AT 970

BIG INTERVIEW

MELISSA WISDOM

88 ASIAN TRADER 17 OCTOBER 2025

solve those problems. At Juul, we are

broadly super supportive of any

initiative that helps tackle youth use

or the illicit market. But there’s a

balance that we have to strike.”

Has the elegant re-design of the

new JUUL2 wrapping been a tactic to

front-run any oncoming regulation?

“There is clearly a place for asking

what packaging should look like,”

she answers. “What naming

conventions should look like. As I say,

we try to lead the category by saying, ‘Do you

know what? We’ve got plainer packaging. It’s

clear. It’s got clear descriptors. It’s appealing

enough, but it is absolutely not appealing to

youth use’. And we do a ton of stuff to make

sure that that is not the case. So that could be

working with retailers to enforce Challenge

25 – we’ve got a very comprehensive

underage prevention programme where we

do things like mystery shop, we work with

retailers on results.”

What about industry-wide measures,

perhaps a licencing regime to throttle illegal

supply at point of sale?

“On the face of it, we would be very

supportive of that program. We all agree

about the need to combat illicit,” Melissa

answers, “and that a free-for-all Wild West is

not in the interest of public health or our

children. That said, the vast majority of

retailers are responsible retailers, so this is

nothing to fear. But again, it’s getting that

balance right. We can’t make the category a

barrier to access for adult smokers. We need to

make sure it’s an effective revenue stream

and operatable for our convenience partners

who we need dearly in our supply chains.

Well-disposed?

Melissa’s thinking about how to stop

products at the point of manufacture reveals

a brilliant turn of lawyer-like analysis.

“If you or I refresh the MHRA [Medicines

and Healthcare products Regulatory Agency]

webpage,” she explains, “we might see 900

things authorized this week, and some of

those things would have everything we’ve

described as bad: a bright pink Game Boy

screen for a product called FizzyKola or

something.

“I think there should be a robust set of

standards that is evidence-based, based in

science, demanding, ‘Is this a product that

will help an adult smoker switch from

cigarettes to a vape? Does it have the right

level of nicotine delivery? You and I could

name a list of what that criteria could be. Is it

marketed responsibly? What is it called?

What does the packaging look like?”

Making it harder for the cowboys to get

away with supplying inappropriate and

socially dangerous items would be a good way

to clean up the market.

“It’s very easy to start thinking about all the

things that might need to be done in a game of

whack-a-mole. But it’s much easier and logical

to start with defining these products. How do

they enter the marketplace? How are they

marketed? I would start there.

“I don’t really want to use the word

‘barrier’,” she says, “but thinking about the

standard or the threshold required to enter

the category, what a great way to do it!”

The Big Thing the government imposed

this year, in an attempt to get its intellectual

milk teeth into the problems surrounding

vape (including the pollution issue), was of

course the ban on disposables.

Melissa’s criticism of that measure is both

nuanced and perceptive.

“The disposable ban has got an excellent

sentiment and is clearly trying to tackle

youth use, and there is a huge point on the

environment in there, too. But the practical

reality that I see on the ground or see in the

data every day, is that the category has

adapted,” she says.

“You now have products that consumers

continue to treat as disposables, and we could

debate why that is. They look very similar.

They’ve got the same brand name; they’re the

same price. As for the dexterity of how I can

actually use that as a reusable device, for

example, and how easy is it to physically

remove the pod while not breaking a nail –

question mark. Or, can I find the pods on the

shelf that match that device or are there

supply chain problems – question mark.

“When you step back and look at industry

data, as I do every week, and ask what is the

pod-to-device-ratio of a device, I see that it’s

not very different from when it was a

disposable.”

That revelation demands a “Wow” at least

– it’s the antidote to industry figures getting

callouses from slapping themselves

on the back about how the sector has

cleansed itself of sin.

“I think there are still products for

sale that are not in the spirit of the

law, should I say, even though they

might be to the letter of the law. But I

am encouraged by what the govern­

ment might do next. The Tobacco and

Vapes bill gives a clear set of powers

- but they will only be useful if

they’re brought to bear and used on a

dynamic basis. So, let’s watch this space and

see what happens.

Favourite channel

Towards the end of the interview, I sneak in a

question about how Juul Labs regards the

convenience channel. I suspect some execs of

favouring their mega accounts with the

multiples while giving lip-service to indie

retailers – so how does Melissa see the

channel?

“I’ve sold into every channel,” she says.

“I’ve worked every channel, and in the alcohol

industry, where wholesale into convenience

is huge. It’s also a hugely important sector for

vapes. You can never get there without the

convenience channel.”

Agreement!

“Now that we’ve got this small, perfectly

formed flavour launch, I think we’ve become

much more relevant in that channel.

Convenience is a big part of the life of the

High Street. I come from the pub sector and

it’s not that dissimilar. But I think one of the

coolest things is that it’s largely business

owners in their own communities.

“How amazing is it that you can have adult

smokers in your neighbourhood who will

come to you and say, ‘What do you think?

Which one should I buy?’

“I also think that for the convenience

sector, Juul is a very interesting proposition,

and there’s three things I’d say. One, we have

the loyalist consumer, so if they can’t find

JUUL2 they are very unlikely to substitute.

They’re very likely to go and find it. Second,

they buy more frequently because of our pod

size. We are not a big puff and that is helpful for

footfall because they haven’t bought a big puff

once a week. Three, we also know that they’ve

got some of the highest basket spend, so they’re

very likely to cross-shop other things, perhaps

an energy drink or a bacon sandwich, depending

on what your offering is in your store.”

“As we become more relevant and grow in

the marketplace, we will be doing more

activities – POS kits, promotions, trade and

education programs. We’ve got national reach

across the wholesale network, and we’re

working with a few selected partners on

deeper plans, in-depot days and so on. We’re

going nationwide.”

So, in other words ...

“We’re back!”

Convenience is a hugely important

sector for vapes. You can’t get there

without the convenience channel.