Apr 2026
Market Intelligence
New York Cannabis: The $3.3 Billion Structural Reality
2,204 licenses issued. 623 dispensaries open. 54.8% YoY growth. The fastest-growing large cannabis market in the country — and the structural pressures scaling with it.
Live
10 min read
Apr 2026
Regulatory
The Commerce Clause Challenge: What It Means for NY Licensing
A federal judge ruled the constitutional challenge to NY's equity-based licensing framework will proceed. 57% of all licenses were awarded under SEE criteria. The implications are structural.
Forthcoming
Apr 2026
Price Intelligence
NYC Retail Pricing Index: $31.29 and Falling
Average item prices down 11.6% year-over-year. Cross-dispensary pricing breakdown by product category, borough, and operator type. Who survives the margin squeeze.
Forthcoming
Q2 2026
License Tracking
NY License Conversion Index: 2,204 Issued, 623 Operational
71.7% of licensed retail has not opened. Geographic distribution, conversion timelines, and the real estate bottleneck replacing regulatory delay as the primary constraint.
Forthcoming
Q2 2026
Competitive Landscape
The Beverage Signal: Category Growth and Brand Positioning
Cannabis beverages up 88.2% YoY. Tea and coffee +223.8%. Who is leading. Who is entering. Where the format-driven consumer is headed.
Forthcoming
Q2 2026
Market Intelligence
Medical Cannabis Cannibalization: The -30% Structural Decline
Medical revenue fell 30% year-over-year as adult-use captures the patient base. 19 registered organizations facing channel erosion. What the long-term medical program looks like.
Forthcoming