Tobacco Insights 2018: January

Table of Contents

1. A Global Perspective 1

1.1. Cigarette Consumption and Production 1

1.1.1. Cigarette consumption trends, 2006-2016 1

1.1.2. Cigarette production trends, 2004-2016 5

1.1.3. Regional cigarette consumption, 2014 10

1.1.4. Regional cigarette production, 2014 11

1.1.5. Per capita consumption of cigarettes by country, 2006-2016 12

2. Global News 16

2.1. Africa 16

2.1.1. Kenya 16

2.1.2. Tunisia 16

2.1.3. Zimbabwe 17

2.2. Asia-Pacific 17

2.2.1. Australia 17

2.2.2. French Polynesia 19

2.2.3. Hong Kong 19

2.2.4. India 20

2.2.5. Indonesia 21

2.2.6. Japan 21

2.2.7. New Zealand 22

2.2.8. Pakistan 24

2.2.9. Philippines 24

2.2.10. South Korea 24

2.2.11. Thailand 25

2.3. Europe 26

2.3.1. Armenia 26

2.3.2. Austria 26

2.3.3. Azerbaijan 26

2.3.4. Belgium 27

2.3.5. Croatia 27

2.3.6. Czech Republic 27

2.3.7. France 28

2.3.8. Germany 29

2.3.9. Netherlands 29

2.3.10. Macedonia 29

2.3.11. Poland 30

2.3.12. Spain 30

2.3.13. Turkey 33

2.3.14. The UK 34

2.4. Middle East 37

2.4.1. Bahrain 37

2.4.2. Israel 37

2.4.3. The UAE 37

2.5. North America 37

2.5.1. Canada 37

2.5.2. The US 39

2.6. Latin America 45

2.6.1. Guyana 45

2.6.2. Mexico 45

3. Analysis of Recent Product Development 46

3.1. Snail Natural – Natural Rolling Paper 46

3.2. Logic LQD – E-Liquid 48

3.3. Sonic – E-Liquid 50

3.4. GMB – Cigarettes – Exclusive Silver Edition 52

3.5. Moon Cool Dude – Rolling Paper – Normal Size 54

3.6. No-Niko – Micro Filter 56

3.7. Universal Vapor Cream 58

3.8. OCB Premium – Rolling Paper – Slim 60

3.9. Snail – Rolling Paper – The Way of Samurai 62

3.10. Smoking Thinnest – Rolling Paper 64

3.11. Vape Squad – Shake & Vape E-Liquid 66

3.12. My Cloud – Premium E-Juice – Maria Ozawa 68

4. Company News 70

4.1. Altria Group Inc. 70

4.2. British American Tobacco 70

4.3. Burmese Tobacco Trading Company 71

4.4. Imperial Brands 72

4.5. Japan Tobacco Inc. 72

4.6. Juul Labs 73

4.7. KT&G 73

4.8. Philip Morris International 74

4.9. Tabaterra CJSC 74

5. The effects of Brexit on tobacco in the UK 75

5.1. Introduction 75

5.2. UK government a keen legislator against tobacco 75

5.3. Other EU countries may have acted as an obstacle to tobacco legislation in the UK 76

5.4. Brexit gives the UK an opportunity to take a more liberal approach to alternative tobacco and nicotine products 76

5.5. Brexit may open the door to those who want to slow anti-tobacco legislation 77

5.6. The UK’s reliance on imports will make cigarettes more expensive 77

5.7. Brexit should see the a reduction in the amount of tobacco consumers can bring from EU countries into the UK, but also the reintroduction of duty free tobacco for UK consumers 78

5.8. Conclusion 78

6. Appendix 79

6.1. About GlobalData 79

6.2. Disclaimer 80

List of Tables

Table 1: Global Cigarette Consumption, pieces (million), 2006-2016 1

Table 2: Global Cigarette Production, pieces (million), 2004-2016 5

Table 3: Regional Cigarette Consumption, 2014 10

Table 4: Regional Cigarette Production, 2014 11

Table 5: Per Capita Consumption of Cigarettes by Country, Pieces, 2006-2016 12

Table 6: Long Term price trends for leading Australian Cigarette Brands, 1990-2017 18

Table 7: Japan: Tobacco Quantities Released for Consumption, 2015, 2016 & 2017 22

Table 8: Total Manufactured Cigarette consumption, Croatia, 2013-2016 27

Table 9: France: Monthly Tobacco Quantities Released for Consumption, 2014-2017 28

Table 10: Poland Key Market Data 30

Table 11: Poland PMI Market Share 30

Table 12: Spain January Tobacco Quantities Released for Consumption, 2014-2017 31

Table 13: Spain: Monthly Brand Shares, November 2016 &November 2017, % Volume 32

Table 14: UK: Tobacco Quantities Released for Consumption, 2015, 2016 & 2017 35

Table 15: UK: Tobacco Brand Share, 2017 36

Table 16: Canada: Monthly Cigarette Production and Sales, 2016-2017 38

Table 17: The US: Monthly Cigarettes Consumption & Production Trends, 2015-2017, Million Pieces 40

Table 18: The US: Monthly Small Cigars Consumption & Production Trends, 2015-2017, Million Pieces 41

Table 19: The US: Monthly Large Cigars & Cigarillos Consumption & Production Trends, 2015-2017, Million Pieces 41

Table 20: The US: Monthly Snuff Consumption & Production Trends, 2015-2017, Thousand Pounds 42

Table 21: The US: Monthly Chewing Tobacco Consumption & Production Trends, 2015-2017, Thousand Pounds 43

Table 22: The US: Monthly Pipe Tobacco Consumption & Production Trends, 2015-2017, Thousand Pounds 43

Table 23: The US: Monthly Roll-Your-Own Tobacco Consumption & Production Trends, 2015-2017, Thousand Pounds 44

Table 24: Snail Natural – Natural Rolling Paper – Double with Magnetic Closure, Single with Recycled Material, Double with Recycled Material 46

Table 25: Logic LQD – E-Liquid – Tobacco,Menthol,Cherry,BerryMint,Strawberry,Vanilla 48

Table 26: Sonic – E-Liquid 50

Table 27: GMB – Cigarettes – Exclusive Silver Edition 52

Table 28: Moon Cool Dude – Rolling Paper – Normal Size 54

Table 29: No-Niko – Micro Filter 56

Table 30: Universal – Vapor Cream 58

Table 31: OCB Premium – Rolling Paper – Slim 60

Table 32: Snail – Rolling Paper – The Way of Samurai 62

Table 33: Smoking Thinnest – Rolling Paper 64

Table 34: Vape Squad – Shake & Vape E-Liquid 66

Table 35: My Cloud – Premium E-Juice – Maria Ozawa 68

List of Figures

Figure 1: Imports as % of Production, 2014 10

Figure 2: Exports as % of Production, 2014 11

Figure 3: Snail Natural – Natural Rolling Paper 47

Figure 4: Logic LQD – E-Liquid 49

Figure 5: Sonic – E-Liquid Black Flowers,E-Liquid Black Flowers – DuesenBerg,Coffee Cardamom 51

Figure 6: GMB – Cigarettes – Exclusive Silver Edition 53

Figure 7: Moon Cool Dude – Rolling Paper – Normal Size 55

Figure 8: No-Niko – Micro Filter 57

Figure 9: Universal – Vapor Cream 59

Figure 10: OCB Premium – Rolling Paper – Slim 61

Figure 11: Snail – Rolling Paper – The Way of Samurai 63

Figure 12: Smoking Thinnest – Rolling Paper 65

Figure 13: Vape Squad – Shake & Vape E-Liquid 67

Figure 14: My Cloud – Premium E-Juice – Maria Ozawa 69