Dog House

Dog House’s mix in May 2026 is heavily concentrated in Flower at 76.53% share, with Pre-Roll at 21.11% and Vapor Pens and Concentrates together under 2.37%. Flower sales fell 43.29% year over year and 25.03% month over month, while Pre-Roll declined 32.19% year over year and 14.06% month over month; Vapor Pens contracted 30.20% month over month and Concentrates dropped 36.29% month over month. Against this contraction, the brand’s average price fell 27.03% year over year to $17.17, and Flower’s category price sits at $21.36, implying price compression alongside volume pressure. The pattern implies overexposure to a shrinking Flower base with limited offset from Pre-Roll, leaving the portfolio vulnerable when Flower softness accelerates month over month and year over year in the same period.

With 76.53% of sales tied to Flower and a category rank of 35 in Flower in Oregon, the double-hit of a 43.29% year-over-year and 25.03% month-over-month Flower decline translates into an outsized drag relative to a more diversified mix. Pre-Roll’s 21.11% share and a smaller 14.06% month-over-month decline suggest it cushions less than half the sequential Flower contraction, while subscale Vapor Pens at 2.31% share and a 30.20% month-over-month slide do not provide a counterweight. The combined effect, alongside a 27.03% year-over-year decline in average price, implies a positioning skewed toward value-sensitive Flower that is losing both price and volume leverage, signaling a need to rebalance mix toward categories with less pronounced month-over-month volatility.