Haypp Group

Here is an experienced investor's quick overview (Artem Fokin of Caro-Kann Capital) @PlanetMicroCap June 2026 explaining why his fund owns Haypp youtu.be/QPKF-sIcf-E?si… $HAYPP

FDA issues MRTP for 1st gen ZYN, all flavours included. This is the claim: ‘Using ZYN instead of cigarettes puts you at a lower risk of mouth cancer, heart disease, lung cancer, stroke, emphysema, and chronic bronchitis.’ fda.gov/tobacco-produc… $HAYPP

Haypp is pleased to announce it has opened its new larger, automated warehouse in the UK with c. 5x the prior facility's capacity. An article below from our automation partner provides more detail. e-motions.se/en/insight/e-m… $HAYPP

Notable developments in EU Tobacco Taxation Directive The article discusses disagreements on TTD, with Sweden leading opposition in the EU Council along with GR, IT, RO. The EU Parliament rejected the report 
brusselsreport.eu/2026/06/18/eu-… $HAYPP $PM $BATS $BTI $IMB $MO $STG $JTI

Here's more about ZYN Ultra on Haypp's US sites. nicotineinsider.com/2026/06/16/hay… $HAYPP $PM

ZYN Ultra now available on Haypp's sites Nicokick and Northerner. $HAYPP $PM

Coming soon to Haypp's US sites Nicokick and Northerner - ZYN Ultra. $HAYPP $PM

Haypp's view on recent FDA nic pouch guidance & implications. As our US president notes, "responsible retail for nicotine pouch sales online, requires real structure and measurable controls, not good intentions." nicotineinsider.com/2026/05/27/de-… $HAYPP $PM $PMI $BATS $BTI $MO $IMB $TPB

Another important Reuters article looking at the effect of FDA's recent guidance, noting that this change "will potentially unleash hundreds more such products on the market in the coming weeks and months" reuters.com/legal/litigati… $HAYPP $PM $PMI $MO $BATS $BTI $IMB $TPB $JTI

From the guidance: ...does not intend to prioritize enforcement of the premarket authorization requirement, where the product: • is subject to an application that is pending, and the application has been accepted and filed ...and pending for more than 180 days; $HAYPP

"FDA does not intend to prioritize if a product has a pending application that has been accepted and filed" $HAYPP $PMI $PM $BATS $BTI $MO $TPB $IMB

Very important FDA announcement : Guidance on Enforcement Priorities for Unauthorized ENDS and Nicotine Pouch Products. fda.gov/tobacco-produc…

Haypp released Q1 26 results today, w/ topline momentum accelerating. Group sales up 24% YoY in cc driven by 40% nicotine pouch growth The Q1 report w/ new disclosures incl. volume & GM by segment is available at: hayppgroup.com/investor-relat… $HAYPP

Live consensus estimates are also now available on HayppGroup hayppgroup.com/consensus-esti… $HAYPP

Our upcoming Q1 26 results will be released at 0745 Stockholm on 7 May, with a conference call webcast at 0900. Consensus estimates from 4 IBs (Barclays, DB, DNBC, Pareto) are available at : storage.mfn.se/44328326-d3cd-… $HAYPP

Reuters FDA sources say delay in nicotine pouch accelerated reviews, “due to a cautious approach by agency reviewers…[as] the scientific evidence for speeding them through was not as clear-cut as expected.”

 reuters.com/business/healt… $HAYPP $BATS $BTI $PM $MO $TPB $IMB $JTI

Haypp is pleased to announce that on! PLUS nicotine pouches, produced by Altria are now available on Haypp’s US sites Nicokick.com and Northerner.com. See the link for more detail. hayppgroup.com/news/haypp-gro… $HAYPP $MO

Positive developments from EESC on Euro TTD "Together with the prevention of excessive tax increases, the principle of risk-proportionate taxation is at the heart of the committee's recommendations." eureporter.co/politics/europ… $HAYPP $PMI $BATS $BTI $JTI $IMB $STG $MO

Notable argument by the IMF that taxation should reflect harm.

“Ideally, the level of taxation should reflect the degree of harm a product is likely to cause while still safeguarding overall revenue.”

 imf.org/en/publication… $HAYPP $PM $MO $BATS $BTI $IMB $JTI $TPB $STG

Another insightful argument explaining the resistance by some in tobacco control to offering consumers lower risk products than cigarettes that they switch to without coercion. $HAYPP $PM $BATS $BTI $MO $IMB $JTI $TPB