Homiez

Homiez concentrated nearly half of September 2026 sales in Pre-Roll at 49.01% share, while Concentrates accounted for 38.61% and Flower 11.58%, indicating a two-category core with a rising third pillar. Year over year, Concentrates expanded 468.71% versus Pre-Roll’s 4.64%, and month over month, Flower jumped 64.51% while Pre-Roll fell 36.79%, signaling a pivot away from a single-format dependence. Edible stayed small at 0.80% share but spiked 512.27% month over month, and Flower’s 101.96% year-over-year increase contrasts with Pre-Roll’s modest growth, implying the mix is rebalancing toward inhalables beyond Pre-Roll. With an average price down 31.49% year over year to $14.77 and Pre-Roll averaging $25.32, the spread versus Concentrates at $9.12 points to a value-led shift; the data implies Homiez is reallocating volume toward lower-priced, faster-growing subsegments to sustain overall growth despite Pre-Roll’s rank at 33 in Michigan.

These shifts suggest Homiez is trading breadth for velocity: the 36.79% month-over-month pullback in Pre-Roll alongside a 64.51% month-over-month surge in Flower indicates inventory and promotional energy tilting toward categories with higher incremental response. The 468.71% year-over-year rise in Concentrates combined with a 31.49% brand-wide price contraction implies a deliberate price-pack architecture that prioritizes trial and repeat at accessible price tiers, while maintaining a premium anchor in Flower with a $32.58 average price. Given a 49.01% Pre-Roll share but a rank of 33 in Michigan Pre-Roll, the pattern implies Homiez can improve positioning by leaning into Concentrates’ outsized year-over-year momentum and Flower’s month-over-month gains to offset Pre-Roll volatility and lift share in categories where price elasticity is currently favoring the brand.