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煙草在線據(jù)《市場(chǎng)觀察》報(bào)道編譯
·奧馳亞正在努力爭(zhēng)取將所有卷煙品牌每包提價(jià)6美分。
·制造萬(wàn)寶路和L&M卷煙的奧馳亞集團(tuán)將對(duì)裝運(yùn)產(chǎn)品漲價(jià),12月3日生效。
·雷諾美國(guó)公司和羅瑞拉德煙草公司尚未實(shí)施與奧馳亞旗鼓相當(dāng)?shù)男袆?dòng)。
奧馳亞集團(tuán)正在力推公司的全部卷煙品牌每包上漲6美分,這是該公司今年第二輪上漲卷煙產(chǎn)品的價(jià)格。
制造萬(wàn)寶路和L&M卷煙品牌的奧馳亞集團(tuán)證實(shí),它將對(duì)12月3日裝運(yùn)的產(chǎn)品實(shí)施漲價(jià)。其競(jìng)爭(zhēng)對(duì)手雷諾美國(guó)公司和羅瑞拉德煙草公司沒有對(duì)這項(xiàng)舉措做出相應(yīng)的行動(dòng)。
美國(guó)最大的煙草制造商奧馳亞集團(tuán)通常引領(lǐng)著價(jià)格決策。今年6月,它將卷煙的標(biāo)價(jià)每包提高了6美分。雷諾美國(guó)公司也響應(yīng)這次提價(jià)而提高了自己的卷煙價(jià)格。最近,羅瑞拉德煙草公司也一直在力推漲價(jià)。
乍一看,漲價(jià)可以減輕投資者和分析師在最近幾個(gè)月里對(duì)國(guó)內(nèi)煙草公司產(chǎn)生利潤(rùn)的能力的擔(dān)憂。在消費(fèi)者仍然因經(jīng)濟(jì)疲軟承受壓力時(shí),贏得或保持市場(chǎng)份額所展開的斗爭(zhēng)中,美國(guó)三大煙草公司全都已經(jīng)加大了價(jià)格促銷宣傳。
盡管三大煙草公司去年全都實(shí)施了兩輪漲價(jià),但在同期,上漲的價(jià)格未必就已經(jīng)對(duì)消費(fèi)者造成損害。實(shí)際上,奧馳亞通過(guò)幫助公司贏得市場(chǎng)份額的價(jià)格促銷宣傳,抑制了萬(wàn)寶路的價(jià)格。
Stifel Nicolaus公司的分析師克里斯托弗·格羅威說(shuō),考慮到最近幾個(gè)月里加大了促銷宣傳力度,奧馳亞的定價(jià)政策使其松了口氣,他預(yù)計(jì)雷諾美國(guó)公司和羅瑞拉德煙草公司將會(huì)效仿奧馳亞的做法。但格羅威先生也預(yù)計(jì),那些競(jìng)爭(zhēng)對(duì)手們會(huì)繼續(xù)花重金搞促銷宣傳,以保持自己的競(jìng)爭(zhēng)力。
格羅威先生在一篇分析報(bào)告中說(shuō):“按時(shí)地,并與歷史及我們的模式保持一致地方式漲價(jià),會(huì)使投資者內(nèi)心感到放松。我們認(rèn)為,12月份沒有定價(jià),或低定價(jià)的威脅,至少會(huì)對(duì)美國(guó)煙草公司的價(jià)值產(chǎn)生幾分壓力。”
奧馳亞的股票在最近的交易中上漲0.8%,漲至33.66美元。今年,該公司股票已經(jīng)上漲了14%,表現(xiàn)優(yōu)于大市。
Altria to Hike Cigarette Prices by 6 Cents A Pack
--Altria is pushing through a six-cent per-pack price increase across all cigarette brands
--The maker of Marlboro and L&M cigarettes will enact the rise on shipments effective Dec. 3
--Reynolds American, Lorillard haven't yet matched Altria's move
Altria Group Inc. is pushing through a six-cent per-pack price increase across all of the company's cigarette brands, the second round of price rises the tobacco producer has taken on those products this year.
The maker of Marlboro and L&M cigarettes confirmed it would enact the price increase on shipments effective Dec. 3. The move hasn't yet been matched by rivals Reynolds American Inc. and Lorillard Inc.
Altria, the largest U.S. tobacco producer, typically leads on pricing decisions. In June, it raised the list price on cigarettes by six cents per pack, an increase that was matched by Reynolds American. Lorillard has been pushing through generally higher prices of late.
At first glance, the price increases could ease concerns investors and analysts have raised in recent months about the strength of profits generated by domestic tobacco companies. All three firms have heightened price promotions in a battle to win or defend market share as consumers remain under pressure due to a weak economy.
Though all three players enacted two rounds of list price increases last year, over that same period, the higher prices haven't necessarily hurt consumers. Altria has actually kept a lid on the per-pack price for Marlboro with pricing promotions that have helped the company gain market share.
Stifel Nicolaus analyst Christopher Growe said he was relieved by Altria's pricing decision given the heightened promotions in recent months, and expects Reynolds American and Lorillard will follow suit. But Mr. Growe also expects those rivals will keep spending on promotions to remain competitive.
"Raising prices on time and in line with history and our model should put investors' minds at ease," Mr. Growe wrote in an analyst note. "We believe the threat of no or low pricing in December at least somewhat weighed on the valuations of U.S. tobacco companies."
Altria's shares were up 0.8% to $33.66 in recent trading. The stock has gained 14% this year, better than the broader market. Enditem
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