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.

⇄ Compare

產品與營收

產品營收佔比

營收結構 ($20.7B)

靜態數據（加載即時財務…）

Smokeable Products (78%)

Oral Tobacco (14%)

Other (incl. Wine) (8%)

業務部門構成與主要客戶

產品詳情

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)

供應鏈關係

合作夥伴

Philip Morris International

IQOS US commercialization

影響: Medium — smoke-free strategy

主要客戶

Walmart Inc.

Cigarette and tobacco distribution

影響: High — largest US retail partner

The Kroger Co.

Tobacco retail distribution

影響: Medium — grocery channel sales

宏觀與市場背景

필수소비재行業新聞

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%

近期催化劑

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

AI 分析

點擊「取得 AI 分析」以獲得 Altria Group 的 AI 供應鏈分析。

企業資訊

總部

Richmond, Virginia, USA

成立時間

1985

員工人數

6,000+

官網

altria.com

行業概況 — 필수소비재

行業新聞