Pines/ A Walk In The Pines

In September 2026, Pines/ A Walk In The Pines shifted its category mix toward Pre-Roll at 30.9% share and Vapor Pens at 28.4% share, with Pre-Roll surging 1,173.8% year over year and 44.0% month over month while Vapor Pens grew 75.7% YoY and 35.6% MoM; by contrast, Concentrates held 22.5% share with 227.2% YoY growth but declined 8.5% MoM, and Flower at 18.2% share fell 39.3% YoY despite a 23.6% MoM lift. Average price fell 18.4% YoY to $23.72 while brand sales rose 79.6% YoY, and within New York Vapor Pens the brand sat at rank 90, indicating volume expansion is being driven by lower prices and mix reallocation toward faster-growing inhalable formats. The pattern implies Pines/ A Walk In The Pines is using price and a pivot into Pre-Roll and Vapor Pens to offset structural pressure in Flower and recent softening in Concentrates, concentrating demand in two categories that are gaining both share and short-term velocity.

The category shifts suggest a repositioning toward accessible inhalable entry points: Pre-Roll’s triple‑digit MoM and YoY gains (44.0% MoM, 1,173.8% YoY) alongside Vapor Pens’ dual growth (35.6% MoM, 75.7% YoY) indicate the brand is prioritizing convenience formats, while the 18.4% YoY price reduction aligns with that strategy and correlates with a 79.6% YoY lift in total sales. With Concentrates slipping 8.5% MoM despite 227.2% YoY growth and Flower contracting 39.3% YoY even as it rebounded 23.6% MoM, the near-term signal is to continue allocating supply and marketing weight toward Pre-Roll and Vapor Pens while treating Concentrates as episodic upside and Flower as a stabilization target; this positions the brand to trade share within inhalables while using price to widen the funnel.