Added to YB: 2025-12-12
Pitch date: 2025-10-18
TPB [bullish]
Turning Point Brands, Inc.
+19.74%
current return
Author Info
No bio for this author
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
$2.0B
Pitch Price
$91.54
Price Target
860.00 (+716%)
Dividend
0.29%
EV/EBITDA
18.08
P/E
173.10
EV/Sales
4.73
Sector
Tobacco
Category
growth
Turning Point Brands, Inc. - $TPB
TPB: Fastest-growing public nicotine pouch co w/ 26% sales exposure vs PM's 6%. FRE/ALP brands gaining share in explosive 58% CAGR market ($4.1B to $10-20B by 2030). Nearshoring cuts COGS from $1.30 to $0.60/can, adding $33M EBITDA. 5yr target $480-910/share vs current price. Risks: youth usage backlash, regulatory changes, competition from PM.
Read full article (9 min)