Added to YB: 2026-09-21
Pitch date: 2026-09-17
TPB [bullish]
Turning Point Brands, Inc.
+0.15%
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
$1.4B
Pitch Price
$68.04
Price Target
N/A
Dividend
0.47%
EV/EBITDA
16.96
P/E
29.77
EV/Sales
2.79
Sector
Tobacco
Category
growth
Thursday Tailwinds #7: Sep 17, 2026 - Turning Point Brands, Inc.
TPB (overview): Turning Point Brands is sacrificing near-term earnings to scale FRE and 50%-owned ALP ahead of an uncertain FDA decision: pouch net sales rose 480% to $130M in 2025 and Modern Oral reached 48% of Q2 2026 sales. The shares were $71.51, down ~30% over 12 months, as 2026 adjusted EBITDA guidance fell to $70M-$90M; approval could unlock the $7B U.S. market, but high-strength products may raise youth-risk concerns.
Read full article (3 min)