Drip Oils + Extracts

Drip Oils + Extracts shifted its mix in June 2026 toward higher-growth combustion formats: Flower held 39.29% share with 96.21% year-over-year growth but declined 7.27% month-over-month, while Pre-Roll expanded to 14.92% share with 923.51% year-over-year growth and a 9.73% month-over-month gain. Concentrates reached 24.93% share on 32.54% year-over-year growth and 9.25% month-over-month growth, whereas Vapor Pens fell to 10.38% share with a 66.99% year-over-year decline and a 14.32% month-over-month drop. Ancillary formats were mixed: Tincture & Sublingual grew 17.66% year-over-year but slipped 6.01% month-over-month to 5.13% share, and Topical rose 18.86% year-over-year but fell 18.61% month-over-month to 3.87% share. The overall pattern points to a deliberate reweighting away from declining Vapor Pens toward Pre-Roll and Concentrates, using Flower as a volatile but growing anchor, which implies June’s dip in Flower was absorbed by gains in adjacent inhalable formats.

Pricing and positioning signals reinforce a value-to-volume pivot: the brand’s average price decreased 16.97% year-over-year to $21.64 while brand sales grew 23.86% year-over-year, consistent with mix-shift elasticity where Pre-Roll (+923.51% YoY, +9.73% MoM) and Concentrates (+32.54% YoY, +9.25% MoM) capture incremental units as Vapor Pens contracts (-66.99% YoY, -14.32% MoM). With Flower still the top category at 39.29% share but down 7.27% month-over-month, the concurrent month-over-month gains in Pre-Roll and Concentrates suggest substitution rather than category exit. In Arizona Flower, a rank of 15 indicates mid-pack visibility; paired with the brand’s 96.55% two-year growth and a 1.80% month-over-month uptick in Beverage against a small 1.49% share, the mix implies a strategy to secure baseline velocity in mainstream inhalables while testing smaller adjacency bets to buffer rank volatility.