Potluck

In May 2026, Potluck’s mix concentrated in Flower at 55.08% share and Pre-Roll at 37.30%, together accounting for 92.38% of sales, while Vapor Pens fell to 7.10% share. Year over year, Pre-Roll expanded 110.69% versus Flower at 72.69%, and month over month Pre-Roll grew 10.52% versus Flower at 9.90%, indicating the faster growth engine sits in combustible formats. Vapor Pens contracted 35.92% year over year but inched up 1.11% month over month, and Tincture & Sublingual declined 67.54% year over year with a 2.55% month-over-month dip, while Capsules plunged 69.91% year over year yet spiked 56.88% month over month from a tiny base. With brand sales up 60.37% year over year alongside a 6.02% average price reduction, the pattern implies Potluck is gaining volume primarily through price-accessible Flower and accelerating Pre-Roll, while de-emphasizing Vapor Pens and wellness subcategories.

This shift concentrates Potluck’s positioning around inhalable value where scale effects matter: a 55.08% Flower anchor paired with a 37.30% Pre-Roll wing signals portfolio focus, while a May 2026 rank of 20 in Ontario Flower frames headroom for rank improvement if Pre-Roll growth at 110.69% year over year can cross-pollinate into Flower. The divergence between a 10.52% Pre-Roll month-over-month increase and a 1.11% Vapor Pens uptick suggests merchandising and promo elasticity are paying off in combustibles more than in oil-based formats; coupled with a 6.02% average price decline, the implication is a deliberate volume-over-mix tilt that can raise share near term but risks overexposure to price-sensitive segments unless incremental gains in Vapor Pens’ 7.10% share are unlocked.