煙草在線據Nacsonline.com報道編譯 《道瓊斯新聞專線》報道,最近,奧馳亞集團降低了一些煙草產品的價格,從而增加了自己總的卷煙市場份額。雷諾美國公司和羅瑞拉德煙草公司也降低了卷煙價格,以收回市場份額。
由于最近卷煙促銷宣傳活動的涌現,羅瑞拉德煙草公司和雷諾美國公司雙雙把矛頭指向一家競爭公司(奧馳亞,不過沒有具體點名)。目前,奧馳亞擁有大約一半美國煙草市場。
分析師們想知道,這種競爭性的定價趨勢是否會損害未來的收益增長。羅瑞拉德煙草公司和雷諾美國公司第三季度的收益僅取得了小幅增長,而奧馳亞報告期利潤增長了3%。晨星公司的分析師托馬斯·穆拉吉預測,這種敵意的定價會在未來兩個到四個季度里開始,但從長期來看,它是會慢慢減少的。
雷諾美國公司將保持駱駝和波邁卷煙的價格穩定,但會促銷具體的卷煙品牌和卷煙風格,并會給某些地區提供不同的價格點。與此同時,羅瑞拉德煙草公司說,它不會將名優新港卷煙和它的競爭產品之間的價格差縮小太多。
羅瑞拉德煙草公司的首席執行官兼董事會主席默里·凱斯勒說:“商業成本被提高了,但不是被我們提高,而是被競爭對手提高的。我們不會把價格降得比它們還低,試圖使價格戰更激化。”
US: Aggressive Tobacco Pricing to Come
Altria Group recently lowered the price on some of its tobacco products, growing its total cigarette market share. Reynolds American and Lorillard will also drop cigarette cost in an effort to gain back market share, Dow Jones Newswire reports.
Lorillard and Reynolds American both pointed to a competitor (Altria, although not specifically named) for the recent influx of cigarette promotions. Currently, Altria has around half of the U.S. tobacco market.
Analysts wonder if this competitive pricing trend will hurt earnings growth in the near future. Both Lorillard and Reynolds American only registered small bumps in third-quarter earnings, while Altria reported a 3% profit jump. Thomas Mullarkey, an analyst with Morningstar, predicted aggressive pricing will commence for the next two to four quarters, but that it will taper off in the long term.
Reynolds American will keep pricing stable on Camel and Pall Mall, while promoting specific brands and styles, and offering certain geographical areas different price points. Meanwhile, Lorillard said it would not be closing the gap too much between premium Newport and its competition.
"The cost of business has been raised, not by us, by our competitor," said Murray Kessler, CEO/chairman of Lorillard. "We're not trying to get more aggressive by reducing prices below them." Enditem
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