ALP Partners with Conor McGregor, Signaling Major Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 47 minutes ago
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Should l Buy TPB?
Source: PRnewswire
- Partnership Milestone: ALP's collaboration with global combat sports icon Conor McGregor marks a significant milestone in the rapidly growing nicotine pouch market, expected to enhance brand visibility and attract a broader consumer base.
- Market Expansion Strategy: This partnership not only paves the way for ALP's international expansion plans but also aims to enter the EU and South American markets later this year, further strengthening its global market share.
- Omnichannel Marketing Campaign: ALP and McGregor will launch a 360-degree omnichannel marketing campaign that spans broadcast, digital, and social media, designed to engage consumers through high-impact cultural moments and enhance brand storytelling.
- Cultural and Sports Investment: ALP's CEO emphasized that this partnership reflects the company's ongoing investment in sports and culture, aiming to enhance brand market influence and consumer loyalty through collaborations with authentic personalities.
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Analyst Views on TPB
Wall Street analysts forecast TPB stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 89.240
Low
110.00
Averages
116.67
High
120.00
Current: 89.240
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.
- Partnership Milestone: ALP's collaboration with global combat sports icon Conor McGregor marks a significant milestone in the rapidly growing nicotine pouch market, expected to enhance brand visibility and attract a broader consumer base.
- Market Expansion Strategy: This partnership not only paves the way for ALP's international expansion plans but also aims to enter the EU and South American markets later this year, further strengthening its global market share.
- Omnichannel Marketing Campaign: ALP and McGregor will launch a 360-degree omnichannel marketing campaign that spans broadcast, digital, and social media, designed to engage consumers through high-impact cultural moments and enhance brand storytelling.
- Cultural and Sports Investment: ALP's CEO emphasized that this partnership reflects the company's ongoing investment in sports and culture, aiming to enhance brand market influence and consumer loyalty through collaborations with authentic personalities.
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- Partnership Milestone: ALP's collaboration with global combat sports icon Conor McGregor marks a significant milestone for the brand in the rapidly growing nicotine pouch market, expected to enhance brand visibility and market share.
- Market Expansion Strategy: This partnership coincides with ALP's plans to enter the EU and South American markets later this year, leveraging McGregor's global influence to accelerate international expansion.
- Omnichannel Marketing Campaign: ALP and McGregor will launch a 360-degree omnichannel marketing campaign that spans broadcast, digital, and social media, designed to engage consumers through high-impact moments and enhance brand storytelling.
- Culturally Driven Brand Narrative: ALP's CEO emphasized that this partnership not only continues the brand's expansion strategy but also aligns with their approach to collaborating with authentic figures, aiming to drive long-term growth through the fusion of culture and sports.
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- Stake Reduction Transaction: Crown Advisors Management, Inc. reduced its stake in Turning Point Brands by 35,000 shares in Q1 2026, with an estimated trade value of $3.90 million, reflecting the company's risk management strategy amid market volatility.
- Decline in Holding Value: This reduction resulted in a $4.12 million decline in the value of Turning Point's holdings at quarter-end, highlighting the stock's volatility and uncertainty in the market.
- Sales Growth Highlight: Turning Point Brands saw a 133% year-over-year surge in Modern Oral product sales to $52 million, now accounting for 42% of total company sales, showcasing strong performance in emerging product categories.
- Market Performance Analysis: Although Turning Point's stock has underperformed the S&P 500, it has climbed over 20% in the past year, indicating ongoing investor interest in its growth potential despite regulatory and consumer trend uncertainties.
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- Share Reduction Details: Crown Advisors sold 35,000 shares of Turning Point Brands (TPB) in Q1, with an estimated transaction value of $3.90 million, reflecting a risk management strategy amid market volatility.
- Decline in Position Value: The quarter-end position value decreased by $4.12 million, which includes both the impact of the share sale and underlying price fluctuations, indicating the company's cautious approach in an uncertain market environment.
- Sales Performance Analysis: Turning Point Brands saw a 133% year-over-year surge in Modern Oral product sales to $52 million, now accounting for 42% of total sales, demonstrating the company's strong competitive position amid rapidly changing consumer trends.
- Profitability Challenges: Despite total revenue climbing 16.8% to $124.3 million, net income fell 19% to $11.7 million, highlighting the pressures from rising selling and marketing expenses as the company invests in expanding its oral nicotine business.
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- Sales Growth: Turning Point Brands reported net sales of $124.3 million for the quarter, reflecting a nearly 17% year-over-year increase that surpassed analyst expectations of $123.8 million, indicating strong performance in the tobacco market and solidifying its market position.
- Profitability Challenges: Despite the sales increase, non-GAAP net income fell by 11% to $14.8 million, or $0.76 per share, highlighting challenges in profitability that could impact investor confidence and market perception.
- Divergent Product Line Performance: The Stoker smokeless tobacco line saw a remarkable 48% sales increase to $87.6 million, driven by heightened demand for modern oral products, while the Zig-Zag rolling papers line experienced a 22% decline to $36.7 million, illustrating the diversity of the product portfolio and shifting market demands.
- Optimistic Future Outlook: Management raised the sales forecast for modern oral products to $210 million to $225 million for 2026, up from the previous estimate of $180 million to $190 million, which is expected to drive adjusted EBITDA to between $70 million and $90 million, reflecting the company's confidence in future growth.
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- Profit Decline: Turning Point Brands reported a Q1 net profit of $11.67 million, translating to $0.60 per share, down from $14.40 million and $0.79 per share last year, indicating a weakening in profitability that may affect investor confidence.
- Revenue Growth: Despite the profit decline, the company achieved a 16.8% year-over-year revenue increase to $124.28 million from $106.44 million last year, suggesting a robust demand for its products in the market.
- Market Performance: The revenue growth is attributed to improved market acceptance of the company's offerings, and while profitability has declined, the increase in revenue may provide necessary funding for future business expansion and investments.
- Future Outlook: The company needs to focus on restoring profitability to address market competition and cost pressures, ensuring continued revenue growth and enhancement of shareholder value.
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