I have no idea what the retail markup is on juul pods, no. But I understand that juul now has over 50% market share in the "e-cig" market (which doesn't include the stuff most of us use). I've also heard their sales were somewhere around half a billion dollars last year....
I think that would be a good way to lose a more business than you think. Someone who wants juul pods is going to find a place that sells them; they won't settle for some other product. And then you'll also lose the soda or coffee or whatever they might have bought while they were in your store buying more pods on a regular basis, just like the smokers buy their cigs.
Most of the Market Share percentages I have seen are Extrapolated from to C-Store/Retail Chain sales. So they are Very Skewed because Internet and many Vape Shops sales are not included.
But even so, I wasn't aware that JUUL had achieved such a High Amount of Volume in the reporting sectors.
---
I think you Nailed it right here... "Someone who wants Juul pods is going to find a place that sells them..."
But that is Also the Dead End when it comes to C-Stores/General B&M Retailers. Because you might buy your 1st Juul (or whatever) from a Gas Station or Drug Store or C-Store. But Most people will Quickly move to Online buying of Pods to get a Better Price.
And if you Don't need Pods, Most people aren't going to Drive to a farther C-Store that does carry JUUL Pods if they just want a 6-Pack and a Stick of Beef Jerky.
So Yeah... You might see a Small drop in some per purchase sales at some times. But Overall, it might not be all that large.