Rosin Heads

Rosin Heads concentrated 61.38% of May 2026 sales in Edible, up 36.70% month over month but down 31.72% year over year, while Capsules held 33.89% share with a 15.82% month-over-month decline and a 15.62% year-over-year decline. Smaller lines moved sharply: Flower rose to 3.99% share with a 522.10% month-over-month jump and a 33.10% year-over-year increase, whereas Concentrates sat at 0.46% share with a 31.04% month-over-month lift but an 86.98% year-over-year drop, and Pre-Roll fell to 0.28% share with an 82.11% month-over-month decline and a 93.14% year-over-year contraction. Average price climbed 15.18% year over year to $22.52 as overall brand sales fell 29.94% year over year, indicating a mix that leans heavier into higher-priced or premium-pack formats even as volume contracted. The pattern implies May 2026 was a rebalancing month where Edible recovered sequentially and Flower emerged as a testing wedge, but the portfolio still skews toward categories with negative year-over-year momentum.

With Edible ranked 17 in Ontario and commanding 61.38% share of brand sales, the near-term positioning hinges on defending mid-pack visibility while using the 36.70% month-over-month rebound to offset Capsules’ 15.82% pullback. The 522.10% month-over-month surge in Flower alongside a 33.10% year-over-year gain suggests a foothold for trial that could diversify risk away from categories posting year-over-year declines, while Concentrates’ 86.98% year-over-year drop and Pre-Roll’s 93.14% year-over-year contraction signal little leverage in inhalables today. Given a 15.18% year-over-year rise in average price against a 29.94% year-over-year sales decline, the implication is that pricing and pack architecture are outpacing demand elasticity, so sustaining the Edible rebound and selectively scaling Flower look like the most efficient paths to stabilize rank and mitigate further volume erosion.