The Plug Pack

In October 2026, The Plug Pack concentrated 82.36% of sales in Flower while Pre-Roll held 17.24% and Vapor Pens just 0.40%, a mix that skews far more toward Flower than typical hybrid portfolios. Flower declined 21.00% year over year and fell 7.82% month over month, while Pre-Roll rose 6.47% year over year and surged 45.33% month over month; Vapor Pens contracted 42.52% month over month from a small base. Despite an average price decline of 32.66% year over year to $51.72, Flower’s average price of 76.31 suggests continued premium positioning relative to Pre-Roll at 20.58. With a New York Flower rank of 18, the mix indicates dependence on a weakening flagship category alongside a rapidly expanding secondary format, implying the brand is using lower-priced formats to offset Flower softness rather than diversifying into new inhalable segments.

The shift toward Pre-Roll—up 45.33% month over month while Flower slid 7.82%—implies consumers are trading down on unit price and format, which can expand unit velocity but dilute revenue if the 82.36% Flower share continues to compress. Year-over-year, a 21.00% Flower decline against a 6.47% Pre-Roll increase points to an ongoing substitution effect that may pressure The Plug Pack’s New York Flower rank of 18 if the brand does not defend core Flower assortment while leaning into Pre-Roll. With Vapor Pens at only 0.40% share and down 42.52% month over month, the portfolio is not yet capturing cross-category wallet, implying near-term positioning should prioritize protecting high-price Flower SKUs while codifying Pre-Roll growth ladders to stabilize share and prevent further rank erosion.