2FIRSTS Editorial | Global Vape Industry News; Latest Industry Insights

Disposable Vape Ban Shifts Purchasing Formats as UK Vape Volume Falls 10.3%

Disposable Vape Ban Shifts Purchasing Formats as UK Vape Volume Falls 10.3%

Disposable Vape Ban Shifts Purchasing Formats as UK Vape Volume Falls 10.3%

Data from convenience insight agency Talysis shows that the value of tobacco, vapes and smoking alternatives in the independent convenience sector fell by 4.4% in the first quarter of 2026, while volume fell by 7.8%. The vaping subcategory declined by 3.9% in value and 10.3% in volume over the same period. Talysis said the impact of the disposable vape ban continues to pressure turnover and footfall.

FDA Adds 18 Tobacco Harmful Constituents and Seeks Comment on 3 More

FDA Adds 18 Tobacco Harmful Constituents and Seeks Comment on 3 More

FDA Adds 18 Tobacco Harmful Constituents and Seeks Comment on 3 More

U.S. Food and Drug Administration published a Federal Register notice finalizing the addition of 18 constituents to the established list of Harmful and Potentially Harmful Constituents in tobacco products. With the update, the list now contains 111 constituents. FDA also proposed adding three more constituents to the list and opened a public comment period ending at 11:59 p.m. ET on May 26, 2026.

PMI’s Smoke-Free Business Accounts for 43% of Net Revenues in Q1 as Full-Year EPS Guidance Rises

PMI’s Smoke-Free Business Accounts for 43% of Net Revenues in Q1 as Full-Year EPS Guidance Rises

PMI’s Smoke-Free Business Accounts for 43% of Net Revenues in Q1 as Full-Year EPS Guidance Rises

On April 22, 2026, Philip Morris International released its first-quarter 2026 results. The report showed net revenues of $10.146 billion, up 9.1% year on year; adjusted diluted EPS of $1.96, up 16.0%; and smoke-free products accounting for 43% of total net revenues. Based on first-quarter performance, the company raised its 2026 full-year adjusted diluted EPS forecast to $8.36 to $8.51, or $8.11 to $8.26 excluding currency.

China’s E-Cigarette Exports Reached About USD 903 Million in March 2026, Up 4.4% Year on Year

China’s E-Cigarette Exports Reached About USD 903 Million in March 2026, Up 4.4% Year on Year

China’s E-Cigarette Exports Reached About USD 903 Million in March 2026, Up 4.4% Year on Year

According to the latest country-level data released by China’s General Administration of Customs, China’s e-cigarette-related exports totaled about USD 903 million in March 2026, up about 4.4% from roughly USD 865 million a year earlier. The United States, the United Kingdom and Germany remained the top three destinations, while the top 10 markets together accounted for about 72.2% of total exports.

PMI U.S. White Paper Calls for Greater Access to FDA-Authorized Smoke-Free Alternatives and Risk-Based Taxation

PMI U.S. White Paper Calls for Greater Access to FDA-Authorized Smoke-Free Alternatives and Risk-Based Taxation

PMI U.S. White Paper Calls for Greater Access to FDA-Authorized Smoke-Free Alternatives and Risk-Based Taxation

PMI’s U.S. business released a white paper and cited a national online survey showing that 79.00% of Americans surveyed believe more should be done to reduce smoking-related harm. The paper calls on policymakers, public health authorities, and medical professionals to place cigarette smoking back at the center of public health priorities, and recommends broader access to FDA-authorized smoke-free alternatives, clearer nicotine risk communication, and risk-based taxation.

Disposable Vape Ban Shifts Purchasing Formats as UK Vape Volume Falls 10.3%

Disposable Vape Ban Shifts Purchasing Formats as UK Vape Volume Falls 10.3%

Disposable Vape Ban Shifts Purchasing Formats as UK Vape Volume Falls 10.3%

Data from convenience insight agency Talysis shows that the value of tobacco, vapes and smoking alternatives in the independent convenience sector fell by 4.4% in the first quarter of 2026, while volume fell by 7.8%. The vaping subcategory declined by 3.9% in value and 10.3% in volume over the same period. Talysis said the impact of the disposable vape ban continues to pressure turnover and footfall.

FDA Adds 18 Tobacco Harmful Constituents and Seeks Comment on 3 More

FDA Adds 18 Tobacco Harmful Constituents and Seeks Comment on 3 More

FDA Adds 18 Tobacco Harmful Constituents and Seeks Comment on 3 More

U.S. Food and Drug Administration published a Federal Register notice finalizing the addition of 18 constituents to the established list of Harmful and Potentially Harmful Constituents in tobacco products. With the update, the list now contains 111 constituents. FDA also proposed adding three more constituents to the list and opened a public comment period ending at 11:59 p.m. ET on May 26, 2026.

PMI’s Smoke-Free Business Accounts for 43% of Net Revenues in Q1 as Full-Year EPS Guidance Rises

PMI’s Smoke-Free Business Accounts for 43% of Net Revenues in Q1 as Full-Year EPS Guidance Rises

PMI’s Smoke-Free Business Accounts for 43% of Net Revenues in Q1 as Full-Year EPS Guidance Rises

On April 22, 2026, Philip Morris International released its first-quarter 2026 results. The report showed net revenues of $10.146 billion, up 9.1% year on year; adjusted diluted EPS of $1.96, up 16.0%; and smoke-free products accounting for 43% of total net revenues. Based on first-quarter performance, the company raised its 2026 full-year adjusted diluted EPS forecast to $8.36 to $8.51, or $8.11 to $8.26 excluding currency.

China’s E-Cigarette Exports Reached About USD 903 Million in March 2026, Up 4.4% Year on Year

China’s E-Cigarette Exports Reached About USD 903 Million in March 2026, Up 4.4% Year on Year

China’s E-Cigarette Exports Reached About USD 903 Million in March 2026, Up 4.4% Year on Year

According to the latest country-level data released by China’s General Administration of Customs, China’s e-cigarette-related exports totaled about USD 903 million in March 2026, up about 4.4% from roughly USD 865 million a year earlier. The United States, the United Kingdom and Germany remained the top three destinations, while the top 10 markets together accounted for about 72.2% of total exports.

PMI U.S. White Paper Calls for Greater Access to FDA-Authorized Smoke-Free Alternatives and Risk-Based Taxation

PMI U.S. White Paper Calls for Greater Access to FDA-Authorized Smoke-Free Alternatives and Risk-Based Taxation

PMI U.S. White Paper Calls for Greater Access to FDA-Authorized Smoke-Free Alternatives and Risk-Based Taxation

PMI’s U.S. business released a white paper and cited a national online survey showing that 79.00% of Americans surveyed believe more should be done to reduce smoking-related harm. The paper calls on policymakers, public health authorities, and medical professionals to place cigarette smoking back at the center of public health priorities, and recommends broader access to FDA-authorized smoke-free alternatives, clearer nicotine risk communication, and risk-based taxation.

Japan Says Heated Tobacco and E-Cigarette Use Is a Key Factor Behind Rising In-Flight Smoking

Japan Says Heated Tobacco and E-Cigarette Use Is a Key Factor Behind Rising In-Flight Smoking

Japan Says Heated Tobacco and E-Cigarette Use Is a Key Factor Behind Rising In-Flight Smoking

Japan’s transport ministry said on April 14 that major Japanese airlines reported 429 passenger smoking incidents on domestic and international flights in 2025, the highest level since comparable data collection began in 2004. The government said the spread of heated tobacco products and e-cigarettes was an important factor behind the increase. Japan plans to work with airlines to raise public awareness of fire risks on aircraft.

UK Vape Waste Falls 23% From 2024, but Recycling Group Says Fire Risks Remain High

UK Vape Waste Falls 23% From 2024, but Recycling Group Says Fire Risks Remain High

UK Vape Waste Falls 23% From 2024, but Recycling Group Says Fire Risks Remain High

New research from UK recycling campaign group Material Focus says more than 6.3 million vapes and pods are still thrown away each week in the UK. The figure is down 23% from 8.2 million in 2024, which the group said suggests the June 2025 single-use vape ban has helped reduce waste, but it warned that the current level still represents a major waste of valuable materials and a significant fire risk.

Brazil’s Teen E-Cigarette Experimentation Rate Rises to 29.6% Over Five Years

Brazil’s Teen E-Cigarette Experimentation Rate Rises to 29.6% Over Five Years

Brazil’s Teen E-Cigarette Experimentation Rate Rises to 29.6% Over Five Years

Brazil’s National School Health Survey (PeNSE) 2024 found that e-cigarette experimentation among students aged 13 to 17 rose from 16.8% in 2019 to 29.6% in 2024, while use in the previous 30 days increased from 8.6% to 26.3%. Over the same period, conventional cigarette experimentation fell from 22.6% to 18.5%, and hookah use declined from 26.9% to 16.4%.

IMF Article Sets Out Three Principles: Cover All Harmful Products, Match Tax Rates to Harm, Improve Cross-Border Coordination

IMF Article Sets Out Three Principles: Cover All Harmful Products, Match Tax Rates to Harm, Improve Cross-Border Coordination

IMF Article Sets Out Three Principles: Cover All Harmful Products, Match Tax Rates to Harm, Improve Cross-Border Coordination

A March 2026 article in Finance & Development, “Taxing Harmful Habits,” argues that taxes on harmful products such as tobacco, alcohol and sugary drinks should better reflect the health harm they cause. The authors propose three principles: capture all harmful products, align tax rates with health harm, and strengthen cross-border coordination to reduce evasion and smuggling.

U.S. Adult Smoking Rate Falls to Historic Single-Digit Low of 9.9%, Study Shows Shift in Nicotine Use Patterns

U.S. Adult Smoking Rate Falls to Historic Single-Digit Low of 9.9%, Study Shows Shift in Nicotine Use Patterns

U.S. Adult Smoking Rate Falls to Historic Single-Digit Low of 9.9%, Study Shows Shift in Nicotine Use Patterns

A new study analyzing National Health Interview Survey data found that adult cigarette smoking in the United States declined to 9.9% in 2024, down from 10.8% in 2023. The findings, published in NEJM Evidence, represent a historic milestone in U.S. tobacco control efforts. Researchers noted that while cigarette smoking is decreasing, the prevalence of e-cigarette and cigar use remained largely unchanged, suggesting a shift in nicotine consumption rather than the elimination of tobacco use.

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