Germany Is the Engine: What BAT Knows That Cannabis Doesn't ft. James Yamanaka
Show notes
Predictable cash flow is the whole game. In cannabis, predictable is the one thing almost nobody has.
Organigram CEO James Yamanaka came up over 20 years at British American Tobacco, where that discipline is the entire model. He thinks the opportunity starts there: trim the portfolio, stop chasing every trend, tighten the supply chain, lean on the science, and align operations. Germany's market could nearly double in the next two years, but capturing it will take more than expansion.
This week we sit down with James Yamanaka, CEO of Organigram:
- A BAT perspective on cannabis
- Why chasing every trend loses money
- How the Sanity deal unlocks Germany
Chapters:
00:00 Introduction to Organigram and BAT's Involvement
05:24 Shifting Perspectives: From BAT to Organigram
09:08 Understanding the Complexity of the Cannabis Market
13:12 Balancing Listening and Leadership
17:24 Data-Driven Decision Making in Cannabis
21:18 Strategic SKU Management and Market Forecasting
24:17 Leveraging BAT's Expertise in Cannabis
30:04 The Strategic Importance of the Sanity Deal
39:57 Navigating Regulatory Challenges in the Cannabis Industry
Guest Links:
- https://www.linkedin.com/in/james-yamanaka-aaa32a/
- https://www.organigram.ca/
Our Links:
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