US E-Cigarette Ban Boosting Competitors, Hurting Juul Sales

Aug.29.2022
US e-cigarette ban boosts other brands, with Vuser's market share increasing to 39% and Juul's dropping to 29.4%.

An e-cigarette retailer has confirmed that the ban will only promote other brands. They have reported that American consumers are now considering and migrating to other brands.


Last week's analysis covered the four weeks up to August 13th. The survey found that Vuser's market share had increased from 37.4% in the previous report to 39%, while Juul's market share had dropped from 30.7% to 29.4%. The decline in Juul's sales is attributed to ongoing events that could lead to a ban on Juul in the US.


Experts have long believed that bans only lead consumers to seek out alternate products. Despite Nielsen figures confirming this, the ban is only expected to bolster other brands, as vape retailers report that American consumers are considering and turning to other brands. Will Montgomery, a sales representative for AJ Vape, emphasized that if the Juul ban were to take effect, their sales would not be affected, as customers would simply turn to other brands. "People still need nicotine," he said.


Consumers agree. Former Juul user Payton Hartz said the potential ban "opens the door for other companies to enter the front line." "I think disposable e-cigarettes didn't even exist before Juul really appeared. I think what it really did legally is push more companies to be on par with Juul.


Statement:


This article is compiled from third-party information and is intended for industry insiders for communication and learning purposes only.


This article does not represent the views of 2FIRSTS, and 2FIRSTS is unable to confirm the authenticity and accuracy of the article's content. The compilation of this article is solely for the purpose of communication and research within the industry.


Due to limitations in translation skills, the translated article may not fully express the meaning of the original. Please refer to the original text for accuracy.


2FIRSTS maintains complete alignment with the Chinese government on any domestic, Hong Kong, Macao, Taiwan, or foreign-related expression and stance.


Compilation of information is the property of the original media outlet and author. If there is any violation of copyright, please contact us to have it removed.



Disclaimer

This article is provided solely for professional research, industry discussion, and informational purposes. Any references to brands, companies, products, technologies, or policies are made for factual reporting and analytical purposes only, and do not constitute endorsement, recommendation, promotion, or advertising by 2Firsts.

Nicotine-containing products, including but not limited to cigarettes, e-cigarettes, heated tobacco products, and nicotine pouches, carry significant health risks. Readers are responsible for complying with all applicable laws and regulations in their respective jurisdictions, including age restrictions and access limitations.

The information contained in this article should not be regarded as investment, legal, medical, regulatory, or commercial advice. While 2Firsts strives to ensure the accuracy and reliability of its content, it does not assume liability for any direct or indirect loss arising from errors, omissions, inaccuracies, or reliance on the information contained herein.

This article is not intended for individuals below the legal age for accessing tobacco or nicotine-related information in their jurisdiction.

 

Copyright Notice

This article is either original content produced by 2Firsts or content reproduced, translated, summarized, or adapted from third-party sources with attribution where applicable. The intellectual property rights of the original content remain with 2Firsts or the respective original rights holders.

No individual or organization may copy, reproduce, distribute, republish, modify, translate, or otherwise use this content without prior authorization. Any unauthorized use may result in legal action.

For copyright-related inquiries, corrections, or removal requests, please contact: info@2firsts.com.

 

AI-Assisted Translation and Editing Notice

Portions of this article may have been translated, edited, or reviewed with the assistance of artificial intelligence tools to improve efficiency and readability. Due to the limitations of AI-assisted translation and editing, discrepancies, omissions, or inaccuracies may exist when compared with the original source.

Where applicable, readers are advised to refer to the original source for the most complete and accurate information. If you identify any errors or believe that any content infringes upon your rights, please contact us at info@2firsts.com, and we will review and address the matter promptly.

Texas Extends Tobacco Tax Interpretation to a 6-Methylnicotine Product, Citing VELO Ruling
Texas Extends Tobacco Tax Interpretation to a 6-Methylnicotine Product, Citing VELO Ruling
The Texas Comptroller of Public Accounts ruled in September 2026 that a combustible product made with non-tobacco plant material and 6-methylnicotine (6-MN), a synthetic nicotine analog, qualifies as a taxable tobacco product. The applicant said the product contained neither tobacco leaf nor measurable conventional nicotine. The determination applies reasoning from a May Texas Supreme Court decision involving VELO nicotine pouches, finding that the plant material and 6-MN together perform the functions of tobacco in a conventional smoking product. The ruling carries applicable tax, licensing and reporting obligations but is limited to the facts submitted by the taxpayer. It does not establish a blanket tax classification for all 6-MN products or extend the same conclusion to e-cigarettes.
Regulations
Nov.06
Product | PMI Launches TEREA Black Mint Pearl in Japan, Adding First Capsule Variant to Black Range With Nationwide Rollout From October 19
Product | PMI Launches TEREA Black Mint Pearl in Japan, Adding First Capsule Variant to Black Range With Nationwide Rollout From October 19
Philip Morris Japan (PMJ) launched TEREA Black Mint Pearl on October 15, 2026, introducing the first capsule-equipped heated tobacco stick in the TEREA Black range for IQOS ILUMA devices. The product combines a strong menthol profile with a crushable mint capsule and is priced at ¥640 per 20-stick pack, including tax. Sales began at four IQOS stores and selected retail partners on October 15, with distribution expanding to convenience stores and other tobacco retailers nationwide from October 19. The launch brings Japan's TEREA portfolio to 28 variants, including 21 menthol-related products, or 75% of the range.
product
Oct.16 by 2Firsts Perspectives
Special Report|Japan Tobacco Buys CLEW: Can Its 160,000-Store Cigarette Network Help It Vie for U.S. Nicotine Pouch Share Against PMI and BAT?
Special Report|Japan Tobacco Buys CLEW: Can Its 160,000-Store Cigarette Network Help It Vie for U.S. Nicotine Pouch Share Against PMI and BAT?
Japan Tobacco Inc. (JT) announced on November 12, 2026, that it had acquired the U.S. assets of nicotine pouch brand CLEW from Nevcore Innovations Inc., including trademarks, intellectual property, product formulations and a Premarket Tobacco Product Application (PMTA). CLEW, currently distributed through selected outlets in 13 U.S. states, will immediately join the JTI LIGGETT portfolio. The transaction follows JT's approximately $2.4 billion acquisition of U.S. cigarette maker Vector Group in 2024. JTI LIGGETT says its existing cigarette brands reach more than 160,000 U.S. retail stores. During the 2026 NACS Show in October, JTI LIGGETT booth staff told 2Firsts that the company had not yet launched nicotine pouches in the United States. Although Nevcore previously announced FDA acceptance of CLEW's PMTA, the brand is absent from the agency's current list of authorized nicotine pouch products. JT has not disclosed a retail expansion plan for CLEW.
Business
Nov.12
2Firsts First Look|China to End VAT Export Rebates on Vape Devices and Nicotine in April 2027, Following Earlier Removal for HTP Devices and Nicotine Vapes
2Firsts First Look|China to End VAT Export Rebates on Vape Devices and Nicotine in April 2027, Following Earlier Removal for HTP Devices and Nicotine Vapes
China's Ministry of Finance and State Taxation Administration announced on October 12, 2026, that value-added tax (VAT) export rebates for vape devices, nicotine and its salts, and certain non-combustible inhalation products will be eliminated from April 1, 2027. The measure adds four tobacco- and nicotine-related customs codes, including 8543400010, which covers vape devices and qualifying empty pods. China previously eliminated rebates for nicotine-containing vaping products and devices under code 8543400090 in April 2026. According to industry classification information held by 2Firsts, the latter currently corresponds to heated tobacco devices. Export excise tax refund and exemption arrangements will remain unchanged.
Special Report
Oct.12
BAT Adds Former Apple General Counsel Bruce Sewell to Board as Finance, Legal, Marketing and Regional Leadership Shift
BAT Adds Former Apple General Counsel Bruce Sewell to Board as Finance, Legal, Marketing and Regional Leadership Shift
British American Tobacco has appointed former Apple Senior Vice President, General Counsel and Secretary Bruce Sewell as an independent non-executive director, effective January 1, 2027. He will also join BAT's Audit and Nominations Committees. BAT Chair Luc Jobin highlighted Sewell's experience in technology, government and regulatory affairs, public-company governance and AI-company boards. Over the past 18 months, BAT has changed or announced changes to its CFO, general counsel, CMO and APMEA regional leadership, while the main board has also seen multiple changes. The appointment comes as BAT advances Horizon 2030 and its Fit2Win transformation while expanding New Categories and reshaping parts of its digital, technology and operating structure.
Business
Oct.29
South Korea Extends Vape Rules to Unmanned Stores After Bringing Synthetic Nicotine Under Tobacco Law
South Korea Extends Vape Rules to Unmanned Stores After Bringing Synthetic Nicotine Under Tobacco Law
South Korea's Ministry of Gender Equality and Family said on September 14 that it plans to designate unmanned e-cigarette stores as businesses where minors are prohibited from entering or working. Operators would be required to verify customers' ages and display notices restricting access by minors. The proposal is open for public comment through October 6. The move follows an April expansion of South Korea's statutory tobacco definition that brought products made with natural or synthetic nicotine under the Tobacco Business Act. Nicotine-free liquids and products using nicotine analogues such as 6-methylnicotine, however, remain an emerging regulatory issue.
Sep.21