Intelligence
European Cannabis Market Intelligence
Good decisions in this industry are usually a research problem before they are a strategy problem. Most published cannabis market data is either out of date, vendor-produced or measuring something other than the market you can actually sell into.
What we research
Primary and desk research on markets, channels, competitors, suppliers and targets — assembled to answer a specific commercial question rather than to produce a general report.
- Market structure and addressable demand by channel
- Competitor positioning, pricing and listings
- Supplier and manufacturer capability assessment
- Partner and counterparty due diligence
- Regulatory context relevant to the commercial question
From intelligence to decision
Intelligence feeds market selection, market selection feeds entry, and entry economics feed the investment case. Research that does not change a decision is expensive reading.
For investors
For investors and acquirers we assess whether a target's market thesis holds: is the claimed route to market real, is the regulatory position defensible, and are the assumed volumes reachable through the channels the company actually has.
How we handle data quality
We separate what is verifiable from what is estimated, and we say which is which. Where a figure cannot be substantiated, we present the range and the assumption behind it rather than a confident number.
Related
Need evidence before you commit?
Tell us the decision you are trying to make. We will scope the research that answers it.