Posts by

Ed Keating

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 Podcast Episode 47 | 2022 Licensing Leaderboard Recap

Cannacurio Podcast Episode 47 | 2022 Licensing Leaderboard Recap

Cannabiz Media’s Chief Data Officer, Ed Keating, does a recap of the 2022 Licensing Leaderboards and shows you what we've seen in looking back at all the licenses that were issued.

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?

Cannabis Cultivator Survey Edition 2

Cannabis Cultivator Survey Edition 2

Wells Fargo Equity Research has released the Cannabis Cultivator Survey Edition 2 report based on data collected with Cannabiz Media in Fall 2022 through one of the most comprehensive outreach programs to cannabis cultivators. The second edition of the survey report includes new and updated data from cannabis cultivators in seven key states as well as comparisons to data reported in the Cannabis Cultivator Survey Edition 1 that was collected during Spring 2022.

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.

Point-of-Sale Software in the Cannabis Industry – 2022 Report

Point-of-Sale Software in the Cannabis Industry – 2022 Report

Cannabiz Media’s fifth annual Point-of-Sale Software in the Cannabis Industry report is available for free download now. The 2022 report provides updated information on point-of-sale (POS) software market share across the U.S. and Canadian cannabis industries.

POS Dashboards Now Available in the Cannabis Market Intelligence Platform

POS Dashboards Now Available in the Cannabis Market Intelligence Platform

POS Dashboards are built directly into the Cannabis Market Intelligence Platform. They provide access to all of the information from the most current Point-of-Sale Software in the Cannabis Industry Report, which makes it easy to conduct your own analyses of the POS software data and use it to make strategic business decisions.

Cannacurio Podcast Episode 46 with Jason Kikel of Cannabiz Media

Cannacurio Podcast Episode 46 with Jason Kikel of Cannabiz Media

Cannabiz Media Director of Regulatory Research, Jason Kikel, joins Ed Keating on the Cannacurio podcast to talk about consumption licenses in the cannabis industry today and what we can expect to see in the future.

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.

Cannabiz Media Wins 2022 Cannabis Technology Award for Best Platform Design from Green Market Report

Cannabiz Media Wins 2022 Cannabis Technology Award for Best Platform Design from Green Market Report

Cannabiz Media won Green Market Report’s 2022 Cannabis Technology Award for Best Platform Design! This is the first year that Green Market Report, a Crain’s Communications brand, has held the Cannabis Technology Awards program. The goal of the awards is to recognize companies that have developed unique and innovative solutions to the challenges facing the cannabis industry. 

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 Podcast Episode 45 with Ben Walters of Pioneer Intelligence

Cannacurio Podcast Episode 45 with Ben Walters of Pioneer Intelligence

Pioneer Intelligence founder, Ben Walters, joins Ed Keating on the Cannacurio podcast to talk about how his company leverages data to benchmark and explore marketing performance of consumer-facing cannabis brands.

Cannacurio Podcast Episode 44 with Jason Kikel of Cannabiz Media

Cannacurio Podcast Episode 44 with Jason Kikel of Cannabiz Media

Cannabiz Media Director of Regulatory Research, Jason Kikel, joins Ed Keating on the Cannacurio podcast to talk about microbusiness licenses in the cannabis industry today and what we can expect to see in the future.

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.

Cannabis Cultivator Survey

Cannabis Cultivator Survey

Cannabiz Media worked with Wells Fargo’s Equity Research team to conduct one of the most comprehensive outreach programs to cannabis cultivators. We reached out to thousands of growers to develop a list of ~500 licensed cannabis cultivators across six states. They were reached via email and telephone surveys. The key takeaway for Wells Fargo is that “this recovery will take longer” and it has implications for the hydroponic sector for the second half of 2022. Wells Fargo has downgraded shares of Scotts Miracle Grow to Equal weight and lowered price targets on Grow Generation and Hydrofarm Holdings Group.

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.