Turning Point Brands, Inc. TPB

Zacks Investment Research 9 nov

Altria Group reported Q3 2026 smokeable segment adjusted OCI of $3.07B, up 3.9% year-over-year, with margins expanding to 64.5%. Strong pricing (4.4% price realization) and tax refunds offset declining cigarette shipments (-2.9%) and higher costs. Marlboro's premium share reached 60%, while the company faces ongoing industry headwinds from reduced cigarette demand.

Zacks Investment Research 9 nov

Turning Point Brands reported Q3 2026 earnings of $0.41 per share, beating consensus estimates of $0.33, with revenues of $151.1 million exceeding expectations. However, the stock has underperformed the market by 39.2% year-to-date and carries a Zacks Rank #4 (Sell) rating due to unfavorable estimate revisions. The tobacco industry ranks in the bottom 25% of Zacks industries. Edgewell Personal Care is expected to report results on November 12 with anticipated earnings of $0.78 per share, though revenue is expected to decline 10.5% year-over-year.

Zacks Investment Research 2 nov

Altria Group expanded its on! PLUS 12mg nicotine pouches nationwide in Q3 2026 across three flavors, capitalizing on growing demand for higher-strength products. Nicotine pouches now represent 61.2% of the oral tobacco category. However, Altria faces intensifying competition from Philip Morris' ZYN and Turning Point Brands' FRE and ALP products, which are also expanding their market presence with new variants and increased retail distribution.

Zacks Investment Research 8 sept

Altria Group is focusing on its premium cigarette segment, which generates 85% of profitability, as consumers shift toward discount offerings. Marlboro maintained its 59.6% premium segment share but saw overall cigarette market share decline 1.5 points to 39.5%. The company is expanding its discount brand Basic to capture trade-down demand while protecting Marlboro pricing power, with smokeable adjusted OCI rising 2.4% to $3.02 billion.

Zacks Investment Research 1 sept

Altria's on! PLUS nicotine pouch product is gaining early momentum with retail presence expanding to approximately 120,000 stores and encouraging repeat purchase rates. However, the company faces intensifying competition from Philip Morris's ZYN and Turning Point Brands's FRE and ALP products, which are also expanding aggressively in the U.S. nicotine pouch market. Altria's stock has underperformed the industry over the past three months, trading at a lower valuation multiple.