Nicotine products

Combined tobacco and vaping sales in UK convenience stores fell 10.6% year over year in the first half of 2026, making the category a major drag on channel performance, according to retail research organization IGD. Total convenience sales declined 1.2%, while sales excluding tobacco and vaping increased 0.7%. IGD's 2026 category-share figures show tobacco and vaping accounting for 15.4% of convenience sales, compared with 15.1% for alcohol. The organization forecasts alcohol could overtake tobacco and vaping as the largest category by sales value as early as 2027 if current trends continue. IGD expects the convenience market to increase from £48.6 billion in 2026 to £54.9 billion in 2031, a 2.5% compound annual growth rate, or 3.4% excluding tobacco and vaping.

Turning Point Brands (TPB) reported third-quarter 2026 Modern Oral net sales of $74.4 million on November 9, up 102.9% year over year and representing 49.2% of consolidated net sales. Total company net sales rose 27.0% to $151.1 million, while net income attributable to TPB declined 81.4% to $3.93 million. The company is expanding the US retail presence of its FRE and ALP nicotine pouch brands and expects its Modern Oral chain-store footprint to grow by more than 70% during 2026. Selling, general and administrative expenses increased 69.1% to $75.3 million, while PMTA-related expenses reached approximately $3.15 million and manufacturing start-up costs totaled about $593,000. ALP plans to open a branded pop-up in New York City's SoHo neighborhood on November 13, alongside a marketing campaign extending into January 2027. TPB owns 50% of ALP but consolidates the venture in its financial statements.

New regulations on nicotine product circulation in Russia will take effect from March 1, 2025, according to Garant on January 13.

Hawaii may become the first state in the US to impose restrictions on nicotine products, following the introduction of a new bill.

DOF proposes unified tax rate on all nicotine products in Philippines to simplify taxation management, amid concerns of tax avoidance.

A senior official from Russia's Ministry of Health has proposed a complete ban on the import, production, and sale of novel tobacco products. This follows earlier proposals by State Duma lawmakers to impose fines for smoking while walking to reduce passive smoking and environmental pollution.

LOST MARY debuts nicotine film at Vaper Expo UK, offering fast nicotine release in multiple flavors for smokers.

Thousands of convenience store operators in Canada are suing the federal government to overturn restrictions on nicotine patch sales.