Good Good (MI)

Good Good (MI) split its September 2026 revenue almost evenly between Vapor Pens at 51.16% share and Edible at 48.71% share, but the trajectories diverged: Vapor Pens posted a 14,749.67% year-over-year change alongside a month-over-month decline of 9.43%, while Edible rose 86.81% year-over-year but fell 35.78% month-over-month. Minor lines collapsed month-over-month, with Pre-Roll down 98.59% and Flower down 99.87%, leaving category concentration tighter even as brand-level sales grew 278.55% year-over-year; the average price increased 92.62% year-over-year to $3.23, contrasting with a Vapor Pens average of $11.53 and Edible at $1.84. The pattern implies a two-pillar model where Edible volume sustains scale at a low unit price while Vapor Pens carries higher ticket size, and the steep month-over-month pullback across three categories signals a sensitivity to short-cycle demand that could reshape mix in October 2026.

The mix shift, with Vapor Pens at 51.16% share and ranked 40 in Michigan Vapor Pens, suggests that September 2026 gains were breadth-light but price-levered: a 92.62% brand-level average price increase against a 9.43% month-over-month decline in Vapor Pens and a 35.78% drop in Edible positions the brand to trade up in fewer baskets while risking velocity loss. With Edible still 48.71% of sales and up 86.81% year-over-year, the brand retains a volume ballast, but the near-wipeout of Pre-Roll (down 98.59% month-over-month) and Flower (down 99.87% month-over-month) removes cross-category entry points that typically feed trial; this implies the brand’s positioning is narrowing toward price-tiered pen and edible propositions, with rank 40 indicating headroom that likely depends on stabilizing month-over-month swings rather than pushing into micro-scale categories.