LIVE |

Market Intelligence

Financial analysis, M&A tracking, operator intelligence, and market forecasts. Data-driven coverage for cannabis professionals and investors.

US Legal Market (2025)
$33.6B
+12.4% YoY
Global Market (2025)
$57.2B
+15.8% YoY
Projected US (2030)
$71B
Active Licenses
42K+
+8.2% YoY

Key Market Developments

M&A

Multi-state operator consolidation accelerates as smaller players face capital constraints

Average deal size: $45M | 23 transactions in Q4 2025

IPO

Cannabis companies exploring public listings as rescheduling opens institutional capital

3 companies in SEC review pipeline for 2026

VC

Venture capital returning to cannabis tech after 18-month funding drought

Q1 2026 funding: $312M across 47 deals

๐ŸŒฑ

Cultivation

Indoor, outdoor, and greenhouse operations. Craft cultivation vs. industrial scale.

Price compression forcing consolidation
๐Ÿช

Retail / Dispensaries

Licensed dispensaries, delivery services, and emerging consumption lounges.

Social equity licensing expanding
โš—๏ธ

Manufacturing

Extraction, edibles, concentrates, topicals, and pharmaceutical formulations.

Nano-emulsion and fast-acting tech growing
๐Ÿ’ป

Technology

Seed-to-sale tracking, POS systems, compliance software, and AI analytics.

AI-powered compliance gaining traction
๐Ÿ”ง

Ancillary

Equipment suppliers, testing labs, packaging, insurance, and consulting.

Testing labs consolidating rapidly
๐Ÿงช

Hemp / CBD

Industrial hemp, CBD products, Delta-8, and hemp-derived cannabinoids.

Farm Bill uncertainty creating volatility
Free Newsletter

Market intelligence briefing

M&A deals, funding rounds, earnings, and market analysis โ€” the cannabis business news that moves markets.

No spam · Unsubscribe anytime