.svg){kind=small}
Sep-2026
Sales
Trend
6-Month
Product Count
SKUs
Avg Price
YoY Sales Change
YoY Price Change
Market Insights Snapshot
In September 2026, The CO2 Company concentrated 95.59% of sales in Vapor Pens with a 47.57% year-over-year increase but a 13.30% month-over-month decline, while Beverage held 4.41% share with a 63.85% year-over-year drop and a 77.64% month-over-month fall; combined with a 20.06% year-over-year rise in average price to $19.64, the mix skews further toward higher-priced pen SKUs as Beverage volume contracts. With brand sales up 25.42% year over year yet the primary category down month over month and Beverage sharply retrenching, the data implies growth is driven by a narrower portfolio that is gaining annually but giving back momentum intra-quarter, concentrating risk in a single category.
Positionally, anchoring at rank 79 in Vapor Pens in Colorado while Vapor Pens carry 95.59% of brand mix suggests a mid-to-late shelf placement that relies on selective wins rather than broad distribution, and the 13.30% month-over-month slide in the core category alongside a 77.64% Beverage pullback indicates sensitivity to promotional cadence or out-of-stocks rather than elastic cross-category buffering. The combination of a 20.06% average price lift and a 47.57% Vapor Pen year-over-year increase, paired with a 63.85% Beverage decline, implies The CO2 Company is migrating consumers to fewer, higher-priced Vapor Pen units while exiting or de-emphasizing Beverage, which concentrates share but leaves limited protection against competitive or regulatory shocks within Vapor Pens.
Competitive Landscape
The CO2 Company sits at rank #79 in Colorado Vapor Pens for September 2026, improving 13 positions from #92 year over year while slipping 10 spots from #69 to #79 versus June 2026; against this mixed trajectory, category leaders tightened their grip as Spherex held #1 with a 1.93% YoY sales lift and PAX advanced from #3 to #2 on 34.66% YoY growth, whereas The CO2 Company remains below its peak rank of #73 from May 2025 and below its 3-month position of #89 by 10 ranks, implying that recent quarter-over-quarter slippage amid competitors climbing ranking ladders requires a shift toward defensible niches or retailer concentration to convert the YoY momentum into sustained rank gains.
Notable Products
Tangerine Haze Oil Disposable (1g) delivered the standout move with a 212% month-over-month increase and a rank of 2 in September 2026, while Blueberry Bubble Oil Disposable (1g) also surged 153% to rank 1, indicating a sharp shift toward a narrow set of high-velocity Vapor Pens. In contrast, Banana Kush Oil Disposable (1g) fell 79% to rank 4 and Super Lemon Haze Oil Disposable (1g) declined 39% to rank 5, while the GMO x Tropicanna Cookies CO2 Disposable (2g) slid 84% to rank 7, marking deeper pressure on 2g and select 1g SKUs. Four of the top seven SKUs are Vapor Pens, and two of the top three are the Blueberry Bubble and Tangerine Haze flavors, pointing to concentration around a few winning taste profiles rather than broad portfolio lift. This pattern implies The CO2 Company is consolidating demand into a couple of flavor-led 1g disposables while legacy and 2g formats retrench, guiding assortment and promo weight toward the fastest-moving pen flavors over breadth.
Top Selling Cannabis Brands
Data for this report comes from real-time sales reporting by participating cannabis retailers via their point-of-sale systems, which are linked up with Headset’s business intelligence software. Headset’s data is very reliable, as it comes digitally direct from our partner retailers. However, the potential does exist for misreporting in the instance of duplicates, incorrectly classified products, inaccurate entry of products into point-of-sale systems, or even simple human error at the point of purchase. Thus, there is a slight margin of error to consider. Brands listed on this page are ranked in the top twenty within the market and product category by total retail sales volume.
