Added to YB: 2026-08-07
Pitch date: 2026-08-05
TPB [bullish]
Turning Point Brands, Inc.
+0.97%
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
$1.7B
Pitch Price
$84.17
Price Target
N/A
Dividend
0.38%
EV/EBITDA
18.69
P/E
36.56
EV/Sales
3.43
Sector
Tobacco
Category
growth
Turning Point Brands Reports Q2 2026 Results and They Are Very Good
TPB (earnings): Q2'26 Modern Oral (FRE/ALP pouches) net sales +128% YoY, now ~half of total rev. Raised FY26 Modern Oral net sales guide to $260-270M (from $210-225M); FY adj EBITDA $70-90M. Stoker's +54.5%, Zig-Zag -24.8%. Margins hit by heavy marketing/distribution investment (McGregor deal, +50% field sales). Stock +3%; author says still below fair value, strong buy.
Read full article (2 min)