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Philip Morris' Ambitious Plans for Heated Tobacco Gains Traction Among Analysts and Investors

Philip Morris' Ambitious Plans for Heated Tobacco Gains Traction Among Analysts and Investors

菲利普·莫里斯雄心勃勃的加热烟草计划获得了分析师和投资者的关注
Benzinga ·  04/29 14:55

Philip Morris International Inc's (NYSE:PM) ambitions for heated tobacco in the United States garner attention from analysts and investors, who believe the company's goals are within reach despite skepticism from rivals entrenched in the vaping market.

菲利普·莫里斯国际公司(纽约证券交易所代码:PM)对美国加热烟草的雄心壮志引起了分析师和投资者的关注,他们认为,尽管电子烟市场根深蒂固的竞争对手持怀疑态度,但该公司的目标还是可以实现的。

As Philip Morris gears up to introduce its flagship heated tobacco device, IQOS, in the U.S. in the second quarter, it aims to carve out a significant market share in a country dominated by vaping products.

菲利普·莫里斯准备在第二季度在美国推出其旗舰加热烟草设备IQOS,其目标是在一个以电子烟产品为主的国家开拓可观的市场份额。

Also Read: Tobacco Use Falls To 1 In 5 Adults Globally: Why WHO Says 'There Is No Time For Complacency'

另请阅读: 全球烟草使用量降至五分之一的成年人:世卫组织为何说 “没有时间沾沾自喜”

IQOS, already a top seller globally in the heated tobacco category, holds a pivotal role in Philip Morris' strategy to transition from traditional cigarette manufacturing to promoting healthier alternatives.

IQOS已经是全球最畅销的加热烟草类别,在菲利普·莫里斯从传统香烟制造向推广更健康的替代品过渡的战略中发挥了关键作用。

The company is betting big on the potential of IQOS to resonate with American smokers, Reuters noted, even in a market where heated tobacco is currently negligible compared to other nicotine alternatives.

路透社指出,即使在目前加热烟草与其他尼古丁替代品相比可以忽略不计的市场中,该公司也押注IQOS有可能引起美国吸烟者的共鸣。

Philip Morris' ambition is clear: it aims to capture 10% of the total U.S. cigarette and heated tobacco market within approximately five years of launching its latest device iteration, expected no earlier than 2025.

菲利普·莫里斯的目标很明确:其目标是在推出最新设备迭代(预计不早于2025年)后的大约五年内占领美国香烟和白热烟草市场的10%。

This ambitious target translates to converting around 2.8 million U.S. smokers to IQOS, a goal based on careful analysis and market forecasts.

这一雄心勃勃的目标意味着将约280万美国吸烟者转化为IQOS,这一目标基于仔细的分析和市场预测。

While rivals like British American Tobacco Industries Plc (NYSE:BTI) express doubts about the prospects of heated tobacco in the U.S., analysts and investors are cautiously optimistic about Philip Morris' chances.

尽管英美烟草工业公司(纽约证券交易所代码:BTI)等竞争对手对美国加热烟草的前景表示怀疑,但分析师和投资者对菲利普·莫里斯的机会持谨慎乐观态度。

Citing a Goldman Sachs analyst, Reuters emphasized the importance of closely observing PMI's U.S. rollout, indicating a keen interest from industry watchers.

路透社援引高盛分析师的话强调了密切观察采购经理人指数在美国公布的重要性,这表明行业观察家对此表现出了浓厚的兴趣。

Philip Morris' spokesperson Corey Henry remains confident in the company's ability to replicate IQOS's success in other markets despite initial skepticism from competitors.

尽管竞争对手最初持怀疑态度,菲利普·莫里斯的发言人科里·亨利仍然对该公司在其他市场复制IQOS成功的能力充满信心。

Reuters notes that Barclays forecasts offer insights into the scale of PMI's ambition, projecting substantial annual sales figures for cigarettes and heated tobacco in the U.S. by 2030.

路透社指出,巴克莱的预测为采购经理人指数的目标规模提供了见解,预计到2030年,美国香烟和加热烟草的年销售额将达到可观的水平。

Despite the challenges posed by a competitive landscape and regulatory constraints, Philip Morris' strategic moves reflect a calculated approach to penetrate the lucrative American market.

尽管竞争格局和监管限制带来了挑战,但菲利普·莫里斯的战略举措反映了渗透利润丰厚的美国市场的精心策划的方法。

Price Action: PM shares are up 0.33% at $95.33 at the last check Monday.

价格走势:周一最后一次检查时,下午股价上涨0.33%,至95.33美元。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免责声明: 该内容部分是在人工智能工具的帮助下制作的,并由Benzinga编辑审阅和发布。

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