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Regulation: Cannabis – USA

October 2026: Federal Cannabis Rescheduling Process Temporarily Paused at the DEA Amid New Review The long-awaited federal administrative process to reclassify cannabis from Schedule I

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October 18, 2026

India: Cigarette Market

October 2026: India Evaluates Complete Ban on Foreign Tobacco Licensing and Brand Contracts The Indian government is reviewing a proposal to significantly tighten foreign direct

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October 16, 2026

Global Vape Market

October 2026: China Deepens Tax Overhaul, Eliminating VAT Rebates for E-Cigarette Exports In a progressive tightening of fiscal policies governing key manufacturing sectors, Chinese regulatory

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October 16, 2026

Tobacco Lawsuits: USA

October 2026: US Judge Pauses Altria Lawsuit as FDA Reconsiders Tobacco Product Review Framework A US federal judge has temporarily paused a lawsuit brought by

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October 10, 2026

ITC: News

October 2026: GQG Partners Sells 2.91% Stake in ITC as Stock Faces Sustained Downward Pressure US-based asset management firm GQG Partners, founded by investor Rajiv

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October 9, 2026

KT&G: News

October 2026: Emtech Files Regulatory Complaint Against KT&G Over Alleged Forced Patent Transfers and Retaliatory Trade Cuts South Korean e-cigarette device manufacturer Emtech has reported

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October 8, 2026

KT&G: Manufacturing

Three key trends force tobacco companies to continuously re-assess and optimize their manufacturing footprint: (1) Cost savings: Transferring labor intensive operations to lower-cost countries within

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October 8, 2026

UK: Vapes

October 2026: Vapers Continue to Outnumber Smokers in Great Britain as Smoking Rates Halve Since 2011 Adult cigarette smoking in the UK fell below 10%

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October 7, 2026

USA: Tobacco Products

October 2026: Cigar Accessory Sales Surge to $350M as Tax-Driven Shifts Reshape U.S. Market U.S. convenience store sales for tobacco accessories expanded 14.3% year-over-year to

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October 3, 2026

USA: Vapes

October 2026: U.S. E-Vapor Revenue Slips in Mainstream C-Stores as Sales Migrate to Alternative Channels Total U.S. convenience store revenue for vaping contracted 5.1% year-over-year

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October 3, 2026

USA: Cigar Market

October 2026: Higher Retail Prices Keep U.S. Convenience Store Cigar Revenue Flat at $4.11 Billion Total U.S. convenience store cigar sales remained virtually unchanged year-over-year

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October 3, 2026

USA: Nicotine Pouches

October 2026: Surging Demand for Nicotine Pouches Lifts U.S. Smokeless Tobacco Category to $13.6 Billion Driven by strong consumer adoption of modern oral nicotine pouches,

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October 3, 2026

USA: Cigarette Market

October 2026: U.S. Cigarette Market Holds at $50.8 Billion as Price Increases Counter Volume Drops According to Circana data for the 52-week period ending August

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October 3, 2026

US FDA – Tobacco: News

October 2026: GAO Urges FDA to Systematically Monitor Timeliness of Tobacco Product Application Reviews The U.S. Government Accountability Office (GAO) has issued a new report

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October 2, 2026

Scandinavian Tobacco: News

Background Scandinavian Tobacco Group (STG) became a pure-play cigar & pipe tobacco manufacturer, following the acquisition of its cigarette & snus business (“House of Prince”) by BAT in 2008.

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October 2, 2026

Patents Wars: International

Patent wars, long associated with the technology and software sectors, refer to legal battles between companies seeking to protect, challenge, or leverage intellectual property rights.

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October 1, 2026

ZYN Melts

ZYN Melts Guide: ZYN Dissolvable Nicotine Tablets vs. ZYN Pouches The smokeless nicotine landscape continues to undergo a evolution with Philip Morris International (PMI) officially

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September 30, 2026

UK: Nicotine Pouches

September 2026: STG Upgrades XQS Nicotine Pouch Range with Higher Strengths and New Flavours Scandinavian Tobacco Group (STG) has announced a significant update to its

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September 29, 2026

Generational Tobacco Ban

Generational Tobacco Ban, or Lifetime Tobacco Ban, refers to banning cigarette or tobacco sales to anyone born after a certain date (at any point in

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September 24, 2026

Tobacco Regulation: Canada

September 2026: Canada Rejects Calls to Ease Nicotine Pouch Rules Despite Industry Pressure Federal Health Minister Marjorie Michel has pushed back against growing industry lobbying,

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September 24, 2026

Japan: Heated Tobacco Devices

September 2026: Philip Morris Japan Expands IQOS ILUMA i Lineup with New “Bold Ruby” Color Philip Morris Japan (PMJ) has officially expanded its flagship heat-not-burn

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September 23, 2026

Tobacco Regulation: South Korea

September 2026: Constitutional Court Unanimously Upholds Volume-Based Taxation on E-Cigarette Liquids South Korea’s Constitutional Court has delivered a unanimous ruling upholding the constitutionality of the

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September 18, 2026

Heated Tobacco: Products

September 2026: REJO Expands European Footprint with Heat-Not-Burn “Puff-Twice” Technology Heat-not-burn (HNB) brand REJO has announced its expansion across Europe, showcasing its proprietary “puff-twice” technology.

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September 17, 2026

Japan: Nicotine pouches

September 2026: BAT Japan Expands Nationwide FamilyMart Sales for “VELO Peach Ice Medium” Nicotine Pouches British American Tobacco (BAT) has expanded the retail distribution of

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September 16, 2026

Tobacco Regulation: Russia

September 2026: Russia Rolls Out Mandatory Digital Tracking for Reusable Vapes and E-Cigarette Devices Russia has officially launched its mandatory digital tracking framework for reusable

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September 15, 2026

Altria: News

September 2026: Altria Breaks Ground on $250 Million Manufacturing Expansion in Hopkinsville, Kentucky Altria Group has officially broken ground on a $250 million expansion of

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September 10, 2026

ZYN USA

September 2026: PMI U.S. Boosts ZYN Can Size to 20 Pouches in Major Portfolio Expansion Philip Morris International’s U.S. division is increasing the pouch count

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September 10, 2026

China: Tobacco Market

September 2026: Beijing Taps Tobacco Monopoly for ¥260 Billion State Bank Capital Injection Beijing is mobilizing state-owned cigarette monopoly China National Tobacco Corporation alongside the

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September 8, 2026

Japan: Heated Tobacco Market

September 2026: Philip Morris International Opens First Global IQOS Flagship Store in Ginza, Tokyo Philip Morris International (PMI) has officially opened its first global IQOS

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September 7, 2026

Patents Wars: USA

Patent wars, long associated with the technology and software sectors, refer to legal battles between companies seeking to protect, challenge, or leverage intellectual property rights.

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September 5, 2026

Tobacco: Investor Lawsuits

September 2026: British American Tobacco Faces Third UK Investor Claim Over Historical North Korea Disclosures British American Tobacco (BAT) is facing a third UK shareholder

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September 4, 2026

Tobacco Industry: Leaf

Main Trend: Global tobacco leaf markets were tight between mid-2022 and 2024, with limited supply driving higher leaf prices. At the same time, rising agricultural

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September 1, 2026

Scandinavian Tobacco: Q2 2026 Results

Focus2030 Advances with Category Stabilization, Portfolio Rationalization, and Reaffirmed Guidance Scandinavian Tobacco Group (STG) published its financial results for the second quarter of 2026, demonstrating

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August 27, 2026

USA: Illegal Vapes

August 2026: Unauthorized Products Dominate U.S. E-Cigarette Retail Sales According to a newly published study, as of December 2025, 69.4% of e-cigarette product sales (in

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August 12, 2026

Imperial Brands: News

August 2026: Imperial Brands to Cut Thousands of Jobs in Major US and European Restructuring Imperial Brands is preparing to eliminate thousands of jobs across

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August 10, 2026

Credit Ratings: BAT

August 2026: S&P Global Assigns ‘BBB-‘ Rating to BAT’s Perpetual Subordinated Hybrid Instruments S&P Global Ratings has assigned a ‘BBB-‘ long-term issue rating to British

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August 9, 2026

USA: Tobacco & Vape Tax

August 2026: South Carolina Introduces First Statewide Vape Tax Starting October 1, 2026 South Carolina will introduce its first statewide excise tax on vaping products

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August 8, 2026

KT&G: Q2 2026

Executive Summary KT&G Corporation delivered a profit-led Q2 2026 beat, characterized by double-digit operating profit expansion that outpaced top-line growth across all core operating divisions.

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August 7, 2026

South Korea: Vapes

August 2026: S. Korea Faces Surge in ‘Nicotine-Free’ and Analogue Vapes Following Heavy Vape Tax South Korea’s vaping market is grappling with a rapidly growing

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August 4, 2026

ITC: Q1 FY27 Results

Executive Summary: Earnings Compression Driven by Cigarette Tax Adjustments ITC Limited’s Q1 FY2026/27 (Q1 FY27) financial results for the quarter ended June 30, 2026, present

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July 31, 2026

Altria: Q2 2026 Results

Ahead of the Q2 2026 Earnings release Date: July 30, 2026 (Thursday), Before Market Open Consensus Estimates: $5.35 billion Revenue (+1.1% yoy); $1.50 EPS (+4.2% yoy) Guidance: Altria’s

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July 30, 2026

Japan Tobacco: Q2 2026 Results

Ahead of the Q2 2026 Earnings release Date: July 30, 2026 (Thursday), After Market Close Consensus Estimates: ¥986.2 billion Revenue (+8.7% yoy); ¥97.6 EPS (+6.6% yoy) Guidance: JT’s

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July 30, 2026

BAT: H1 2026 Results

Ahead of H1 2026 Earnings Release Release date: July 30, 2026 (before the opening bell) Revenue: £12.19 billion (+1.0% reported, +3.0% at constant currency) Adj.

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July 30, 2026

Godfrey Phillips: News

July 2026:Tax Hike Weighs on Godfrey Phillips as Q1 Profit Drops 44% Godfrey Phillips India Ltd, the manufacturer of Marlboro and Four Square in India,

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July 29, 2026

ALP Nicotine Pouches

August 2026: ALP Launches “Frontier Collection” Nicotine Pouches ALP Supply Co. LLC has released a limited-edition product line called the “Frontier Collection,” available exclusively through

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July 24, 2026

Beyond Nicotine: Japan Tobacco

July 2026: JT Expands Processed Food Operations and Business Development Pipeline Japan Tobacco (JT) is expanding its non-tobacco capabilities, positioning its processed food segment as

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July 24, 2026

Heated Tobacco: Markets

July 2026: JT Drives Heated Tobacco Growth with ¥800 Billion Investment Plan Japan Tobacco Inc. (JT) is sharpening its focus on the next-generation tobacco category,

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July 24, 2026

Australia: Nicotine Pouches

July 2026: New Australia Regulations Ban Personal Importation of Nicotine Pouches The Australian Government has established new regulations to restrict access to nicotine pouches, citing

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July 17, 2026

Australia: Cigarette Market

July 2026: Australian Smoking and Vaping Rates Decline to Historic Lows, AIHW Survey Shows Smoking and vaping rates in Australia have either declined or stabilised,

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July 17, 2026

Research: Nicotine Pouches

July 2026: Questions Raised Over ZYN Safety Review Following Former FDA Scientist’s Claims Questions have been raised over the safety review of Philip Morris International’s

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July 15, 2026

Tobacco Regulation: Japan

July 2026: Japan Backs Off From Tighter Restrictions on Heated Tobacco Products Japan’s health ministry has decided to defer implementing stricter regulations on heated tobacco

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July 9, 2026

VEEV Vapes

June 2026: Philip Morris International (PMI) Expands Vaping Portfolio with European Roll-Out of VEEV ONE PLUS Philip Morris International (PMI) is officially extending its closed-pod

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July 2, 2026

Smoking Cessation Products

June 2026: FDA Delays Approval of Achieve’s Cytisinicline Over Manufacturing Issues The U.S. Food and Drug Administration (FDA) has declined to approve Achieve Life Sciences’s

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June 23, 2026

ZYN Ultra

ZYN Ultra: Higher Strength & Moist Slim Pouches Philip Morris International (PMI) has officially expanded its dominant ZYN nicotine pouch portfolio in the United States

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June 16, 2026

BAT: H1 2026 Trading Update

Ahead of the H1 2026 Trading Update release Date: June 2, 2026 (Tuesday), before the bell FY26 Consensus: At constant currency, 3.4% Revenue, 4.3% Adjusted profit from

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June 2, 2026

KT&G: Portfolio Strategy

KT&G: Global Expansion and Portfolio Diversification Drive Structural Revenue Shifts KT&G’s operational model relies on two primary revenue pillars: the traditional combustible cigarette brand ‘ESSE’

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May 31, 2026

KT&G: Business Outlook

May 2026: Closing the Global Peer Discount via Operational Acceleration and Gold-Standard Capital Returns KT&G is undergoing a profound qualitative transformation, successfully transitioning from a

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May 29, 2026

Canada: Cigarette Market

May 2026: Canada’s Tobacco and Vaping Act Review Highlights Enforcement Gaps Amid Growing Illicit Market Canada’s third legislative review of the 2018 Tobacco and Vaping

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May 27, 2026

Altria: Manufacturing

May 2026: Altria to Consolidate Smokeless and Nicotine Pouch Manufacturing in Kentucky Altria Group subsidiary U.S. Smokeless Tobacco Company (USSTC) has announced plans to modernize

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May 22, 2026

ITC: FY26 Results

ITC Limited has demonstrated a resilient financial performance for the fourth quarter ended March 31, 2026 (Q4 FY26), and the full fiscal year (FY26). This

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May 21, 2026

UK: Heated Tobacco

May 2026: UK Tobacco Advertising Crackdown Forces PMI to Remove IQOS Promotions From Stores Philip Morris International (PMI) is removing in-store advertising for its IQOS

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May 16, 2026

PouchPoint.com

PouchPoint.com: Convenience & Reliability in the Fast‑Changing U.S. Nicotine Pouch Market The nicotine pouch category in the United States has grown from a niche curiosity

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May 14, 2026

Disposable E-cigarette Ban

May 2026: Germany Plans Ban on Disposable Vapes Over Fire, Environmental and Youth Concerns German Environment Minister Carsten Schneider has announced plans to ban the

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May 10, 2026

Japan Tobacco: Q1 2026 Results

Japan Tobacco reported a strong start to FY2026, with broad-based growth across the tobacco business, continued pricing power in combustibles, accelerating reduced-risk product (RRP) momentum,

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May 8, 2026

KT&G: Q1 2026 Results

KT&G posted strong first quarter results, with consolidated revenue rising 14.3% YoY to ₩1.70 trillion and operating profit increasing 27.6% YoY to ₩364.5 billion. Net

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May 7, 2026

Altria: Q1 2026 Results

Ahead of the Q1 2026 Earnings release Date: April 30, 2026 (Thursday), Before Market Open Consensus Estimates: $4.58 billion Revenue (+1.3% yoy); $1.246 EPS (+1.3% yoy) Guidance: Altria’s

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April 30, 2026

ZYN Shortage

April 2026: PMI Scales Back ZYN Production Schedule in Owensboro Amid Demand Normalization Philip Morris International (PMI) will reduce part of its ZYN nicotine pouch

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April 23, 2026

Beyond Nicotine: BAT

April 2026: British American Tobacco Affiliate Holds 29.9% Stake in Organigram, With Path to 49% Organigram reported that its strategic investor, BT DE Investments, an

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April 19, 2026

Imperial Brands: Manufacturing

Three key trends force tobacco companies to continuously re-assess and optimize their manufacturing footprint: (1) Cost savings: Transferring labor intensive operations to lower-cost countries within

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March 27, 2026

ITC: Business Outlook

March 2026: ITC Faces Earnings Uncertainty as Tax Hikes and Margin Pressures Weigh on Outlook ITC Limited shares have declined to 30-month lows and are

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March 25, 2026

Smoore: FY25 Results

Strong Revenue Rebound Masked by Margin Compression and Rising Costs Smoore International delivered a notable top-line recovery in FY2025, with revenue rising 20.8% year-on-year to

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March 18, 2026

lil

March 2026: KT&G’s Lil Able Surpasses 1 Million Devices as Heated Tobacco Business Approaches ₩1 Trillion KT&G’s heated tobacco device Lil Able has surpassed 1

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March 13, 2026

Africa: Tobacco Market

March 2026: BAT Faces Rising Illicit Trade in African Markets British American Tobacco (BAT) reported a 12.5% year-on-year revenue decline in Kenya in 2025, as

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March 12, 2026

USA: Youth Nicotine Use

Youth Nicotine Use at Historic Low in the U.S. Despite Rise of Disposable E-Cigarettes The landscape of youth nicotine use in the United States has

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March 11, 2026

Scandinavian Tobacco: Dividend

March 2026: Scandinavian Tobacco Group Reduces Annual Dividend to kr.4.50 Scandinavian Tobacco Group proposes an ordinary dividend of kr.4.50 per share for 2026, corresponding to

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March 5, 2026

New Zealand: Vapes

February 2026: New Zealand Approves First Quit‑Vaping Medicine as Youth Use Climbs New Zealand’s medicines regulator Medsafe approved the country’s first product specifically indicated to help

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February 20, 2026

China: E-cigarette Market

February 2026: China Freezes Vape Factory Expansion Amid Mounting Overcapacity China’s tobacco regulator ordered e-cigarette manufacturers to halt the construction of new production facilities, signaling a

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February 15, 2026

BAT: FY25 Results

Release date: February 12, 2026; before the LSE opening Consensus ahead of the release: +1.9% revenue and 2.0% operating profit growth in FY25; Acceleration in

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February 12, 2026

Japan Tobacco: FY25 Results

Consolidated Results FY25 Revenue up +13.4% to ¥3,467.7 billion (+13.9% at constant FX); Adjusted operating profit up +21.5% to ¥902.2 billion (+24.9% at constant FX)

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February 12, 2026

KT&G: FY25 Results

Q4 2025 & FY25 Results Revenue: ₩1.71Tn in Q4 (+10.1% year-on-year), ₩6.58Tn in FY25 (+11.4%) EBITDA: ₩325.8Bn in Q4 (+17.7%), ₩1.64Tn in FY25 (+14.1%) EBITDA

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February 5, 2026

Beyond Nicotine: Altria

January 2026: Altria Advances Non-Nicotine Expansion Strategy As part of its 2028 Enterprise Goals, Altria plans to expand into non-nicotine categories, targeting broad commercial distribution

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January 31, 2026

ITC: Q3 2026 Results

Key Business Metrics: Q3 2026 – New reporting structure: Standalone (core businesses) vs. Consolidated (including ITC Infotech India Limited, Surya Nepal Private Limited and ITC

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January 29, 2026

Altria: FY25 Results

Ahead of Q4 2025 Earnings release Release date: January 29, 2026 (before the opening bell) Revenue: $5.03 billion expected (-1.5% vs. $5.106Bn in Q4 2024)

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January 29, 2026

Europe: Cigarette Prices

January 2026: Tobacco Prices Increase Across Europe in 2026 In 2026, most European countries increase taxes on tobacco and an expanding range of nicotine products

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January 25, 2026

Credit Ratings: Imperial Brands

December 2025: Fitch Affirms Imperial Brands’ “BBB” Credit Rating. Outlook Stable Fitch Ratings affirmed Imperial Brands’s long-term issuer default rating (IDR) and senior unsecured instrument

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December 20, 2025

ZYN Lawsuits

December 2025: Florida Judge Lets Deceptive Trade Claim Stand in Zyn Lawsuit A federal judge in Florida refused to dismiss a deceptive business practices claim

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December 13, 2025

Velo Pouches

December 2025: VELO celebrates Formula 1 victory VELO owner-British American Tobacco (BAT) celebrates dual McLaren F1 win (both Constructors’ and Drivers’ Championships) with a VELO

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December 13, 2025

PMI – KT&G Partnership

December 2025: Philip Morris International – KT&G Partership Agreement is revised KT&G announced that it revised the key contractual terms related to its 15-year long-term

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December 12, 2025

BAT: FY25 Trading Update

Ahead of the FY25 Trading Update release Release date: December 9, 2025 (before the LSE opening bell) Consensus estimates: 2.1% revenue and 2.1% adj. operating

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December 9, 2025

New Zealand: Nicotine Pouches

December 2025: New Zealand Lawmakers Debate Plans for Oral Nicotine Products New Zealand lawmakers debated the Government’s plans for regulating oral tobacco and nicotine products,

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December 5, 2025

Japan Tobacco: News

December 2025: Japan Tobacco completes the transfer of its pharmaceutical business to Shionogi Japan Tobacco (JT) completed the transfer of its pharmaceutical business to the

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December 2, 2025

Scandinavian Tobacco: FY25

Background Scandinavian Tobacco Group (STG) is the world’s 15th largest publicly traded tobacco company by market cap. STG became a pure-play cigar & pipe tobacco manufacturer,

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November 11, 2025

KT&G: Q3 2025 Results

Q3 2025 Results “Double-digit revenue and operating profit growth, mainly driven by the international cigarette division”s Revenue: ₩1.83 trillion (+11.6% year-on-year) => record-high quarterly revenue,

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November 6, 2025

ITC: Q2 2026 Results

Key Business Metrics: Q2 2026 – New reporting structure: Standalone (core businesses) vs. Consolidated (including ITC Infotech India Limited, Surya Nepal Private Limited and ITC

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October 30, 2025

Altria: Q3 2025 Results

Ahead of Q3 2025 Earnings release Release date: October 30, 2025 (before the opening bell) Revenue: $5.29 billion expected (-1% vs. $5.344Bn in Q3 2024)

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October 30, 2025

Japan Tobacco: Q3 2025 Results

Revenue: ¥947.2Bn (versus ¥901Bn expected) EPS: ¥109 (versus ¥92.9 expected) Starting from Q3 2025, the Pharmaceutical business is classified as discontinued operations Top-line & Bottom-line

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October 30, 2025

Nicotine Pouch Market

September 2025: British American Tobacco launched new VELO Shift in Sweden British American Tobacco (BAT) launched the new VELO Shift in Sweden. VELO Shift nicotine

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September 17, 2025

KT&G: Q2 2025 Results

Q2 2025 Results “Solid financial delivery, driven by the international cigarette division” Revenue: ₩1.55 trillion (+8.7% year-on-year) => record-high first half revenue, surpassing ₩3 trillion

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August 8, 2025

BAT: H1 2025 Results

Ahead of H1 2025 Earnings release Release date: July 31, 2025 (before the opening bell) Revenue: £12.0 billion (-2.7% reported, +1.2% at constant currency) EPS:

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July 31, 2025

Altria: Q2 2025 Results

Ahead of Q2 2025 Earnings release Release date: July 30, 2025 (before the opening bell) Revenue: $5.19 billion expected (-1.7% vs. $5.28Bn in Q2 2024)

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July 30, 2025

Future ZYN Flavors

ZYN has quickly become a breakout hit in the U.S. nicotine market, capturing the attention of adult consumers seeking smokeless, spit-free alternatives. With its discreet

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April 5, 2025

Velo Plus: USA

March 2025: VELO reached 10% share in the US, driven by the Velo Plus launch According to the latest NielsenIQ report (for the week ending

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March 18, 2025

All ZYN Flavors

ZYN offers a diverse range of nicotine pouch flavors tailored to consumers across the globe, with taste profiles ranging from icy mint to rich coffee

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February 27, 2025

Swedish ZYN

Swedish ZYN: The Smokeless Sensation from the Land of Innovation When we think of Sweden, a certain constellation of names spark instant recognition: IKEA, the

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February 24, 2025

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