Chamber 23 · Document MR-01 · Working draft

Maine cannabis
market analysis

The medical program that built this industry is shrinking while adult-use has stopped growing. Both channels now sit near a quarter-billion dollars, and 2025 was the first year total Maine sales went down. Here is what the numbers actually say — and where they stop saying anything at all.

Compiled17 Aug 2026
Data throughFY / CY 2025
ScopeMMCP + AUCP
StatusWorking draft
On paper — measuredCounted in Metrc, filed with OCP, or paid to Maine Revenue Services. You can take these to a meeting.
On slate — estimatedBack-derived, modeled, or inferred. The medical program tracks almost nothing, so most of its story lives here.
01

The Crossover

Medical peaked around $371M in 2021 and has fallen every year since. Adult-use climbed to $243.9M in 2024 and then essentially stopped. Depending on whose medical estimate you use, the lines either crossed in 2024 or are still converging — which is itself the most important fact about this market's data.

2021$371M est
$82M
2023$280M est
$216.9M
2025$253.9M est
$246.4M
Medical (estimated)Adult-use (measured)
−3%
Total market, 2025
$499.2M, down from a $513.4M peak — the first annual decline in Maine history.
$246.4M
Adult-use, 2025
Up just 1.2% on the year. The growth phase is over.
−53%
Caregivers vs. 2016 peak
3,257 registered caregivers then. 1,539 in 2025.
112,547
Patient certifications, 2025
Roughly 8% of Maine's population — and still rising.

The thing most people get wrong

Patients did not leave. Sellers did. Certifications went up in 2025 while caregiver registrations fell another 8.2%. This is a supply-side contraction driven by price, not a demand-side collapse. In OCP's own exit survey of 117 former caregivers, 58.1% named oversupply and falling prices as the reason they quit.

YearAdult-use measMedical estFlower $/gCaregiversAU stores
2020$1.4M~$291M$16.68
2021$82.0M~$371M$12.753,032
2022$158.9M~$307M$9.232,276112
2023$216.9M~$280M$7.771,763139
2024$243.9M$234M–$269.5M$7.241,677169
2025$246.4M~$253.9M$6.621,539216 lic.

Adult-use sales opened October 2020 — partial year. Medical columns are estimates, not measurements: the 2024 spread is the gap between OCP/press figures (~$234M) and Opus Consulting's tracking ($269.5M). That ~$35M spread decides whether adult-use has actually passed medical yet.

02

Two Programs, One Regulator

Both markets sit under the Office of Cannabis Policy inside DAFS, but they are built on opposite philosophies. One is tracked, tested and taxed hard. The other is barely instrumented at all — and that is the reason it survived this long.

Medical · MMCP

Licenses. Registered caregivers (30 mature plants / 500 sq ft canopy, ~$240–300/yr) and registered dispensaries (no plant cap, ~$5,000). New IHS certificates for hazardous-solvent manufacturing — 22 issued by end of 2025.

Tracking. None. No seed-to-sale system, no central patient registry.

Testing. Not mandatory. Zero testing facilities registered in the MMCP — the four adult-use labs handle medical work voluntarily.

Tax. 5.5% general sales tax. 8% on edibles as prepared food. No excise.

Wholesale. Unlimited between caregivers and dispensaries.

Adult-use · AUCP

Licenses. Cultivation (Nursery through Tier 4, to 20,000 sq ft), products manufacturing, cannabis store, testing facility.

Tracking. Full seed-to-sale in Metrc.

Testing. Mandatory across eight analyte categories. 2024 initial failure rate 6.5% — 923 of 14,198 samples.

Tax. 10% retail sales tax plus a $335/lb cultivation excise — one of the heaviest weight-based structures in the country.

Buyers. Any adult 21+ with valid ID, residency irrelevant.

Why this gap is the whole ballgame

5.5% and no excise versus 10% plus $335 a pound is the entire reason a caregiver market outlived adult-use here longer than in any other state. Every proposal to put testing and tracking on the medical side is, in economic terms, a proposal to close that gap. Read every bill through that lens.

Metric20212022202320242025
Registered caregivers3,0322,2761,7631,6771,539
Registered dispensaries35607090
Dispensary retail locations4662
Caregivers with a retail store286
MMCP registered employees4,3585,291
Certifying providers649722752777808
Adult-use retail stores112139169216

Note the divergence: caregivers down, dispensaries and MMCP employees up. The medical channel isn't dying so much as consolidating into larger licensed operators.

Concentration nobody talks about

The top ten certifying providers issued 83,636 certifications in 2025 — 74.3% of every certification in the state. Ten offices control three-quarters of the patient pipeline. That is a chokepoint worth understanding before you assume patient acquisition is diffuse.

03

Where It Actually Is

Two different maps sit on top of each other. Absolute volume lives in the southern population centers. Supply density — caregivers per capita — lives in the rural interior, where land and grow space are cheap. Retail access is governed by a third map entirely: municipal opt-in.

~75
Towns allowing AU retail
About 15% of Maine's municipalities. Maine is one of the rare opt-in states.
11.0
Caregivers per 10k
Ranges from 4.4 in Hancock to 23.6 in Somerset.
37%
Caregivers in Cumberland + York
Also ~31% of all certifications.
3
Counties that gained
Piscataquis, Somerset and Waldo — every other county shrank since 2021.
Somerset23.6
Piscataquis22.4
Franklin20.1
Oxford15.5
Statewide11.0
Hancock4.4
Caregivers per 10,000 residents, 2025

Read the interior

Somerset, Piscataquis, Franklin and Oxford are the density leaders, and Piscataquis, Somerset and Waldo are the only counties that grew caregivers since 2021. Surviving supply is migrating inland to cheap space. Meanwhile the highest patient penetration is in Somerset (10.4%) and Kennebec (10.2%) — not Portland. Demand and supply are both stronger away from the coast than the headline numbers suggest.

Where cultivation sits. Adult-use canopy fell to 311,669 sq ft across 87 cultivators in 2024, down from 358,798 sq ft across 88 in 2023, running at about 74.7% of licensed capacity. Growers are pulling canopy rather than surrendering licenses. On the medical side, dispensary cultivation clusters in Androscoggin — 19 of 57 sites statewide — with dispensary retail concentrated in Androscoggin (13), York (13) and Kennebec (10).

Data gap

OCP publishes no clean county-by-county count of active adult-use stores — the geography lives inside a Power BI licensee dashboard. Only statewide totals (169 active / 216 licensed) and the opt-in town count are firm. Any town-level store figure circulating publicly mixes medical, caregiver and adult-use locations. If you need this properly, it's a records request.

04

The Border Premium

Reciprocity is real but narrow. The volume channel across the border is adult-use, and it exists mainly because New Hampshire has no retail market at all.

Channel A — medical reciprocity

Maine honors out-of-state medical credentials from 29 states plus DC, including New Hampshire, Massachusetts, Vermont, Connecticut, Rhode Island and New York. A visiting qualifying patient can buy from Maine caregivers and dispensaries. Narrow channel, high-intent buyer, no age gate beyond the card.

Channel B — adult-use

Open to any adult 21+ with valid ID, residency irrelevant, including out-of-staters and Canadians. No card, no paperwork, no qualifying condition. This is the channel that actually moves border volume, by a wide margin.

Why New Hampshire is the whole story

New Hampshire is the only New England state with no adult-use market. It runs a Therapeutic Cannabis Program with roughly 15,000 patients, vertically integrated treatment centers, and a 2 oz / 10 day limit. Legalization keeps failing: HB 198 passed the NH House in 2025 and was tabled by the Senate; HB 186 was tabled in 2026. The result is that the entire Seacoast — Portsmouth, Dover, Rochester, Somersworth — has to cross into Maine.

Massachusetts, with a mature market and comparable prices, exerts almost no pull northward. Vermont is small and distant. Canada is legal federally but transport across the border is not, so Calais, Houlton and Madawaska stay marginal.

Siting tells you what the sales data won't. Theory Wellness put its Kittery store in the Premium Outlets, minutes off I-95, marketing explicitly to customers crossing from Portsmouth and Dover. Green Truck advertises its Kittery location as eleven minutes from downtown Portsmouth. Kittery deliberately licensed multiple stores. Operators are voting with their capital on where the out-of-state buyer is: the York County cluster (Kittery, Eliot, the Berwicks, Sanford, Lebanon) for I-95, and Fryeburg and Bethel on Route 302 for the NH North Country and the mountain corridor.

What cannot be proven

OCP does not track buyer residency, and no per-store or per-town sales or tax data is published. Every claim about cross-border volume — including in this document — is inferred from store siting and seasonal spikes, not measured. OCP officials have gone as far as saying summer tourism likely contributes to summer highs. That is the strongest sourcing that exists. Do not let anyone in a meeting present a border-traffic number as measured, because there isn't one.

The structural risk, stated plainly

Border retail economics in southern York County depend on New Hampshire staying dry. That is a policy variable outside anyone's control, it has come to a vote repeatedly, and it will keep coming to a vote. Any plan anchored on border traffic should carry a modeled downside case for the year NH legalizes.

05

Price Compression

Flower has lost roughly 60% of its per-gram value in five years and has not found a floor. This single line explains the caregiver exodus, the canopy reductions, and most of the strategic behavior in the market.

2020$16.68
2021$12.75
2022$9.23
2023$7.77
2024$7.24
2025$6.62
Average adult-use flower, $ per gram

November 2025 set an all-time low of $6.28/g — 16% below the $7.52 recorded in November 2024. National wholesale ran $888–$1,096/lb through 2025, and Maine's spot index showed bulk greenhouse and bulk indoor both falling, with bulk flower the primary drag.

MarketRetail flower $/gNote
Maine$6.04–$6.62Mid-pack for New England
Rhode Island$6.65Comparable
California$6.05Mature, oversupplied
Illinois$5.61Limited-license, still lower
Michigan~$2.95National floor; wholesale ~$225/oz

The one segment holding price

Jarred live rosin retails $70–90 per gram against $20–35 for live-resin sugar, badder and sauce — even though BHO shatter tests higher (75–90% THC versus 65–80%). Buyers are paying for flavor and purity, not potency. Nationally, rosin has reached roughly 14% of dabbable dollar value and is one of the only concentrate segments still growing, at about 8% year over year, while distillate and live resin commoditize. This is the clearest price-inelastic niche in the market, and Maine's craft-farm base is built for it.

06

What People Buy

Flower still anchors the market at roughly 57% of dollars, but concentrates are the growth engine — up 74% over two years against 51% for flower.

Category202220232024Share2-yr growth
Usable cannabis$94.3M$129.2M$142.3M~57%+51%
Concentrate$37.0M$53.2M$64.5M~26%+74%
Infused products$27.4M$34.4M$36.9M~15%+35%
Plants & seeds$0.08M$0.10M$0.11M<1%+38%

By December 2025 the monthly split ran flower $10.7M, concentrate $6.25M, infused $3.1M.

Seasonality — the production calendar

Sales peak in summer on tourism, with July and August historically strongest. Q1 has been the medical channel's high point — March 2023 medical ran about $30.6M against adult-use's $22.2M. The fall outdoor harvest reliably floods wholesale and pushes prices down. If you are planning drops, releases or shoots, that calendar is the constraint.

07

What It Costs To Operate Here

Maine's cost stack is among the worst in the country for indoor cultivation, and the climate forces most production indoors. This is why compression bites harder here than in Michigan or Oregon.

23.05¢
Commercial power / kWh
Among the highest in the continental US. Residential runs 28.63¢ against a national average of 18.44¢.
$0.127
Standard offer, Jan 2026
Per kWh, effective January 1.
$335
AU excise per pound
Levied on cultivation, before any retail tax.
~12.5¢
Best locked rate seen
One grower locked 36 months at roughly this. That's the number to beat.
  • A grow uses roughly ten times the power per square foot of a typical home, and Maine's climate pushes production indoors. OCP identified utility costs as the second-largest driver of caregiver exits, behind oversupply.
  • Adult-use adds mandatory testing with a 6.5% initial failure rate — every failure is a re-test cost and a delay.
  • Maine decoupled from federal 280E at the state level effective January 1, 2023, so adult-use operators can deduct ordinary business expenses on Maine returns. Federal 280E still applies until rescheduling.
  • Operators describe the current squeeze as rising customer counts against falling per-unit margin — volume is partly offsetting price, but not fully.
Source20242025Change
Medical sales tax → General Fund$15,056,795$14,276,222−5.2%
Adult-use total state revenue$40.7M$43.7M+7.4%

2024 adult-use revenue breaks out as $16.1M excise, $22.5M sales tax, and the balance in fees and fines. The medical line is the closest thing to a hard measurement of the medical market's size, which is why the estimates are built off it.

08

Who Is Actually Here

Maine has largely avoided the multi-state consolidation other markets went through — but the legal wall that kept MSOs out came down years ago, and the door is open.

The residency wall came down in stages

Maine dropped its adult-use residency requirement in May 2020 after the Attorney General found it likely unconstitutional under the dormant Commerce Clause. The medical dispensary residency requirement was struck by the District of Maine in August 2021 and affirmed by the First Circuit in August 2022. Out-of-state ownership of Maine medical dispensaries has been lawful since then.

MSO presence — thin

Curaleaf is the only major multi-state operator here. It exited adult-use in 2024, selling its South Portland store to Foliage Cannabis and booking it as discontinued operations, while keeping four medical dispensaries in Bangor, Auburn, Wells and Ellsworth. In January 2026 it re-entered adult-use in Bangor. It runs 161 stores nationally.

In-state operators — dominant

Theory Wellness (the largest employee-owned cannabis company in the country, six states, with Kittery, South Portland and Bangor stores and Waterville production), Wellness Connection, Silver Therapeutics, Sweet Dirt, East Coast Cannabis, Green Truck Farms, and Highly in Brunswick, which has taken multiple Maine cup wins in both flower and rosin.

Churn. Eighteen adult-use licensees left in 2024 — nine cultivation, six retail, three manufacturing, one testing — yet net retail still grew by thirty stores. A Sun Journal analysis found more than a quarter of medical cannabis businesses closed within a two-year span, with Portland saturated at 23-plus stores while other regions still had room. OCP's own read is that Maine has avoided the wide-scale consolidation seen elsewhere. Both things are true: high churn at the small end, no roll-up at the top.

09

Policy Overhang

Three separate policy threads could reshape this market inside three years. One of them would end the adult-use market outright.

The 2027 repeal initiative — the dominant variable

"An Act to Amend the Cannabis Legalization Act and the Maine Medical Use of Cannabis Act," sponsored by Colin T.R. Mack of Brunswick under the committee Mainers for a Safe and Healthy Future, was cleared for signature gathering on December 8, 2025. It would abolish the entire adult-use commercial market — cultivation, manufacturing and retail — along with home grow, effective January 1, 2028. It preserves the medical program and personal possession of 2.5 oz, eliminates the cannabis sales tax, and imposes mandatory testing and seed-to-sale tracking on the medical program. Organizers missed the February 2, 2026 deadline for the 2026 ballot. They can still target 2027: final filing June 8, 2027, requiring 67,682 valid signatures.

Medical testing and tracking

OCP's LD 104, which would have mandated medical testing, was reported "ought not to pass." Its companion LD 1847 was carried over to the second regular session of the 132nd Legislature. The pressure behind these bills is a 2023 OCP study reportedly finding that 42–45% of medical samples would fail adult-use standards. Whether it arrives by bill or by ballot, testing is coming to the medical side.

Illicit market enforcement

More than 60 illegal grow houses tied to alleged Chinese transnational organized crime have been raided since early 2024, mostly by local police. DHS circulated a list of 270 suspect Maine properties; the US Attorney estimated around 100 operations. On July 9, 2025, federal prosecutors indicted seven defendants — ringleader Jianxiong Chen of Braintree, Massachusetts, plus six others, one still at large — on drug, money-laundering and human-trafficking charges. Chen held a Maine OCP medical registry identification card issued in September 2024. Maine's full congressional delegation has pressed DOJ on it, with Senator Collins framing it as a national-security and money-laundering issue.

That last detail is the political engine behind medical tracking. A legitimate license inside an untracked system is exactly the vulnerability legislators will keep pointing at.

Federal. Rescheduling to Schedule III would remove federal 280E. Maine already decoupled at the state level in 2023, so the incremental gain is federal deductibility — material to cash flow, and likely to renew MSO interest in the state.

10

Where It Goes

The consensus among people who track this market is that it has plateaued, and that the next move is decided by policy rather than demand. Jacques Santucci of Opus Consulting reads the market as flat and expects it may stay flat or drift down, with prices falling and some companies closing. OCP director John Hudak frames it as ordinary maturation — explosive growth can only run until supply catches demand.

Repeal passes · 2027 ballot

Adult-use sunsets January 2028. Operators are forced back into medical, which simultaneously gets a testing and tracking mandate. Existing medical and caregiver infrastructure becomes the safe harbor; compliance cost jumps for everyone.

New Hampshire legalizes · NH legislature

The single largest external demand driver disappears. The Kittery and Eliot cluster takes a direct revenue hit. Southern York County retail re-prices.

Schedule III · Federal

280E relief improves operator cash flow immediately and renews MSO appetite for Maine. Near-term positive, competitively mixed.

Interstate commerce · Federal, later

Maine's high-power indoor production is exposed to cheap outdoor states. Only differentiated craft and solventless product survives on merit rather than geography.

Numbers that should change the plan

  • Adult-use flower sustained under $6.00/g — commodity flower stops paying for itself in Maine's cost structure.
  • NH passes adult-use — de-risk anything anchored on border traffic, immediately.
  • Repeal initiative qualifies for the 2027 ballot — medical-side licensing and compliance become the priority.
  • Schedule III finalized — re-underwrite margins upward and expect new competition.
  • Medical certifications turn down — the first real sign that demand, not just supply, is contracting. It hasn't happened yet.
11

What This Document Cannot Tell You

Read this section before quoting anything above in a room with people who know the market.

  • Medical sales are estimated, not measured. No seed-to-sale tracking, no patient registry, no mandatory testing in the MMCP. Every medical sales total is back-derived from Maine Revenue Services receipts. OCP and press figures put 2024 near $234M; Opus Consulting tracks $269.5M. That ~$35M spread determines whether adult-use has actually overtaken medical.
  • Certifications are not unique patients. The 112,547 figure counts printed certifications, including reprints for loss or damage. OCP deliberately keeps no patient registry, for privacy reasons.
  • County-level adult-use store counts are not published. Only statewide totals and the opt-in town count are firm.
  • No per-town or per-store sales or tax data exists publicly. Cross-border and tourist revenue is inferred, never measured.
  • Census vintages are mixed across V2024 and V2025 estimates. Per-capita figures carry roughly ±5%.
  • Sources disagree in places — 2023 medical appears as both ~$280M and ~$300M; 2025 adult-use as $246.4M (OCP) and $246.8M (Mainebiz). Ranges above reflect that rather than papering over it.

The advantage in knowing this

Most people in the room will quote a medical market number as if it were counted. It isn't. Knowing which figures are measured, which are modeled, and how wide the spread runs is a sharper position than having a bigger number.

12

Add What You Know

The gaps in section 11 aren't rhetorical. OCP doesn't publish per-store sales, buyer residency, or a clean county store count, and the medical channel isn't measured at all — so the only way anyone builds a truer picture of this market is by pooling what operators see from where they stand. That pooling is a job this network intends to do properly, and publish.

If you run a grow, a shop, a lab or a service business here, the questions below are the ones where your number beats the state's estimate. Answer what's relevant, skip the rest. Nothing is attributed publicly without asking you first.

Market input · anonymous unless you say otherwise

Sources. Maine Office of Cannabis Policy (annual reports, monthly sales data, licensee lists, legislative testimony); Maine Revenue Services; Maine Legislature bill text and testimony; Opus Consulting; Portland Press Herald; Mainebiz; Bangor Daily News; Lewiston Sun Journal; The Maine Wire; WABI; NH Business Review; PR Newswire; Cannabis Benchmarks; US Census Bureau county estimates.

MR-01 · Compiled 17 Aug 2026 · Chamber 23 · Working draft — figures should be re-pulled from OCP before external use.