| PM |
Report |
ZYN U.S. Can Volume (Q2 2026) |
MISS |
pred ~200M vs. cons 221M |
MEDIUM |
| PM |
Report |
HTU Shipment Volume (Q2 2026) |
IN-LINE |
pred ~41.5B vs. cons 41.3B |
HIGH |
| PM |
Report |
Adj. Diluted EPS (Q2 2026) |
IN-LINE |
pred ~$2.04 vs. cons $2.04 |
MEDIUM |
| PM |
Guide |
Adj. EPS Q3 2026 (Q3 2026) |
LOWER |
guide ~$2.35 vs. cons ~$2.41 |
MEDIUM |
| PM |
Guide |
FY 2026 Adj. EPS (FY 2026) |
UNCHANGED |
guide $8.31-$8.46 reaffirmed vs. cons $8.38 |
HIGH |
| PM |
Guide |
ZYN H2 Qualitative (H2 2026) |
UNCHANGED |
H2 improvement signaled, ZYN Ultra on track |
MEDIUM |
| PM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.0% |
— |
MEDIUM |
| PM |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - ZYN miss pulls Q3 volume estimates lower; sell-side trims ZYN FY targets; no near-term catalyst to reverse |
MEDIUM |