For specific questions or to compare notes about industry pain points and nuances in your state or province, schedule a conversation.
greenco is an
East Coast cannabis agency specializing in
macro & micro strategy,
industry research & intelligence, municipal outreach and
market mechanics for
retailers,
cultivators, processors & ancillaries in adult-use and medical markets across the United States and
Canada
Preparing for predictable price compression, firesale consolidation, volatile valuations and dealbreaking delays in 2025's largest expected markets with focus on the rollout of adult-use in Connecticut, New Jersey, Maryland, Pennsylvania, Ohio, Minnesota and Delaware.
The cannabis space has become more daunting than ever in 2024.
And the stakes are now so much higher. It turns out cannabis isn't recession-proof and the 10 year to never wait for federal legalization has completely turned off investors. Regulatory reform is a bad bet, the East Coast has become cannabis country and viable growth requires excess capital more than ever. SAFER isn't happening, CAOA isn't happening and even stronger operators are finally going out of business in unhealthy markets like California, Oregon and Oklahoma.
As financing became scarce, the pinch was felt industry wide with smaller single-state operators and cultivators nearly everywhere taking the biggest hit. Capital is far too constrained to sustain the types of price compression and normalization being experienced across the heavily taxed mature markets.
