Added to YB: 2026-04-16
Pitch date: 2026-04-13
TPB [bullish]
Turning Point Brands, Inc.
-2.07%
current return
Author Info
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Company Info
Turning Point Brands, Inc., together with its subsidiaries, manufactures, markets, and distributes branded consumer products in the United States and Canada.
Market Cap
$1.6B
Pitch Price
$83.23
Price Target
N/A
Dividend
0.36%
EV/EBITDA
15.61
P/E
26.77
EV/Sales
3.67
Sector
Tobacco
Category
growth
Turning Point Brands (TPB US)
TPB: Nicotine pouch play akin to Swedish Match. Owns Fre/Alp brands gaining US share as market explodes (39.8bn stick equiv→57bn by 2028, eventual 3x+). Legacy tobacco biz provides distribution edge vs startups & cash to build US plant. Moist pouches differentiate vs ZYN's dry. Risk: FDA approval uncertain, mgmt concerns. Could capture 5-15% share in 20yr growth runway as US mirrors Sweden's snus-over-cigarettes trend.
Read full article (7 min)