22ND CENTURY GROUP INC (XXII)
NASDAQConsumer StaplesTobaccoSnapshot 2026-09-04
$2.45+7.46%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesTobaccoSnapshot 2026-09-04
QuarterlyIQ Insights · XXII
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding retail footprint and consumer awareness for VLN® products to build long-term commercial growth and increase adult smoker adoption.
Stated as a priority in 3 quarters including 2026-Q1 and 2026-Q2 and a mid-year 2026 letter. Management targets expanding VLN® retail distribution from about 2,000 outlets to approximately 5,000 by year-end 2026. While net revenues declined from $4.1M in 2026-Q1 to $2.9M in 2026-Q2, management reports growing consumer trial and same-store sales, indicating progress in expanding consumer awareness and retail presence.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated weak grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=2094).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We continued to expand retail distribution, increase consumer awareness and strengthen the commercial foundation for our VLN® cigarette products.”
“Targeting to grow to more than 5,000 retail outlets by the end of 2026 by adding new retail partners across all classes of trade.”
Maintain disciplined cost control and capital allocation to support commercialization and strategic growth objectives.
Stated as a priority in 2 quarters (2026-Q1 and 2026-Q2). Operating expenses rose from $2.4M in 2026-Q1 to $3.0M in 2026-Q2, while cash and cash equivalents remained at $6.1M with no debt at 2026-Q2. Management emphasizes disciplined cost and capital allocation to support growth, but operating loss increased slightly, indicating limited progress on cost containment.
“Continuing disciplined cost management and capital allocation.”
“Continuing disciplined cost management and capital allocation.”
Progress toward EBITDA breakeven driven by scaling higher-margin VLN® branded revenues and improving revenue mix.
Stated as a priority in 2 quarters (2026-Q1 and 2026-Q2). Adjusted EBITDA loss worsened from $2.6M in 2026-Q1 to $3.5M in 2026-Q2, despite a small increase in VLN® cigarette net revenues from negligible to $0.03M. Management aims to scale higher-margin revenues to reach breakeven, but financials show limited progress toward EBITDA breakeven so far.
“Advancing toward EBITDA breakeven as higher-margin revenues scale.”
“Advancing toward EBITDA breakeven as higher-margin revenues scale.”
Maintain active engagement with FDA and public-health stakeholders to support regulatory momentum and product authorization.
Stated as a priority in 2 quarters (2026-Q1 and 2026-Q2). Management emphasizes ongoing engagement with FDA and public-health stakeholders to support regulatory momentum. No direct financial metrics are available to measure progress, indicating persistent focus but limited quantifiable delivery.
“Remaining actively engaged with FDA regulators and public-health stakeholders.”
“Remaining actively engaged with FDA regulators and public-health stakeholders.”
Address operational and commercial effects following termination of manufacturing agreement with Smoker Friendly International.
Newly stated in mid-2026. The Company received a 180-day termination notice from Smoker Friendly International, impacting manufacturing operations. No financial data quantifies the impact yet, indicating early stage management of this operational challenge.
Over the trailing year it converted 0.37x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
37 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Staples names rated volatile grew net income 53% of the time over the next year (vs 51% for the rest of the cohort, n=947).
Not investment advice. As of 2026-09-04.