Alibi

Alibi’s category mix in August 2026 pivoted toward Flower, which rose to a 61.24% share with 749.21% year-over-year growth and a 45.90% month-over-month increase, while Pre-Roll contracted to 35.05% share with a -37.09% year-over-year decline and a -1.71% month-over-month dip. Vapor Pens held 3.72% share with -65.72% year-over-year but a 18.55% month-over-month rebound, indicating a small but active niche. The average price fell 33.94% year over year to one allowable reference at $14.18, while Flower pricing sat lower at $11.48 and Pre-Roll higher at $21.34; this spread, alongside Alibi’s Flower rank of 50 in Oregon, points to a volume-led reweighting. The pattern implies deliberate channeling toward lower-priced Flower to drive share gains while containing the Pre-Roll decline and keeping Vapor Pens as an option for incremental trips.

The shift raises Alibi’s positioning as a value-leaning Flower-first brand: the 61.24% Flower share and 45.90% month-over-month velocity suggest capacity or distribution expansion, while the -37.09% Pre-Roll year-over-year signals pruning or deprioritization to protect mix. With brand sales up 35.57% year over year despite a 33.94% price compression and a 27.51% two-year lift, the mix indicates margin traded for scale and shelf presence; the 50 rank in Oregon Flower signals headroom where further 10–20% share shifts from Pre-Roll toward Flower or a continued 15–20% month-over-month Vapor Pens recovery could improve discovery without overextending premium price tiers. The implication is to lean into Flower assortment depth and targeted promo cadence while using Vapor Pens as a small growth wedge, treating Pre-Roll as a stabilizer rather than the growth engine.