Tobacco Insights – November 2016

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 Asia-Pacific

2.1.1 Australia

2.1.2 New Zealand

2.1.3 Cambodia

2.1.4 China

2.1.5 India

2.1.6 Indonesia

2.1.7 Japan

2.1.8 Malaysia

2.1.9 Myanmar

2.1.10 Pakistan

2.1.11 Philippines

2.1.12 South Korea

2.1.13 Sri Lankan

2.1.14 Taiwan

2.2 Africa

2.2.1 Malawi

2.2.2 Mozambique

2.2.3 Nigeria

2.2.4 Zambia

2.2.5 Zimbabwe

2.3 Central America

2.3.1 Cuba

2.4 North America

2.4.1 Canada

2.4.2 US

2.5 Europe

2.5.1 Austria

2.5.2 France

2.5.3 Germany

2.5.4 Greece

2.5.5 Netherlands

2.5.6 Russia

2.5.7 Afghanistan

2.5.8 Spain

2.5.9 Sweden

2.5.10 Turkey

2.5.11 UK

3 Consumer Analysis of Recent Product Development

3.1 Lucky Strike – Cigarettes – Double Click Orange Menthol

3.2 Peterson of Dublin – Pipe Tobacco – Holiday Season

3.3 Amber Leaf – Hand Rolling Tobacco – Original

3.4 Dunhill Aged – Cigar – Maduro

3.5 Davidoff – Cigar – Nicaragua Box Pressed Robusto

3.6 Davidoff – Cigar – Yamasa Petit Churchill

3.7 Larutan Drew Estate – Cigar – Larutan Dirt

3.8 Acid – Cigar – Kuba Kuba Single

3.9 Acid – Cigar – Atom Maduro Single

3.1 Gizeh – Extra Fine Cigarette Rolling Paper – Queen Size

3.11 Lucky Strike – Sigarette – Double Click Lemon Menthol

3.12 Pall Mall XL Edition – Cigarillos – Click On Mykonos Nightfall

3.13 Huangshan – Xiangyan – Zuimei Gaotie

3.14 Mevius Premium Menthol Option – Cigarettes – Red 8, Red 5, Red 1 100's

3.15 Rothmans of London – Cigarillos Rubios – Sabor Superior

3.16 Yunyan – Xiangyan – Xiangrui

3.17 Marlboro Advance Blue Clear Sense – Cigarettes

3.18 Manila.Hemp – Hemp Wick

3.19 Vasco Da Gama – Corona Cigar – Port Wine

3.2 Vasco Da Gama – Fina Corona Cigar – Scottish Glenfarclas

3.21 Handelsgold Red – Cigarillos – Cherry Taste

3.22 Neos – Corona Cigar – UK

3.23 DaVinic – Herbal Vaporizer IQ – UK

3.24 Altadis USA – AJ Fernandez crafted cigar

3.25 British American Tobacco – glo in Japan

3.26 Foundation Cigar – limited edition cigar

3.27 J.C. Newman Cigar – Diamond Crown Black Diamond cigar

3.28 Swedish Match – Nicotine pouch

3.29 Swedish Match – Göteborgs Rapé Humle

3.3 VaporFi and Cosmic Fog – Bake apple pie e-liquid flavor

3.31 S-BODY'S – Shenzhen S-body Electronics Technology Co.

4 Company News

4.1 Alliance One International

4.2 Imperial Brands

4.3 Japan Tobacco Inc.

4.4 Logista

4.5 Premium Tobacco International

4.6 Reynold American

4.7 Turning Point Brands

4.8 Swisher International

4.9 Universal Corporation

4.1 Vector Group LTD

4.11 VPR Brands LP

4.12 Electronic Cigarettes International

5 British American Tobacco Plc. to acquire Reynolds America Inc.

5.1 The Deal in Brief

5.2 The rationale behind the deal

5.2.1 US Tobacco Market

5.2.2 Premium Brands

5.2.3 Vaping and other next-generation smokeless technologies

5.3 Conclusions

6 Appendix

6.1 About GlobalData

6.2 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: Japan: JT Monthly Cigarette Sales, Fiscal 2015-2017

Table 7: Canada: Monthly Cigarette Production and Sales, 2014-2016

Table 8: US: Monthly Cigarettes Consumption & Production Trends, 2015-2016, Million Pieces

Table 9: US: Monthly Small Cigars Consumption & Production Trends, 2015 & 2016, Million Pieces

Table 10: US: Monthly Large Cigars & Cigarillos Consumption & Production Trends, 2015 & 2016, Million Pieces

Table 11: US: Monthly Snuff Consumption & Production Trends, 2015 & 2016, Thousand Pounds (lbs)

Table 12: US: Monthly Chewing Tobacco Consumption & Production Trends, 2015 & 2016, Thousand Pounds (lbs)

Table 13: US: Monthly Pipe Tobacco Consumption & Production Trends, 2015 & 2016, Thousand Pounds (lbs)

Table 14: US: Monthly Roll Your Own Tobacco Consumption & Production Trends, 2015 & 2016, Thousand Pounds (lbs)

Table 15: France: Monthly Tobacco Quantities Released for Consumption, 2014-2016

Table 16: Spain: Monthly Tobacco Quantities Released for Consumption, 2014-2016

Table 17: Spain: Monthly Brand Shares, September 2015 & September 2016, % Volume

Table 18: UK: Tobacco Quantities Released for Consumption, 2015 & 2016

Table 19: Lucky Strike – Cigarettes – Double Click Orange Menthol

Table 20: Peterson of Dublin – Pipe Tobacco – Holiday Season

Table 21: Amber Leaf – Hand Rolling Tobacco – Original

Table 22: Dunhill Aged – Cigar – Maduro

Table 23: Davidoff – Cigar – Nicaragua Box Pressed Robusto

Table 24: Davidoff – Cigar – Yamasa Petit Churchill

Table 25: Larutan Drew Estate – Cigar – Larutan Dirt

Table 26: Acid – Cigar – Kuba Kuba Single

Table 27: Acid – Cigar – Atom Maduro Single

Table 28: Gizeh – Extra Fine Cigarette Rolling Paper – Queen Size

Table 29: Lucky Strike – Sigarette – Double Click Lemon Menthol

Table 30: Pall Mall XL Edition – Cigarillos – Click On Mykonos Nightfall

Table 31: Huangshan – Xiangyan – Zuimei Gaotie

Table 32: Mevius Premium Menthol Option – Cigarettes – Red 8, Red 5, Red 1 100's

Table 33: Rothmans of London – Cigarillos Rubios – Sabor Superior

Table 34: Yunyan – Xiangyan – Xiangrui

Table 35: Marlboro Advance Blue Clear Sense – Cigarettes

Table 36: Manila.Hemp – Hemp Wick

Table 37: Vasco Da Gama – Corona Cigar – Port Wine

Table 38: Vasco Da Gama – Fina Corona Cigar – Scottish Glenfarclas

Table 39: Handelsgold Red – Cigarillos – Cherry Taste

Table 40: Neos – Corona Cigar – Country

Table 41: Diamond Crown Black Diamond Cigar

Table 42: Japan: JT Monthly Cigarette Sales, Fiscal 2015-2017

Table 43: Smoking Population, 1990-2014

Figure 1: Imports as % of Consumption, 2013

Figure 2: Exports as % of Production, 2013

Figure 3: Lucky Strike – Cigarettes – Double Click Orange Menthol

Figure 4: Peterson of Dublin – Pipe Tobacco – Holiday Season

Figure 5: Amber Leaf – Hand Rolling Tobacco – Original

Figure 6: Dunhill Aged – Cigar – Maduro

Figure 7: Davidoff – Cigar – Nicaragua Box Pressed Robusto

Figure 8: Davidoff – Cigar – Yamasa Petit Churchill

Figure 9: Larutan Drew Estate – Cigar – Larutan Dirt

Figure 10: Acid – Cigar – Kuba Kuba Single

Figure 11: Acid – Cigar – Atom Maduro Single

Figure 12: Gizeh – Extra Fine Cigarette Rolling Paper – Queen Size

Figure 13: Lucky Strike – Sigarette – Double Click Lemon Menthol

Figure 14: Pall Mall XL Edition – Cigarillos – Click On Mykonos Nightfall

Figure 15: Huangshan – Xiangyan – Zuimei Gaotie

Figure 16: Mevius Premium Menthol Option – Cigarettes – Red 8, Red 5, Red 1 100's

Figure 17: Rothmans of London – Cigarillos Rubios – Sabor Superior

Figure 18: Yunyan – Xiangyan – Xiangrui

Figure 19: Marlboro Advance Blue Clear Sense – Cigarettes

Figure 20: Manila.Hemp – Hemp Wick

Figure 21: Vasco Da Gama – Corona Cigar – Port Wine

Figure 22: Vasco Da Gama – Fina Corona Cigar – Scottish Glenfarclas

Figure 23: Handelsgold Red – Cigarillos – Cherry Taste

Figure 24: Neos – Corona Cigar – Country

Figure 25: Companies Snapshot

Figure 26: US Market Brand Share, Percentage Breakdown, 2015

Figure 27: History of Acquisitions