Allswell

In May 2026, Allswell’s mix was concentrated in Flower at 82.83% share with year-over-year growth of 16.05% and month-over-month growth of 14.50%, while Vapor Pens held 11.21% share with faster year-over-year expansion of 32.24% and a 4.16% month-over-month gain. Edible accounted for 5.39% share with modest year-over-year growth of 3.54% and a 0.73% month-over-month uptick, as Pre-Roll contracted to 0.58% share with a year-over-year decline of 69.34% and a month-over-month drop of 33.19%. With total brand sales up 15.03% year over year and average price down 2.17%, the pattern implies volume-led gains centered in Flower while Vapor Pens provides a secondary growth engine and Pre-Roll remains a drag that compresses breadth.

Positioning-wise, holding rank 4 in Flower in California anchors Allswell in a high-volume core where double-digit month-over-month Flower growth of 14.50% and share at 82.83% reinforce scale efficiency, while a 32.24% year-over-year rise in Vapor Pens with 11.21% share suggests adjacent penetration without diluting the core. The 2.17% average price decline alongside Flower average price at 17.72 and Vapor Pens at 12.94 points to trade-down or pack-size shifts that likely widened the buyer base, whereas a 69.34% Pre-Roll contraction and 0.58% share indicate deprioritization that concentrates resources in faster-turning segments. The overall mix implies a deliberate focus on defending Flower rank while using Vapor Pens growth to offset pricing pressure and limiting exposure to underperforming Pre-Rolls.