8th Revolution - Cannabinoid Playbook: July 2022

Welcome to the 170 new members of the forward-thinking cannabinoid revolution who have joined us since last month!

They have now joined the 3,982 others who are receiving high-signal, data-driven analysis to be in front of their peers in the cannabinoid space!

One Report, Once a Month, Everything You Need to Know in Cannabis

​Read our Complete 20+ July Playbook here​

Here are the Highlights from our 20+ page Cannabinoid Monthly Playbook.

Are social equity licensees set up to fail? Jason Wild, Chairman of TerrAscend, said this on The Dime:

"If you're just a retailer in an under-supplied market, you're always going to be at a disadvantage because you're only going to get products from the other players if they have extra product they're that they're willing to sell you"

In limited license markets, how are social equity licensees who are granted one of the first few dispensaries expected to survive when their access to product is at the mercy of large MSOs? We explore how to FIX this. Page 7​

In 10 years, Cannabis sales went from 1.7 billion to 24 billion. Where will we be 10 years from now? Find out exactly where and what we expect to change. Page 18​

Unless you’ve been actually living under a rock, you're aware of the global economic volatility. Publicly traded cannabis companies are no stranger to massive swings in the market. Mike Regan of MJResearchCo is one of the best in the business. On page 20, he dives into the state of US Cannabis public markets to make sense of the cannabis multiples.

“The Cannabis community is thirsty for knowledge. They are curious to know what and how much works for their aches, pains, and stressors. They want to know what gives energy or relaxes them, what makes them hungry, sleepy, or (yes, even) aroused.”

The CESC is solving the disconnect. Page 22​

Cannabis Headlines

BDSA expects New Jersey to be the third-largest contributor to the overall US Cannabis sales by 2026. Cannabis is still in the first inning.

Headlines like “Johnson & Johnson asks FDA to ‘chip away’ at cannabinoid regulations” go completely under the radar. These are MASSIVE SIGNALS. Industry Titans don’t ask for things unless it's beneficial for them. Don’t sleep on J&J in the cannabinoid industry using a propriety CBG formulation to help with a rare skin disease. Just a hunch, and those who know, now know.

According to the WSJ “FDA Orders JUUL E-Cigarettes Off the Market Over Safety Concerns,” big tobacco has now aggressively entered the chat. Consumers will be looking for an alternative product, and big tobacco will be looking to make up this massive revenue stream in a different area. Cannabis on line 1.

Cannabinoid Pricing Signal:

THC flower biomass fell 14% since last month, likely due to the key markets of Michigan & Arizona. Our pricing analysis signals this will likely be a short-term drop in price until larger markets come online.

The smokeable CBD industry is set to take off. A smokeable CBD cigarette is technically the only legal CBD hemp product federally. This is in part due to every other consumer-based product (tincture, powder, cream, edible, vape pen, etc.) using an extract from the plant that at some point during the process will exceed the national threshold of 0.3% THC. The other factor is, as the FDA continues its war on the tobacco industry, more consumers could be driven to alternatives such as CBD cigarettes.

🎙️Interviews with Industry Leaders

With Vince Ning CEO & Co-Founder of Nabis we discussed:

• Amazon
• Nabis’ go-to-market business plan
• Challenges that California operators face

​Listen to "The Amazon of Cannabis ft. Vince Ning" Now | Read the Interview Page 8​

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🎙️The Dime

Last month on The Dime, we dove into:

• ​Is your Cannabis Facility ready for Federal Legalization ft. Kim Stuck | Hot Takes Only
• ​The Amazon of Cannabis ft. Vince Ning | Hot Takes Only
• ​The OG Cannabis Edible ft. Eric Leslie of Cheeba Chews | Hot Takes Only ​
• ​Cannabis Therapeutics for Those in Need ft. Adam Young | Hot Takes Only ​

The full episode is on the left and the on-the-go, < less than 10 minute version is next to it .

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Learn More:

Did you miss our Case Study on maximizing margins in your processing facility? Click the link below and we will send you our free detailed 30+ page analysis. Send me the Case study on Maximizing Margins. ​

Are you interested in raising your brand awareness and being in front of a targeted engaged cannabis demographic? We have 1 spot left for 2022. Click here to reserve the last few spots available for 2022 Sponsorship.

See you next month,

8th Revolution & ArcView

The playbook is intended to be additional reference point in taking future steps to build your market share. If you have additional questions or want further analysis, just say the word and we can share more.

At Eighth Revolution (8th Rev) we provide services from capital to cannabinoid and everything in between in regards to the hemp & cannabis industry. Our forward-thinking team can diagnose, analyze & optimize every detailed nuance of your company to keep your business safe, smart, and profitable. Our flexibility and experience combined with ongoing research creates unique insights into how to best grow your market share. We are creative problem solvers that rely heavily on analytics and trusted facts to help adapt an array of business services to meet your company’s growing needs.

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