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Casey’s, the No. 3 U.S. C-Store Chain, Sees Nicotine Category Shift as Pouches Rise 31% and Vapor 12%

Casey’s, the No. 3 U.S. C-Store Chain, Sees Nicotine Category Shift as Pouches Rise 31% and Vapor 12%
Casey’s General Stores (NASDAQ: CASY) reported accelerating growth in modern nicotine products during its fiscal third quarter ended January 31, 2026.
Nicotine pouch sales increased 31% year over year, while vapor products rose 12%. Although cigarette unit sales continued to decline, management stated that the rate of decline slowed compared to prior quarters.
Market
Mar.15
Reynolds Appeals ITC Defeat in Disposable Vape Section 337 Case to U.S. Federal Circuit

Reynolds Appeals ITC Defeat in Disposable Vape Section 337 Case to U.S. Federal Circuit
On March 13, 2026, R.J. Reynolds and related companies filed an appeal with the U.S. Court of Appeals for the Federal Circuit, seeking review of the U.S. International Trade Commission’s final ruling in the disposable vape Section 337 investigation.
Mar.16
Special Report|FDA Revises Device Name in Glas Vape Authorization; Company Signals Optimism on Menthol, Flavored Pods

Special Report|FDA Revises Device Name in Glas Vape Authorization; Company Signals Optimism on Menthol, Flavored Pods
The FDA updated public records on the PMTA authorization of a Glas vape product, renaming “Glas G Device” to “Glas G² Device” and releasing the order letter detailing scientific review and marketing restrictions. Company disclosures suggest the platform may include age-verification technology. If confirmed, Glas G² could be the first vape with device-level age verification to receive an FDA MGO. Glas executives also said menthol and other flavored pods could gain authorization in the future.
Special Report
Mar.14
VCU Signs Letter of Intent to Buy Altria Building for USD 150 Million, Pending State Approval

VCU Signs Letter of Intent to Buy Altria Building for USD 150 Million, Pending State Approval
Virginia Commonwealth University has signed a letter of intent to acquire Altria Group’s 450,000-square-foot building in downtown Richmond for USD 150 million, but the deal still depends on approval from the General Assembly. The university said the facility would support expansion of the Massey Comprehensive Cancer Center and help grow enrollment in its new School of Public Health and School of Pharmacy. VCU also said constructing a comparable facility would cost about USD 715 million.
Mar.13
RLX Technology 2025 Revenue Rises 44.0% YoY to Nearly USD 566.1 million, International Business Accounts for 76.5% in Q4

RLX Technology 2025 Revenue Rises 44.0% YoY to Nearly USD 566.1 million, International Business Accounts for 76.5% in Q4
RLX Technology Inc. announced its unaudited financial results for the fourth quarter and full year of 2025. Q4 net revenue reached RMB 1.1413 billion, a 40.3% year-over-year increase, while full-year net revenue grew 44.0% to RMB 3.9589 billion.
Mar.13
JT to Launch New Ploom Stick Variant “EVO Sakura Regular” Nationwide in Japan on April 6

JT to Launch New Ploom Stick Variant “EVO Sakura Regular” Nationwide in Japan on April 6
JT said it will begin rolling out “EVO Sakura Regular,” a new product under the premium EVO brand for the heated tobacco brand Ploom, at convenience stores and tobacco retailers across Japan from April 6. The product has already been on sale since February 3 through the CLUB JT online shop and Ploom Shops nationwide.
Mar.13
FDA Authorizes Glas Vape but Flavor Hopes Fall Short

FDA Authorizes Glas Vape but Flavor Hopes Fall Short
The FDA has added Glas products to its authorized electronic nicotine delivery systems (ENDS) list, granting Marketing Granted Orders (MGOs) to the Glas G DEVICE and a BLONDE TOBACCO pod. The decision expands the number of FDA-authorized ENDS products to 41, marking the first new authorization since Juul’s approvals in July 2025. However, widely anticipated non-tobacco flavored products were not approved.
Mar.13
PMI U.S. to Host Job Fair for ZYN Nicotine Pouch Factory in Colorado

PMI U.S. to Host Job Fair for ZYN Nicotine Pouch Factory in Colorado
PMI U.S. plans to host a job fair to recruit employees for its ZYN nicotine pouch manufacturing facility currently under construction in Aurora, Colorado. The main position being recruited is Process Technician, responsible for equipment operation and maintenance, quality and safety monitoring, and supporting continuous production improvements.
Mar.12
Special Report|Reynolds’ 337 Patent Case Ends, but a Harsher 337 Compliance Battle Now Targets the Entire Vape Supply Chain

Special Report|Reynolds’ 337 Patent Case Ends, but a Harsher 337 Compliance Battle Now Targets the Entire Vape Supply Chain
The U.S. International Trade Commission (ITC) has terminated Investigation 337-TA-1410 after invalidating key vape patent claims asserted by R.J. Reynolds Vapor Company, removing the immediate risk of import bans for dozens of companies.
However, a new case—337-TA-1486—has already opened a more consequential legal front, shifting the focus from patent disputes to regulatory compliance across the vape supply chain, including PACT Act reporting, tax compliance, and FDA marketing authorization.
BAT
Mar.11
JTI Korea Rebrands Ploom Sticks to “EVO,” Launches 8 Variants

JTI Korea Rebrands Ploom Sticks to “EVO,” Launches 8 Variants
JTI Korea said it will rebrand the dedicated stick line for its heated tobacco device Ploom, changing the name from “Mebius for Ploom” to “EVO.”
Mar.10
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