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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产品与营收

产品营收占比

营收构成 ($36.7B)

静态数据（加载实时财务…）

Combustible Products (52%)

Smoke-Free Products (38%)

Wellness & Healthcare (5%)

Other (5%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

Altria Group

IQOS US distribution agreement

影响: Medium — US market licensing

主要客户

Walmart Inc.

Tobacco product distribution

影响: Medium — major retail channel

Costco Wholesale Corporation

Tobacco product sales

影响: Low — limited tobacco shelf space

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

Stamford, Connecticut, USA

成立时间

2008

员工人数

79,000+

官网

pmi.com

行业概况 — 필수소비재

行业新闻