Read the dot size, not just the color. A national MSO with 166 stores is one relationship — proximity to those stores is close to irrelevant. A pool-tier state with 23 separate companies is 23 relationships, and that is where being nearby actually changes anything.
528 stores lose their owner when Andy, Kristi and Katie leave — but that is 38 companies, and 498 of the stores sit in just 14 named accounts. Curaleaf, Verano and Vireo alone are 401 of them. Pool migration is separate and smaller: 64 stores across 40 companies move off Francois and Larina, plus 30 from the departing books.
| State | Companies | Stores |
|---|---|---|
| New Jersey | 23 | 28 |
| New York | 17 | 20 |
| Illinois | 11 | 15 |
| California | 8 | 13 |
| Massachusetts | 5 | 6 |
| Colorado | 4 | 6 |
| Michigan | 3 | 8 |
| Minnesota | 2 | 4 |
Northeast holds 45 of 83 pool companies. Liz covers it from Toms River; Larina adds Syracuse in September.
| State | Companies | Stores |
|---|---|---|
| Florida | 3 | 96 |
| Illinois | 5 | 25 |
| Montana | 2 | 23 |
| Michigan | 1 | 17 |
| Georgia | 1 | 17 |
| Oregon | 1 | 15 |
| California | 2 | 11 |
| Colorado | 1 | 11 |
Colorado loses its only nearby CSM when Larina relocates. Montana is 23 stores across 2 companies with no one within 500 miles.
| City | Named accts <250mi | Pool companies <250mi | Case |
|---|---|---|---|
| Chicago, IL | 7 | 14 | Highest combined density outside the Northeast. Goes to zero coverage when Andy leaves. |
| Tampa / Orlando, FL | 4 | 1 | 284 stores, but 7 companies. A strategic-accounts base, not a CSM territory. |
| Detroit, MI | 3 | 4 | Adjacent to Chicago's cluster without owning it. |
| Denver, CO | 1 | 4 | Backfills Larina, but thin on its own. |
| Sacramento, CA | 1 | 6 | Fills the gap between Francois and Brandon. |