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]

Pont Pont Brands (NSE: T TURNING POINT™ B R A S N D × INVESTOR PRESENTATION Q1 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 ...

Pont Pont Brands (NSE: T TURNING POINT™ B R A S N D × INVESTOR PRESENTATION Q1 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 ...

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 March 31, 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 ...