Altria Group

MOleader

Altria Group is the dominant US tobacco company and parent of Philip Morris USA, holding the iconic Marlboro brand while transitioning toward smoke-free alternatives.

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产品与营收

产品营收占比

营收构成 ($20.7B)

静态数据（加载实时财务…）

Smokeable Products (78%)

Oral Tobacco (14%)

Other (incl. Wine) (8%)

业务板块构成与主要客户

产品详情

Marlboro (US)60%

America's #1 cigarette brand with ~42% US market share

NJOY E-Vapor10%

FDA-authorized e-vapor products and pods

on! Nicotine Pouches8%

Oral nicotine pouches for the US market

Other Tobacco Products22%

Black & Mild cigars, smokeless tobacco (Copenhagen, Skoal)

供应链关系

合作伙伴

Philip Morris International

IQOS US commercialization

影响: Medium — smoke-free strategy

主要客户

Walmart Inc.

Cigarette and tobacco distribution

影响: High — largest US retail partner

The Kroger Co.

Tobacco retail distribution

影响: Medium — grocery channel sales

宏观与市场背景

필수소비재行业新闻

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%

近期催化剂

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

AI 分析

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企业信息

总部

Richmond, Virginia, USA

成立时间

1985

员工人数

6,000+

官网

altria.com

行业概况 — 필수소비재

行业新闻