Did you see the article on HN a few days ago about how legal marijuana purchases in the US fell from 2021 to 2022? There was a fair bit of debate around why exactly that was but I personally do think that what you mentioned is a part of it.
Article says "In addition to the persisting illicit market and plummeting wholesale prices, extreme delays in local licensing have been cited as a cause for the decline." The article is also about revenue only, so I dunno.
The hypothetical comparison like a decade ago was the number of users before legalization vs the number of users after. Every study I can find showed a sharp increase in usage in states that legalized it. If usage actually fell in '22, I doubt it came anywhere close to reversing the trend since legalization.
