Wednesday's Underperforming Sectors: Cigarettes & Tobacco, Shipping Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 08 2025
0mins
Should l Buy TPB?
Source: NASDAQ.COM
Shipping Stocks Performance: Shipping shares are lagging the market, down approximately 1% overall, with Genco Shipping & Trading and Costamare leading the decline at 2.7% and 2.5%, respectively.
Market Context: The article also mentions other sector laggards, including cigarettes and tobacco, indicating a broader trend of underperformance in certain market segments.
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Analyst Views on TPB
Wall Street analysts forecast TPB stock price to fall
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 129.130
Low
110.00
Averages
116.67
High
120.00
Current: 129.130
Low
110.00
Averages
116.67
High
120.00
About TPB
Turning Point Brands, Inc. is a manufacturer, marketer and distributor of branded consumer products. It sells a range of products to adult consumers, consisting of staple products under the brands Zig-Zag and Stoker’s. Its segments include Zig-Zag Products (Zig-Zag) and Stoker’s Products (Stoker’s). Zig-Zag principally markets and distributes rolling papers, tubes, and related products; finished cigars and make-your-own cigar wraps, and other accessories. It introduced Zig-Zag ‘Rillo-sized wraps, which are similar in size to cigarillos, a type of machine-made cigars. Stoker’s manufactures and markets moist snuff tobacco (MST) and contract for and market FRE, its modern oral product and contract for and market loose-leaf chewing tobacco products. Its products are available in approximately 200,000 in the United States retail locations which, with the addition of retail stores in Canada, brings its total North American retail presence to an estimated 220,000 points of distribution.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Stoker's Launches New Sub-Brand Stoker's Proud to Meet Consumer Demand
- New Brand Launch: Stoker's Proud, a new sub-brand from Stoker's, is designed to meet the growing consumer demand for high-quality, affordable tobacco products, reflecting the company's keen awareness of market trends.
- Product Features: The brand uses 100% American-grown tobacco and continues Stoker's traditional curing processes, offering a more classic long cut tobacco format that ensures product quality and brand consistency.
- Market Positioning: By providing competitively priced options, Stoker's Proud broadens the Stoker's portfolio, aiming to attract consumers seeking affordable choices and further solidifying its market leadership.
- Sales Channels: The new products are now available through authorized distributors and select retailers nationwide, with consumers able to purchase them on Stokers.com, showcasing Stoker's proactive approach to market promotion.
See More
Stoker's Proud Launches Affordable Tobacco Products
- New Brand Launch: Stoker's Proud, as a new sub-brand of Stoker's, aims to meet consumer demand for high-quality, affordable tobacco products, marking a significant expansion in the brand's market presence.
- Product Features: The brand utilizes 100% American-grown tobacco and employs traditional curing and flavoring processes, offering a distinct long cut tobacco experience that enhances product diversity within the portfolio.
- Market Positioning: Stoker's Proud meets consumer needs for convenience and familiarity by providing a classic 1.2-ounce can format while maintaining the brand's core values and quality standards.
- Brand Heritage: With over 85 years of history, Stoker's holds the leading position in the chewing tobacco category, and the launch of Stoker's Proud further solidifies its dominance in the moist snuff market.
See More
Warning Signs for Momentum Investors in Consumer Staples
- Overbought Warning: As of January 29, 2026, two stocks in the consumer staples sector, Turning Point Brands Inc (NYSE:TPB) and TreeHouse Foods Inc (NYSE:THS), are showing overbought signals with an RSI above 70, indicating potential short-term price correction risks.
- Momentum Indicator Analysis: The RSI serves as a momentum indicator by comparing the strength of a stock on up days versus down days, providing traders with insights into short-term performance, and an overbought condition may prompt a reassessment of holding strategies.
- Market Reaction Expectations: The emergence of overbought signals may lead investors to adopt a cautious stance regarding the future performance of TPB and THS, potentially impacting their short-term stock price movements and increasing market volatility.
- Investment Strategy Adjustment: In light of the overbought warnings, investors may need to reevaluate their momentum trading strategies to avoid losses during potential corrections, especially in the current market environment.
See More
Altria Group, Inc. (MO) Accelerates Shift to Smoke-Free Products with 14.8% Growth in Oral Nicotine Sales
- Smoke-Free Transition: Altria Group is accelerating its shift towards smoke-free products in Q3 2025, particularly in oral nicotine and heated tobacco, demonstrating ongoing market adaptability and strategic realignment.
- Oral Nicotine Growth: The on! brand saw a 14.8% increase in shipment volumes to 133.6 million cans over the first nine months of 2025, maintaining a stable retail share of 8.7%, which lays a solid foundation for future growth in a competitive market.
- New Product Launch: Altria introduced the premium on! PLUS in select U.S. markets, aimed at attracting both existing smokeless users and adult consumers migrating from competing brands, thereby enriching its oral nicotine portfolio.
- Regulatory Progress: Altria filed a combined application with the FDA for the Ploom device and Marlboro heated tobacco sticks, marking a pivotal advancement in its smoke-free strategy and laying the groundwork for future market introduction in the U.S.
See More
Mid-to-Low Cap Consumer Staples Stocks Earn A+ EPS Revision Ratings
- Analyst Rating Upgrades: As earnings season begins, low-to-mid cap consumer staples stocks like The Andersons (ANDE) and Beyond Meat (BYND) have received an A+ EPS revision rating from analysts, indicating growing confidence in their profitability outlook.
- Improved Earnings Expectations: Companies such as Freshpet (FRPT) and John B. Sanfilippo & Son (JBSS) have shown strong performance in recent earnings estimate upgrades, suggesting an improvement in their fundamentals.
- Increased Market Attention: Firms like Oddity Tech (ODD) and Reynolds Consumer Products (REYN) are attracting investor interest due to their strong earnings momentum, with positive analyst revisions likely to drive stock price increases.
- Industry Trend Analysis: Companies such as Turning Point Brands (TPB) and Village Farms International (VFF) are performing well in the current market environment, demonstrating resilience in the consumer staples sector amid structural challenges.
See More
Turning Point Brands Executive Glazek Sells $3.31 Million in Shares
- Insider Sale: Turning Point Brands' Executive Chairman David Glazek sold 30,000 shares on December 19 for $3.31 million, indicating a liquidity-driven decision rather than a negative outlook on the company.
- Ownership Impact: The sale represented 19.10% of Glazek's direct holdings, reducing his stake but leaving him with 127,083 shares, which maintains his significant exposure to the company's future performance.
- Strong Performance: The company reported a 31.2% year-over-year increase in net sales to $119 million in Q3, with adjusted EBITDA rising 17.2% to $31.3 million, highlighting robust market demand and profitability.
- Positive Guidance: Management raised full-year adjusted EBITDA guidance to $115 million to $120 million, reflecting confidence in demand trends, particularly in its Modern Oral portfolio, which has grown over 600% year-over-year, indicating continued growth potential.
See More
Stoker's Launches New Sub-Brand Stoker's Proud to Meet Consumer Demand
- New Brand Launch: Stoker's Proud, a new sub-brand from Stoker's, is designed to meet the growing consumer demand for high-quality, affordable tobacco products, reflecting the company's keen awareness of market trends.
- Product Features: The brand uses 100% American-grown tobacco and continues Stoker's traditional curing processes, offering a more classic long cut tobacco format that ensures product quality and brand consistency.
- Market Positioning: By providing competitively priced options, Stoker's Proud broadens the Stoker's portfolio, aiming to attract consumers seeking affordable choices and further solidifying its market leadership.
- Sales Channels: The new products are now available through authorized distributors and select retailers nationwide, with consumers able to purchase them on Stokers.com, showcasing Stoker's proactive approach to market promotion.
See More
Stoker's Proud Launches Affordable Tobacco Products
- New Brand Launch: Stoker's Proud, as a new sub-brand of Stoker's, aims to meet consumer demand for high-quality, affordable tobacco products, marking a significant expansion in the brand's market presence.
- Product Features: The brand utilizes 100% American-grown tobacco and employs traditional curing and flavoring processes, offering a distinct long cut tobacco experience that enhances product diversity within the portfolio.
- Market Positioning: Stoker's Proud meets consumer needs for convenience and familiarity by providing a classic 1.2-ounce can format while maintaining the brand's core values and quality standards.
- Brand Heritage: With over 85 years of history, Stoker's holds the leading position in the chewing tobacco category, and the launch of Stoker's Proud further solidifies its dominance in the moist snuff market.
See More
Warning Signs for Momentum Investors in Consumer Staples
- Overbought Warning: As of January 29, 2026, two stocks in the consumer staples sector, Turning Point Brands Inc (NYSE:TPB) and TreeHouse Foods Inc (NYSE:THS), are showing overbought signals with an RSI above 70, indicating potential short-term price correction risks.
- Momentum Indicator Analysis: The RSI serves as a momentum indicator by comparing the strength of a stock on up days versus down days, providing traders with insights into short-term performance, and an overbought condition may prompt a reassessment of holding strategies.
- Market Reaction Expectations: The emergence of overbought signals may lead investors to adopt a cautious stance regarding the future performance of TPB and THS, potentially impacting their short-term stock price movements and increasing market volatility.
- Investment Strategy Adjustment: In light of the overbought warnings, investors may need to reevaluate their momentum trading strategies to avoid losses during potential corrections, especially in the current market environment.
See More
Altria Group, Inc. (MO) Accelerates Shift to Smoke-Free Products with 14.8% Growth in Oral Nicotine Sales
- Smoke-Free Transition: Altria Group is accelerating its shift towards smoke-free products in Q3 2025, particularly in oral nicotine and heated tobacco, demonstrating ongoing market adaptability and strategic realignment.
- Oral Nicotine Growth: The on! brand saw a 14.8% increase in shipment volumes to 133.6 million cans over the first nine months of 2025, maintaining a stable retail share of 8.7%, which lays a solid foundation for future growth in a competitive market.
- New Product Launch: Altria introduced the premium on! PLUS in select U.S. markets, aimed at attracting both existing smokeless users and adult consumers migrating from competing brands, thereby enriching its oral nicotine portfolio.
- Regulatory Progress: Altria filed a combined application with the FDA for the Ploom device and Marlboro heated tobacco sticks, marking a pivotal advancement in its smoke-free strategy and laying the groundwork for future market introduction in the U.S.
See More
Mid-to-Low Cap Consumer Staples Stocks Earn A+ EPS Revision Ratings
- Analyst Rating Upgrades: As earnings season begins, low-to-mid cap consumer staples stocks like The Andersons (ANDE) and Beyond Meat (BYND) have received an A+ EPS revision rating from analysts, indicating growing confidence in their profitability outlook.
- Improved Earnings Expectations: Companies such as Freshpet (FRPT) and John B. Sanfilippo & Son (JBSS) have shown strong performance in recent earnings estimate upgrades, suggesting an improvement in their fundamentals.
- Increased Market Attention: Firms like Oddity Tech (ODD) and Reynolds Consumer Products (REYN) are attracting investor interest due to their strong earnings momentum, with positive analyst revisions likely to drive stock price increases.
- Industry Trend Analysis: Companies such as Turning Point Brands (TPB) and Village Farms International (VFF) are performing well in the current market environment, demonstrating resilience in the consumer staples sector amid structural challenges.
See More
Turning Point Brands Executive Glazek Sells $3.31 Million in Shares
- Insider Sale: Turning Point Brands' Executive Chairman David Glazek sold 30,000 shares on December 19 for $3.31 million, indicating a liquidity-driven decision rather than a negative outlook on the company.
- Ownership Impact: The sale represented 19.10% of Glazek's direct holdings, reducing his stake but leaving him with 127,083 shares, which maintains his significant exposure to the company's future performance.
- Strong Performance: The company reported a 31.2% year-over-year increase in net sales to $119 million in Q3, with adjusted EBITDA rising 17.2% to $31.3 million, highlighting robust market demand and profitability.
- Positive Guidance: Management raised full-year adjusted EBITDA guidance to $115 million to $120 million, reflecting confidence in demand trends, particularly in its Modern Oral portfolio, which has grown over 600% year-over-year, indicating continued growth potential.
See More
