Tobacco Insights 2016 – July

1 A Global Perspective

1.1 Cigarette Consumption & Production

1.1.1 Cigarette Consumption Trends, 2004-2014

1.1.2 Cigarette Production Trends, 2003-2013

1.1.3 Regional Cigarette Consumption, 2013

1.1.4 Regional Cigarette Production, 2013

1.1.5 Per Capita Consumption of Cigarettes by Country, 2004-2014

2 Global News

2.1 Australia

2.2 Austria

2.3 Belarus

2.4 Bosnia and Herzegovina

2.5 Cambodia

2.6 Canada

2.7 Denmark

2.8 European Union

2.9 Finland

2.1 France

2.11 Germany

2.12 Greece

2.13 India

2.14 Japan

2.15 Malawi

2.16 Malaysia

2.17 Namibia

2.18 Pakistan

2.19 Russia

2.2 Samoa

2.21 Saudi Arabia

2.22 South Korea

2.23 Spain

2.24 Tanzania

2.25 Ukraine

2.26 United Kingdom

2.27 Uruguay

2.28 United States

2.29 Zimbabwe

3 Consumer Analysis of Recent Product Development

3.1 Chile: Lucky Strike Double Click – Cigarette – 1871 Wild

3.2 South Korea: KT&G – Africa Mapacho Cigarettes

3.3 Nicaragua: Moya Ruiz – La Jugada Ciaro – Cigars

3.4 Germany: JBR – Snuff – Wintergreen

4 Next Generation Vaping: examining the impact of product offerings on consumer uptake & recommendations for alignment

4.1 Overview

4.2 Disposable e-Cigarettes

4.3.1 Disposable e-Cigarette Product Example

4.3.1 Recommendations for alignment

4.4 Rechargeable e-Cigarettes

4.4.1 Recommendations for alignment

4.5 E-Liquids

4.5.1 E-Liquid Product Example

4.5.1 Recommendations for alignment

4.6 Cartomizers

4.6.1 Cartomizer Product Example

4.6.2 Recommendations for alignment

4.7 Minis (cig-a-likes)

4.7.1 Mini (Cig-A-Likes) Product Example

4.7.1 Recommendations for alignment

4.8 Vape Pens

4.8.1 Vape Pen Product Example

4.8.1 Recommendations for alignment

4.9 Advanced Personal Vaporizers (APVs)

4.9.1 APV Product Example

4.9.1 Recommendations for alignment

4.1 Tobacco Heating Products – Battery Powered Heat Source

4.10.1 THP – Battery Powered Heat Source Product Example

4.10.1 Recommendations for alignment

4.11 Tobacco Heating Products – Compressed Carbon Fuel Source

4.11.1 THP – Compressed Carbon Fuel Source Product Example

4.11.1 Recommendations for alignment

5 Company News

5.1 Alliance One International

5.2 Altria Group

5.3 Booker Group

5.4 British American Tobacco

5.5 Capiton AG

5.6 Fabrika Duhana Sarajevo (FDS)

5.7 Imperial Tobacco

5.8 Innovia

5.9 Japan Tobacco Inc

5.1 Lindsay Goldberg LLC

5.11 Namibia Oriental Tobacco CC

5.12 Nerudia

5.13 Philip Morris International

5.14 Reynolds American

5.15 Universal Corporation

6 Global Population Trends

7 Appendix

7.1 About Canadean

7.2 Disclaimer

Table 1: Global Cigarette Consumption, pieces (million), 2004-2014

Table 2: Global Cigarette Production, pieces (million), 2003-2013

Table 3: Regional Cigarette Consumption, 2013

Table 4: Regional Cigarette Production, 2013

Table 5: Per Capita Consumption of Cigarettes by Country, pieces, 2004-2014

Table 6: Canada: Monthly Cigarette Production and Sales, 2014- 2016

Table 7: Smokeless Products: Retail Share (%)

Table 8: France: Monthly Tobacco Quantities Released for Consumption, 2014- 2016

Table 9: Japan: JT Monthly Cigarette Sales, Fiscal 2015-2017

Table 10: Spain: Monthly Tobacco Quantities Released for Consumption, 2014-2016

Table 11: Spain: Monthly Brand Shares, June 2015 & June 2016, % Volume

Table 12: UK: Tobacco Quantities Released for Consumption, 2015 & 2016

Table 13: USA: Monthly Cigarettes Consumption & Production Trends, 2014- 2016, Million Pieces

Table 14: USA: Monthly Small Cigars Consumption & Production Trends, 2015 & 2016, Million Pieces

Table 15: USA: Monthly Large Cigars & Cigarillos Consumption & Production Trends, 2015 & 2016, Million Pieces

Table 16: USA: Monthly Snuff Consumption & Production Trends, 2015 & 2016, Thousand Pounds

Table 17: USA: Monthly Chewing Tobacco Consumption & Production Trends, 2015 & 2016, Thousand Pounds

Table 18: USA: Monthly Pipe Tobacco Consumption & Production Trends, 2015 & 2016, Thousand Pounds

Table 19: USA: Monthly Roll Your Own Tobacco Consumption & Production Trends, 2015 & 2016, Thousand Pounds

Table 20: Smokeable Products: Retail Share (%)

Table 21: Drew Estate Cigar Variants

Table 22: Lucky Strike Double Click – Cigarette – 1871 Wild

Table 23: JBR – Snuff – Wintergreen

Table 24: Category Review: Disposable e-Cigarettes

Table 25: Category Review: Rechargeable e-Cigarettes

Table 26: Category Review: e-Liquids

Table 27: Category Review: Cartomizers

Table 28: Category Review: Mini’s (Cig-A-Likes)

Table 29: Category Review: Vape Pens

Table 30: Category Review: Advanced Personal Vaporizers (APVs)

Table 31: Category Review: THP – Battery Powered Heat Source

Table 32: Category Review: THP – Compressed Carbon Fuel Source

Table 33: Smokeable Products: Revenue and Other Comprehensive Income (US$ in millions)

Table 34: Smokeable Products: Shipment Volume (sticks in millions)

Table 35: Smokeless Products: Revenue and OCI ($ in millions)

Table 36: Smokeless Products: Shipment Volume (cans and packs in millions)

Table 37: Global Population Trends, 2000-2014

Figure 1: Imports as % of Consumption, 2013

Figure 2: Exports as % of Production, 2013

Figure 3: Lucky Strike Double Click – Cigarette – 1871 Wild

Figure 4: JBR – Snuff – Wintergreen

Figure 5: Categories of Vaping products

Figure 6: BLU GO Disposable Tobacco Flavored e-Cigarette

Figure 7: Recommendations for alignment: Disposable e-Cigarettes

Figure 8: Recommendations for alignment: Rechargeable e-Cigarettes

Figure 9: Five Pawns Perpetual Check

Figure 10: Recommendations for alignment: e-Liquids

Figure 11: Gamucci Coffee Cartomizers

Figure 12: Recommendations for alignment: Cartomizers

Figure 13: NJOY Kings

Figure 14: Recommendations for alignment: Mini’s (Cig-A-Likes)

Figure 15: Ohm GO

Figure 16: Recommendations for alignment: Vape Pens

Figure 17: Aspire Pegasus

Figure 18: Recommendations for alignment: APV

Figure 19: Marlboro iQOS

Figure 20: Recommendations for alignment: THP – Battery Powered Heat Source

Figure 21: Revo

Figure 22: Recommendations for alignment: THP – Compressed Carbon Heat Source