Their business is completely scalable. The larger their volume, the cheaper their materials, the cheaper the shipping and logistics, etc. This is definitely a land grab and they are winning. Point to another player that is larger? The market is mainly mom and pops, that are not public so hard access to scale capital, etc. They have been growing much quicker, have and will launch specialized products themselves, offer dispensary customization that is not available by others right now to help them grow their individual brands, maintain top notch customer service operation, have multiple locations so folks can come in and pay in cash which by the way is very important in the industry and you have to many locations to accomodate that, etc.
I run a venture advisory firm, am an avid angel investor, and a former strategy and operations consultant so I an tell you this business model is very scalable and as they grow revenues their margins should increase not decrease so am confused by your note.
Look I get there is war between different stock holders here, but that doesnt mean we should say misleading stuff to new investors. As always, this will be my last post for the next few days. I only jump in when I think it isnt fair to new people reading the board.
