An investor's perspective on cannabinoids and consumer markets
Delta Emerald manages a portfolio of cannabinoid businesses and evaluates new investment opportunities. Our research and conversations explore how cannabinoids are changing consumer behavior, distribution, and industry economics.
Explore the research | Request access to Delta Dispatch
We track the business of THC from an investor's seat.
| Retail Target expanded THC drinks to 300+ stores across four states in 2026. |
Distribution Alcohol distributors are routing THC products alongside craft beer and white wine. |
Regulatory The April 2026 rescheduling set in motion a chain of events that will be difficult to stop. |
All data points from public sources (Target press coverage, distributor trade reporting, federal regulatory record).
Research and Conversations
Selected analysis and interviews exploring cannabinoids, consumer behavior, and the industries adapting to both.
Analysis | April 2026 | Regulatory
What Cannabis Rescheduling Actually Means
The April 2026 rescheduling used a treaty-compliance path that creates institutional momentum before courts can rule. We examine the mechanism, the bifurcation consequences, and what changes for operators.
Invite-only (Delta Dispatch)
Podcast | May 2026 | Alcohol
From Prohibition to Probation
Boston Beer's head of cannabis and a prohibition historian discuss how alcohol's post-repeal regulatory playbook applies to THC beverages.
Guests: Paul Weaver (Boston Beer), Lisa Jacobson | Public
Podcast | June 2026 | Alcohol
Together We Are Heavy
The Brewers Association's chief economist discusses craft beer's data landscape and where THC beverages fit within the broader beer category.
Guest: Bart Watson (Brewers Association) | Public
Delta Dispatch Podcast
Conversations with executives, regulators, and analysts at the intersection of cannabis, consumer packaged goods, and the regulatory shifts reshaping both. Hosted by Ian Dominguez.
Apple Podcasts | Spotify | All episodes
Delta Dispatch
Delta Dispatch is our written publication covering the intersection of cannabis, consumer packaged goods, and the regulatory shifts reshaping both. It is available by invitation.
Published subscribers receive in-depth analysis, original research, and a weekly industry digest. The podcast is available publicly; the written product is not.
Delta Emerald Ventures is an active asset manager focused on cannabinoid businesses. Learn about the firm → Meet the founder →
Events
CannaBev Summit — February 18-19, 2027, Miami Beach
CannaDataCon — February 18-19, 2027, Miami Beach