Tsunami

Tsunami’s category mix in July 2026 tilted heavily to Edible at 78.22% share, while Vapor Pens carried 21.78% of sales; the brand’s overall year-over-year sales rose 2.22% even as average price fell 29.20%. Within categories, Edible declined 1.01% YoY but grew 0.21% MoM, whereas Vapor Pens surged 57.87% YoY and 28.75% MoM; the brand held an average price of $44.52 in July 2026. The state anchor for Edible is Missouri where Tsunami sits at rank 12, and the category’s average price was $42.25 versus $55.18 in Vapor Pens, indicating a widening intra-brand price ladder. The pattern implies a pivot point: small total-brand growth paired with accelerating Vapor Pens penetration suggests mix-led momentum can offset flat Edibles if July 2026’s 28.75% MoM in Vapor Pens persists while Edible’s 0.21% MoM remains stable.

Positioning-wise, a 21.78% share in the higher-priced Vapor Pens with 57.87% YoY growth against a 78.22% Edible base that fell 1.01% YoY indicates headroom to rebalance without eroding core volume; the brand’s -29.20% YoY average price shift creates room to stair-step customers from $42.25 Edibles toward $55.18 Vapor Pens. Holding rank 12 in Missouri Edibles while Vapor Pens expands 28.75% MoM suggests near-term gains come from deepening the pen lineup rather than chasing Edible share, with July 2026’s modest 0.21% MoM in Edibles implying capacity to maintain shelf presence. The implication is that Tsunami can use the July 2026 mix tailwind to reposition around higher-margin formats while stabilizing Edible velocity to protect rank 12.