top news
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Pyxus Returns to Quarterly Profitability, EBITDA Reaches $43M
Sales and other operating revenues declined 6.3%, as leaf tobacco volumes sold fell to 77 million kilos amid shipment delays in Asia, Africa, and South America.
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Putin Seizes Control of JTI’s Russian Operations
Moscow has increasingly used the measures against companies from countries it considers unfriendly because of sanctions imposed over the war in Ukraine.
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Universal Reports Lower First-Half Fiscal 2027 Earnings
Universal Corp. reported second-quarter fiscal 2027 net income attributable to the company of $12.6 million, down 63% from $34.2 million a year earlier, as revenue fell 18% to $621.8 million.…
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KT&G Reports Record Revenue, Forecasts $5.2B in Annual Sales
KT&G plans to expand cigarette sales into about 30 additional countries, increase premium sales of brands such as ESSE, and expand its direct overseas heated tobacco operations.
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AIR Submits PMTA for Rechargeable Vape Platform
AIR said consumer research found strong interest among adult smokers, including stated intentions to use the product.
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Godfrey Phillips India Profit Falls 37.7%
Quarterly expenses nearly tripled to $426.4 million, driven by increased excise duties and higher raw material costs.
Upcoming Events
Global Regulation
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PouchSpot Maps Potential Impact of EU Pouch Tax Proposal
The company estimates that 10 countries would have to increase pouch taxes beginning in 2028 and 15 by 2032.
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Italy Accelerates Tobacco Tax Increases
According to the bill’s technical report, a pack of cigarettes would increase 10 to 13 cents per pack, depending on the price category.
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Korea’s Tobacco Plan Draws Criticism Over Gaps, Cuts
The plan has drawn criticism for largely excluding nicotine analogs and nicotine-free products.
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PA Can Enforce Vape Directory Law During Appeal
The law, which took effect Oct. 19, prohibits the sale of nicotine-containing e-cigarettes not listed in the state’s approved product directory.
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UK Bans Sales of Nicotine Products to Under-18s
Retailers face fixed penalty notices of £200 for relevant offenses in England, Wales, and Scotland, with Northern Ireland’s to be decided.
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Gibraltar Plans Generational Tobacco Sales Ban
The proposed legislation would also ban the sale and advertising of single-use vapes, regardless of age, and prohibit nicotine product sales to anyone under 18.
Agriculture & Sustainability
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Zimbabwe Tobacco Plantings Increase 28%
Rising input and capital costs also remain a challenge for smallholder farmers.
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Zimbabwe Tobacco Research Shows Progress
One study examined the use of biofertilizers to reduce nitrous oxide emissions from tobacco production.
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ITGA Marks World Tobacco Growers’ Day
ITGA President Marcílio Drescher extended his appreciation to tobacco growers and their families, acknowledging the work and challenges involved in farming.
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ITGA Forum Examines Oriental Tobacco Markets and Regulation
ITGA estimates global tobacco production will decline about 5% in 2026 following a strong 2025 crop, with a further decrease projected for 2027.
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Zimbabwe Reports 50% Firewood Reduction in Tobacco Curing
Masuka said the government plans to begin phasing out the use of indigenous trees during the 2027-2029 seasons.
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Zimbabwe Closing In on $7 Billion Tobacco Industry Target
Smallholder farmers account for about 95% of growers and produce approximately 85% of the crop.
Science & Innovation
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S.Korea Releases Harmful-Ingredient Results for Tobacco Products
It found formaldehyde in all 256 cigarette products, all 104 heated-tobacco products, and 99 of the 105 e-liquids tested.
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Study Says AI Bots Flooded UK Tobacco and Vape Consultation
The researchers said the volume and consistency of the submissions suggested a coordinated campaign, but they could not establish who organized it.
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Social Media Leads Nicotine Pouch Discovery in UK, Haypp Finds
Social media is the leading source of new brand info for pouch consumers at 66%, followed by search engines at 59%, and recommendations from friends at 44%.
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Geek Bar Leads with Youth Vapers
The analysis of the 2025 National Youth Tobacco Survey found that 5.2% of students currently vaped, while approximately 460,000 used nicotine pouches.
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NCR Voyix Integrates TruAge Digital Age Verification
NCR Voyix said the solution is designed to strengthen compliance for age-restricted purchases without adding steps for store employees.
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BAT Survey Highlights Potential Impact of UK Vape Rules on Retailers
BAT said restrictions on flavors, standardized packaging, and product displays could make it harder for retailers to manage stock and could contribute to missed sales.
Business & Finance
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Pyxus Returns to Quarterly Profitability, EBITDA Reaches $43M
Sales and other operating revenues declined 6.3%, as leaf tobacco volumes sold fell to 77 million kilos amid shipment delays in Asia, Africa, and South America.
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Universal Reports Lower First-Half Fiscal 2027 Earnings
Universal Corp. reported second-quarter fiscal 2027 net income attributable to the company of $12.6 million, down 63% from $34.2 million a year earlier, as revenue fell 18% to $621.8 million.…
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KT&G Reports Record Revenue, Forecasts $5.2B in Annual Sales
KT&G plans to expand cigarette sales into about 30 additional countries, increase premium sales of brands such as ESSE, and expand its direct overseas heated tobacco operations.
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AIR Submits PMTA for Rechargeable Vape Platform
AIR said consumer research found strong interest among adult smokers, including stated intentions to use the product.
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Godfrey Phillips India Profit Falls 37.7%
Quarterly expenses nearly tripled to $426.4 million, driven by increased excise duties and higher raw material costs.
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Universal Appoints Gregory Friedman to Board
Universal Corp. appointed Gregory R. Friedman to its Board of Directors, effective Nov. 4.
Around the Industry
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Putin Seizes Control of JTI’s Russian Operations
Moscow has increasingly used the measures against companies from countries it considers unfriendly because of sanctions imposed over the war in Ukraine.
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BAT Kenya Study Finds $78M in Tax Losses from Illicits
Uganda was identified as the leading source of illicit cigarettes entering Kenya, followed by Tanzania and South Sudan.
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Missouri Retailer Launches Free Vape Tax Calculators
The tools cover multiple product categories, including disposable vapes, pods, e-liquids, devices, accessories, and nicotine pouches, and include links to state tax rules and sources.
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European Businesses Challenge Proposed Regulatory Review
The appeal reflects growing opposition across the European tobacco and nicotine supply chain to the proposed regulatory changes.
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FDA Posts Additional Materials for 22nd Century MRTP Renewals
The original modified risk orders are valid for a fixed period, and renewal applications are required to continue marketing the products under MRTP authorization.
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Maryland Court Rules Tobacco Companies Can’t Offset Litter Lawsuit
According to the AG, the ruling is the first to address whether the MSA covers local government claims against tobacco companies for environmental damage.
Thought Leaders
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Why Naturally Extracted Tobacco Never Scaled
Cured leaf can be macerated directly, extracting its flavor into the base rather than recreating that flavor from aroma compounds.
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FDA Finally Issues Proposed Rule to Require Foreign Tobacco Manufacturers to Register Facilities and List Products
This rule would allow FDA to further protect public health by helping to ensure that tobacco products in the United States comply with Federal law.
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A New Direction for ENDS
Chris Allen explains the significance of FDA’s shift on flavored vapes and why it reflects a growing emphasis on evidence-based harm reduction, behavioral science and product safeguards.
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The Conglomerate Cigar Brands Are Losing Inside ChatGPT — and the Retailer Channel Is the Reason Why
Cigar Aficionado’s 2025 Cigar Insider Retailer Survey told the same story Cigar Insider has told every year for the last decade. Padrón at #1, Arturo Fuente at #2, Drew Estate…
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The FDA’s evolving approach to youth-risk mitigation
Lilian Ortega explains the latest developments from regulators across pouches and ENDS and the latest enforcement of rules in the United States.
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The Arithmetic of Harm
Why the World Cannot Afford America’s Regulatory Model By Dr. J. Preston Campbell, Cancer Researcher, Harm Reduction Scientist Heavy lifetime smoking kills approximately half of long-term users. That is not…