Barbarian Capital on X
@GodelTerminal $PM market share 85% $TPB market share 15% Source: me looking at the box
NYSE
Turning Point Brands, Inc.
TPB
6 stories
$1.3B Market cap · 2026-10-21
$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.
$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
Turning Point Brands targets third place in nicotine pouches behind ZYN and Velo, with FRE and Alp nearing half of revenue despite falling…
Turning Point Brands: The Market Is Now Overly Concerned (Rating Upgrade)
Turning Point Brands reaffirmed 2026 guidance after a CEO change, while ALP and FRE expansion has compressed margins through marketing and…
Caffital Research 2 clicksColin King on X
$TPB starting to round trip here... way off its early 2026 highs haven't been following this since mid-2025, help me catch up on what's happening lately? https://t.co/HcsiMJXkuq
Thursday Tailwinds #7: Sep 17, 2026
Turning Point Brands awaits FDA pouch approval, Meitec benefits from Japan’s engineer shortage, and Viemed gains from Medicare’s…
Investor Letters
Letters that discuss TPB.
- Maran Capital Management Q2 2026 second quarter 2026 SPCX
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