Philip Morris International

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Philip Morris International is the world's largest publicly traded tobacco company outside the US, pivoting aggressively toward smoke-free alternatives including IQOS heated tobacco and ZYN nicotine pouches.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($36.7B)

Data statis (memuat keuangan langsung…)

Combustible Products (52%)

Smoke-Free Products (38%)

Wellness & Healthcare (5%)

Other (5%)

Komposisi segmen dan pelanggan utama

Detail produk

IQOS / Heated Tobacco38%

Heat-not-burn tobacco devices and consumable HEETS/TEREA sticks

Marlboro (International)30%

Premium combustible cigarette brand sold outside the US

ZYN Nicotine Pouches18%

Oral smoke-free nicotine pouches acquired via Swedish Match

Other Cigarette Brands14%

L&M, Parliament, Chesterfield, and regional brands

Hubungan Rantai Pasok

Mitra

Altria Group

IQOS US distribution agreement

Dampak: Medium — US market licensing

Pelanggan Utama

Walmart Inc.

Tobacco product distribution

Dampak: Medium — major retail channel

Costco Wholesale Corporation

Tobacco product sales

Dampak: Low — limited tobacco shelf space

Konteks makro dan pasar

필수소비재Berita sektor

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Katalis mendatang

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

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Info Perusahaan

Kantor Pusat

Stamford, Connecticut, USA

Didirikan

2008

Karyawan

79,000+

Situs Web

pmi.com

Gambaran umum sektor — 필수소비재

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