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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熱菸草計劃獲得了分析師和投資者的關注
Benzinga ·  04/30 02:55

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·莫里斯國際公司(紐約證券交易所代碼:PM)對美國加熱菸草的雄心壯志引起了分析師和投資者的關注,他們認爲,儘管電子煙市場根深蒂固的競爭對手持懷疑態度,但該公司的目標還是可以實現的。

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·莫里斯準備在第二季度在美國推出其旗艦加熱菸草設備IQOS,其目標是在一個以電子煙產品爲主的國家開拓可觀的市場份額。

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

另請閱讀: 全球菸草使用量降至五分之一的成年人:世衛組織爲何說 “沒有時間沾沾自喜”

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已經是全球最暢銷的加熱菸草類別,在菲利普·莫里斯從傳統香菸製造向推廣更健康的替代品過渡的戰略中發揮了關鍵作用。

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,即使在目前加熱菸草與其他尼古丁替代品相比可以忽略不計的市場中,該公司也押注IQOS有可能引起美國吸菸者的共鳴。

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·莫里斯的目標很明確:其目標是在推出最新設備迭代(預計不早於2025年)後的大約五年內佔領美國香菸和白熱菸草市場的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.

這一雄心勃勃的目標意味着將約280萬美國吸菸者轉化爲IQOS,這一目標基於仔細的分析和市場預測。

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.

儘管英美菸草工業公司(紐約證券交易所代碼:BTI)等競爭對手對美國加熱菸草的前景表示懷疑,但分析師和投資者對菲利普·莫里斯的機會持謹慎樂觀態度。

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師的話強調了密切觀察採購經理人指數在美國公佈的重要性,這表明行業觀察家對此表現出了濃厚的興趣。

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.

儘管競爭對手最初持懷疑態度,菲利普·莫里斯的發言人科裏·亨利仍然對該公司在其他市場複製IQOS成功的能力充滿信心。

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,巴克萊的預測爲採購經理人指數的目標規模提供了見解,預計到2030年,美國香菸和加熱菸草的年銷售額將達到可觀的水平。

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.

儘管競爭格局和監管限制帶來了挑戰,但菲利普·莫里斯的戰略舉措反映了滲透利潤豐厚的美國市場的精心策劃的方法。

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

價格走勢:週一最後一次檢查時,下午股價上漲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.

免責聲明: 該內容部分是在人工智能工具的幫助下製作的,並由Benzinga編輯審閱和發佈。

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