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Transformation of the tobacco industry puts large sums at stake. Who will win, who will lose? Analysing the market developments and projecting the Industry’s future necessitate in-depth industry knowledge and expertise more than ever. We know how to separate the facts from the fantasies preached by the tobacco executives and uninformed market observers. We know what consumers are looking for. We know which technologies and products are better positioned to satisfy the omni-present and ever-growing consumer demand. We know what we are talking about and our only interest is helping our clients.

We offer advisory services to large institutional investors, industry analysts and senior management consultants.

We do not provide service to retail investors. However, we recommend that they follow our twitter feed to stay informed about the Industry.

Proprietary Research Reports

Below is a list of our proprietary research reports. These reports are tailored to institutional
investors and provide a fresh, unbiased view on the key developments in the Tobacco Industry. To
purchase a report, click the “Buy” link and confirm via e-mail the report requested. In return, you will
shortly receive the terms & conditions.

Transformation of the tobacco industry puts large sums at stake. Who will win, who will lose? Analysing the market developments and projecting the Industry’s future necessitate in-depth industry knowledge and expertise more than ever. We know how to separate the facts from the fantasies preached by the tobacco executives and uninformed market observers. We know what consumers are looking for. We know which technologies and products are better positioned to satisfy the omni-present and ever-growing consumer demand. We know what we are talking about and our only interest is helping our clients.

We offer advisory services to large institutional investors, industry analysts and senior management consultants.

We do not provide service to micro-cap asset management firms and retail investors. However, we recommend that they follow our twitter feed to stay informed about the Industry.

Reports

Our proprietary research reports are concise documents, providing a fresh and unbiased strategic perspective on the topics that matter most for organizations with vested interests in the Tobacco Industry. Our reports typically cater to large institutional investors, industry analysts, management consultants, tobacco companies and tobacco industry suppliers.

We strive to offer an exclusive report at a competitive price, achieved by equally distributing costs among a carefully selected group of buyers. We strictly limit the number of purchasers to 25 for each report and each revision cycle – noting that each report is typically revised two or three times a year. In case the purchaser limit is reached, we accept pre-orders for the next revision cycle. It is worth noting that anonymous purchase is not allowed as the identity of the buyer holds significant importance to us and as we aim to maintain the integrity and exclusivity of our service.

Below is the list of our proprietary research reports. To purchase a report, click “Buy” and confirm via e-mail the report requested. In return, you will shortly receive the terms & conditions.

You can also click here to request an introductory call to learn more about our reports.

Proprietary Research Reports

Below is a list of our proprietary research reports. These reports are tailored to institutional investors and provide a fresh, unbiased view on the key developments in the Tobacco Industry. To purchase a report, click the “Buy” link and confirm via e-mail the report requested. In return, you will shortly receive the terms & conditions.
ReportContent
IQOS: the US launch

Buy
Timing. Scenario analysis on early launch geographies & expansion strategy, portfolio/pricing and commercial activities. Impact of pending/future FDA decisions on the launch. Projection of future volume/pricing development and market P&L.
Tobacco Industry Roadmap

Buy
Key industry events ahead. Background information and likelihood of different outcomes. Projection of the consequent volume and revenue variance. Impact on the financials of the major tobacco companies
EU TPD/TTD Revision

Buy
Potential changes to be brought by the upcoming EU TPD (Tobacco Products Directive) and EU TTD (Tobacco Taxation Directive) revisions. Projected implementation timeline. Impact on the traditional & new tobacco product categories – and, specifically, on PMI’s smoke-free targets & profitability
Altria: Breakthrough Strategies

Buy
Projection of Altria's prospects in case of a failure to break out of the ailing US cigarette business. Potential organic and inorganic growth (partnership/acquisition) options as a breakthrough strategy
US RRP/Smoke-free Market: 2023-2030

Buy
Current size and composition of the market: players & products. Key events ahead. Impact of US FDA's PMTA/MRTP process on the market development. Projection of future volume/pricing development
Regulation & taxation: Reduced-Risk Products

Buy
Overview of the regulation & taxation for RRPs (heated tobacco, e-cigarette, nicotine pouch). Potential scenarios for the evolution of regulation & taxation for RRPs in key jurisdictions (USA, EU, Japan and other key markets)
Beyond Nicotine (BN)

Buy
Categorization & analysis of "Beyond Nicotine" opportunities. Comparison of the BN strategies of major tobacco companies. Assessment of the future potential of BN
Heated Tobacco Market: 2023-2030

Buy
Main markets and players. Comparison of current products. Areas of product development. Major events ahead and potential oppurtunities/risks. Projection of future volume/pricing development
Nicotine Pouch Market: 2023-2030

Buy
Main markets and players. Comparison of current products. Areas of product development. Major events ahead and potential opportunities/risks. Projection of future volume/pricing development
US Menthol Ban

Buy
Implementation timeline. Scenario analysis on post-ban market developments. Projected volume impact and financial aftermath for BAT, Altria and Imperial Brands
Illicit Trade in Reduced-Risk Products

Buy
Emergence & evolution. Types of Illicit Trade in RRPs. Differences vis-à-vis conventional cigarettes. Estimated size. Geographies

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Reports

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Disclaimer: The content in our Market Pulse section is/shall not be construed as investment advice. It is for informative purposes only and does not take into account the individual needs, investment objectives and specific financial circumstances. Any action taken upon the information in our Market Pulse section is strictly at the reader’s own risk. We assume no responsibility or liability for the actions taken. Moreover, we also assume no responsibility or liability for any errors or omissions in our content – which is provided on an “as is” basis with no guarantees of completeness, accuracy, usefulness or timeliness even if we only depend on the infromation sources that are believed to be accurate.

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