earnings
confidence high
sentiment neutral
materiality 0.75
Turning Point Brands Q2 net sales up 22.6% to $142.9M; EPS falls to $0.18 from $0.79
Turning Point Brands, Inc.
- Modern Oral net sales up 128% to $68.4M, now 48% of total net sales (26% in Q2 2025).
- Net income down 75.2% to $3.6M; adjusted diluted EPS $0.23 vs $0.98.
- Stoker's segment net sales up 54.5% to $107.6M; Zig-Zag down 3.5% to $35.4M.
- Raised FY2026 Modern Oral net sales guidance to $260-270M from $210-225M.
- Adjusted EBITDA guidance $70-90M; SG&A up 91.1% to $76.9M on Modern Oral investments.