Tobacco Insider
@tobaccoinsider
The leading authority in the Tobacco Industry. From the people in the know. Visit http://tobaccoinsider.com to stay informed
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PMI $160.8 (-2.3%) $pm New low after the Q2 2025 Results. Dip buying calls are not working so far. Price discovery continues. RSI below 30 for the first-time since the onset of $90-to-$180 rally
BAT: New 52-week high, $52.8 $bti It feels like "one man's misery is another man's fortune" trade is in play... BAT is up +2.6% since the inital sell-off after the PMI Q2 2025 results
Haypp: Q2 2025 revenue projection Read @emilhartela's note if you are interested in Haypp --- Yet, keep in mind that traffic is not the only determinant of revenue Sales revenue = Traffic * Conversion rate * Basket size Haypp may make up for lower traffic through increased…
$HAYPP I've previously every quarter done web traffic-based revenue predictions, and they've been somewhat consistent, roughly ±3%. But now I have a massive divergence on my hands. Based on web traffic, I'm not able to get the revenue estimate close to the 950 MSEK online…
Haypp: U.S. Nicotine Pouch Report 2025 $haypp - 40% yoy growth in online sales in 2024 - 88% of online buyers are men tobaccoinsider.com/nicotine-pouch… - Underage purchase: 56% from local stores vs. 4% online - Online retailers enforce age checks more consistently (98% online vs. 75%…
ZYN is still out of stock on Nicokick and Northener, Haypp's U.S. websites If ZYN is not coming back to Haypp amid all this ZYN slowdown chatter, (1) ZYN is probably never coming back to Haypp U.S. (2) PMI is not really under that much volume pressure For instance, they could…
Next week, we will have the busiest period of the year for tobacco earnings July 30 (Wednesday): Altria $mo July 31 (Thursday): Japan Tobacco, BAT $bti $bats Buckle up & enjoy the ride!
Turning Point Brands: Q2 2025 Results on August 6 Lower-than-expected ZYN shipment is music to ears for TPB shareholders. TPB distributes FRE and ALP nicotine pouches in the U.S. Pouch sales up nearly 10x in Q1 2025 year-on-year basis $tpb $79.2 (+1.5%), trading $2 below ATH
In interview with ABC News, FDA Commissioner stated that 85% of the vapes sold in vape stores are illegal and what FDA has been doing so far is laughable Read more: tobaccoinsider.com/usa-illegal-va… FDA Commissioner reiterated Agency's commitment to fight illegal vapes $bti $bats $mo
