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LONDON, Sept 28 (Reuters) - Philip Morris International (PMI) on Thursday signalled <br> <br> a slower than anticipated U.S. roll out of its IQOS heated tobacco <br> <br> device, a choice analysts said was positive for its competitors <br> <br> in the short term.<br> <br> <br> <br> The New York-listed Marlboro maker also said it aims for more than two <br> <br> thirds of its net revenues where to buy terea in thailand - http://wiki.Rumpold.li/index.php?title=Definitions_Of_Iqos_Ilumai_One come from <br> <br> "smoke-free" products by 2030, up from 50% in 2025, <br> <br> as it tries to transform its image from a cigarette purveyor to a driver of the shift to healthier alternatives.<br> <br> <br> <br> <br> <br> Investors have been closely watching IQOS' entry into the U.S., the world's largest market for nicotine products,<br> <br> and had been expecting it from May 2024 next year.<br> <br> Reuters reported on Wednesday that PMI is hiring lobbyists across <br> <br> a host of key U.S. states ahead of the launch.<br> <br> <br> <br> <br> <br> Chief Executive Jacek Olczak said IQOS would launch in four cities in two unnamed <br> <br> U.S. states from 2024, but a national launch would only come after PMI receives approval to sell the latest version, known as IQOS ILUMA.<br> <br> <br> <br> <br> <br> The company was planning to apply for approval in October and expected it from 2025, he continued.<br> <br> <br> <br> <br> <br> <br> <br> "We need to warm up the tyres," he said of the initial launch, <br> <br> which would help PMI fine tune its approach.<br> <br> <br> <br> A national roll-out of ILUMA would follow but in phases, he continued,<br> <br> adding launching in 10 states in the first year would make sense.<br> <br> <br> <br> <br> <br> Meaningful traction for PMI's heated tobacco products in the U.S.<br> <br> "now looks delayed until ILUMA," Owen Bennett, equity <br> <br> analyst at Jefferies, said in a note, adding this was a positive for PMI's rivals.<br> <br> <br> <br> <br> <br> Olczak also signalled that PMI's push into non-nicotine products was no longer a priority.<br> <br> It recently scrapped an ambition for $1 billion in net revenues <br> <br> to come from sales of such products by 2025.<br> <br> <br> <br> Instead, PMI will focus its resources on IQOS and nicotine pouch brand ZYN, Olczak said, adding it had been too optimistic around acceptance of big tobacco companies operating outside of nicotine.<br> <br> <br> <br> <br> <br> PMI also announced updated medium-term targets including for <br> <br> revenue and earnings per share, and ambitious volume targets for IQOS and ZYN.<br> <br> <br> <br> <br> <br> ZYN and other oral nicotine products in the U.S.<br> <br> would help drive an expected $2 billion in revenues there in 2024, even before <br> <br> IQOS ILUMA, executives said.<br> <br> <br> <br> PMI shares were up 1.5% on Thursday. (Reporting by Emma Rumney <br> <br> in London and Granth Vanaik in Bengaluru; additional <br> <br> reporting by Ananya Mariam Rajesh in Bengaluru; Writing by Emma Rumney; Editing by Elaine <br> <br> Hardcastle and Josie Kao)
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