US Vape Market Insights: Pricing Trends, Rise of All-in-Ones, And In-House Brands
Portfolio Pulse from Nicolás Jose Rodriguez
The US vape market saw a 3% YoY growth in Q3 2023, with vape sales constituting nearly a quarter of the US cannabis market. However, price deflation and the rise of disposable vapes pose challenges. Vape parts suppliers, including CCELL distributors (OTC:SMORF), Advanced Vapor Devices (AVD), and ALD, the supplier for STIIIZY, have a market opportunity estimated at around $700 million. CCELL distributors, such as Jupiter Research (OTC:TLLTF) and Greenlane Holdings (NASDAQ:GNLN), have reportedly lost shares to AVD, ALD, and other smaller suppliers.
October 17, 2023 | 9:14 pm
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NEGATIVE IMPACT
Greenlane Holdings (GNLN), a CCELL distributor, has reportedly lost market shares to other suppliers.
The report indicates that Greenlane Holdings (GNLN), a CCELL distributor, has lost market shares to other suppliers. This could negatively impact GNLN's stock price in the short term.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
CCELL distributors, including SMORF, have reportedly lost market shares to other suppliers.
The report indicates that CCELL distributors, including SMORF, have lost market shares to other suppliers. This could negatively impact SMORF's stock price in the short term.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Jupiter Research (TLLTF), a CCELL distributor, has reportedly lost market shares to other suppliers.
The report indicates that Jupiter Research (TLLTF), a CCELL distributor, has lost market shares to other suppliers. This could negatively impact TLLTF's stock price in the short term.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80