South Point

South Point concentrated 83.36% of July 2026 sales in Flower and 16.64% in Pre-Roll, with Flower advancing 4.88% month over month while Pre-Roll jumped 39.23% month over month; average prices split at $37.43 for Flower versus $20.89 for Pre-Roll. In the Flower category, South Point held rank 25 in Alberta, signaling headroom if the 4.88% Flower momentum can be compounded while the faster 39.23% Pre-Roll growth diversifies exposure; the pattern implies the brand’s sales engine still relies on Flower scale but the incremental growth lever is shifting toward Pre-Roll.

The divergence between a high-share, slower-growing Flower base at 83.36% and a lower-share, faster-growing Pre-Roll tranche at 16.64% indicates mix-led upside if Pre-Roll expansion continues at a multiple of Flower’s 4.88% month-over-month pace; holding rank 25 in Alberta Flower suggests gains will be more mix- than rank-driven near term. Given the $37.43 versus $20.89 price gap, incremental volume likely skews to Pre-Roll without compressing Flower price, implying a positioning path where South Point preserves Flower scale while using Pre-Roll’s 39.23% growth to lift total throughput and smooth volatility tied to a single-category footprint.