Five outputs, ranked by what someone will actually pay for

• Units entering the US per quarter, built from inbound manifests and reconciled against factory capacity and importer counts
• Dollar value at each step of the chain, so the number can be stated at factory cost, landed cost or retail value
• The licensed / unlicensed split, keyed to whether the consignee appears in any state licence list
• State-level breakdown for the states covered, with the gray-to-licensed price gap each one carries
• A hemp-exemption scenario: what the baseline implies under a federal close, labelled as modelled and never as observed

• Hardware makers sizing their own addressable market
• Hedge funds trading the listed Chinese suppliers
• Large licensed brands
• Alcohol and beverage companies watching a substitute category
• State regulators and legislative staff

Their revenue forecasts already contain a number for this market, and right now that number is a guess. No credible estimate exists in public: trade press figures trace back to each other, and the official statistics count the licensed market only. A defensible floor with the method shown is worth more than a precise figure nobody can audit.

• 19,972 links across 1,269 manufacturers, 48 exporters, 623 importers and 13,900 brands
• Annual units on the edges where bills of lading support a volume
• Confidence on every link (confirmed when a record states it, inferred from two or more signals, suspected on one weak signal), with the inference note written out
• Change log: links that appeared, strengthened or went quiet since the last edition

• Hardware makers who want to see which brands their competitors supply
• The same makers using it as a sales list
• Investors underwriting a supplier or a brand
• Law firms building a chain-of-supply record

Competitor intelligence and lead generation in the same document. A hardware maker can see which brands buy from whom, at what volume, and which accounts are winnable. An investor can check whether a supplier's claimed customer base exists in the shipping records.

• Copy-of links between brands, with the packaging and mark evidence that supports each one
• The factories and exporters behind the copies, and the importers receiving them
• Sellers carrying the copy, by state, with licence status and any enforcement on file
• First-seen dates and domain history for each copy storefront

• Licensed brands whose packaging is being copied
• Brand-protection law firms

It is the evidence package for the two actions a brand actually takes: a lawsuit and a customs recordation complaint. Both need a named manufacturer, a named importer and dated sightings; assembling that by hand is the expensive part.

• Monthly observed price at all five steps, from factory gate to licensed shelf
• Margin captured at each handoff, in dollars and as a share of the full spread
• Gray-to-licensed gap per state
• Landed-cost movement, so a tariff or freight change shows up as a step rather than a trend

• Hardware makers pricing against the market
• Importers checking their landed cost against the field
• Licensed brands deciding how far they can hold price against gray competition

Everyone in this chain prices against a number they half know. A buyer who can see the wholesale and gray-retail bands knows whether their own quote is market or not, and whether a price move upstream has reached the shelf yet.

• Brand sightings across 261 sellers in 12 states
• Hardware model present on the shelf, where a teardown or an FCC ID identifies it
• Licence status and enforcement history per seller
• Shelf share by brand, per state

• Licensed brands tracking distribution
• Distributors planning coverage

Distribution tracking is the routine spend of any consumer brand, and the hardware-level detail is not in the existing products.