Igihangange ku itabi ku isi kiracyafite gahunda zihutirwa, harimo no kwimura inganda muri Amerika
Philip Morris International (PM 1.17%) nta ngaruka mbi zatewe no guhagarika ibicuruzwa byatumijwe mu mahanga ibikoresho by’itabi bishyushye IQOS muri Amerika, kubera ko ibisubizo by’igihembwe cya kane cy’igihangange cy’itabi byerekanaga amafaranga n’inyungu byombi bikaba byari byitezwe.
Igurishwa rya IQOS ryageze ku rwego rwo hejuru ahandi ku isi, kandi kugurisha itabi gakondo byahagaze neza mu koroshya imipaka ya COVID-19, bituma Philip Morris atanga ubuyobozi mbere y’ibiteganijwe na Wall Street.
Isosiyete y'itabi ikomeje gukomeza kwiyemeza ejo hazaza hatarimo umwotsi aho itabi rya elegitoronike nka IQOS ariryo soko ryambere ryo gutanga nikotine.N'ubwo tutazi niba bizashobora gutsinda inzitizi zikomeye zashyizweho mu guhagarika ibicuruzwa bitumizwa mu mahanga IQOS, Umuyobozi mukuru, Jacek Olczak yagize ati: "Twinjiye mu 2022 dufite ishingiro rikomeye, rishimangirwa na IQOS, ndetse n'udushya dushimishije kugira ngo duhure n'ibicuruzwa byacu bitarimo umwotsi. . "
Kwinangira amahirwe menshi yisoko
Igihembwe cya kane cyinjije miliyari 8.1 z'amadolari yazamutseho 8.9% ugereranije n’umwaka ushize, cyangwa 8.4% ku buryo bwagenwe, kubera ko ibicuruzwa byoherejwe na IQOS byiyongereyeho 17% bigera kuri miliyari 25.4 kandi ibicuruzwa by’itabi byaka byazamutseho 2,4% ugereranije n’umwaka ushize (Corporate Event) Amakuru yatanzwe na Wall Street Horizon).
Ndetse nta nyungu z’isoko ry’Amerika, umugabane w’isoko rya IQOS wazamutseho ijanisha rimwe kugera kuri 7.1%.
Igikoresho cy’itabi gishyushye cyabujijwe kwinjizwa muri Amerika nyuma y’itabi ry’abanyamerika ry’itabi (BTI -0.14%) rirega Philip Morris imbere ya komisiyo mpuzamahanga y’ubucuruzi muri Amerika, ryemera ko IQOS yarenze ku masezerano y’Abanyamerika.
Philip Morris yagiranye amasezerano na Altria (MO 0,63%) yo kugurisha no kugurisha IQOS muri Amerika nyuma yuko igikoresho cyemewe n’ubuyobozi bushinzwe ibiryo n’ibiyobyabwenge muri Amerika, ariko kubera ko Altria yateganyaga kuzamura icyo gihugu mu rwego rw’igihugu, ITC yatanze impanuka ikomeye. kuri iyo gahunda.Nubwo ubujurire bw'iki cyemezo burimo gukorwa, hazaba imyaka myinshi mbere yuko ikibazo gikemuka.
Itabi ry’Abanyamerika b'Abanyamerika rivuga ko IQOS yarenze ku bintu bibiri yabonye igihe yaguraga Reynolds Umunyamerika.Yishyuye ko igikoresho cyakoreshaga verisiyo yambere yubuhanga bugezweho bwateje imbere kugirango hashyushye icyuma cyacyo.Icyuma gishyushya nikibumbano gishyushya inkwi kandi kigenzura ubushyuhe kugirango kidashya.ITC yemeye kandi ibuza gutumiza mu mahanga, bituma Philip Morris atekereza kwimura ibicuruzwa byabo muri Amerika
Itabi riracyari inka y'amafaranga
Kubera ko Amerika ifatwa nkisoko rinini ryibicuruzwa byagabanutse nka IQOS, ni igihombo gikomeye kuri Philip Morris na Altria ko badashobora kugurishwa hano.Altria, byumwihariko, nta e-cigs yonyine yo kugurisha, kuko yahagaritse umusaruro wabo itegereje kugurisha IQOS.
Kubwamahirwe, kugurisha biragenda ahandi.Umuryango w’ubumwe bw’ibihugu by’Uburayi wazamutseho 35% ugera kuri miliyari 7.8, mu gihe Uburayi bw’iburasirazuba n’iburasirazuba bwa Aziya na Ositaraliya byazamutse mu buryo bworoheje kuri 8% na 7%.
Nubwo, nubwo IQOS ari ejo hazaza ha Philip Morris, itabi ryaka riracyatanga amafaranga menshi.Aho yari ifite miliyari 25.4 zose za IQOS zoherejwe mu gihembwe, itabi ryikubye inshuro esheshatu kuri miliyari 158.
Marlboro ikomeje kuba ikirango kinini nacyo, kohereza inshuro eshatu kurenza iyindi ikurikira, L&M.Kuri miliyari zirenga 62, Marlboro ubwayo iruta inshuro 2,5 igice cyose cy'itabi gishyushye.
Uracyanywa itabi
Philip Morris yungukira ku miterere y’itabi, ituma abakiriya bayo bagaruka kuri byinshi nubwo ibiciro bisanzwe byazamutse inshuro nyinshi mu mwaka.Muri rusange umubare w'abanywa itabi uragenda ugabanuka buhoro, ariko ibisigaye nibyo shingiro ryabyo kandi bituma uruganda rwitabi rwunguka cyane.
Nubwo bimeze bityo ariko, Philip Morris akomeje guteza imbere ubucuruzi bwarimo umwotsi kandi avuga ko abakoresha IQOS bose mu mpera z’igihembwe cya kane bahagaze bagera kuri miliyoni 21.2, muri bo abagera kuri miliyoni 15.3 bahinduye IQOS bahagarika itabi burundu.
Ibyo ni ibintu byagezweho, kandi uko guverinoma nyinshi zimenya inyungu zo kugabanuka kwatewe na e-cigs, Philip Morris aracyafite isi y’amahirwe itagira umwotsi.
Iyi ngingo irerekana igitekerezo cyumwanditsi, ushobora kutemeranya numwanya wogusabwa "kumurongo" wa serivise yubujyanama ya Motley Fool.Turi motley!Kubaza insanganyamatsiko yo gushora imari - niyo imwe muri twe - idufasha twese gutekereza cyane kubyerekeye gushora imari no gufata ibyemezo bidufasha kuba abanyabwenge, kwishima, no kuba abakire.
Umutunzi Duprey afite Itsinda rya Altria.Motley Fool irasaba itabi ryabanyamerika.Motley Fool ifite politiki yo gutangaza amakuru.
Igihe cyo kohereza: Apr-29-2022