76.5M | $21.6M | $48.3M | -36.9% |
| Concentrés | 7.5% | $68.5M | $21.0M | $47.1M | -31.3% |
| Moulu | 3.9% | $35.3M | $11.6M | $26.1M | -26.1% |
| Huiles | 1.0% | $9.4M | $2.4M | $5.5M | -41.9% |
| Capsules | 0.9% | $8.5M | $2.3M | $5.1M | -39.8% |
| Prêts-à-boire | 0.7% | $6.5M | $1.8M | $3.9M | -39.4% |
| Atomiseurs oraux | 0.6% | $5.1M | $1.3M | $2.9M | -42.6% |
| Papiers à rouler | 0.5% | $4.2M | $1.3M | $2.8M | -33.2% |
| Cartouche de distillat | 0.4% | $3.4M | $8.4M | $18.8M | +452.5% |
| Prêts-à-manger | 0.3% | $3.0M | $773K | $1.7M | -41.6% |
| Cartouche de résine | 0.3% | $2.8M | $6.5M | $14.6M | +414.5% |
| Résine | 0.2% | $2.2M | $498K | $1.1M | -48.7% |
| Kief | 0.2% | $1.5M | $383K | $858K | -41.1% |
| Batterie | 0.2% | $1.4M | $1.5M | $3.3M | +132.0% |
| Rosine | 0.1% | $1.2M | $368K | $823K | -28.6% |
| Cartouche de rosine | 0.1% | $1.1M | $1.9M | $4.3M | +294.3% |
| Pipes | 0.1% | $1.1M | $431K | $964K | -8.8% |
| Briquets | 0.1% | $763K | $195K | $437K | -42.7% |
| Broyeurs | 0.1% | $558K | $120K | $268K | -51.9% |
| Timbres oraux | 0.0% | $406K | $75K | $167K | -58.7% |
| Infusions | 0.0% | $358K | $103K | $230K | -35.7% |
| Moulu concentrés | 0.0% | $345K | — | — | -100.0% |
| À cuisiner | 0.0% | $198K | $99K | $223K | +12.7% |
| Accessoires | 0.0% | $6K | $739 | $2K | -71.0% |
| Accessoires d'entreposage | 0.0% | $10 | — | — | -100.0% |
| (other) | 0.0% | — | $7K | $15K | — |
How fat is the long tail? What share of 2025 revenue is driven by the top SKUs. Per-SKU HHI = 57 · top SKU alone = 2.6% of network · total SKUs selling: 2,488
How efficient is each category’s catalog? High $/SKU = fewer SKUs doing more work (strong SKUs, rationalized shelf). Low = crowded with underperformers.
| Category | SKUs | Revenue | $ / SKU |
|---|---|---|---|
| Concentrés | 61 | $68.5M | $1.1M |
| Moulu | 42 | $35.3M | $840K |
| Haschich | 123 | $76.5M | $622K |
| Batterie | 2 | $1.1M | $568K |
| Rosine | 3 | $1.2M | $385K |
| Préroulés | 586 | $221.5M | $378K |
| Cartouche de rosine | 3 | $1.1M | $366K |
| Résine | 6 | $2.2M | $363K |
| Fleurs séchées | 1,250 | $452.3M | $362K |
| Papiers à rouler | 13 | $4.2M | $324K |
| Cartouche de résine | 9 | $2.8M | $314K |
| Cartouche de distillat | 17 | $3.4M | $201K |
| Briquets | 4 | $763K | $191K |
| Atomiseurs oraux | 27 | $5.1M | $188K |
| Moulu concentrés | 2 | $345K | $172K |
| Capsules | 56 | $8.5M | $152K |
| Kief | 11 | $1.5M | $132K |
| Prêts-à-manger | 24 | $3.0M | $124K |
| Huiles | 82 | $9.4M | $115K |
| Timbres oraux | 4 | $406K | $101K |
| Pipes | 11 | $1.1M | $96K |
| Prêts-à-boire | 95 | $6.5M | $69K |
| Broyeurs | 9 | $558K | $62K |
| Infusions | 22 | $358K | $16K |
| À cuisiner | 17 | $198K | $12K |
| Accessoires | 6 | $6K | $951 |
| Accessoires d'entreposage | 1 | $10 | $10 |
| Produits décarboxylés | 2 | $0 | $0 |
Year-on-year change in the average $/g per category. Green = prices holding / rising, red = price compression.
| Category | Prior $/g | 2026 $/g | YoY Δ |
|---|---|---|---|
| Préroulés | $8.34 | $8.30 | -0.5% |
| Moulu | $4.44 | $4.34 | -2.2% |
| Fleurs séchées | $6.89 | $6.68 | -3.1% |
| Haschich | $19.44 | $18.80 | -3.3% |
HHI > 2,500 = concentrated. 1,500–2,500 = moderate. < 1,500 = unconcentrated.
| Category | Revenue | Brands | Top brand | Top share | HHI | Tier |
|---|---|---|---|---|---|---|
| Accessoires d'entreposage | $10 | 1 | Integra | 100.0% | 10,000 | 🔴 concentrated |
| Moulu concentrés | $345K | 1 | Irony | 100.0% | 10,000 | 🔴 concentrated |
| Timbres oraux | $406K | 2 | Fleurons | 100.0% | 10,000 | 🔴 concentrated |
| À cuisiner | $198K | 6 | La Doze | 100.0% | 10,000 | 🔴 concentrated |
| Infusions | $358K | 5 | Solei | 99.0% | 9,810 | 🔴 concentrated |
| Papiers à rouler | $4.2M | 3 | OCB | 85.3% | 7,468 | 🔴 concentrated |
| Briquets | $763K | 4 | Clipper | 85.7% | 7,442 | 🔴 concentrated |
| Rosine | $1.2M | 3 | XK | 73.5% | 6,090 | 🔴 concentrated |
| Kief | $1.5M | 9 | XK | 72.2% | 5,832 | 🔴 concentrated |
| Cartouche de rosine | $1.1M | 2 | Nugz | 66.5% | 5,548 | 🔴 concentrated |
| Concentrés | $68.5M | 34 | Nugz | 65.2% | 4,358 | 🔴 concentrated |
| Capsules | $8.5M | 19 | Tweed | 58.4% | 3,787 | 🔴 concentrated |
| Broyeurs | $558K | 8 | (unbranded) | 40.6% | 3,616 | 🔴 concentrated |
| Accessoires | $6K | 6 | Silicycle | 42.8% | 3,611 | 🔴 concentrated |
| Batterie | $1.4M | 3 | Active | 39.7% | 3,550 | 🔴 concentrated |
| Atomiseurs oraux | $5.1M | 12 | Twd. | 42.7% | 3,481 | 🔴 concentrated |
| Résine | $2.2M | 4 | Nugz | 41.0% | 3,226 | 🔴 concentrated |
| Pipes | $1.1M | 7 | Bongjour | 51.5% | 3,178 | 🔴 concentrated |
| Prêts-à-manger | $3.0M | 6 | Blee | 50.3% | 3,134 | 🔴 concentrated |
| Huiles | $9.4M | 34 | XK | 40.5% | 2,634 | 🔴 concentrated |
| Cartouche de résine | $2.8M | 6 | Bleuh | 32.4% | 2,506 | 🔴 concentrated |
| Moulu | $35.3M | 27 | Shred | 28.3% | 1,941 | 🟡 moderate |
| Cartouche de distillat | $3.4M | 12 | Boxhot | 21.4% | 1,341 | 🟢 unconcentrated |
| Prêts-à-boire | $6.5M | 24 | Riff | 18.0% | 1,263 | 🟢 unconcentrated |
| Haschich | $76.5M | 58 | R'Belle | 14.8% | 701 | 🟢 unconcentrated |
| Fleurs séchées | $452.3M | 230 | Good Supply | 9.3% | 338 | 🟢 unconcentrated |
| Préroulés | $221.5M | 168 | Shred | 6.8% | 296 | 🟢 unconcentrated |