UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) (Exact name of registrant as specified in its charter) Delaware 20-0709285 (State or other jurisdiction of Incorporation or organization) (I.R.S. Employer Identification No.) 5201 Interchange Way, Louisville, KY 40229 (Address of principal executive offices) (Zip Code) (502) 778-4421 (Registrant's telephone number, including area code) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ...

Turning Point Brands, Inc. (NYSE:TPB) Q1 2023 Earnings Conference Call May 3, 2023 10:00 AM ET Company Participants Louie Reformina - CFO Graham Purdy - CEO Summer Frein - Chief Revenue Officer Conference Call Participants Viktor Meier - Cowen Eric Des Lauriers - Craig-Hallum Hale Holden - Barclays Operator Good morning, and welcome to the Turning Point Brands First Quarter 2023 Earnings Conference Call. All participants will be in a listen-only mode and all lines have been placed on mute to prevent any bac ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 5201 Interchange Way, Louisville, KY 40229 (Address of principal executive offices) (Zip Code) (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SEC ...

Turning Point Brands, Inc. (NYSE:TPB) Q4 2022 Earnings Conference Call February 24, 2023 10:00 AM ET Company Participants Louie Reformina - CFO Graham Purdy – CEO Summer Frein - Chief Revenue Officer Conference Call Participants Vivien Azer - Cowen Eric Des Lauriers - Craig-Hallum Operator Good morning. And welcome to the Turning Point Brands' Fourth Quarter 2022 Earnings Conference Call. All participants will be in a listen-only mode. All lines have been placed on mute to prevent any background noise. [Ope ...

Pont Pont Brands (NSE: T TURNING POINT™ B R A S N D × INVESTOR PRESENTATION Q4 2022 | NYSE: TPB | 5201 INTERCHANGE WAY, LOUISVILLE KY | TURNINGPOINTBRANDS.COM | 1 | N Y S E : T P B | 5 2 0 1 I N T E R C H A N G E W A Y , L O U I S V I L L E K Y | T U R N I N G P O I N T B R A N D S . C O M | FORWARD LOOKING STATEMENTS DisclaimerTurning Point Brands (NYSE: TPB) This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements may generally be ...

Turning Point Brands, Inc. (NYSE:TPB) Q3 2022 Earnings Conference Call October 26, 2022 8:30 AM ET Company Participants Louie Reformina - CFO Graham Purdy - CEO Conference Call Participants Vivien Azer - Cowen Eric Des Lauriers - Craig-Hallum Operator Good morning. And welcome to the Turning Point Brands Third Quarter 2022 Earnings Conference Call. All participants will be in the listen-only mode. All lines have been placed on mute to prevent any background noise. [Operator Instructions] After today's prese ...

TURNING POINT™ B R A N D × Q3 2022 Results October 26, 2022 | NYSE: TPB | 5201 INTERCHANGE WAY, LOUISVILLE KY | TURNINGPOINTBRANDS.COM | min Point Bruera (NYSE: T | N Y S E : T P B | 5 2 0 1 I N T E R C H A N G E W A Y , L O U I S V I L L E K Y | T U R N I N G P O I N T B R A N D S . C O M | FORWARD LOOKING STATEMENTS DisclaimerTurning Point Brands (NYSE: TPB) This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements may generally be ...

mint :ヨSYM) sbusne inio9 puint TURNING POINT™ B R A N D SIDOTI CONFERENCE September 22, 2022 | NYSE: TPB | 5201 INTERCHANGE WAY, LOUISVILLE KY | TURNINGPOINTBRANDS.COM | × 1 | N Y S E : T P B | 5 2 0 1 I N T E R C H A N G E W A Y , L O U I S V I L L E K Y | T U R N I N G P O I N T B R A N D S . C O M | FORWARD LOOKING STATEMENTS DisclaimerTurning Point Brands (NYSE: TPB) This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements may ge ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission file number: 001-37763 TURNING POINT BRANDS, INC. (Exact name of registrant as specified in its charter) (State o ...

Financial Data and Key Metrics Changes - Q2 sales decreased by 16.1% to $102.9 million, with stable results from Zig-Zag and Stoker's offset by a double-digit decline in NewGen [22] - Gross margin increased by 110 basis points due to a decline in lower-margin NewGen sales [22] - Adjusted EBITDA decreased by $5.3 million year-over-year, primarily due to the decline in the vape distribution business [22] Segment Performance Changes - Zig-Zag sales declined by 2.1% year-over-year to $46.2 million, with a 2.3% volume decline offset by a 0.2% price mix [23] - U.S. Papers and E-commerce business grew by 10% year-over-year, driven by an 84% increase in E-commerce sales [24] - Stoker's products net sales increased by 0.7% to $33.6 million, with a 6.1% volume decline offset by a 6.8% price mix [30] - NewGen sales decreased by 45.1% year-over-year to $23.1 million, impacted by regulatory challenges [34] Market Data and Key Metrics Changes - Zig-Zag holds a 32.4% share in the MSAi measured market, remaining the number one premium paper brand [25] - Stoker's share grew by 50 basis points year-over-year to 6.3%, with its products representing 64% of industry volumes [30] - The paper category in the MSAi measured market declined by 8.6%, while Canada saw a 38% increase due to new product load-ins [26] Company Strategy and Industry Competition - The company is focusing on penetrating the alternative channel, which is expected to grow strongly due to deregulation [12] - Investment in technology is prioritized to enhance CRM functionality and replace outdated ERP systems, aiming for significant cost efficiencies [15][16] - The company continues to buy back shares and maintain a strong balance sheet for future capital deployment [20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth opportunities despite the current economic uncertainty and inflationary pressures [9][21] - Adjusted outlook for the remainder of the year due to Q2 weaknesses, particularly in wraps sales [38] - Management remains cautious about consumer confidence and the overall economic environment [21] Other Important Information - The company ended the quarter with over $107 million in cash and $129 million in available liquidity [37] - Capital expenditures are projected to be around $10 million for the year, excluding ERP and CRM projects [39] Q&A Session Summary Question: Update on Stoker's segment and consumer behavior - Management noted reduced foot traffic impacting sales but highlighted Stoker's strong performance and market share gains [43] Question: Retailer receptivity to Stoker's products - Management confirmed continued store gains and positive receptivity for their products [44] Question: Guidance revision and competitive pricing - The guidance reduction was primarily due to wrap sales weakness and cautious consumer behavior amid inflation [46][68] Question: NewGen PMTA application status - Management confirmed acceptance of the FRE application and expressed optimism about future product launches [52] Question: Current volatility in vape distribution - Management acknowledged regulatory uncertainty affecting inventory and customer ordering behavior but maintained profitability [60] Question: ERP system implementation timeline - The timeline for ERP completion remains unchanged, expected by the end of next year [62] Question: M&A strategy and philosophy - Management emphasized a patient approach to M&A, focusing on accretive opportunities that fit well within the business [69]