| PM |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$2.03 vs. cons $2.04 |
MEDIUM |
| PM |
Report |
U.S. nicotine-pouch shipments |
MISS |
pred ~186.0M cans vs. cons 189.4M |
MEDIUM |
| PM |
Report |
HTU shipments |
MISS |
pred ~40.8B vs. cons 41.31B |
MEDIUM |
| PM |
Guide |
FY2026 adjusted diluted EPS |
UNCHANGED |
guide ~$8.31–$8.46 vs. cons $8.38 |
MEDIUM |
| PM |
Guide |
FY2026 organic growth framework |
UNKNOWN |
reiterate current ranges; no reliable directly comparable consensus |
LOW |
| PM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| PM |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — weak volume and unchanged guidance prompt near-term estimate cuts |
LOW |