Core Viewpoint - Analysts forecast Altria (MO) to report quarterly earnings of $1.37 per share, reflecting a year-over-year increase of 4.6%, while revenues are expected to be $5.19 billion, a decrease of 1.6% compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been adjusted downward by 0.5% over the past 30 days, indicating a reassessment by covering analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Revenue Projections - Analysts estimate 'Net revenue- All Other/ Financial Services' to reach $14.00 million, a significant increase of 366.7% from the prior-year quarter [5] - 'Revenues net of excise taxes- Oral tobacco products' are projected at $701.72 million, showing a 2.1% increase year-over-year [5] - 'Revenues net of excise taxes- Smokeable Products' are expected to be $4.43 billion, indicating a decline of 3.3% compared to the previous year [6] Operating Income Estimates - The average prediction for 'Operating Income (Loss)/ Reported OCI- Oral tobacco products' is $459.60 million, compared to $97.00 million reported in the same quarter last year [6] - 'Adjusted OCI- Smokeable Products' is anticipated to reach $2.86 billion, slightly up from $2.83 billion reported in the same quarter of the previous year [7] Market Performance - Altria shares have returned +1.4% over the past month, underperforming compared to the Zacks S&P 500 composite's +4.6% change [7] - Altria holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [7]

Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Group 2 - The article expresses personal opinions and is not intended as investment advice [2] - It emphasizes the importance of conducting individual research before making investment decisions [2]

Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last analysis on Altria Group, Inc. (NYSE: MO ) stock was published on June 5 in an article titled "Altria: Wall Street Missed Half Of The Equation.” The focus of theSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with isola ...

Core Viewpoint - Altria is expected to report a year-over-year increase in earnings despite a decline in revenues for the quarter ended June 2025, with the consensus outlook indicating potential impacts on its stock price based on actual results compared to estimates [1][3]. Earnings Expectations - The consensus estimate for Altria's quarterly earnings is $1.37 per share, reflecting a year-over-year increase of +4.6%, while revenues are projected to be $5.19 billion, down 1.7% from the previous year [3]. - A positive earnings surprise could lead to a stock price increase, while a miss could result in a decline [2]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 0.51%, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Altria is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.03%, suggesting a bullish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Altria currently holds a Zacks Rank of 3, which, combined with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Altria exceeded the expected earnings of $1.17 per share by delivering $1.23, resulting in a surprise of +5.13% [13]. - Over the past four quarters, Altria has beaten consensus EPS estimates three times [14]. Conclusion - Altria is positioned as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance beyond just earnings results [17].

Core Insights - Altria Group's on! nicotine pouch brand is experiencing significant growth, with shipments increasing by 18% to 39.3 million cans in Q1 2025, contrasting with declines in traditional brands [1][8] - The on! brand now holds an 8.8% share of the total oral tobacco market and a 17.9% share of the nicotine pouch segment, despite rising competition [2][8] - Helix, the manufacturer of on!, has successfully increased brand awareness to over 60% through its "It's On!" campaign, enhancing consumer loyalty [3][8] Market Performance - Philip Morris International's ZYN brand leads the nicotine pouch category, shipping over 200 million cans in Q1 2025, a 63% increase year over year, maintaining over 70% of category value [5] - Turning Point Brands reported a nearly tenfold increase in modern oral revenues to $22.3 million in Q1 2025, raising its full-year nicotine pouch sales forecast to $80-$95 million [6] Valuation and Earnings Estimates - Altria's shares have declined by 2.6% in the past month, while the industry saw a smaller decline of 0.8% [7] - The forward price-to-earnings ratio for Altria is 10.8X, lower than the industry's average of 15.21X [10] - Zacks Consensus Estimates indicate year-over-year earnings growth of 4.9% for 2025 and 3.1% for 2026 [11]

Tobacco stock Altria Group, Inc. (NYSE: MO ) has had an underwhelming 2025 so far at the stock markets compared with its peers. Even with its ~11% increase YTD, which is considerably ahead of the consumer staples sector, as seen from the 3.2% rise inManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her ...

Core Insights - Altria has transitioned into a primarily tobacco-focused company, while Philip Morris International has a more diversified and stronger business model [1][4] Market Share and Brand Performance - Altria's flagship brand, Marlboro, holds a 41% market share in North America, contributing to an overall market share of approximately 45% when including smaller brands [3] - Marlboro has recently lost market share, indicating a decline in Altria's competitive position [5] Business Operations and Challenges - Altria's cigarette volume fell by 13.7% in Q1 2025, continuing a long-term downward trend, which is impacting its business significantly [5][6] - The company has faced substantial financial missteps, resulting in billions of dollars in write-downs, highlighting its struggles in adapting to market changes [6] Comparison with Philip Morris - Philip Morris has shown resilience, with cigarette volumes increasing in foreign markets during the same period, leading to a 0.4-percentage-point market share gain [7] - Philip Morris's non-cigarette operations are thriving, generating 42% of its revenue and 44% of its profits in Q1 2025, with strong performance in vapes and pouches [8] Investment Considerations - Investors in Altria are betting on the company's ability to pivot towards non-cigarette businesses, while Philip Morris is currently seen as the stronger investment option due to its successful execution and market performance [9]

Core Insights - The FDA has authorized the sale of Juul's e-cigarette device and refill cartridges in tobacco and menthol flavors, marking a significant regulatory approval after years of scrutiny [1][3][4] - This decision provides a potential recovery path for Juul, which faced bankruptcy risks following a federal ban in 2022 [1][2] - The approval is seen as part of a broader expectation that regulatory hurdles for new vaping products may be eased under the current administration [4] Regulatory Context - The FDA's 2022 ban on Juul's products was temporarily stayed after the company appealed the decision [2][8] - The FDA's rigorous evaluation of Juul's data led to the conclusion that marketing approval was appropriate for public health protection [3] - The agency has faced criticism for slow product authorizations and the proliferation of unauthorized products in the market [5]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Turning Point Brands (TPB) shares soared 5.1% in the last trading session to close at $78.39. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 1.4% loss over the past four weeks.Turning Point Brands shares are gaining on optimism surrounding growth in the modern oral segment, supported by expanding nicotine pouch sales and increasing market penetration. The company’s focus on brand building, retail partnerships, and operational en ...