InterTabac 2025 Insights | Caffeine and nicotine-free pouches hit the stage as white-label manufacturing and big players enter, heating up competition

Sep.24.2025
InterTabac 2025 Insights | Caffeine and nicotine-free pouches hit the stage as white-label manufacturing and big players enter, heating up competition
2Firsts discovers at the 2025 InterTabac Exhibition in Dortmund, Germany that nicotine pouches are a top category.

At the September 2025 Dortmund (Vincent) Tabac Expo in Germany, 2Firsts discovered that nicotine pouch products have become one of the most popular categories at the event. The exhibitors mainly consisted of European brands, but companies from India, the United States, and China were also present. Many exhibitors showcased their own brands while actively promoting their company's OEM/ODM solutions to meet the demand from European and other regions.

 

Nordic heritage + Central and Eastern European manufacturing

 

Firsts observed a prevalent supply chain narrative at the event, highlighting a combination of "Nordic heritage + Central and Eastern European manufacturing": emphasizing the craftsmanship and standards of Sweden/Scandinavia, while also prioritizing large-scale production in countries like Poland, Lithuania, and Estonia to balance capacity and cost.

 

InterTabac 2025 Insights | Caffeine and nicotine-free pouches hit the stage as white-label manufacturing and big players enter, heating up competition
 Nicotine pouches and nicotine patches | Image source: 2Firsts

 

A salesperson from  Estonia brand told 2Firsts that while many brands at this exhibition emphasize the "Swedish" label, they are all eager to "emphasize heritage first, then efficiency". He pointed out that some brands register trademarks in countries such as Sweden, Norway, and Finland in Northern Europe, but actually produce more in Central and Eastern Europe. This is because Swedish nicotine pouch companies, such as Swedish Match, have successfully launched nicotine pouches in other European and American markets, and consumers have a certain level of recognition and awareness for Nordic brands and manufacturing.

 

 

 

One factory with multiple brands, catering to different taste preferences

 

In terms of product strategy, the concept of "one factory, multiple brands" is running parallel with a focus on differentiation positioning.

 

In the same factory, multiple sub-brands are often operated simultaneously with different levels of nicotine strength (ranging from "mild" to "strong"), flavors (such as cool mint and various fruit flavors), and packaging designs to cater to different retail settings and price points.

 

The refreshing mint flavor and its derivatives remain the best-selling flavors, followed closely by fruity flavors. Some brands are choosing to localize their flavors, as observed by 2Firsts, with a nicotine pouch brand from Sweden even introducing a "Jarger" flavor nicotine pouch.

 

InterTabac 2025 Insights | Caffeine and nicotine-free pouches hit the stage as white-label manufacturing and big players enter, heating up competition
Wild Goose Wine Flavored Nicotine Pouches | Image Source: 2Firsts

 

Upon examining the products on display, it is evident that the overall flavor profile of nicotine pouches overlaps with e-cigarettes to some extent. However, due to the differences in nicotine release, nicotine pouch products aim for a more "clean and restrained" experience in terms of fragrance. In fact, after experiencing a pouch marked with a nicotine content of 5mg, the onset and duration of the effects last approximately 15 minutes.

 

Caffeine pouches and nicotine-free pouches are emerging as substitutes

 

Due to Germany's regulation of nicotine pouches taking a similar approach to "Novel Food," they are not authorized for sale as regular consumer products in local retail outlets.

 

Therefore, most brands and companies at the exhibition focus on B2B showcases and channel negotiations, rather than end-point retail. As a result, some exhibitors also display "non-nicotine" alternative products to comply with local regulations, such as caffeine/energy pouches and nicotine-free  pouches.

 

InterTabac 2025 Insights | Caffeine and nicotine-free pouches hit the stage as white-label manufacturing and big players enter, heating up competition
Energy bags/Caffeine bags and Nicotine bags | Image source: 2Firsts

 

Caffeine pouches still need to meet requirements such as food laws, ingredients, and labeling. Caffeine has a similar stimulating effect to nicotine and can help relieve fatigue for a period of time. Nicotine-free pouches focus on flavor experience and oral freshness, without addictive properties, making them more like oral hygiene products.

 

A product sales representative from a Swedish company believes that in the constantly changing regulatory environment in Europe, introducing bagged products such as gum with fresh flavors to the market is a way to cultivate consumer habits and preferences before they become mainstream.

 

In contrast, CBD oral pouches are still hindered by factors such as the "novel food" framework and lack of safety evidence in the EU/Germany, and have not become the main product category for most exhibitors in Europe. Even though some brands are showcased, they are not as common overall as nicotine pouches and caffeine pouches. CBD oral pouches are often displayed alongside other cannabis products.

 

White label manufacturing is popular with large enterprises entering the market

 

Looking back in history, nicotine pouches have their roots in the market culture of the Nordic countries (Sweden, Denmark, Norway, Iceland), stemming from the tradition of snuff (snus). In the past two years, this product category has been expanding to surrounding regions, with new brands and white label factories emerging at an accelerated pace in the Baltic states (Estonia, Latvia, Lithuania) and some Eastern European countries.

 

Most of the brands at this exhibition are showcasing their own brands while also actively promoting their company's OEM/ODM solutions, with no attempt to conceal it in their external publicity.

 

InterTabac 2025 Insights | Caffeine and nicotine-free pouches hit the stage as white-label manufacturing and big players enter, heating up competition
Nicotine pouch production process display|Image source: 2Firsts.

 

However, there is a significant concern within the industry that many brands are focused only on creating brand image without owning actual factories. This lack of control over the manufacturing process could result in poor product quality. Many small entrepreneurs rely on contract manufacturers to produce their products, but without control over production, quality, and distribution channels, they are quickly phased out of the market.

 

Joakim Soderling, the export manager of the Swedish nicotine pouch brand Helwit, believes that the market has become increasingly saturated in recent years. He stated, "What was once seen as a 'blue ocean' territory has now attracted numerous competitors, many of whom are just chasing short-term profits." 

 

On the other hand, international tobacco companies such as Altria and British American Tobacco are also launching their own brands of nicotine pouches. At a recent event, Altria not only showcased its ON! PLUS product, but also another nicotine pouch brand called FUMi. British American Tobacco, on the other hand, showcased its nicotine pouch brand VELO.

InterTabac 2025 Insights | Caffeine and nicotine-free pouches hit the stage as white-label manufacturing and big players enter, heating up competition
VELO nicotine pouches|Image source: 2Firsts
InterTabac 2025 Insights | Caffeine and nicotine-free pouches hit the stage as white-label manufacturing and big players enter, heating up competition
FUMi Nicotine Pouches | Image Source: 2Firsts

 

The entry of traditional tobacco giants into the market for nicotine products that are consumed orally means that competition is not only between "new start-ups and white labels," but also between "new start-ups and industry giants." Especially under the double pressure of industry giants entering the market and increasing regulation, the prospects of these new start-up brands are still worth observing.


For more firsthand reports, please follow the InterTabac news feature by 2Firsts.

 

We welcome news tips, article submissions, interview requests, or comments on this piece.

Please contact us at info@2firsts.com, or reach out to Alan Zhao, CEO of 2Firsts, on LinkedIn


Notice

1.  This article is intended solely for professional research purposes related to industry, technology, and policy. Any references to brands or products are made purely for objective description and do not constitute any form of endorsement, recommendation, or promotion by 2Firsts.

2.  The use of nicotine-containing products — including, but not limited to, cigarettes, e-cigarettes, nicotine pouchand heated tobacco products — carries significant health risks. Users are responsible for complying with all applicable laws and regulations in their respective jurisdictions.

3.  This article is not intended to serve as the basis for any investment decisions or financial advice. 2Firsts assumes no direct or indirect liability for any inaccuracies or errors in the content.

4.  Access to this article is strictly prohibited for individuals below the legal age in their jurisdiction.

 

Copyright

 

This article is either an original work created by 2Firsts or a reproduction from third-party sources with proper attribution. All copyrights and usage rights belong to 2Firsts or the original content provider. Unauthorized reproduction, distribution, or any other form of unauthorized use by any individual or organization is strictly prohibited. Violators will be held legally accountable.

For copyright-related inquiries, please contact: info@2firsts.com

 

AI Assistance Disclaimer

 

This article may have been enhanced using AI tools to improve translation and editorial efficiency. However, due to technical limitations, inaccuracies may occur. Readers are encouraged to refer to the cited sources for the most accurate information.

We welcome any corrections or feedback. Please contact us at: info@2firsts.com

Product | PMI Launches Airport-Exclusive IQOS Skylens Limited Edition, Expanding From Japan’s Narita to Travel Retail Markets in 13 Countries Summary
Product | PMI Launches Airport-Exclusive IQOS Skylens Limited Edition, Expanding From Japan’s Narita to Travel Retail Markets in 13 Countries Summary
Philip Morris International (PMI) has introduced the airport-exclusive limited-edition IQOS ILUMA i PRIME Skylens, the company’s first device created specifically for airport travel retail. Inspired by the world of flight and finished in metallic blue, Skylens debuted at Narita International Airport in Japan before expanding into selected airport duty-free and travel-retail channels across 13 countries in Europe, Asia, the Middle East and Africa. The product retains the existing IQOS ILUMA i PRIME platform, with differentiation centered on airport exclusivity, design and travel-retail execution rather than a new heating architecture.
PMI
Aug.19
Product | KT&G to Launch lil Tonino Lamborghini in South Korea, Bringing 3-Second Heat-Up to New HTP Platform
Product | KT&G to Launch lil Tonino Lamborghini in South Korea, Bringing 3-Second Heat-Up to New HTP Platform
KT&G will launch the lil Tonino Lamborghini heated tobacco device in Seoul on September 15, 2026. The product introduces a new heating technology called Flashwave Heating, which uses microwaves to heat tobacco sticks internally and delivers a manufacturer-rated heat-up time of about three seconds. The device features an all-metal aluminum body, a color display and a dedicated GUI, and launches alongside a new line of NAU tobacco sticks that are incompatible with existing lil consumables. Korean media describe the product as KT&G's first new heated tobacco platform since lil AIBLE was introduced in 2022.
Aug.31
Product | JTI Expands Ploom Ecosystem as LYO Tobacco-Free Nicotine Sticks Roll Out Across Europe
Product | JTI Expands Ploom Ecosystem as LYO Tobacco-Free Nicotine Sticks Roll Out Across Europe
Japan Tobacco International (JTI) is expanding its Ploom heated product ecosystem with LYO tobacco-free nicotine sticks. Designed specifically for Ploom devices, LYO contains nicotine but no tobacco. Public information shows that the product has gradually entered several European markets, including Spain, Portugal and Germany, and was officially introduced in Romania in July 2026. The launch highlights JTI’s efforts to explore broader nicotine consumable formats beyond traditional tobacco-based sticks.
JTI
Jul.21 by 2Firsts Perspectives
China’s Shanghai Tobacco Group Launches CNY 10.98 Million (Approximately US$1.53 Million) Procurement for Heated Tobacco Production Utility Equipment
China’s Shanghai Tobacco Group Launches CNY 10.98 Million (Approximately US$1.53 Million) Procurement for Heated Tobacco Production Utility Equipment
Shanghai Tobacco Group Co., Ltd., a tobacco manufacturing company under China National Tobacco Corporation (CNTC), has launched a public tender for heated tobacco products (HTPs) production utility equipment at its Shanghai Cigarette Factory. The project is valued at CNY 10.98 million and covers six combined air-conditioning units, electrical cabinets and control systems for production facilities. The procurement includes equipment design, supply, installation, commissioning and related training services.
Aug.07
2Firsts Exclusive Analysis | RLX Q2 Revenue Rises 14.8%, Company Takes Control of Western European Distributor and Expands Multi-Category Strategy
2Firsts Exclusive Analysis | RLX Q2 Revenue Rises 14.8%, Company Takes Control of Western European Distributor and Expands Multi-Category Strategy
business accounting for 68.5% of sales. A new controlling investment in a Western European distributor and plans to scale modern oral nicotine pouches point to a broader international strategy spanning channels and multiple product categories.
Special Report
Aug.14
Kantar Study Finds More Than 93% of Vape Products in Ukraine Fail Regulatory Requirements
Kantar Study Finds More Than 93% of Vape Products in Ukraine Fail Regulatory Requirements
According to Interfax-Ukraine, a study conducted by market research firm Kantar Ukraine at the request of major tobacco companies found that more than 93% of vape products in Ukraine did not fully comply with regulatory requirements. The research examined product categories, brand distribution and consumer purchasing channels, showing that pod systems and disposable vapes represent major segments of the market, while offline retail remains the dominant purchasing channel. The findings highlight ongoing compliance challenges in Ukraine’s vape market.
Aug.26