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.
Turning Point Brands' Q1 results showed very strong nicotine pouch momentum, growing by nearly ten-fold through Alp's and Fre's momentum. Other Stoker's products also had positive growth in the quarter, but Zig-Zag's growth lagged and the segment's gross margin declined. While Zig-Zag's gross margin decline and Alp-related operating expenses are causing slight margin pressure, TPB's long-term margin prospects remain very healthy.
Turning Point Brands (TPB) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.80 per share a year ago.
Turning Point Brands, Inc. (NYSE:TPB ) Q4 2024 Earnings Conference Call March 6, 2025 10:00 AM ET Company Participants Andrew Flynn - Chief Financial Officer Graham A. Purdy - President and Chief Executive Officer Summer Frein - Chief Marketing Officer Conference Call Participants Eric Des Lauriers - Craig Hallum Capital Group Ian Zaffino - Oppenheimer Nick Anderson - ROTH Capital Partners Aaron Grey - Alliance Global Partners Operator Thank you for standing by.
Turning Point Brands (TPB) came out with quarterly earnings of $0.53 per share, missing the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.79 per share a year ago.
Turning Point Brands' preliminary Q4 results show accelerating momentum following the December launch of Alp nicotine pouches. Profitability took a slight hit. TPB is distancing itself from the CDS segment with restructuring, now only holding 49% equity and operating the underperforming segment on an arm's length basis. After TPB's continued rally, little asymmetrical upside remains. I estimate a fair value of $74.7.
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 has seen a significant turnaround, driven by reduced reliance on vaping products, and entrance into the nicotine pouch category. The company's nicotine pouch brand FRĒ, relaunched in 2023, has shown impressive growth, with further potential for a similar product called Alp sold through joint venture with Tucker Carlson Media. Zig-Zag's performance has been underwhelming due to increased competition and a shift in demand, but efforts to reposition the brand are paying off.
Turning Point Brands' joint venture with Tucker Carlson for Alp nicotine pouches has launched, with pre-orders shipping during December. Initial web traffic data shows quite strong demand for Alp. TPB also intriguingly filed an at-the-market sales agreement to support nicotine pouch growth investments. TPB's Q3 performance shows solid underlying growth in Zig-Zag and FRE nicotine pouches.