Dirty Arm Farm

Dirty Arm Farm’s August 2026 category mix is concentrated in Concentrates at 83.52% share, with Beverage at 14.08% and Vapor Pens at 2.40%. Concentrates contracted sharply year over year by 73.20% and month over month by 22.36%, while Beverage fell only 5.24% year over year but surged 2,189.09% month over month, and Vapor Pens declined 40.55% year over year with no reported month-over-month figure. The average price declined 18.30% year over year to $26.91, and within Concentrates the average price sits at $25.38, versus $40.38 in Beverage, indicating mix and pricing pressures. In Oregon Concentrates, the brand held rank 39, aligning with an overall brand sales drop of 70.58% year over year and 51.38% over 24 months; the pattern implies the brand is overexposed to a shrinking Concentrates base while an emergent Beverage line is offsetting only a small portion of the decline.

The shift—sharp month-over-month re-entry in Beverage alongside ongoing declines in Concentrates—suggests a pivot toward higher-priced Beverage offerings to stabilize revenue per unit despite category headwinds. With rank 39 in Oregon Concentrates and a category share still above 80%, the brand’s positioning remains tied to a declining core, implying that near-term resilience depends on accelerating Beverage’s share beyond 14.08% and reducing reliance on Concentrates where both demand (−73.20% YoY) and recent momentum (−22.36% MoM) are negative. The pricing gap between Beverage ($40.38) and Concentrates ($25.38), combined with the 18.30% brand-wide price drop, implies the path forward is premium-mix expansion to lift realized price while insulating the portfolio from volatility in Concentrates.