| Product Category | Market Size (2026 est.) | Impact Level | What Happens |
|---|---|---|---|
| THCA flower & disposables | $2-3B | 💀 Severe | Virtually all products become Schedule I. Market effectively shut down at federal level. |
| Delta-8 products | $1.5-2B | 💀 Severe | Delta-8 counts as total THC. Most products become illegal. A small low-dose segment may survive. |
| Delta-10 / HHC / other isomers | $500-800M | 💀 Severe | All THC isomers count toward total THC. Most products will be above 0.3%. |
| Full-spectrum CBD (high-potency) | $500M+ | ⚠️ Moderate | Some full-spectrum products may exceed 0.3% total THC. Brands reformulating and testing. |
| CBD isolate & broad-spectrum | $2-3B | ✅ Minimal | Negligible THC content. Should remain fully compliant. |
| Low-THC hemp flower (CBD strains) | $300-500M | ⚠️ Moderate | Some high-CBD strains may exceed total-THC limit. Many will pass, some won't. |
| Nicotine vapes (pods, disposables) | $8-10B | ✅ Indirect only | |
| State-legal cannabis (recreational/med) | $30B+ | ✅ Indirect positive | May benefit as hemp-THC consumers move to legal cannabis in states where it's available. |
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