Gramlin

In August 2026, Gramlin’s category mix concentrated further into Vapor Pens at 65.10% share with a year-over-year decline of 70.99% and a month-over-month dip of 2.60%, while Flower slid to 19.77% share with year-over-year decline of 88.94% and month-over-month decline of 19.72%. Pre-Roll expanded to 15.12% share on year-over-year growth of 181.27% and month-over-month growth of 22.39%, whereas Edible collapsed to 0.01% share with year-over-year decline of 99.91% and month-over-month decline of 66.04%. With average price up 0.99% year over year to $20.67 and Vapor Pens priced at $19.50 versus Flower at $29.87, the mix shift toward lower-priced formats aligns with cost-sensitive demand. The pattern implies Gramlin is rebalancing away from high-variance Flower and near-exited Edible into Pre-Roll while defending Vapor Pens scale, trading margin per unit for velocity to stabilize volumes.

Positionally, a 24th rank in Vapor Pens in California sets Gramlin as a mid-pack contender whose 2.60% month-over-month decline in its anchor category contrasts with a 22.39% month-over-month gain in Pre-Roll, suggesting incremental share gains may come from cross-selling rather than pen-led acquisition. With brand sales down 76.75% year over year and Vapor Pens still 65.10% of mix, dependency risk remains elevated; the 181.27% year-over-year surge in Pre-Roll at an $18.10 average price indicates a viable trade-down pathway that can cushion pen softness. The pattern implies near-term positioning should pivot messaging, assortment, and promo depth toward Pre-Roll to convert price-sensitive buyers, while using Vapor Pens as a scale platform to retain shelf space without over-investing where rank pressure persists.