I think the Wholesale Division is being fleshed out under CD's direction from the hires I'm seeing added. I wouldn't think there will be much movement this Q2 (historically reflects build in inventory and what will be reported as contracted?). Q3, yes for sales and Q4 as well.
To me, it appears he's putting together a deep team and with that I imagine we'll see more branding coming to their website and crossovers of their own cpg sku's into their stores and the addition of white labels to our fellow competitors from the multiple mfg facilities (now 2 in NM. The grows should be able to support SHWZ's locations and their competition to a varying degree. Flower firmed in CO, so an offline grow facility may have to come back this year (they had 7 at one time then 5...back to ?) That's for them to best implement as they have the pulse.
Still waiting to see the pubco side emerge with marketing and IT that project where they are now not last year or the year prior as when what I believe will be some fairly good macro news hits they need to be current and ready not on resting their laurels with dated materials even with what are obviously trending presently as compressed retail sales. Is this the jumping to a new market (State) signal as well? Obviously, what the rest always do! Or...do they go even deeper and keep eating into their TAM despite the competition? They've told us the latter many times, but the conditions were better so this puzzle piece is up for further debate. Or, stay flatline for a while? I discount the latter. I think the M of M&A may get accelerated shortly to gain more share, again. I also see this as more and more likely with a similar sized company or a larger outfit as govt timeline hiccup could jostle some companies into a kickstart prior to what will be uplisting.
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