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Cannacurio #73: Manufacturing 2023 Q1 Leaderboard

Cannacurio #73: Manufacturing 2023 Q1 Leaderboard

Manufacturing licenses are the least prone to cyclical swings in terms of issuance. There are currently just over 6,200 manufacturing licenses in the Cannabiz Media License Database at 5,800 facilities. Cannabiz Media categorizes a license as a manufacturer if it fits the following description: License is for the processing (manufacturing) of marijuana-infused products, such as edibles or concentrates, but does not include cultivation or retail sale to customers. 

Cannacurio #72: Cultivation 2023 Q1 Leaderboard

Cannacurio #72: Cultivation 2023 Q1 Leaderboard

Following up on our recent review of dispensaries and retailers, we now delve into cultivation licenses. These “census” snapshots, derived from our Cannabiz Business Intelligence platform, show where new licenses are being created. As a result of moratoriums and market pressures, the rate of adding new cultivation licenses is down in most jurisdictions.

Cannacurio #71: Dispensary and Retailer 2023 Q1 Leaderboard

Cannacurio #71: Dispensary and Retailer 2023 Q1 Leaderboard

Now that Q1 has wrapped up, we want to share our quarterly round-up of which states issued the most dispensary/retailer licenses. Our 2022 recap showed that 2,750 licenses were issued, and four states accounted for 66% of the newly issued licenses in 2022. The first quarter of 2023 shows Oklahoma responsible for 47% of the 699 new licenses nationwide – despite their license “moratorium”. 

Cannacurio #70: Waste Licenses

Cannacurio #70: Waste Licenses

Any observer of cannabis licensing is familiar with the primary categories of licenses: Cultivation, Manufacturing and Dispensing/Retail. At Cannabiz Media, we strive to cover the entire value chain including testing, distribution, research, and more recently, event and consumption licenses. This article highlights the Waste license – a rare activity that is required in Oklahoma, Mississippi, and Maryland.

Cannacurio #68: Real Estate Investment Trusts

Cannacurio #68: Real Estate Investment Trusts

The Cannabiz Media Business Intelligence product showcases data through a series of dashboards which now numbers over 30. One of the most unique data sets covers Real Estate Investment Trusts, which have played an outsized role in the cannabis industry. The analysis in this article focuses on which companies have relied on these transactions, where transactions occurred, and which REITs did the deals.

Cannacurio #67: What Does it Cost to Buy Market Share in the Point of Sale Industry?

Cannacurio #67: What Does it Cost to Buy Market Share in the Point of Sale Industry?

Major turmoil has occurred across the top of Cannabiz Media’s Point of Sale Leaderboard including a board coup, company sale and an industry exit. The impacted firms, by our estimate, control 50% of the point of sale market.

Cannacurio #66: 2022  Regional Round-Up

Cannacurio #66: 2022 Regional Round-Up

After sharing the trends of the new licenses issued in 2022 – we wanted to review new licenses issued by region and activity. For example, what are the ratios of licenses issued for cultivation, manufacturing, and dispensing/retail across different regions? How big is the Northeast really in terms of new licenses?

Cannacurio #65: Manufacturing Leaderboards Year-End 2022

Cannacurio #65: Manufacturing Leaderboards Year-End 2022

Following up on our recent year-end 2022 reviews of cultivators and dispensaries and retailers, we now delve into cannabis manufacturing licenses.

Cannacurio #64: 2022 Year-End Cultivation Leaderboards

Cannacurio #64: 2022 Year-End Cultivation Leaderboards

Following up on our recent review of dispensaries and retailers, we now delve into cultivation licenses. These “census” snapshots derived from our Cannabiz Business Intelligence™ platform show where new licenses are being created and where the balance of power is from market to market.

Cannacurio #63: Dispensary and Retailer 2022 Year-End Leaderboard

Cannacurio #63: Dispensary and Retailer 2022 Year-End Leaderboard

Now that 2022 has wrapped up, we want to share our annual round-up of which states issued the most dispensary/retailer licenses. Our 2021 recap post showed that 2,602 licenses were issued, and for 2022, the count came in at 2,750. Four states accounted for 66% of the newly issued licenses in 2022.

Cannacurio #62: Cannabiz Intelligence - Your Planning & TAM Toolkit

Cannacurio #62: Cannabiz Intelligence - Your Planning & TAM Toolkit

It’s year end and time for all of us in the cannabis industry to do our 2023 strategic planning and budgeting. Cannabiz Media’s Business Intelligence Platform is rife with data to help you complete these projects in record time with an unparalleled set of data dashboards. You’ll be turning out TAMs and market share analyses in no time thanks to the graphs, charts, tables, and data exports we provide.

Cannacurio #61: Privately Held MSOs – Who Are They & Where Can You Find Them?

Cannacurio #61: Privately Held MSOs – Who Are They & Where Can You Find Them?

Our research team is constantly scrutinizing licenses and the companies that own them. While many of the cannacurious industry watchers focus on the publicly held companies; there is a whole other tier of private companies that have been quietly acquiring licenses across state lines. We think this is where the cannaserious observers are spending their time. These companies are harder to track due to the lack of public filings, but the license information can tell an interesting story.

Cannacurio #60: Midyear Cultivation Leaderboards

Cannacurio #60: Midyear Cultivation Leaderboards

Periodically, we review new licenses added and total license counts by state. These census snapshots, derived from our Cannabiz Business Intelligence platform, show where new licenses are being created and where the balance of power is from market to market. Our customers use this information for go-to-market strategies as it may inform their sales territories, trade show planning, and marketing spend. Here is the key data about numbers of cultivation licenses added by month and state in 2022 to date, top five states that added new cultivation licenses, and more.

Cannacurio #59: Dispensary & Retailer Leaderboard June 2022

Cannacurio #59: Dispensary & Retailer Leaderboard June 2022

Periodically, this blog checks in on new license counts throughout the value chain. For this post, we will evaluate what has been happening with dispensaries and retailers. According to the Cannabiz Media License Database, states have added 1,066 licenses in the first five months of 2022. Four states have issued 100 or more licenses with Oklahoma in the lead.

Cannacurio #58: Who are the Go-To Advisors for Cannabis M&A?

Cannacurio #58: Who are the Go-To Advisors for Cannabis M&A?

In 2020, Cannabiz Media started researching cannabis mergers and acquisitions as a byproduct of license tracking. M&A is a key transaction because licenses change ownership in these deals. Recently, we wrote about which MSO’s led in buying versus building cannabis stores. For this post, we want to share what we found about who advised them. This data was obtained from our Cannabiz Intelligence™ Advisor Leaderboard.

Cannacurio #57:  Do Public MSOs Build or Buy Their Cannabis Stores?

Cannacurio #57: Do Public MSOs Build or Buy Their Cannabis Stores?

Cannabiz Media has been tracking cannabis and hemp licenses globally since 2015. Over those seven years, we have aggregated a mass of data on licenses, companies, and transactions that result in change of license ownership. After compiling 500 transactions in our Cannabiz Intelligence™ platform, we wanted to take a closer look at how key publicly traded MSOs were adding to their store footprints. Our goal was to determine which stores were “built” versus those that were “bought”.

Cannacurio #56: New Jersey’s 68 Conditional Licenses

Cannacurio #56: New Jersey’s 68 Conditional Licenses

On Thursday March 24th, the New Jersey Cannabis Regulatory Commission Board recommended approval on 68 applications for conditional licenses. This cohort includes 50 Class 1 Cultivator applications and 18 Class 2 Manufacturer applications.

Cannacurio #55: Manufacturing Licenses

Cannacurio #55: Manufacturing Licenses

Cannabis manufacturing licenses are issued at a slower pace than cultivation or retail licenses. However, they serve as important assets for companies because the products are often powerful brands. These brands, unlike license assets, can cross state lines and will undoubtedly help well established companies thrive and build market share.

Cannacurio #54: Cultivation License Leaderboard

Cannacurio #54: Cultivation License Leaderboard

Since Oklahoma started issuing cannabis cultivation licenses, the leaderboard has always been dominated by either Oklahoma or California. They are the only states with a double digit percentage of licenses. Here's what the leaderboard looks like across the U.S. today.

Cannacurio #53: Hemp License Trends in 2021

Cannacurio #53: Hemp License Trends in 2021

Cannabiz Media tracks every cannabis and hemp license that we can find. What’s been unique about hemp is how different states build out their licensing schemes. Trends to keep an eye on in 2022 include licensing at the retail hemp level as well as the growing role and influence of the Department of Agriculture.