美国大妈食品饮料行业市场前景及投资研究报告-外文版培训课件

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MARKETSCannabisinfusedfoodandbeverageintheU.S.CHAPTER

01OverviewSalesoflegalrecreationalcannabisintheUnitedStatesfrom2022to2028*(inbillionU.S.dollars)U.S.salesoflegalrecreationalcannabis2022-202860504056.953.549.744.338.433.630302010020222023202420252026202720283Description:IntheUnitedStates,salesoflegalrecreationalcannabisareexpectedtoreachnearly57billionU.S.dollarsby2028.Legalmarijuanasalesareforecasttoincreasesteadilywitheachconsecutiveyear.

ReadmoreNote(s):UnitedStates;2023;Highendofestimatedrangeforeachyear.;*Datafor2023to2028areestimates.ReadmoreSource(s):MarijuanaBusinessDailyEdiblesasashareoftotalrecreationalcannabissalesintheUnitedStatesandCanadafromJanuarytoApril2023CannabisediblesshareofrecreationalmarketintheU.S.andCanada14%12.4%12%10%8%6%4%2%6.7%0%UnitedStatesCanada4Description:Cannabisediblescomprised12.4percentofthetotalrecreationalcannabismarketintheUnitedStatesfromJanuarytoApril2023.Duringthesameperiod,themarketshareofediblesinCanadastoodat6.7percent.

ReadmoreNote(s):Canada,UnitedStates;JanuarytoApril2023Source(s):HeadsetPercentageofpopulationintheU.S.whoconsumedcannabisinthepastyearfrom2002to2022CannabisconsumptionintheU.S.2002to202223%21%19%17%15%22%19%17.9%17.5%15.9%15%13.9%13.5%13.2%12.6%13%11%11%12.1%11.6%11.5%11.4%10.6%

10.6%10.4%10.4%10.3%10.1%9%7%5%2002

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2021*

20225Description:In2022,some22percentofthepopulationoftheUnitedStatesusedcannabiswithinthepastyear.ThegraphshowsthepercentageofthepopulationintheU.S.whoconsumedcannabisinthepastyearfrom2002to2022.

ReadmoreNote(s):UnitedStates;2002to2022;12yearsandolder;*Duetomethodologicalchangesin2021,cautionshouldbeusedwhencomparingfiguresfor2021withpreviousyears.Pleaseseesourceforfurtherinformationonmethodology.Figures[...]

ReadmoreSource(s):RTIInternational;SAMHSAPercentageofU.S.adultsthathaveusedcannabiswithinthepastyearin2022,bystateMarijuanauseamongU.S.adultswithinthepastyear2022bystatePercentageofadults15%

20%0%5%10%25%30%35%40%VermontDistrictofColumbiaOregon34.37%33.44%32.8%32.45%AlaskaWashingtonMassachusettsNevada30.7%29.74%29.54%ColoradoNewMexicoMaine27.74%27.63%27.21%MontanaMichiganRhodeIsland26.87%26.86%26.74%6Description:CurrentmarijuanauseamongU.S.adultsin2022washighestinVermont,wherearound34.37percentofadultsreportedusingmarijuanawithinthepastyear.Inrecentyears,anumberofU.S.states,includingColoradoandCalifornia,havelegalizedthesaleofmarijuanaforrecreationaluse.In2022,around132millionpeopleintheUnitedStatesreportedthattheyhadusedmarijuanaatleastonceintheirlifetime.ReadmoreNote(s):UnitedStates;base:around70,000;18yearsandolderSource(s):NSDUH;SAMHSAU.S.adultsupportforlegalizingmarijuanafrom1969to2023SupportforU.S.marijuanalegalization1969-202380%70%68%68%68%70%60%50%40%30%20%10%0%66%66%64%58%58%50%44%36%31%26%25%25%23%16%12%19691973197719801985199520002005201020122013201520172018201920202021202220237Description:Accordingtothedata,supportformarijuanalegalizationhasincreasedfrom12percentofrespondentsin1969toarecord-highof70percentofrespondentsin2023.ThisstatisticdepictsthepercentageofU.S.adultsthatsupportedmarijuanalegalizationfrom1969to2023.ReadmoreNote(s):UnitedStates;around1,500;18yearsandolderSource(s):GallupUsageofCannabisproductsintheU.S.asofMarch2024UsageofCannabisproductsintheU.S.2024Shareofrespondents0%10%20%30%40%50%THCflowers/budsTHCedibles(e.g.,gummies,cookies)THCcartridges/vapes20%15%14%THCpre-rolls12%CBDedibles(e.g.,gummies,cookies)CBDflowers/buds10%8%8%7%6%5%5%4%CBDcartridges/vapesTHCextracts(e.g.,tinctures)CBDpre-rollsCBDtopicals(e.g.,lotions)THCtopicals(e.g.,lotions)CBDextracts(e.g.,tinctures)Idon’tconsumeanycannabisproducts51%8Description:"THCflowers/buds"and"THCedibles(e.g.,gummies,cookies)"arethetoptwoanswersamongU.S.consumersinoursurveyonthesubjectof"UsageofCannabisproducts".

ReadmoreNote(s):UnitedStates;April2023toMarch2024;2392respondents;18-64years;respondentswhocanlegallybuyandconsumecannabisproductsSource(s):ConsumerInsightsShareofcannabisproductsegmentsalesintheUnitedStatesin2023,bygenerationCannabisproductsegmentsalesshareU.S.2023,bygenerationEdibleFlowerVapePre-rollsOther120%100%80%60%40%20%0%10.1%10.3%12.8%11.6%14.4%11.6%13.6%14.5%14%20%24.2%33.6%33.3%42.5%40.2%16.1%39.4%10.3%20.4%7.1%GenerationZ(11-26years)Millennials(27-42years)GenerationX(43-58years)BabyBoomers(59-77years)9Description:MostGenZcannabisshopperspurchasedvaporpensintheUnitedStatesfromJanuarytoFebruary2023.Incontrast,at42.5percentoftheirgeneration,mostBabyBoomersboughtcannabisflower.

ReadmoreNote(s):UnitedStates;JanuarytoFebruary2023;Datawasobtainedfrompoint-of-saletransactionsSource(s):HeadsetShareofcannabisproductsegmentsalesintheUnitedStatesin2023,bygenderCannabissalegendershareU.S.2023,byproductsegmentMaleFemale30.4%120%100%27.3%33.7%37.6%80%60%40%20%0%39.9%39.2%41.4%44%56%50.2%72.7%69.6%66%62.4%60.1%60.8%58.6%Edible49.8%BeverageCapsulesConcentratesFlowerPre-rollTincture&sublingualTopicalVaporpens10Description:TopicalsweretheonesegmentofcannabisproductsinwhichwomenheldalargershareofthemarketthanmenintheUnitedStatesfromJanuarytoFebruary2023.Followingtopicals,tincturesandsublingualapplicationswerethenextmostpopularwithwomen,wheretheyaccountedfora44percentshareofthepurchases.ReadmoreNote(s):UnitedStates;2023;Datawasobtainedfrompoint-of-saletransactionsSource(s):HeadsetCHAPTER

02SegmentsinleadingstatemarketsRetailsalesshareofrecreationalmarijuanainCaliforniaasofMay2024,bysegmentCaliforniacannabisretailsalessharein2024,bysegment40%33.56%35%30%25%20%15%10%5%26.76%17.28%11.6%5.69%1.74%1.66%1.03%0.69%0%FlowerVaporpensPre-rollEdiblesConcentratesCapsulesBeverageTincture&sublingualTopical12Description:FlowermadeupathirdofretailsalesinCaliforniaasofMay2024.Vaporpensandpre-rollwerethesecondandthirdrankedcategorywithsalesshareof27percentand17percent,respectively.

ReadmoreNote(s):UnitedStates;May2024Source(s):HeadsetRetailsalesshareofrecreationalcannabisinIllinoisasofMay2024,bysegmentIllinoiscannabisretailsalessharein2024,bysegment50%43.18%45%40%35%30%25%20%15%10%5%26.18%12.45%Edibles10.08%Pre-roll5.78%0.96%0.86%0.35%0.16%0%FlowerVaporpensConcentratesBeverageCapsulesTopicalTincture&sublingual13Description:FlowermadeupanearlyhalfofretailsalesofrecreationalcannabisinIllinoisasofMay2024.Vaporpensandedibleswerethesecondandthirdrankedcategorywithsalessharesof26percentand12percent,respectively.

ReadmoreNote(s):UnitedStates(Illinois);May2024Source(s):HeadsetRetailsalesshareofrecreationalcannabisinMassachusettsasofMay2024,bysegmentMassachusettscannabisretailsalessharein2024,bysegment50%44.34%45%40%35%30%25%20%15%10%5%18.62%Pre-roll18.61%11.86%Edibles3.79%1.22%0.73%0.58%0.26%0%FlowerVaporpensConcentratesBeverageTincture&sublingualCapsulesTopical14Description:FlowermadeupanearlyhalfofretailsalesofrecreationalcannabisinMassachusettsasofMay2024.Pre-rollsandvaporpenswerethesecondandthirdrankedcategorywithsalesshareofroughly18.6percenteach.

ReadmoreNote(s):UnitedStates(Massachusetts);May2024Source(s):HeadsetRetailsalesshareofrecreationalcannabisinMichiganasofMay2024,bysegmentMichigancannabisretailsalessharein2024,bysegment50%46.47%45%40%35%30%25%20%15%10%5%18.11%17.3%10.68%Edibles6.39%0.43%0.4%0.16%0.06%0%FlowerVaporpensPre-rollConcentratesBeverageTopicalTincture&sublingualCapsules15Description:FlowermadeupanearlyhalfofrecreationalcannabisretailsalesinMichiganasofMay2024.Vaporpensandpre-rollswerethesecondandthirdrankedcategorywithsalesshareofroughly18and17percent,respectively.

ReadmoreNote(s):UnitedStates(Michigan);May2024Source(s):HeadsetRetailsalesshareofrecreationalcannabisinMissouriasofMay2024,bysegmentMissouricannabisretailsalessharein2024,bysegment50%46.43%45%40%35%30%25%20%15%10%5%22.11%14.01%Edibles9.76%5.85%0.97%0.49%0.2%0.19%0%FlowerVaporpensPre-rollConcentratesBeverageTopicalCapsulesTincture&sublingual16Description:FlowermadeupanearlyhalfofretailsalesofrecreationalcannabisinMissouriasofMay2024.Vaporpensandedibleswerethesecondandthirdrankedcategorywithsalessharesofroughly22and14percent,respectively.

ReadmoreNote(s):UnitedStates(Missouri);May2024Source(s):HeadsetCHAPTER

03EdiblesMarketshareofcannabisediblesintheUnitedStatesin2023,bysegmentCannabisediblesmarketshareU.S.2023,bysegmentOther1%Beverages6%Pills8%Infusedfoods3%Chocolates8%Candy74%18Description:CandycomprisednearlythreequartersofthecannabisediblesmarketintheUnitedStatesin2023.Beveragesrepresentedthesmallestportionofthemarketatjustsixpercent.

ReadmoreNote(s):UnitedStates;Q12023Source(s):BDSAnalyticsShareofcannabisconsumerswhousedediblesmorethanotherproductformsintheUnitedStatesin2022and2023,byageShareofcannabisusersthatpreferediblesU.S.2022-2023,byage2022202330%25%20%15%10%5%27%22%22%17%15%13%0%18to3435to5455yearsandolder19Description:TheshareofcannabisconsumersthatpreferrededibleproductsgrewamongallagegroupsintheUnitedStatesfrom2022to2023.Themostsignificantgrowthwasamong35to54year-olds,22percentofwhomusedediblesmorethanothercannabisproductsin2023.ReadmoreNote(s):UnitedStates;2022and2023Source(s):NewFrontierDataShareofAmericansthatconsumedediblecannabisin2022,byageCannabisediblespenetrationrateintheU.S.in2022,byage25%22%20%16%15%10%7%5%0%18to3435to5455yearsandolder20Description:IntheUnitedStatesin2022,22percentofAmericansaged18to34consumedcannabisedibles.Incomparison,16percentofadultsaged35to54yearsoldconsumedediblesandsevenpercentofthoseaged55orolderdidso.

ReadmoreNote(s):UnitedStates;July5to26,2022;1,013respondents;18yearsandolderSource(s):GallupShareofAmericansthatconsumedediblecannabisin2022,bygenderCannabisediblespenetrationrateintheU.S.in2022,bygender16%14%14%12%10%8%13%6%4%2%0%MenWomen21Description:IntheUnitedStatesin2022,14percentofadultmenconsumedcannabisediblescomparedto13percentofadultwomen.ReadmoreNote(s):UnitedStates;July5to26,2022;1,013respondents;18yearsandolderSource(s):GallupShareofsinglesessionTHCconsumptionamongcannabisediblesconsumersintheUnitedStatesin2023EdiblecannabisTHCpotencypreferencesU.S.202320%18%18%16%14%12%10%8%17%14%7%6%6%6%5%5%5%4%4%4%2%2%0%Lessthan2

2to4mgmg5mg6to9mg10mg11to15mg

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31to50mg

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Morethanmg

250mg22Description:MostcannabisusersintheUnitedStatespreferredadosageof5mgofTHCwhenconsumingcannabisinfusedediblesorbeveragesin2023.Thesecondmostcommondosewas10mg,preferredby17percentofusers.

ReadmoreNote(s):UnitedStates;2023;AmongconsumersawareoftheirdosageSource(s):NewFrontierDataCHAPTER

04BeveragesShareofcannabiscannabisusersthatusedcannabisinfusedbeveragesinCanadaandtheUnitedStatesin2021and2022CannabisbeverageusageinCanadaandUnitedStates2021-2022CanadaUnitedStates25%20%15%10%5%20%19%19%17%0%2021202224Description:CannabisinfusedbeverageuseincreasedamongcannabisusersinCanadabetween2021and2022butdecreasedamongcannabisusersintheUnitedStatesduringthesameperiod.In2022,20percentofCanadiancannabisusershadhadcannabisbeveragesduringtheyearcomparedto17percentintheUnitedStates.ReadmoreNote(s):Canada,UnitedStates;2023Source(s):BrightfieldGroupCannabisbeverageusagerateamongcannabisusersinselectstatesintheUnitedStatesin2023CannabisbeverageuseU.S.2023,byselectstate25%23%20%15%10%5%19%15%13%0%WashingtonCaliforniaArizonaOregon25Description:Amongthestatessurveyed,Washingtonhadthehighestshareofcannabisuserswhousedcannabisdrinksin2023intheUnitedStates.Californiahadthenexthighestincidenceofcannabisbeverageuseat19percentofcannabisusers.

ReadmoreNote(s):UnitedStates(Arizona,California,Oregon,Washington);Q22023Source(s):BrightfieldGroupSalesoftheleadingcannabis(THC)infusedbeveragebrandsintheUnitedStatesin2023(inmillionU.S.dollars)LeadingcannabisbeveragebrandsU.S.202387.37653.9432103.42.42.3KeefColaCannUncleArniesLeviaTonicbyP