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Sep-2026
Sales
Trend
6-Month
Product Count
SKUs
Avg Price
YoY Sales Change
YoY Price Change
Market Insights Snapshot
Cold Fire’s mix in September 2026 was concentrated in Vapor Pens at 99.09% share while Concentrates held 0.91%, with Vapor Pens down 16.64% year over year and 15.79% month over month, and Concentrates down 51.02% year over year and 10.16% month over month. The brand’s overall sales decline of 17.17% year over year alongside an 8.30% drop in average price suggests volume contraction beyond price cuts, and the rank of 8 in Vapor Pens in California indicates mid-tier placement under pressure. The thesis is that over-reliance on Vapor Pens amplified downside from category softness, while the smaller Concentrates line offered too little diversification to buffer a double-digit pullback.
With 99.09% of sales in Vapor Pens and only 0.91% in Concentrates, the 16.64% Vapor Pens decline and 51.02% Concentrates decline imply that portfolio concentration is increasing operational risk rather than stabilizing it, and the 8.30% average price decrease is not translating into offsetting unit gains. Holding rank 8 in Vapor Pens in California while posting a 15.79% month-over-month drop indicates share vulnerability if peers declined by less, and the 24-month sales change of 0.12% points to stagnation rather than recovery. The thesis is that Cold Fire’s positioning hinges on defending Vapor Pens rank in core markets while selectively rebuilding a secondary category that can contribute at least a low-single-digit share to reduce volatility.
Competitive Landscape
Cold Fire ranks #8 in California Vapor Pens in September 2026, down 2 positions year over year from #6 and slipping 2 ranks since June 2026 when it was also #6, while its peak of #6 in August 2026 underscores a short-lived summer lift versus a current lower slot; in contrast, Jetty Extracts climbed from #4 to #3 with a 45.2% YoY sales increase as Plug Play fell from #3 to #4 on a 13.5% YoY decline, and category leader STIIIZY held #1 despite a 16.7% YoY contraction while Raw Garden stayed #2 with a 0.6% YoY gain; the pattern implies Cold Fire’s dip from #6 to #8 amid mixed competitor momentum signals share is being redistributed toward faster-rising mid-tier incumbents rather than concentrated at the top.
Notable Products
ColdFire x Blem - Jet Fuel OG Cured Resin Juice Cartridge (1g) posted the steepest decline at -61.1% month over month while sliding to rank 2, whereas ColdFire x Blem - Unruly OG Cured Resin Juice Cartridge (1g) contracted -27.4% MoM yet held rank 1 with $86,445, indicating concentration risk at the very top. ColdFire x Eighty East - Caviar Cured Resin Juice Cartridge (1g) also fell -11.5% MoM at rank 3, and seven of the top ten are Vapor Pens SKUs within collaborative sub-lines, pointing to reliance on co-branded cartridges rather than a diversified mix. The pattern implies Cold Fire is over-indexed in a narrow set of co-branded Vapor Pens where volatility in a flagship SKU can quickly reshape share and rank dynamics.
Top Selling Cannabis Brands
Data for this report comes from real-time sales reporting by participating cannabis retailers via their point-of-sale systems, which are linked up with Headset’s business intelligence software. Headset’s data is very reliable, as it comes digitally direct from our partner retailers. However, the potential does exist for misreporting in the instance of duplicates, incorrectly classified products, inaccurate entry of products into point-of-sale systems, or even simple human error at the point of purchase. Thus, there is a slight margin of error to consider. Brands listed on this page are ranked in the top twenty within the market and product category by total retail sales volume.
