Tobacco Insights: November 2017 – Tracking market, company and product news for the Tobacco Industry in October 2017

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. Global 16

2.2. Africa 17

2.2.1. Malawi 17

2.2.2. Morocco 17

2.2.3. Nigeria 17

2.2.4. Zimbabwe 17

2.2.5. Zambia 18

2.3. Asia-Pacific 19

2.3.1. Australia 19

2.3.2. Guam 19

2.3.3. India 19

2.3.4. Indonesia 20

2.3.5. Japan 20

2.3.6. Macau 21

2.3.7. New Zealand 21

2.3.8. Philippines 22

2.3.9. South Korea 22

2.3.10. Singapore 23

2.3.11. Taiwan 23

2.3.12. Thailand 24

2.3.13. Tonga 24

2.4. Europe 25

2.4.1. The EU 25

2.4.2. Bulgaria 25

2.4.3. France 25

2.4.4. Germany 27

2.4.5. Latvia 27

2.4.6. Russia 27

2.4.7. Spain 27

2.4.8. The UK 31

2.5. Middle East 34

2.5.1. Azerbaijan 34

2.5.2. Turkey 34

2.5.3. Iran 34

2.5.4. The UAE 35

2.6. North America 36

2.6.1. Canada 36

2.6.2. The US 37

2.7. South America 46

2.7.1. Peru 46

2.7.2. Uruguay 46

2.7.3. Paraguay 46

3. Analysis of Recent Product Development 47

3.1. Lucky Strike – Cigarros – New Mixreen 47

3.2. Finitar – Filter – XXXtreme 3 Steps 49

3.3. Granger – Cigarillos – Red Originals,Yellow Originals 51

3.4. Pepe – Cigarettes 53

3.5. Bohem – Slim Fit Cigar – Brown 55

3.6. Jiaozi Kuanzhai – Xizhi Xiangyan – Haoyun 57

3.7. Oscar Dokha – Pipe Tobacco – Red 59

3.8. Elegance – Cigarettes – Ultra Lights 61

3.9. Switch Kent – Slender Cigarettes 63

3.10. Kuanzhai Xiushuang – Xiuyan – Zhenglan 65

3.11. Baisha – Cigarrillos Rubios 67

3.12. Philip Morris – Cigarrillos Rubios 69

3.13. Jiaozi Dalianwan – Xizhi Xiangyan – Shishang 71

3.14. A&B Red – Cigarettes – Queen 73

3.15. Hook by Palmer – Hookah Filters 75

3.16. Palmer – Natural Paper Rolling Leaves – Gum Free 77

3.17. Ecco – Premium E-Cigarette Liquid – Eucalyptus 79

3.18. E Vivo Cloud X.Treme – Premium E-Cigarette Liquid – Pineapple Cloud Aroma, Caramel Cloud Aroma 81

3.19. Honeyrose London Legacy – Herbal Smoking Mixture – Chocolate 83

4. Company News 85

4.1. 22nd Century Group 85

4.2. Altria 85

4.3. British American Tobacco 86

4.4. Egypt’s Eastern Company 86

4.5. ITC Ltd 86

4.6. Japan Tobacco Inc. 86

4.7. Johnson Creek 87

4.8. Philip Morris International 87

4.9. R.J. Reynolds Tobacco 88

4.10. Swedish Match 88

5. How the indoor vaping ban in New York State will affect consumer usage of e-cigarettes 89

5.1. Summary 89

5.2. Background 89

5.3. Public reaction 90

5.3.1. Anti-smoking organization 90

5.3.2. Scientist opinions 90

5.3.3. Consumer responses 90

5.4. Implications 91

5.4.1. The ban will encourage consumers to reassess health aspects of e-cigarettes 91

5.4.2. The flavor- and value-seekers are unlikely to change their usage of e-cigarettes frequency in light of the indoor vaping ban 91

5.4.3. The Restricted rules on cigarette smoking are likely to be applied to e-cigarettes 92

6. Appendix 93

6.1. About GlobalData 93

7. Disclaimer 95

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: Japan: Tobacco Quantities Released for Consumption, 2015, 2016 & 2017 21

Table 7: France: Monthly Tobacco Quantities Released for Consumption, 2014-2017 26

Table 8: Spain January Tobacco Quantities Released for Consumption, 2014-2017 28

Table 9: Spain: Monthly Brand Shares, September 2016 & September 2017, % Volume 30

Table 10: UK: Tobacco Quantities Released for Consumption, 2015, 2016 & 2017 32

Table 11: Canada: Monthly Cigarette Production and Sales, 2016-2017 36

Table 12: The US: Monthly Cigarettes Consumption & Production Trends, 2015-2017, Million Pieces 39

Table 13: The US: Monthly Small Cigars Consumption & Production Trends, 2015-2017, Million Pieces 40

Table 14: The US: Monthly Large Cigars & Cigarillos Consumption & Production Trends, 2015-2017, Million Pieces 41

Table 15: The US: Monthly Snuff Consumption & Production Trends, 2015-2017, Thousand Pounds (lb) 42

Table 16: The US: Monthly Chewing Tobacco Consumption & Production Trends, 2015-2017, Thousand Pounds (lb) 43

Table 17: The US: Monthly Pipe Tobacco Consumption & Production Trends, 2015-2017, Thousand Pounds (lb) 44

Table 18: The US: Monthly Roll-Your-Own Tobacco Consumption & Production Trends, 2015-2017, Thousand Pounds (lb) 45

Table 19: Lucky Strike – Cigarros – New Mixreen 47

Table 20: Finitar – Filter – XXXtreme 3 Steps 49

Table 21: Granger – Cigarillos – Red Originals,Yellow Originals 51

Table 22: Pepe – Cigarettes 53

Table 23: Bohem – Slim Fit Cigar – Brown 55

Table 24: Jiaozi Kuanzhai – Xizhi Xiangyan – Haoyun 57

Table 25: Oscar Dokha – Pipe Tobacco – Red 59

Table 26: Elegance – Cigarettes – Ultra Lights 61

Table 27: Switch Kent – Slender Cigarettes 63

Table 28: Kuanzhai Xiushuang – Xiuyan – Zhenglan 65

Table 29: Baisha – Cigarrillos Rubios 67

Table 30: Philip Morris – Cigarrillos Rubios 69

Table 31: Jiaozi Dalianwan – Xizhi Xiangyan – Shishang 71

Table 32: A&B Red – Cigarettes – Queen 73

Table 33: Hook by Palmer – Hookah Filters 75

Table 34: Palmer – Natural Paper Rolling Leaves – Gum Free 77

Table 35: Ecco – Premium E-Cigarette Liquid – Eucalyptus 79

Table 36: E Vivo Cloud X.Treme – Premium E-Cigarette Liquid – Pineapple Cloud Aroma,Caramel Cloud Aroma 81

Table 37: Honeyrose London Legacy – Herbal Smoking Mixture – Chocolate 83

List of Figures

Figure 1: Imports as % of Production, 2014 10

Figure 2: Exports as % of Production, 2014 11

Figure 3: Lucky Strike – Cigarros – New Mixreen 48

Figure 4: Finitar – Filter – XXXtreme 3 Steps 50

Figure 5: Granger – Cigarillos – Red Originals,Yellow Originals 52

Figure 6: Pepe – Cigarettes 54

Figure 7: Bohem – Slim Fit Cigar – Brown 56

Figure 8: Jiaozi Kuanzhai – Xizhi Xiangyan – Haoyun 58

Figure 9: Oscar Dokha – Pipe Tobacco – Red 60

Figure 10: Elegance – Cigarettes – Ultra Lights 62

Figure 11: Switch Kent – Slender Cigarettes 64

Figure 12: Kuanzhai Xiushuang – Xiuyan – Zhenglan 66

Figure 13: Baisha – Cigarrillos Rubios 68

Figure 14: Philip Morris – Cigarrillos Rubios 70

Figure 15: Jiaozi Dalianwan – Xizhi Xiangyan – Shishang 72

Figure 16: A&B Red – Cigarettes – Queen 74

Figure 17: Hook by Palmer – Hookah Filters 76

Figure 18: Palmer – Natural Paper Rolling Leaves – Gum Free 78

Figure 19: Ecco – Premium E-Cigarette Liquid – Eucalyptus 80

Figure 20: E Vivo Cloud X.Treme – Premium E-Cigarette Liquid – Pineapple Cloud Aroma,Caramel Cloud Aroma 82

Figure 21: Honeyrose London Legacy – Herbal Smoking Mixture – Chocolate 84

Figure 22: Motivations among e-cigarette users in the US by age 92