Turning Point Brands, Inc. (TPB) Q1 2026 Earnings Call Transcript
Turning Point Brands (TPB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Turning Point Brands, Inc. reported consistent growth in Q4, but the stock plummeted -21%. The growth narrative stands fully on nicotine pouches as TPB is increasing marketing and distribution for Fre and Alp. Growth has remained fast, but is guided to slow down. Profitability is under pressure due to massive marketing investments, but revenue growth should ultimately offset TPB's margin pressure.
Turning Point Brands, Inc. (TPB) Q4 2025 Earnings Call Transcript
Turning Point Brands is significantly undervalued because investors are not adequately pricing in the growth of its modern oral nicotine pouch segment (FRE/ALP). A sum-of-the-parts DCF analysis, which separately values the declining legacy business and the high-growth pouch segment, results in a combined fair value of $194 per share. Value realization relies on three main factors: onshoring production to expand margins, securing a national rollout in major convenience stores like 7/11, and increased marketing.
Here is how Turning Point Brands (TPB) and Village Farms (VFF) have performed compared to their sector so far this year.
Turning Point Brands, Inc. ( TPB ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants Graham Purdy - CEO, President & Director Andrew Flynn - Senior VP & CFO Summer Frein - Senior VP & Chief Revenue Officer Conference Call Participants Eric Des Lauriers - Craig-Hallum Capital Group LLC, Research Division Ian Zaffino - Oppenheimer & Co. Inc., Research Division John Chapman Nicholas Anderson - ROTH Capital Partners, LLC, Research Division Gerald Pascarelli - Needham & Company, LLC, Research Division Presentation Operator Good morning, and welcome to the Turning Point Brands Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note that this event is being recorded.
Turning Point Brands (TPB) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.68 per share a year ago.
Turning Point Brands (TPB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Turning Point Brands, Inc. (NYSE:TPB ) Q2 2025 Earnings Conference Call August 6, 2025 9:30 AM ET Company Participants Andrew Flynn - Senior VP & CFO Graham A. Purdy - CEO, President & Director Summer Frein - Senior VP & Chief Revenue Officer Conference Call Participants Aaron Thomas Grey - Alliance Global Partners, Research Division Eric Des Lauriers - Craig-Hallum Capital Group LLC, Research Division Gerald John Pascarelli - Needham & Company, LLC, Research Division Ian Alton Zaffino - Oppenheimer & Co. Inc., Research Division Nicholas Steven Anderson - ROTH Capital Partners, LLC, Research Division Operator Good morning, and welcome to the Turning Point Brands Second Quarter 2025 Earnings Conference Call.
Turning Point Brands (TPB) came out with quarterly earnings of $0.98 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.89 per share a year ago.
Turning Point Brands (TPB) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.