
James Yamanaka
CEO of Organigram Global (NASDAQ: OGI), Canada's leading cannabis producer, since January 2026; formerly Global Head of Strategy at British American Tobacco.
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APPEARANCES
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PODCASTS
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Oct 16, 2026
From Organigram Cuts to Question 8 Funding | TTB presented by Flowhub
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Shadd DalesHOST
So which brands are going and what share of sales do they represent? And I guess how do you avoid giving up shelf space pertaining to that and basically a share to some of your competitors?

James YamanakaGUEST
Yeah, well, look, at this time, I can't say exactly which brands because it will be phased over time.

James YamanakaGUEST
And I can't really disclose exactly which brands we will take will be taking out.

James YamanakaGUEST
And one of the concerns, obviously, is you don't want to lose the shelf space by announcing well before the time that you're actually moving them out of the market.

James YamanakaGUEST
So I can't disclose that now, but look, the strategy in doing this is fairly simple is, is that, you know, unlike several years ago, the bulk of our products actually sit in the, or of our sales sit in those three brands rather than spreading our investments across a lot of brands, which means short runs you know, a lot of production inefficiencies.

James YamanakaGUEST
It makes a lot more sense to, you know, consolidate across those brands that are much bigger, you know, have a bigger impact on the shelf.

Anthony VarrellHOST
Is there any comment that you can give on there if there's ongoing talks, if there's interest, if there's discussions between the boards, or is this pure speculation that's currently in the market?
Cannabis Medical Markets Are Growing, So What's Next? | TTB Presented by Flowhub
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Shadd DalesHOST
So walk me through how much of this quarter is sanity showing up in some of these numbers for the first time versus, say, the Canadian recovery you promised actually materializing in a lot of ways.

James YamanakaGUEST
So a lot of the issues that I mentioned last time in Canada, so we were having issues with quality with the IPRs as well as with the vapes, and in both of those categories, I'm happy to report that there's been a good turnaround in our performance there.

James YamanakaGUEST
We had new launches in the vapor category, and we're up, starting to grow share again in that category.

James YamanakaGUEST
IPRs have stabilized, and in June, one month doesn't make a trend, but we're starting to come back on that.

James YamanakaGUEST
And really, so that Canada did contribute significantly to the turnaround, addressing exactly what we talked about last time.
8 MINS LATER

Shadd DalesHOST
So how are you thinking about where, I guess, incremental capital and flower supply actually gets allocated between the two? Because we want to grow, but you obviously have to stay stable at the same time, too.
Germany Is the Engine: What BAT Knows That Cannabis Doesn't ft. James Yamanaka
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Bryan FieldsHOST
How much has changed from your perspective now that you are, I guess, on the other side of the fence?

James YamanakaGUEST
Yeah, well, look, I think when I first came in, when I was offered to apply for the job, so they said, do you want to go into the nomination process there to be put it through? You know, the thesis from my side was very much about, look, it's an interesting industry.

James YamanakaGUEST
At least it's in Canada, at least it's federally legal, so it's fairly stable.

James YamanakaGUEST
And that said, from a regulatory point of view, there's a lot of things you can still make and grow.

James YamanakaGUEST
And you can, you know, at the same time, run a company, drive value out of it, you know, increase the share price, all those sorts of things.
25 MINS LATER

Bryan FieldsHOST
Can, for those who are unfamiliar, can you just set it up and give them a little background about it, how it all worked out?