South Point

In May 2026, South Point concentrated 86.07% of sales in Flower while Pre-Roll held 13.93%, with Flower’s month-over-month change at 7.43% versus Pre-Roll’s -27.58%. The weighted average price across categories was $33.24, while Flower carried a higher ticket at $36.27 and Pre-Roll sat lower at $21.93, indicating mix-driven margin implications as Flower’s 7.43% MoM uptick counterbalanced a 27.58% MoM contraction in Pre-Roll. In ON, this mix likely amplified exposure to a higher-price core, and within the Flower context South Point held rank 25 in Alberta, which positions the brand in the mid-pack relative performance tier. The pattern implies South Point leaned further into Flower in May 2026, using category depth to offset volatility in Pre-Roll and maintain volume at a higher average selling price.

With Flower at 86.07% share and growing 7.43% MoM while Pre-Roll declined 27.58% MoM, the portfolio skew increases reliance on a single category even as price points diverge at $36.27 for Flower versus $21.93 for Pre-Roll. Holding rank 25 in Alberta for Flower alongside a 13.93% Pre-Roll mix suggests limited buffer from value-entry formats during softer weeks, especially when a -27.58% MoM in Pre-Roll coincides with a premium-leaning average price of $33.24. In May 2026, this mix implies South Point’s competitive posture hinges on defending Flower velocity and price realization, while Pre-Roll needs stabilization to prevent mix-driven swings in traffic and unit throughput.