Bullish on Turning Point Brands as the Pure Play for Nicotine Pouches

8 days ago

Brett Schaefer

"Stock price is right around $100 a share. So on a high level thesis, what we're looking at is a super cycle for—or a super trend, a mega trend—for a new consumer product. And this product is both addicting, very cheap to manufacture, and very high margin. We have a lot of different tailwinds all acting at once. Not only do you get the traditional smoking cohort, but you also have a new cohort coming in, which gives this product endless growth potential. Turning Point Brands is by far the best way to play the pouch thesis."

The speaker highlights Turning Point Brands as a top investment play due to its strong positioning in the nicotine pouch market. Emphasizing the company's ability to capitalize on both traditional smokers and a new user cohort, he outlines tailwinds from cost-effective manufacturing and high margins. The commentary stresses that TPB is uniquely positioned to benefit from a consumer super cycle, making it an attractive long-term growth opportunity.

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