Castle Rock Farms

Castle Rock Farms concentrated 53.71% of July 2026 sales in Pre-Roll while holding rank 8 in Alberta Pre-Roll, even as Pre-Roll revenue fell 26.52% year over year and 3.09% month over month; by contrast, Vapor Pens expanded to a 23.51% share with a 50.21% month-over-month lift and Flower reached a 22.77% share on a 26.76% month-over-month gain. Despite brand-level sales down 5.16% year over year and the average price declining 6.03%, the category mix pivoted toward faster-growing Vapor Pens and a rebounding Flower, implying a deliberate trade from a contracting Pre-Roll base into categories with higher short-term velocity at an average ticket of $37.16.

The mix realignment implies Castle Rock Farms is repositioning from reliance on a shrinking Pre-Roll core (down 26.52% year over year) toward balancing Vapor Pens’ momentum (up 50.21% month over month) with Flower’s recovery (up 26.76% month over month), which can stabilize share if executed against rank 8 pressure in Alberta. With Pre-Roll still over half of sales at 53.71% while Vapor Pens and Flower together account for 46.29%, maintaining price discipline amid a 6.03% brand-wide price decline and a Flower price point of $71.58 suggests headroom to trade consumers across tiers, implying near-term resilience through mix while longer-term growth depends on easing the 26.52% Pre-Roll decline or further expanding the 23.51% Vapor Pens share.