5 Points Cannabis

In July 2026, 5 Points Cannabis concentrated 55.40% of sales in Pre-Roll while Flower held 42.40% and Concentrates 2.20%, with Pre-Roll down 21.59% year over year and 0.54% month over month, and Flower down 10.86% YoY but up 0.08% MoM. Concentrates expanded 51.31% YoY and 29.60% MoM off a small base, while the brand’s average price fell 6.51% YoY to $21.67 and Pre-Roll averaged $19.26 versus Flower at $25.85, indicating mix pressure toward lower-priced units alongside a Pre-Roll-heavy portfolio and a rank of 49 in Ontario Pre-Roll. The pattern implies margin and velocity are anchored to Pre-Roll softness while incremental growth is arriving from a small Concentrates foothold, creating a tilt toward value-driven Pre-Roll that risks further share drag if July 2026 trends persist.

With Pre-Roll at 55.40% share and down 21.59% YoY while Flower at 42.40% is only down 10.86% YoY, the brand’s positioning is overexposed to the most negative trajectory, and the 0.54% MoM Pre-Roll dip versus a 0.08% MoM Flower uptick signals a gradual pivot opportunity without immediate volume loss. The 51.31% YoY and 29.60% MoM gains in Concentrates suggest a diversification vector, but its 2.20% share limits portfolio impact, and the 6.51% YoY price decline pairs with a $19.26 Pre-Roll price point that may be defending volume at the expense of rank, evidenced by rank 49 in Ontario Pre-Roll. The implication is to rebalance toward steadier Flower and nurture high-growth Concentrates while tightening Pre-Roll price-pack architecture to reduce dependency on discount-driven movement and to protect placement in Ontario.