Haypp Group: The Market Leader in Nicotine Pouches

I join Ebin Hirschman of Hudson 215 Capital to have a conversation with CEO Gavin O'Dowd of Haypp Group AB (HAYPP.ST). This MicroCap Business Breakdowns discussion took place live on November 20th, 2024. You can listen and participate live by joining the community.

Haypp is the largest online retailer of nicotine pouches in the world, operating multiple e-commerce stores in the US and in Europe. Due to restrictions on paid advertising for nicotine and tobacco products online, customers find Haypp through their sites’ strong organic search engine rankings and continue to purchase from the sites because of their quick and cheap shipping, assortment of different brands and discount pricing. Maintaining share depends on these factors, not on marketing spend. The company also partners directly with brand owners and manufacturers for on-site promotions and data and insights, consumer panels and product trials.

The primary risks to Haypp are competition and regulations. Consumer interest in nicotine pouches has both moved faster than and been limited by the pace of pertinent government policies, but future regulations in the US and Europe will determine how large the nicotine pouch market and its e-commerce share can become.

You can listen/watch this business breakdowns on Spotify, Apple Podcast, and YouTube below:

MicroCap Business Breakdowns (MCBB) is a monthly program where we invite leaders of unique microcap businesses to have in depth conversations with the MicroCapClub member/investor that knows the business best. In each conversation we look to drill down into the history, business, strategy, vision, and bull/bear case. The MicroCapClub community can tune in live and ask questions. We publicize each episode two weeks after the live discussion. Not part of the MicroCapClub community? Join Us.

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