{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Brazil Tobacco news", "home_page_url": "https://sharemaestro.com/newsreel/br/consumer-defensive/tobacco/", "feed_url": "https://sharemaestro.com/newsreel/br/consumer-defensive/tobacco/feed.json", "description": "Latest Tobacco company headlines from Brazil, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:92554f4b9b6d537f55461a6a7b20bb82c4db91dd81f0d08197eed69227d0efab", "url": "https://finance.yahoo.com/markets/stocks/articles/altria-mo-stock-looks-below-170925933.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/altria-mo-stock-looks-below-170925933.html", "title": "Altria (MO) Stock Looks Below Fair Value Despite Mixed Signals", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Altria Group stock has almost doubled investors' money over the past five years, yet the latest valuation checks and recent share price pullback leave the current price open to debate for anyone trying to judge whether the stock still offers value. Altria Group has delivered a 97.1% total return over five years, which puts fresh focus on whether the current share price already reflects much of that progress. Recent FDA marketing approvals and wider distr", "date_published": "2026-08-12T17:09:25+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MOOO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MOOO34", "name": "Altria Group, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c498f26e-10bb-4b21-b231-8c90911fd46a/"}]}}, {"id": "source:72794aeacbaee9f9c0552851ac3c90cfb1887da29522f02f519e4a95baf85637", "url": "https://finance.yahoo.com/markets/stocks/articles/beverages-alcohol-tobacco-stocks-q2-132522719.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/beverages-alcohol-tobacco-stocks-q2-132522719.html", "title": "Beverages, Alcohol, and Tobacco Stocks Q2 In Review: Altria (NYSE:MO) Vs Peers", "content_text": "Beverages, Alcohol, and Tobacco Stocks Q2 In Review: Altria (NYSE:MO) Vs Peers The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how Altria (NYSE:MO) and the rest of the beverages, alcohol, and tobacco stocks fared in Q2. These companies' performance is influenced by brand strength, marketing strategies, and shifts in consumer preferences. Changing consumption patterns are particularly relevant and can be seen in the rise of cannabis, craft beer, and vaping or the steady decline of soda and cigarettes. Companies that spend on innovation to meet consumers where they are with regards to trends can reap huge demand benefits while those who ignore trends can see stagnant volumes. Finally, with the advent of the social media, the cost of starting a brand from scratch is much lower, meaning that new entrants can chip away at the market shares of established players. The 13 beverages, alcohol, and tobacco stocks we track reported a satisfactory Q2. As a group, revenues beat analysts' consensus estimates by 1% while next quarter's revenue guidance was 2.2% above. While some beverages, alcohol, and tobacco stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.5% since the latest earnings results. Altria (NYSE:MO) Best known for its Marlboro brand of cigarettes, Altria (NYSE:MO) offers tobacco and nicotine products. Altria reported revenues of $5.36 billion, up 1.2% year on year. This print was in line with analysts' expectations, but overall, it was a mixed quarter for the company. The market seems disappointed with the results as the stock is down 8.9% since reporting and currently trades at $68.27. Is now the time to buy Altria? Access our full analysis of the earnings results here, it's free. Best Q2: Vita Coco (NASDAQ:COCO) Founded in 2004 followed by a 2021 IPO, The Vita Coco Company (NASDAQ:COCO) offers coconut water products that are a natural way to quench thirst. Vita Coco reported revenues of $216.2 million, up 28.1% year on year, outperforming analysts' expectations by 3%. The business had a stunning quarter with a beat of analysts' EPS and gross margin estimates. Vita Coco achieved the highest full-year guidance raise among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 16.4% since reporting. It currently trades at $62.22. Is now the time to buy Vita Coco? Access our full analysis of the earnings results here, it's free. Story Continues Weakest Q2: Celsius (NASDAQ:CELH) With its proprietary MetaPlus formula as the basis for key products, Celsius (NASDAQ:CELH) offers energy drinks that feature natural ingredients to help in fitness and weight management. Celsius reported revenues of $817.9 million, up 10.6% year on year, falling short of analysts' expectations by 6.2%. It was a disappointing quarter as it posted a significant miss of analysts' EBITDA and EPS estimates. Celsius delivered the weakest performance against analyst estimates of the whole group. As expected, the stock is down 5.8% since the results and currently trades at $27.45. Read our full analysis of Celsius's results here. Constellation Brands (NYSE:STZ) With a presence in more than 100 countries, Constellation Brands (NYSE:STZ) is a globally renowned producer and marketer of beer, wine, and spirits. Constellation Brands reported revenues of $2.43 billion, down 3.3% year on year. This number beat analysts' expectations by 1.6%. Taking a step back, it was a satisfactory quarter as it also recorded an impressive beat of analysts' organic revenue estimates but full-year revenue guidance slightly missing analysts' expectations. Constellation Brands had the weakest full-year guidance update among its peers. The stock is down 2.4% since reporting and currently trades at $135.75. Read our full, actionable report", "date_published": "2026-08-12T13:25:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MOOO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MOOO34", "name": "Altria Group, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c498f26e-10bb-4b21-b231-8c90911fd46a/"}]}}, {"id": "source:4b79bcd42d6e31b206cd18f8f77ebc16a5ff09dcfcbe95358dbb48f83a58243d", "url": "https://finance.yahoo.com/technology/articles/itc-infotech-strengthens-strategic-tech-103000254.html", "external_url": "https://finance.yahoo.com/technology/articles/itc-infotech-strengthens-strategic-tech-103000254.html", "title": "ITC Infotech Strengthens Strategic Tech Partnership With British American Tobacco (BAT) in New Multi-year Mandate", "content_text": "BANGALORE, India & LONDON, August 12, 2026--(BUSINESS WIRE)--ITC Infotech, a leading global technology services and solutions provider, today announced a landmark multi\u2011year strategic technology deal with British American Tobacco (BAT). Along with BAT, ITC Infotech will accelerate the transformation of BAT's technology landscape to drive AI-enabled innovation, strengthen skills, and improve efficiencies. In this expanded partnership, ITC Infotech will provide technology services to BAT across Poland, Romania and India. ITC Infotech will also continue to collaborate with BAT to scale capabilities at the newly launched BAT Future Capabilities Centre in India, while supporting BAT's existing technology hubs in Malaysia and Mexico. This new strategic deal will deepen an already well-established partnership between ITC Infotech and BAT, streamlining end-to-end technology delivery and improving speed, efficiency, and service quality. As part of the deal, ITC Infotech will strengthen its footprint and onshore capabilities in Europe, which will be strategically redeployed over time to support continued growth across the region. Commenting on the partnership, Jean-Pierre Cussac, Global Head of IDT Services and Tech Delivery, BAT, said: \"Partnering with ITC Infotech enables us to enhance resilience, innovation and agility across our technology operations. Their delivery excellence and domain strength make them a trusted partner as we streamline our operating model, simplify managed services and prepare for the next phase of digital transformation.\" Manas Chakraborty, MD & CEO, ITC Infotech, stated:\"This strategic programme marks a milestone in our European growth roadmap as well as in our decades long partnership with BAT. We at ITC Infotech, look forward to working closely with our BAT colleagues in Poland and Romania. This partnership will bring together the exceptional domain experience and complementary technology skills of the two teams which will significantly augment the collective service delivery standards. This alliance reflects our commitment to accelerate BAT's transformation. Going forward, we envisage many such outcome-oriented long term collaboration opportunities with our clients worldwide.\" About ITC Infotech: ITC Infotech is a leading global technology services and solutions provider, led by Business and Technology Consulting. ITC Infotech provides business-friendly solutions to help clients succeed and be future-ready, by seamlessly bringing together digital expertise, strong industry specific alliances and the unique ability to leverage deep domain expertise from ITC Group businesses. The company provides technology solutions and services to enterprises across industries such as Banking & Financial Services, Healthcare, Manufacturing, Consumer Goods, Travel and Hospitality, through a combination of traditional and newer business models, as a long-term sustainable partner. For more information, please visit: http://www.itcinfotech.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260805843026/en/ Contacts Press Contact: Sneha.Sharma@itcinfotech.com View Comments", "date_published": "2026-08-12T10:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "B1TI34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "B1TI34", "name": "British American Tobacco p.l.c.", "sentiment_url": "https://sharemaestro.com/sentiment/21c24808-6bd5-4463-bb28-cd191a5dba5b/"}]}}, {"id": "source:8d3f05faf3a7012b3a3ac4de5e4435d04c454af6fe53ca46527b19f5af93779b", "url": "https://finance.yahoo.com/markets/stocks/articles/altria-group-mo-reported-q2-221436100.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/altria-group-mo-reported-q2-221436100.html", "title": "Altria Group (MO) Reported Q2 Results And Buybacks, Is It Trading At A Discount?", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Altria Group (MO) is back in focus after reporting second quarter 2026 results and updating investors on its latest share repurchase activity through June 30, 2026. See our latest analysis for Altria Group. Despite the second quarter earnings update and ongoing buybacks through June 30, Altria Group's recent momentum has cooled, with the share price down 9.4% over 30 days and 9.1% over 90 days. However, the 3 year total shareholder return of 89.8% and 5 ", "date_published": "2026-08-11T22:14:36+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MOOO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MOOO34", "name": "Altria Group, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c498f26e-10bb-4b21-b231-8c90911fd46a/"}]}}, {"id": "source:2813363b315a335649dd26968bfa1d4a4661056dcd22c50f5d6e09cf8a0567b9", "url": "https://finance.yahoo.com/markets/stocks/articles/altrias-smoke-free-push-finally-143400289.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/altrias-smoke-free-push-finally-143400289.html", "title": "Can Altria's Smoke-Free Push Finally Drive Long-Term Growth?", "content_text": "Altria Group, Inc.'s MO smoke-free strategy is increasingly centered on nicotine pouches, with on! PLUS emerging as a key part of that effort. In the second quarter of 2026, Helix expanded on! PLUS to about 120,000 stores, covering roughly 90% of nicotine product volume. The rollout is being supported by a broader retail program and additional line extensions. The underlying category is also expanding. In the second quarter, the nicotine pouch category grew 8.1 share points and represented nearly 60% of the total oral tobacco category. For on!, reported shipment volume was 49.9 million cans, down 4.2% year over year, although first-half shipment volume rose 5.1%. The company attributed the second-quarter comparison partly to trade inventory movements and promotional activity in the prior-year period. Retail performance offered another measure of the rollout. On! retail share reached 8.6% in the second quarter, up 0.8 percentage points sequentially and 0.3 percentage points from a year earlier, with the gain driven by on! PLUS. The next phase involves expanding product choice. 12-milligram on! PLUS shipments resumed in three states during the quarter, with national expansion planned for the third quarter. Additional flavors across 6-milligram, 9-milligram and 12-milligram strengths, starting with Blueberry Mint and Mango Pineapple, are planned for the fourth quarter. Together, these developments show a smoke-free strategy built around wider distribution, a growing nicotine pouch category and a broader on! PLUS offering. MO's Nicotine Pouch Strategy Evolves Alongside PM and TPB Philip Morris International Inc. PM is also expanding its smoke-free portfolio through nicotine pouches, with ZYN now available in 60 markets. In the second quarter of 2026, Philip Morris reported ZYN shipments rose 1.8% to 2.9 billion pouches, while new 9mg and 11mg ZYN ULTRA variants began shipping. Philip Morris plans additional 1.5mg and 8mg dry variants in the third quarter. Turning Point Brands, Inc. TPB is also expanding its smoke-free portfolio through nicotine pouches, with Modern Oral net sales up 128% year over year to $68.4 million in the second quarter of 2026. While Modern Oral accounted for 48% of total revenues, up from 26% a year earlier, Turning Point Brands expanded retail distribution for FRE and ALP. Turning Point Brands expects chain-store count to increase 70% year over year by year-end. Altria's Price Performance, Valuation & Estimates Shares of Altria have fallen 0.4% in the past three months against the industry's growth of 5.1%. Story Continues Zacks Investment Research Image Source: Zacks Investment Research From a valuation standpoint, MO trades at a forward price-to-earnings ratio of 11.81X, down from the industry's average of 15.55X.Zacks Investment Research Image Source: Zacks Investment Research The Zacks Consensus Estimate for MO's 2026 and 2027 earnings implies year-over-year growth of 4.8% and 3.2%, respectively.Zacks Investment Research Image Source: Zacks Investment Research Altria currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Altria Group, Inc. (MO) : Free Stock Analysis Report Philip Morris International Inc. (PM) : Free Stock Analysis Report Turning Point Brands, Inc. (TPB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments", "date_published": "2026-08-10T14:34:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MOOO34", "PHMO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MOOO34", "name": "Altria Group, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c498f26e-10bb-4b21-b231-8c90911fd46a/"}, {"symbol": "PHMO34", "name": "Philip Morris International Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/24d60907-b821-4e72-9c07-5d296b23cd12/"}]}}]}