@tobaccoinsider Tobacco Insider
Tobacco Insider posts on X about $bti, $bats, $pm, $mo the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +53%
- [--] Month [-------] +176%
- [--] Months [-------] -49%
- [--] Year [---------] +13%
Mentions: [--] #
- [--] Week [--] +5.70%
- [--] Month [---] +47%
- [--] Months [---] -11%
- [--] Year [-----] +74%
Followers: [------] #
- [--] Week [------] +0.08%
- [--] Month [------] +0.18%
- [--] Months [------] +1.10%
- [--] Year [------] +6.70%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 45.7% finance 37.09% countries 13.91% financial services 2.65% exchanges 1.32% travel destinations 0.66% cryptocurrencies 0.66% social networks 0.66% technology brands 0.66%
Social topic influence $bti #4, $bats #5, $pm #33, $mo #16, pmi 17.22%, in the 10.6%, insider #428, japan 7.95%, growth 7.95%, sunday 7.28%
Top accounts mentioned or mentioned by @bigblockvette69 @davidkilli99638 @srobo1_ @prillacom @nicotinecap @j_plotnik @ichlerne2 @jsonnelson @doubleeagle1907 @retozoellner @greenmonsterah @smokevapeutah @inves2grow @vivirinvertir1 @innov8challenge @buyandhold2015
Top assets mentioned British American Tobacco (BTI) Philip Morris International Inc. (PM) Altria Group Inc (MO) Anheuser-Busch INBEV SA/NV (BUD)
Top Social Posts
Top posts by engagements in the last [--] hours
"Haypp shares are down -22% in [----]. Meanwhile TPB shares are up +17% making back-to-back new ATHs. A striking divergence between a nicotine pouch reseller and a nicotine pouch brand owner. The divergence suggests Haypp may need a strategic refresh"
X Link 2026-02-04T10:14Z 16.5K followers, [----] engagements
"BAT: dip quickly bought now up +0.5% $bats"
X Link 2026-02-12T08:16Z 16.5K followers, [---] engagements
"Japan Tobacco: FY25 Results (Tobacco only at constant FX) Revenue: +10.1% Q4 (FY25: +14.6%) Operating profit: +6.1% Q4 (FY25: +23.5%) Results summary: Total Volume: +2.4% Q4 (FY25: +2.2%) Combustible: +1.7% Q4 (FY25:+1.7) RRP: +30.4% Q4 (FY25: +28%) https://tobaccoinsider.com/japan-tobacco-fy25-results https://tobaccoinsider.com/japan-tobacco-fy25-results"
X Link 2026-02-12T12:18Z 16.5K followers, [----] engagements
"TJP Labs Sues Imperial Brands for Alleged Breach of ZONE Volume Targets Read more: The conflict relates to the contingent payments associated to Imperial's acquisition of nicotine pouches (now called ZONE) from TJP Labs to enter the U.S. market https://tobaccoinsider.com/tobacco-lawsuits-usa https://tobaccoinsider.com/tobacco-lawsuits-usa"
X Link 2025-11-21T13:06Z 16.5K followers, [----] engagements
"Sunday Poll: 57% pick BAT to deliver the best Total Shareholder Return (share price appreciation plus dividends) over the next [--] months BAT as the best performing tobacco major delivered 64% TSR (in US$ terms) in [----] $bti --- Past Polls: http://tobaccoinsider.com/market-pulse http://tobaccoinsider.com/market-pulse"
X Link 2026-01-12T11:27Z 16.5K followers, [----] engagements
"Financial Calendar: FY25 Results Altria: Jan [--] Thursday $mo PMI: Feb [--] Friday $pm BAT & JT: Feb [--] Thursday $bti $bats Note: Imperial Brands reports based on a fiscal year ending Sept [--] and will announce H1 [----] results on May [--] Tuesday $imb https://twitter.com/i/web/status/2012150582300074013 https://twitter.com/i/web/status/2012150582300074013"
X Link 2026-01-16T13:10Z 16.5K followers, [----] engagements
"TPB: New all-time high From $20 to almost $120 in about [--] years. Nicotine pouch revolution reversing the trajectory of a small-cap tobacco stock $tpb"
X Link 2026-01-16T17:58Z 16.5K followers, [----] engagements
"Sunday Poll: 50% expect PMI share price will hit $200 in [----] 50% expect it won't. So just flip a coin $pm --- Past polls: https://tobaccoinsider.com/market-pulse https://tobaccoinsider.com/market-pulse"
X Link 2026-01-19T11:24Z 16.5K followers, [----] engagements
"China Tobacco's fiscal contributions to the state budget increased by +2.3% to US$222 billion in [----] (corresponding to 7.2% of the national budget) Read more: China Tobaccos record fiscal contribution underscores its central role in state finances https://tobaccoinsider.com/china-tobacco-market https://tobaccoinsider.com/china-tobacco-market"
X Link 2026-01-23T08:46Z 16.5K followers, [----] engagements
"Altria: Q4 [----] Results $mo Tomorrow before the bell Consensus Revenue: $5.03Bn (-1.5% vs. $5.106Bn in Q4 2024) EPS: $1.32 (+2.3% vs. $1.29 in Q4 2024) To follow our live coverage: Earnings season is opening for tobacco tomorrow. Buckle up 🥳 https://tobaccoinsider.com/altria-fy25-results https://tobaccoinsider.com/altria-fy25-results"
X Link 2026-01-28T18:28Z 16.5K followers, [----] engagements
"Altria: Q4 [----] Results Topline beat bottomline miss Revenue: $5.079Bn (vs. $5.03Bn exp.) EPS: $1.30 (vs. $1.32 exp.) Follow our live coverage: Guidance - FY26 EPS: $5.56 to $5.72 representing a growth rate of 2.5% to 5.5% $mo https://tobaccoinsider.com/altria-fy25-results https://tobaccoinsider.com/altria-fy25-results https://tobaccoinsider.com/altria-fy25-results https://tobaccoinsider.com/altria-fy25-results"
X Link 2026-01-29T12:13Z 16.5K followers, [----] engagements
"Altria's smokeless business is in shambles. Every brand in their portfolio including on nicotine pouches is losing category share $mo Follow our live coverage: on's share in smokeless is down -1pp to 7.7% and in nicotine pouches down -5.3pp to 13.4% https://tobaccoinsider.com/altria-fy25-results https://tobaccoinsider.com/altria-fy25-results"
X Link 2026-01-29T12:31Z 16.5K followers, 13.4K engagements
"Altria doesn't expect NJOY ACE to return to the marketplace in [----] and records $1.3Bn non-cash impairment charge in Q4'25 related to its e-vapor unit ($2.2Bn in FY25) Follow our live coverage: NJOY Acquisition = Another c.$3Bn thrown out the window $mo https://tobaccoinsider.com/altria-fy25-results https://tobaccoinsider.com/altria-fy25-results"
X Link 2026-01-29T13:00Z 16.5K followers, [----] engagements
"According to Altria's figures vape category is now bigger than cigarettes in the U.S.: - Vape volume: equivalent to [--] billion packs - Cigarette volume: [----] billion packs Make no mistake: U.S. is ahead of Japan in transformation to new nicotine products"
X Link 2026-01-29T13:53Z 16.5K followers, [----] engagements
"Altria shares are down 2% following the release of Q4 [----] results $mo Our results summary: Now updated with remarks from the webcast (still ongoing). https://tobaccoinsider.com/altria-fy25-results https://tobaccoinsider.com/altria-fy25-results"
X Link 2026-01-29T14:47Z 16.5K followers, [----] engagements
"Altria: Q4 [----] Results $mo Our subscriber memo is out - key takeaways and implications inside. Enjoy the read 😇 https://tobaccoinsider.com/memo-altria-q4-2025-results https://tobaccoinsider.com/memo-altria-q4-2025-results https://tobaccoinsider.com/memo-altria-q4-2025-results https://tobaccoinsider.com/memo-altria-q4-2025-results"
X Link 2026-01-29T17:48Z 16.5K followers, [----] engagements
"BAT is trading above Altria for the first time since July [----]. A rare occurrence: since [----] BAT has rarely commanded a higher share price than Altria $mo $bti"
X Link 2026-01-29T19:50Z 16.5K followers, [----] engagements
"BATs market cap is now 30% larger than Altrias. Another debate settled"
X Link 2026-01-29T19:56Z 16.5K followers, [----] engagements
"Sunday Poll: What will you scrutinize first & foremost in Philip Morris Q4 [----] results (Feb [--] Friday) $pm Financials/Guidance (Revenue EPS margin adjustments) Heated tobacco growth IQOS USA update ZYN volume/pricing --- Past polls: https://tobaccoinsider.com/market-pulse Financials/Guidance Heated tobacco growth ZYN volume/pricing IQOS USA update https://tobaccoinsider.com/market-pulse Financials/Guidance Heated tobacco growth ZYN volume/pricing IQOS USA update"
X Link 2026-02-01T10:59Z 16.5K followers, [----] engagements
"Sunday Poll: ZYN outlook (47%) will be scrutinized first & foremost in PMI Q4 [----] results Yet one good news for PMI: +6pp uplift in interest on IQOS US launch. PMI would love to shift the market focus from ZYN U.S. to IQOS U.S. $pm --- Past polls: https://tobaccoinsider.com/market-pulse https://tobaccoinsider.com/market-pulse"
X Link 2026-02-02T11:50Z 16.5K followers, [----] engagements
"BAT shares are up +7% in [----] now approaching the [--] mark. The FY25 results announcement (Feb 12) is the next major catalyst $bats BAT FY25 Results Preview Fresh off the press for our subscribers 👇 https://tobaccoinsider.com/bat-fy25-results-preview https://tobaccoinsider.com/bat-fy25-results-preview"
X Link 2026-02-03T12:55Z 16.5K followers, [----] engagements
"KT&G Q4 [----] & FY25 Results: Tomorrow Sell-side consensus: Revenue: 1.67T EPS: [----] KT&G shares are trading at all-time highs after doubling in the past [--] months (P/E: 17x FY25 EPS)"
X Link 2026-02-04T13:55Z 16.5K followers, [---] engagements
"KT&G trades at a discount to PMI & Japan Tobacco and at a premium to BAT Altria & Imperial Brands KT&G: Q3 [----] Highlights - Growing combustible business (volume: +9.6%) - Sizable RRP business (RRP weight in tobacco revenue: c.23%)"
X Link 2026-02-04T14:02Z 16.5K followers, [---] engagements
"KT&G international heated tobacco volume: +0.5% Revenue growth (+34.6%) presumably driven by lil device shipments to the global partner PMI Recall: In Dec [----] KT&G acquired (back) the overseas commercialization rights for various KT&G platforms such as lil Hybrid series"
X Link 2026-02-05T09:59Z 16.5K followers, [---] engagements
"- KT&G is the worlds 5th largest tobacco company with 117.8Bn annual volume. Imperial Brands is 4th-placed with 186.9Bn - KT&G has the third largest RRP franchise in the Industry (after PMI & BAT) with 14.8Bn volume (12.6% and 20.4% weight in volume and revenue respectively)"
X Link 2026-02-05T10:03Z 16.5K followers, [---] engagements
"PMI: FY25 Results Tomorrow before the bell To follow our live coverage: Expectations - Revenue: $10.38Bn (+6.9% vs. $9.71Bn Q4 2024) - EPS: $1.70 (+9.7% vs. $1.55 in Q4 2024) PMI shares are up +12% in [----] trading just 3% below its ATH $pm https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results"
X Link 2026-02-05T12:18Z 16.5K followers, [----] engagements
"ZYN U.S.: Underlying demand Q1 2025: 160Mn cans Q2 2025: 180Mn cans Q3 2025: 205Mn cans (boosted by promotions) Q4 2025: 200Mn cans Market won't like the first-ever quarter-to-quarter decline in the underlying ZYN demand (Q4 2025)"
X Link 2026-02-06T14:08Z 16.5K followers, [----] engagements
"Sunday Poll: What will you scrutinize first & foremost in BAT FY25 Results release $bti $bats - Capital allocation - Financial guidance - New category performance (VELO VUSE glo) - U.S. cigarette volume/pricing --- Past polls: https://tobaccoinsider.com/market-pulse Capital allocation Financial guidance US cigarette volume/price New category performance https://tobaccoinsider.com/market-pulse Capital allocation Financial guidance US cigarette volume/price New category performance"
X Link 2026-02-08T11:04Z 16.5K followers, [----] engagements
"BAT Management will likely welcome this shift. It puts New Categories (VELO+ glo HILO) front & centre and reinforces BATs positioning as a credible challenger to PMI in the race to profitable transformation to RRPs"
X Link 2026-02-09T11:25Z 16.5K followers, [----] engagements
"BAT Malaysia shares are up +19.5% following the release of Q4 [----] results Revenue up +45.2% Profit up +147% Read more: Focus on the core combustible portfolio (transition out of VUSE) and operational cost discipline contributed to the strong earnings https://tobaccoinsider.com/southeast-asia-tobacco-market https://tobaccoinsider.com/southeast-asia-tobacco-market"
X Link 2026-02-10T08:57Z 16.5K followers, [----] engagements
"ITCs phased cigarette price strategy raises risks to margins despite softer volume impact Read more: ITC's price increases are more moderate than a full tax pass-on scenario putting EBIT margins and growth under greater pressure https://tobaccoinsider.com/itc-business-outlook https://tobaccoinsider.com/itc-business-outlook"
X Link 2026-02-10T11:30Z 16.5K followers, [----] engagements
"BAT: FY25 Results Tomorrow before the LSE bell Consensus: +1.9% revenue and +2.0% profit from operations growth Bookmark & follow our live coverage: BAT shares are trading around [--] c.5% below its 52-week high ahead of the FY25 results release https://tobaccoinsider.com/bat-fy25-results https://tobaccoinsider.com/bat-fy25-results"
X Link 2026-02-11T08:46Z 16.5K followers, [----] engagements
"EU tobacco tax reform revisited as Council Presidency shifts from Denmark to Cyprus Read more: The latest draft scales back several proposed min excise duties amid pushback from member states with lower domestic tax regimes https://tobaccoinsider.com/regulation-the-eu https://tobaccoinsider.com/regulation-the-eu"
X Link 2026-02-11T11:00Z 16.5K followers, [----] engagements
"BAT: FY25 Results Broadly in line with expectations Revenue: 25.61Bn (vs. 25.6Bn exp.) Adj. Operating Profit: 11.28Bn (vs. 12.29Bn exp.) Adj. EPS: [-----] (vs. [----] exp.) Follow our live coverage: Contribution from New Categories: up +77.1% https://tobaccoinsider.com/bat-fy25-results https://tobaccoinsider.com/bat-fy25-results"
X Link 2026-02-12T07:17Z 16.5K followers, [----] engagements
"BAT shares are down -1.5% at the LSE open following the FY25 release although the results are in line with the expectations Follow our live coverage: FY26 Guidance reconfirmed: Lower end of the MT range (3-5% revenue 4-6% o.profit 5-8% EPS growth) https://tobaccoinsider.com/bat-fy25-results https://tobaccoinsider.com/bat-fy25-results"
X Link 2026-02-12T08:07Z 16.5K followers, [----] engagements
"BAT: Heated tobacco glo HILO reached 1.4% share in Japan 1.0% in Italy and 3.9% in Poland. Establishing premium positioning with focus on largest profit markets Our take: Not a strong enough start to reverse the HTP losses (FY25 HTP volume: -3.7%). FY26 likely to be better https://twitter.com/i/web/status/2021867212672287121 https://twitter.com/i/web/status/2021867212672287121"
X Link 2026-02-12T08:41Z 16.5K followers, [----] engagements
"@IchLerne2 An incredible +13.3% improvement in unit pricing but not all through retail price increases. Strong contribution from duty drawbacks (i.e. federal tax refunds)"
X Link 2026-02-12T08:59Z 16.5K followers, [---] engagements
"PMI Q4 [----] Results will be released in [--] minutes $pm To follow our live coverage: $pm last close: $182 (all-time high: $186.7). Trades at 24.2x FY25 EPS. Dividend yield: 3.2% https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results"
X Link 2026-02-06T10:30Z 16.5K followers, [----] engagements
"PMI: Q4 [----] Results Revenue: $10.36 billion (vs. $10.38 billion exp.) EPS: $1.70 (vs. $1.70 exp.) Follow our live coverage: ZYN U.S. shipment volume - Q4 2025: [---] million cans FY26 Guidance - Adj. EPS: $8.38-$8.53 $pm -2.8% pre-market https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results"
X Link 2026-02-06T12:09Z 16.5K followers, [----] engagements
"PMI: Q4 [----] Heated tobacco: 70% share in Japan despite intensifying competition. Yet volume growth down to 5.8% in Q4 [----] ZYN USA: 794Mn cans in FY25 (below the 800-840Mn target set a year ago) Follow our live coverage: $pm -1.1% pre-market https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results"
X Link 2026-02-06T12:57Z 16.5K followers, [----] engagements
"ZYN U.S. Volume: [----] Shipment: 794Mn cans Off-take: 740-750Mn cans (what consumers bought) Inventory build-up: c.50Mn cans Excessive inventory: 25Mn cans Follow our live coverage: ZYN Off-take share: 61.5% Total U.S. market: c1.2 billion cans https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results"
X Link 2026-02-06T13:52Z 16.5K followers, [----] engagements
"PMI shares are up +0.8% following the Q4 [----] results release. Price action is muted but theres plenty to unpack beneath the surface. Read our summary: Now updated with key insights from the webcast $pm https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results"
X Link 2026-02-06T15:19Z 16.5K followers, [----] engagements
"BATs largest shareholder Los Angeles-based Capital Group reduces its BAT stake after a year-long purchase streak Read more: [--] million shares are sold in total: stake down from 19% to 17.9% $bti $bats https://tobaccoinsider.com/british-american-tobacco-news https://tobaccoinsider.com/british-american-tobacco-news"
X Link 2026-02-09T15:34Z 16.5K followers, [----] engagements
"BAT Extends Luc Jobins Tenure as Chairman Through [----] Read more: Consequently Luc's tenure will exceed the UK Corporate Governance Codes recommended nine-year limit. Nevertheless the Board believes that the extension is in the best interests of BAT https://tobaccoinsider.com/british-american-tobacco-news https://tobaccoinsider.com/british-american-tobacco-news"
X Link 2026-02-10T14:57Z 16.5K followers, [----] engagements
"BAT: FY25 Results - VELO nicotine pouches achieved #2 volume and value share position in the U.S. - VELO volume share (based on # of pouches) up +17.9pp from 6.1% in Nov [----] to 24.0% in Dec [----] driven by VELO Plus launch Follow our live coverage: https://tobaccoinsider.com/bat-fy25-results https://tobaccoinsider.com/bat-fy25-results"
X Link 2026-02-12T08:34Z 16.5K followers, [----] engagements
"Whats next for British American Tobacco after the FY25 results 👇 Our subscriber memo breaks down the numbers management commentary and the key factors shaping BATs outlook and transformation toward RRPs https://tobaccoinsider.com/memo-bat-fy25-results https://tobaccoinsider.com/memo-bat-fy25-results"
X Link 2026-02-12T14:44Z 16.5K followers, [----] engagements
"Haypp: FY25 results - Sales: +15% in Q4 and +5% in FY25 - First-time above kr.1Bn in quarterly sales - Overhead base: +29% to kr.130Mn - EPS: -kr.0.03 in Q4 and kr.1.39 (-7.9%) in FY25 Results summary: $haypp +5.4% after FY25 results (down -11% YTD) https://tobaccoinsider.com/haypp-group-results-2026 https://tobaccoinsider.com/haypp-group-results-2026"
X Link 2026-02-13T08:44Z 16.5K followers, [----] engagements
"PMI: New Mid-term (2026-28) Growth Targets - Volume: high single-digit to lowteens (around 10%) smoke-free growth driving total volume up - Net revenue: 6%-8% - Operating income: 8%-10% - Adj. EPS: 9%-11% Follow our live coverage: $pm -2% pre-market https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results https://tobaccoinsider.com/philip-morris-international-pmi-fy25-results"
X Link 2026-02-06T13:24Z 16.5K followers, [----] engagements
"Whats next for Philip Morris International after the FY25 results 👇 Our subscriber memo unpacks the results management signals and the key drivers shaping PMIs outlook https://tobaccoinsider.com/memo-pmi-fy25-results https://tobaccoinsider.com/memo-pmi-fy25-results"
X Link 2026-02-06T18:05Z 16.5K followers, [----] engagements
"PMI hits a new all-time high at $187 $pm The ZYN-driven sell-off is now fully behind it"
X Link 2026-02-11T16:13Z 16.5K followers, [----] engagements
"Meanwhile BAT and Altria are trading c.3.5% below their 52-week highs (also 8-year highs) $bti $mo"
X Link 2026-02-11T16:42Z 16.5K followers, [----] engagements
"BAT: FY25 Results U.S. Market (constant FX) Revenue +5.5% operating profit +5.9% Follow our live coverage: Cigarettes: volume -7.7% revenue +4.6% VELO: volume +249% revenue +310% VUSE: volume -8.8% revenue -3.4% Smokeless reaches 19.6% of revenue https://tobaccoinsider.com/bat-fy25-results https://tobaccoinsider.com/bat-fy25-results"
X Link 2026-02-12T07:48Z 16.5K followers, [----] engagements
"A word from our partner @Prillacom: "Is [----] the year of the mega pack FRE's latest flavors have just arrived at Prilla The 100-count format has been popular for good reason - better value less frequent reordering and more efficient storage. FRE's expanded the lineup to include Mint Sweet Watermelon Original Wintergreen and Lush. With the format resonating well with users it raises the question: will other brands follow with their own mega pack releases in 2026" Check them out here👇 https://prilla.com/us/fre-nicotine-pouches https://prilla.com/us/fre-nicotine-pouches"
X Link 2026-02-04T16:59Z 16.5K followers, [----] engagements
"Sunday Poll: British American Tobacco (BAT)'s FY25 Results & FY26 Guidance met expectations voted 60% of the respondents. 29% voted beat 11% voted miss $bti $bats --- Past Polls: http://tobaccoinsider.com/market-pulse http://tobaccoinsider.com/market-pulse"
X Link 2026-02-16T13:30Z 16.5K followers, [---] engagements
"Smoking hot inflation in the U.S.🔥 Tobacco product prices increased 8.5% in the [--] months to Jan [----] including a whopping 2.1% increase in Jan [----] alone (vs. 2.4% annual headline CPI) Read more: Annual inflation rate is up +1.7pp in one month https://tobaccoinsider.com/usa-brand-of-smokes https://tobaccoinsider.com/usa-brand-of-smokes"
X Link 2026-02-13T14:01Z 16.5K followers, [----] engagements
"Sunday Poll: British American Tobacco (BAT) FY25 Results & FY26 Guidance _____ my expectations. - Beat - Meet - Miss --- Past Polls: https://tobaccoinsider.com/market-pulse Beat Meet Miss https://tobaccoinsider.com/market-pulse Beat Meet Miss"
X Link 2026-02-15T10:55Z 16.5K followers, [----] engagements
"A word from our partner @Prillacom: "Mint pouches continue to dominate at Prilla in [----] but the landscape is shifting in interesting ways. While mint remains the clear leader - with brands like ZYN VELO Plus and White Fox holding strong positions - the gap isn't as wide as it used to be. Fruit and sweet flavors have been steadily gaining ground particularly among users branching out from their usual rotation. What's driving this Part of it comes down to product innovation. Brands are releasing more sophisticated fruit blends and sweet profiles that go beyond basic flavors and customers are"
X Link 2026-02-13T17:25Z 16.5K followers, [----] engagements
"Fitch Upgrades Altria to BBB+ Rating action commentary: Altria is now one notch below an A rating $mo https://tobaccoinsider.com/credit-ratings-altria https://tobaccoinsider.com/credit-ratings-altria"
X Link 2026-02-14T11:01Z 16.5K followers, [----] engagements
"Sunday Poll: British American Tobacco (BAT)'s FY25 Results & FY26 Guidance met expectations voted 60% of the respondents. 29% voted beat 11% voted miss $bti $bats --- Past Polls: http://tobaccoinsider.com/market-pulse http://tobaccoinsider.com/market-pulse"
X Link 2026-02-16T13:31Z 16.5K followers, [---] engagements
"Sunday Poll: Which catalyst could push BAT shares to a meaningful new high (40/$55) over the next [--] months $bti $bats - Enforcement against illegal vapes in the US - glo/glo Hilo performance - VELO/VELO+ performance - Technical momentum --- Past Polls: https://tobaccoinsider.com/market-pulse Enforcement a/st vapes glo/glo Hilo Technical momentum VELO/VELO+ https://tobaccoinsider.com/market-pulse Enforcement a/st vapes glo/glo Hilo Technical momentum VELO/VELO+"
X Link 2025-05-25T09:58Z 16.5K followers, [----] engagements
"Philip Morris International donates [------] packs of cigarettes to the Ukrainian army $pm $mo $bats $bti https://en.interfax.com.ua/news/general/804866.html https://en.interfax.com.ua/news/general/804866.html"
X Link 2022-03-02T09:54Z 16.5K followers, [---] engagements
"BAT's ITC stake is worth more than many would believe - ITC's mcap hits Rs5.5T ($66.5Bn). BAT's 29.19% stake in ITC is now worth $19.4Bn. That is 26.7% of BAT's $72.75Bn mcap $bti $bats - Altria's $bud stake (185Mn shares) is worth $10.5Bn. That is 13.2% of $mo's $79.75 mcap"
X Link 2023-05-26T06:38Z 16.5K followers, 38K engagements
"BAT CEO buys [-----] shares today at a price of [-----] We like the way this gentleman has started his new tenure. admitting the burning issues openly and committing with his own money $bti $bats $pm $mo"
X Link 2023-06-06T09:33Z 16.5K followers, 63.3K engagements
"BAT - H1 [----] Results Top-line: - Revenue: 13.44Bn (vs. 13.3Bn expected) - Revenue up +2.8% (New Categories up +27.9%) - Revenue from New Categories: 12.3% of total Bottom-line: - Adj. Operating Profit: 6.02Bn (exp. 5.9Bn) - Adj. Operating Margin: 44.8% (exp. 44.4%) - Contribution from New Categories: -12Mn (break-even in sight) Adj. EPS: [-----] (exp. 1.75) Adj. Net debt: 37.3Bn (-2.3%) $bti $bats $mo"
X Link 2023-07-26T06:16Z 16.5K followers, 32.3K engagements
"BAT - H1 [----] Results This has been a very busy week for the Tobacco Insider team. But we eventually found the time to complete the BAT write-up. Now available on our website: Enjoy the read $bti $bats $pm $mo https://tobaccoinsider.com/bat-h1-2023-results/ https://tobaccoinsider.com/bat-h1-2023-results/"
X Link 2023-07-28T09:20Z 16.5K followers, 11.4K engagements
"A non-executive director at BAT just purchased [----] shares (25.2/share; 200k in total). This is the second "meaningful" insider purchase in the last three months: in June [----] BAT's new CEO purchased [-----] shares (25.7/share; 257k in total) The amounts purchased are insignificant but (1) We like the symbolic gesture (committed to the stock performance with her/his own money) (2) Better headlines than PMI insiders selling $16Mn worth of stock in the last three months $pm $bti $bats $mo"
X Link 2023-08-23T09:09Z 16.5K followers, 29.3K engagements
"This is the type of day in which LT investors should go back to the basics Assumption: There will never be a global tobacco monopoly Question: Who will be PMI's main competitor when the dust settles BAT or Japan Tobacco $pm $bti $bats"
X Link 2023-12-06T11:20Z 16.5K followers, 14.6K engagements
"BAT: Insider Purchases $bti $bats BAT's Chief Strategy & Growth Officer and a person closely associated to him (presumably his wife) purchased [----] shares at an average price of [-----] yesterday/today We like the gesture/message but not the amount"
X Link 2023-12-07T16:01Z 16.5K followers, 10.1K engagements
"BAT: Kenneth Dart passes the 10% ownership threshold $bti $bats Previous stake: 9.01% Current stake: 10.03% (224.3 Mn shares)"
X Link 2023-12-11T12:06Z 16.5K followers, 37K engagements
"BAT: Kenneth Dart buys more stake $bti $bats Up from 10.03% to 10.37% Now owns 232Mn shares and entitled to 536Mn ($678Mn) in annual dividends"
X Link 2023-12-20T07:02Z 16.5K followers, 22.2K engagements
"BAT: FY23 Results $bti $bats - FY23 Revenue: 27.3Bn (+3.1%; misses) - FY23 EPS: [----] (+5.2%; in line) - NGP break-even achieved - FY24 Guidance: low-single digit revenue and operating profit growth - 2% dividend increase (to 2.355) - ITC stake sales being explored The live write-up is available on our website: https://tobaccoinsider.com/bat-fy23-results https://tobaccoinsider.com/bat-fy23-results"
X Link 2024-02-08T07:17Z 16.5K followers, 31.5K engagements
"BAT $bats +4.8% Market liked. - the exploration of ITC stake sale to enhance balance sheet flexibility (release & reallocate capital) - adj. net debt / EBITDA down to 2.6x (pre-announcement expectation: 2.7x) - BAT sticking to the low-single digit revenue and operating profit growth guidance (pre-announcement expectation: "no growth") The live write-up: https://tobaccoinsider.com/bat-fy23-results https://tobaccoinsider.com/bat-fy23-results"
X Link 2024-02-08T08:12Z 16.5K followers, 11.9K engagements
"Today is the day Market remembers that BAT is a powerful cash cow: pays 5+Bn in dividends and reduces 4+Bn debt in one year $bti $bats The Webcast starts. Live "BAT - FY23 Results" write-up: https://tobaccoinsider.com/bat-fy23-results https://tobaccoinsider.com/bat-fy23-results"
X Link 2024-02-08T09:42Z 16.5K followers, [----] engagements
"BAT: Long-term Nicotine Industry Growth (2022-35) $bti $bats - Volume decline in combustibles fully washed out by the NGP growth (flat overall industry volume) - Industry Revenue: +4% CAGR Recall: Altria's recent revision on US nicotine industry volume growth/decline $mo Our live write-up: https://tobaccoinsider.com/bat-fy23-results https://tobaccoinsider.com/bat-fy23-results"
X Link 2024-02-08T10:12Z 16.5K followers, [----] engagements
"BAT: Launch of proposed block trade of up to 436.85Mn shares in ITC (3.5% of the share capital) $bti $bats Net proceeds to be used to buy back BAT shares over a period ending Dec [----] starting with 700Mn in 2024"
X Link 2024-03-12T11:51Z 16.5K followers, 37K engagements
"Altria will sell up to $2.8Bn of Anheuser-Busch InBev (ABI) stake to buy its own shares $mo - [--] Mn shares (plus 5.25Mn optional) through a global secondary offering - ABI to repurchase $200Mn of shares directly Altria currently holds 197Mn representing 10% ownership ($12.7Bn). After the transaction Altria's ownership will reduce to 8% $bud -4% after-hours"
X Link 2024-03-14T06:09Z 16.5K followers, 25.4K engagements
"Both BAT and Altria are selling (ITC/ABI) stake to buy back their own shares $bti $bats $mo When comparing the two keep in mind that - Geography: BAT operates in over [---] markets Altria in [--] - Heated tobacco: BAT owns #2 global brand Altria owns nothing - E-vapor: BAT owns #1 international / US brand Altria owns negligible share (4%) in the US - Nicotine pouch: BAT owns #1 international brand Altria owns #2 in the US (Velo = 2.4x on) Which of these two companies is more in need of crucial strategic interventions (investments or acquisitions) Which of these two companies has more "luxury" or"
X Link 2024-03-14T12:27Z 16.5K followers, 32.6K engagements
"BAT share buybacks start today - Final net proceeds from ITC stake sale: 1.57Bn - New share buy-back program: 1.6Bn - First tranche: 700Mn (March [--] to Dec [--] 2024) - Second tranche: 900Mn (Jan [--] to Dec [--] 2025) UBS AG London Branch will execute the program $bti $bats"
X Link 2024-03-18T07:30Z 16.5K followers, 17.4K engagements
"BAT: Share Repurchase Program $bti $bats First [--] days (March 18-20) Number of shares - Average price - Amount Day 1: 280k - [-----] - 6.67Mn Day 2: 300k - [-----] - 7.25Mn Day 3: 300k - [-----] - 7.16Mn Pattern: 300k shares or 7Mn per day [----] Program: 700Mn (100 trading days at the current speed)"
X Link 2024-03-21T09:23Z 16.5K followers, 11K engagements
"Fitch upgrades BATs credit rating from BBB to BBB+ (Outlook: Stable) $bti $bats Rating summary ("Tobacco Companies: Credit Ratings") is available in our Market Pulse section: Deleveraging and NGP break-even are bearing their fruits. https://tobaccoinsider.com/market-pulse https://tobaccoinsider.com/market-pulse"
X Link 2024-03-27T10:33Z 16.5K followers, [----] engagements
"BAT $28.3 (-0.8%) $bti New 52-week low PMI $88.5 (-0.1%) 1.5% above the 52-week low Altria $40.9 (-0.1%) 4.5% above the 52-week low"
X Link 2024-04-16T13:39Z 16.5K followers, 16.1K engagements
"BAT will invest $162Mn to turn the Pcs (Hungary) plant into a global manufacturing hub for nicotine pouches More Born in Sweden Made in Hungary VELO pouches will hit the international markets in the coming years $bti $bats https://tobaccoinsider.com/tobacco-industry-manufacturing https://tobaccoinsider.com/tobacco-industry-manufacturing"
X Link 2024-04-22T14:33Z 16.5K followers, 10.8K engagements
"PMI - Q1 [----] Results $pm Beats both the top-line and bottom-line estimates Net revenue: up +8.6% to $8.79Bn (vs. $8.47Bn exp.) EPS: up +8.7% to $1.50 (vs. $1.41 exp.) HnB volume: +20.9% to 33.1Bn Our live write-up: Negative currency impact: up from $0.11 to $0.36 per share https://tobaccoinsider.com/pmi-q1-2024-results https://tobaccoinsider.com/pmi-q1-2024-results"
X Link 2024-04-23T11:25Z 16.5K followers, 12.9K engagements
"PMI: Q1 [----] Results $pm ZYN's explosive growth reaches new heights in the US - Q1 volume: 131.6Mn cans (up +79.7% vs. prior year) - Category share: over 74% (up +1.3pp vs. prior quarter) - FY24 volume estimate: revised from 520Mn to 560Mn cans (already) Live write-up: https://tobaccoinsider.com/pmi-q1-2024-results https://tobaccoinsider.com/pmi-q1-2024-results"
X Link 2024-04-23T12:27Z 16.5K followers, 17K engagements
"US: Biden Administration drops the plan to ban menthol cigarettes The administration is expected to announce its decision as soon as later today $mo $bti $bats $pm"
X Link 2024-04-26T18:07Z 16.5K followers, 84.5K engagements
"BAT: Early results of cash-capped debt tender offers and increase of the max tender amount to 1.2Bn Offers 1-5 accepted in full Offer [--] on a pro rata basis. Offer [--] not accepted $bti $bats"
X Link 2024-04-29T12:37Z 16.5K followers, 37K engagements
"BAT: Share Buyback Program Update Initial Stage of the Program is executed & completed by UBS. Second Stage will be executed by Merrill Lynch starting from today (ending on [--] June 2024) $bti $bats https://tobaccoinsider.com/share-buybacks https://tobaccoinsider.com/share-buybacks"
X Link 2024-05-01T08:28Z 16.5K followers, [----] engagements
"BAT: Share Re-purchases $bti $bats Continue to accelerate in the "Second Stage" with Merrill Lynch (vs. the "Initial Stage" with UBS) Day 1: [------] shares (9.6Mn) Day 2: [------] shares (12.5Mn) Day 3: [------] shares (15.6Mn) Further details: https://tobaccoinsider.com/share-buybacks https://tobaccoinsider.com/share-buybacks"
X Link 2024-05-07T07:14Z 16.5K followers, 23.2K engagements
"BAT: First close above MA-200 in [--] months (since Dec 2022) $bti $30.9 $bats [----] Now trading 10% above the 52-week lows"
X Link 2024-05-13T20:15Z 16.5K followers, 12.6K engagements
"BAT will publish its [----] First Half Pre-Close Trading Update tomorrow at 7:00am (UK time) followed by a conference call and Q&A session at 8:30am $bti $bats Don't miss the live coverage on our website (as soon as the update is released): http://www.tobaccoinsider.com http://www.tobaccoinsider.com"
X Link 2024-06-03T16:20Z 16.5K followers, 10.3K engagements
"The US Department of Justice and the US Food and Drug Administration announce the creation of a federal multi-agency task force to combat the illegal distribution and sale of e-cigarettes Increased firepower to fight the illicit trade. $bti $bats $mo https://tobaccoinsider.com/illicit-trade-rrps-the-us https://tobaccoinsider.com/illicit-trade-rrps-the-us"
X Link 2024-06-10T16:47Z 16.5K followers, 19.2K engagements
"$bti [----] high $31.84 More importantly first close ($31.7) above the key $31.6 level since the day (Dec [--] 2023) BAT announced a 25Bn impairment charge for the US cigarette brands causing $bti to collapse from $31.6 to $28.4 $bats likely to break above [--] when LSE opens"
X Link 2024-06-22T08:50Z 16.5K followers, [----] engagements
"BAT: Ex-dividend tomorrow LSE $bats (NYSE $bti) Amount: 58.88p ($0.746) Payment date: August [--] (August 7) Annual yield: 9.4% --- YTD Performance Share price: +9.6% (+9.7%) Total shareholder return: +12.1% (+12.2%)"
X Link 2024-06-26T08:44Z 16.5K followers, [----] engagements
"US FDA authorizes BAT's tobacco-flavored Vuse Alto pods Read more: A major win for BAT. Altrias NJOY is no longer the only pod-based product with marketing order granted (- yet it is still the only menthol product authorized) $bti +1.8% $bats +2.5% https://tobaccoinsider.com/the-us-fda-pmta https://tobaccoinsider.com/the-us-fda-pmta"
X Link 2024-07-18T15:18Z 16.5K followers, [----] engagements
"BAT: H1 [----] Results $bti $bats Misses the top-line beats the bottom-line estimates - Revenue: 12.34Bn (vs. 12.47Bn exp.) Adj. EPS: [----] (vs. [----] exp.) - Re-iterates the FY24 Guidance - FY25 New Category revenue to be below the 5Bn target Follow our live write-up: First read: Mixed at best https://tobaccoinsider.com/bat-h2-2023-results https://tobaccoinsider.com/bat-h2-2023-results"
X Link 2024-07-25T06:14Z 16.5K followers, 11.2K engagements
"PMI and BAT's results showcased the stark difference between the underlying strength of the two businesses - in term of geographical mix and product portfolio $pm $bti $bats H1 [----] growth on an organic basis - Revenue: +7% PMI -0.8% BAT - Operating profit: +17% PMI -0.9%BAT - Combustible volume: 0% PMI -6.9% BAT - Heated tobacco volume: +16.8% PMI -1% BAT - E-vapor: 100+% PMI -9% BAT - Nicotine pouches: +63.5% PMI +52.4% BAT (despite the ZYN stock-outs in the US) BAT H1 [----] Results (live write-up): PMI Q2 [----] Results (final write-up): https://tobaccoinsider.com/pmi-q2-2024-results"
X Link 2024-07-25T06:53Z 16.5K followers, 10.5K engagements
"On Dec [--] when BAT shares were trading down 10% (around $28.6) following the announcement of 25Bn impairment charge for the US combustibles brands we shared the note below to put things into a long-term perspective Less than [--] months later BAT is set to open around $34.8 today - more than 20% above where it was then Hopefully our note provided some courage to the long-term investors at a disheartening moment $bti $bats This is the type of day in which LT investors should go back to the basics Assumption: There will never be a global tobacco monopoly Question: Who will be PMI's main competitor"
X Link 2024-07-25T11:26Z 16.5K followers, [----] engagements
"BAT: New 52-week High at [-----] on LSE $bats BAT ADR ($) already made a new 52-week high last week on NYSE $bti"
X Link 2024-07-29T08:20Z 16.5K followers, 14.8K engagements
"Recall: UBS said Sell $pm at $90. Thats it. Thats the tweet. Happy 120"
X Link 2024-08-21T19:58Z 16.5K followers, [----] engagements
"Tobacco Dividends 10% yields no longer exist. BAT comfortably leads the industry with 8.6% yield Check out our updated list: PMI Japan Tobacco and KT&G now yields less than 5% $bti $bats $mo $pm https://tobaccoinsider.com/tobacco-companies-dividend-yield https://tobaccoinsider.com/tobacco-companies-dividend-yield"
X Link 2024-08-24T07:47Z 16.5K followers, 13.1K engagements
"Altria formerly Philip Morris is the stock of the century with [---] million percent cumulative return over a 98-year period (i.e. $2.65 million returned per $1 invested in 1925). Compounded annual return: 16.8% $mo Link to the research paper: https://papers.ssrn.com/sol3/papers.cfmabstract_id=4897069 https://papers.ssrn.com/sol3/papers.cfmabstract_id=4897069"
X Link 2024-08-31T09:19Z 16.5K followers, 67.8K engagements
"Sunday Trivia: Only in Canada Imperial Tobacco owns Marlboro in Canada neither Altria nor Philip Morris International British American Tobacco owns Imperial Tobacco in Canada not Imperial itself Confusing enough $mo $pm $bti $bats"
X Link 2024-09-01T13:00Z 16.5K followers, [----] engagements
"BAT shares are down almost 3% amid growing speculation that a Harris victory may result in the final menthol rule (i.e. menthol cigarette ban) in the US being issued without further ado - maybe even before the end of Pres. Biden's term (i.e. before January [--] 2025) $bti $bats"
X Link 2024-09-17T15:07Z 16.5K followers, 28.2K engagements
"Trump vows to make vaping great again Trump released a note on Truth Social promising to save (flavored) vaping. Vaping nicotine pouches and menthol cigarettes are highly politicized topics heading into the [----] Presidential Election $mo $bti $bats $pm"
X Link 2024-09-21T08:26Z 16.5K followers, [----] engagements
"PMI: New all-time high $128.7 $pm PMI is the only tobacco major to make a new ATH since 2017"
X Link 2024-10-22T15:09Z 16.5K followers, 11.4K engagements
"PMI closed at $131.4 up +10.5% $pm When was the last time you saw a tobacco stock adding more than 10% in one day Or have you ever seen it before"
X Link 2024-10-22T20:06Z 16.5K followers, 17.1K engagements
"BAT shares are up +3.5% on LSE in early trade following the Republican victory in the US $bti $bats Recall that 24% of the respondents picked Republican victory as the most important catalyst for BAT share price in our last Sunday poll Imperial Brands are up +2.2% $imb"
X Link 2024-11-06T09:22Z 16.5K followers, 10.3K engagements
"BAT shares are trading above [--] for the first-time since April [----] $bats $bti Shrugging off the US menthol ban threat and the massive write-offs in the value of US brands BAT shares are buoyed by the Trump Presidency despite no slow-down in the US cigarette volume decline"
X Link 2024-11-27T08:46Z 16.5K followers, [----] engagements
"Tobacco Companies: Total Shareholder Return - [----] A great year for tobacco stocks comfortably beating the market and sector benchmarks Imperial Brands is the winner of the year with +47.4% TSR in US$ terms See the detailed calculations: Altria (+39.5%) BAT (+34.1%) and PMI (+33.6%) follow Imperial. Japan Tobacco and ITC lag behind big time $mo $pm $bti $bats https://tobaccoinsider.com/tobacco-companies-total-shareholder-return-tsr https://tobaccoinsider.com/tobacco-companies-total-shareholder-return-tsr"
X Link 2025-01-01T12:00Z 16.5K followers, [----] engagements
"BAT trading just below the key [--] resistance $bats - Looks like a bouncing ball (inverse) - Fully recovered the ex-dividend gap - A break-out could lead to further price appreciation (putting [----] high of [--] in sight) - Next major event: FY24 Results on Feb [--] 2025"
X Link 2025-01-03T14:48Z 16.5K followers, [----] engagements
"BAT shares are under pressure after Reinet Investments dumps its entire BAT stake (1.96% of BATs share capital): $bats -2.1% Read more: 43.3million BAT shares are sold at a price of [----] (i.e. 3.85% discount to the last close) $bti https://tobaccoinsider.com/british-american-tobacco-news https://tobaccoinsider.com/british-american-tobacco-news"
X Link 2025-01-14T08:42Z 16.5K followers, 17.4K engagements
"BAT's largest shareholder Los Angeles-based Capital Group now has a 15.1% stake in BAT $bats $bti Capital Group had 13% stake in July [----] and 14% stake in Dec [----]. Capital Group - with $2.7 trillion AuM - continues to progressively build up its BAT stake"
X Link 2025-01-16T13:35Z 16.5K followers, [----] engagements
"US: Menthol ban is officially off the table The US FDA withdrew its proposed rules to ban menthol in cigarettes and characterizing flavors in cigars Read more: Both rules are effectively removed from active consideration $mo $bti $bats $pm https://tobaccoinsider.com/regulation-the-us https://tobaccoinsider.com/regulation-the-us"
X Link 2025-01-23T14:28Z 16.5K followers, 44.2K engagements
"BAT +4% $bats Market finally realizes that the US menthol ban is officially withdrawn"
X Link 2025-01-27T09:26Z 16.5K followers, 27.5K engagements
"Altria: Q4 [----] Results $mo Beats both the top-line and bottom-line estimates Revenue: $5.11Bn (exp. $5.04Bn) EPS: $1.29 (exp. $1.28) Follow our live write-up: Announces a new $1Bn share repurchase program https://tobaccoinsider.com/altria-fy24-results https://tobaccoinsider.com/altria-fy24-results"
X Link 2025-01-30T12:53Z 16.5K followers, 20.1K engagements
"BAT moves over Altria to become the second most valuable tobacco company $mo $bti $bats #2 and #3 move back & forth between BAT and Altria. However back in Dec [----] BAT temporarily lost the 3rd position to ITC to move down to #4 PMI is a distant #1 JT #5 Imperial #6. These [--] positions have not changed hands since many years $pm"
X Link 2025-01-30T20:00Z 16.5K followers, [----] engagements
"PMI - Q4 [----] Results: Double beat Revenue: up +7.3% to $9.71Bn (vs. $9.44Bn exp.) Adj. diluted EPS: up +14% to $1.55 (vs. $1.50 exp.) Follow our live coverage: $pm up +7% pre-market at around $140 a new ATH https://tobaccoinsider.com/pmi-fy24-results https://tobaccoinsider.com/pmi-fy24-results"
X Link 2025-02-06T12:17Z 16.5K followers, 11.4K engagements
"PMI up almost +10% pre-market $pm Follow our live coverage: A couple of notes: - Smoke-free's weight: 40% by revenue 42% by gross profit 21% by volume - International industry volume: +1.5% to [---] trillion units - ZYN US growth in Q4 2024: +42% (projection for FY25: +34%-41%) https://tobaccoinsider.com/pmi-fy24-results https://tobaccoinsider.com/pmi-fy24-results"
X Link 2025-02-06T13:52Z 16.5K followers, [----] engagements
"BAT's largest shareholder Los Angeles-based Capital Group continues to progressively build up its stake in BAT $bats $bti Read more: Capital Group now has a 16.1% stake in BAT. It had 13% stake in July [----] https://tobaccoinsider.com/british-american-tobacco-news https://tobaccoinsider.com/british-american-tobacco-news"
X Link 2025-02-11T09:28Z 16.5K followers, [----] engagements
"PMI $150 $pm"
X Link 2025-02-12T17:58Z 16.5K followers, [----] engagements
"PMI's market cap is now bigger than Altria BAT and Japan Tobacco combined Power of transformation. $pm $mo $bti $bats"
X Link 2025-02-12T21:37Z 16.5K followers, 10.9K engagements
"BAT: FY24 Results $bti $bats Beats both the top- and bottom-line estimates Revenue: +1.3% (vs. +0.9% exp.) EPS: +3.6% (vs. +2.0% exp.) Follow our live coverage: - A provision of [---] billion for the Canadian settlement - Dividend up +2% to 240.24p https://tobaccoinsider.com/bat-fy24-results https://tobaccoinsider.com/bat-fy24-results"
X Link 2025-02-13T07:11Z 16.5K followers, 41.7K engagements
"BAT: FY24 Results $bti $bats - VELO's performance is stellar but reports volume decline in both vapes and heated tobacco (concerning) - US cigarette volume (-10.1%) revenue (-3.4%) and operating profit (-3.5) are all down - Performance elsewhere is strong (operating profit +7.5%) but warns about FY25 with headwinds in Australia and Bangladesh BAT is up +50% from its April [----] low; but better news are needed for further price appreciation [--] minute to the LSE opening"
X Link 2025-02-13T08:00Z 16.5K followers, 11.7K engagements
"BAT: FY24 Results $bti $bats A set of better business results is needed to justify the +50% price appreciation from the April [----] bottom See below our commentary on Dow Jones Global News"
X Link 2025-02-13T09:12Z 16.5K followers, [----] engagements
"Philip Morris: New all-time high $156.6 $pm PMI shares are up +73% in the last [--] months (up +29% in [----] alone)"
X Link 2025-02-24T21:17Z 16.5K followers, [----] engagements
"Run to the safety amid heavy sell-off in tech stocks Altria $mo +2.4% BAT $bti +1.4% PMI +1.2% $pm (new ATH)"
X Link 2025-02-25T16:51Z 16.5K followers, [----] engagements
"Another hard day of work at Tobacco Insider. Tons of products to test (taste). 🤪"
X Link 2025-02-27T12:16Z 16.5K followers, [----] engagements
"Run to safety as tech stocks extend losses Altria $mo +2.0% BAT $bti +2.0% PMI $pm +2.0% (new ATH)"
X Link 2025-03-03T18:11Z 16.5K followers, [----] engagements
"BAT's largest shareholder Los Angeles-based Capital Group continues to progressively build up its BAT stake $bats $bti Read more: Capital Group now has a 17% stake in BAT. It had 13% stake in July [----] https://tobaccoinsider.com/british-american-tobacco-news https://tobaccoinsider.com/british-american-tobacco-news"
X Link 2025-03-07T16:28Z 16.5K followers, 10.8K engagements
"Altria: New 5-year high $59 $mo"
X Link 2025-03-10T14:36Z 16.5K followers, [----] engagements
"BAT's VELO nicotine pouches reach 10% share in the US driven by the VELO Plus launch ("wet" pouch product) $bti $bats Read more: Meanwhile ZYN-owner PMI refutes the retail scan data that sees ZYN's category share dipping towards 55% $pm https://tobaccoinsider.com/velo-plus-usa https://tobaccoinsider.com/velo-plus-usa"
X Link 2025-03-13T17:00Z 16.5K followers, 18.4K engagements
"News Alert: BAT is expanding its VELO Plus production capacity in the U.S. [---] jobs to be added at Reynolds Operations Center in Tobaccoville https://tobaccoinsider.com/velo-plus-usa https://tobaccoinsider.com/velo-plus-usa"
X Link 2025-03-18T10:30Z 16.5K followers, 22.7K engagements
"Rotation-to-safety in full swing. Altria New 52-week high $59.8 Altria $mo +2.3% PMI $pm +1.7% BAT $bti $bats +1.5% Imperial $imb +1.3% (Japan Tobacco -2.0%)"
X Link 2025-03-31T14:00Z 16.5K followers, [----] engagements
"Tobacco flies BAT $bti +3.8% PMI $pm +3.6% Altria $mo +3.3% Imperial $imb +2.4% But who lags The usual suspect. Japan Tobacco -1.8%"
X Link 2025-04-03T14:42Z 16.5K followers, [----] engagements
"This turned out to be the best insider tip of all time"
X Link 2025-04-09T17:39Z 16.5K followers, 10.6K engagements
"ZYN USA makes 9% of PMI's gross profits but 80% of its news value Everyone talks about how booming ZYN sales are boosting PMI's FY25 financial delivery. ZYN volume revision has $0.03 (less than 0.5%) impact on PMI's FY25 EPS. US$ weakness has $0.32 impact $pm"
X Link 2025-04-24T19:15Z 16.5K followers, [----] engagements
"UBS said Sell PMI at $90 UBS goes Neutral on PMI at $170 UBS analyst such a jolly good fellow. These so-called "industry analysts" are "experts" on something they have never done. keep that in mind next time you are reading their stuff For us they are just imposters"
X Link 2025-04-25T10:20Z 16.5K followers, [----] engagements
"Tobacco stocks: Strong regardless 💪 PMI: New All-time high $173.7 $pm Imperial Brands: New 5-year high [-----] $imb Altria and BAT (ADR) are on the verge of new 5-year and 2-year highs respectively. Any minute from now. $mo $bti"
X Link 2025-05-05T19:13Z 16.5K followers, 11K engagements
"Kenneth Dart's Spring Mountain Investments sold another [----] million BAT shares further reducing its stake from 7.93% to 7.29%. Dart held a 10.47% stake a month ago. $bti $bats"
X Link 2025-05-09T15:03Z 16.5K followers, 30.8K engagements
"ITC Hotels shares are on a tear after strong quarterly results announced last week BAT's 15% direct stake is now worth [---] million. BAT may divest around [---] and announce the extension of [----] share re-purchase program from [---] million to [---] billion at the Pre-Close update (June 3) or H1 Results release (July 31) $bti $bats"
X Link 2025-05-23T08:04Z 16.5K followers, [----] engagements
"Philip Morris International (PMI) New all-time high: $178 $pm"
X Link 2025-05-23T17:02Z 16.5K followers, 14.1K engagements
"US performance (53% of operating profit) will be weak: no slowdown in cigarette decline no breakthrough improvement in illegal vape enforcement. International markets are not in great shape either - due to the headwinds in Bangladesh (largest volume market) and Australia. These are known but a bit forgetten lately. Two other headwinds (beyond expected): - strength (impact on reported EPS) - raising interest rates on long-term bonds (despite central bank rate cuts) BAT is selling (will sell) in-direct assets (ITC & ITC Hotels stake) to reduce debt and share count (i.e. EPS increase) to counter"
X Link 2025-05-28T10:08Z 16.5K followers, [----] engagements
"BAT: New 52-week high $46 $bti BAT is now trading 2.5% below its 5-year high. H1 [----] Trading Update did not ruin the party. Also BAT's market cap is back to $100 billion"
X Link 2025-06-03T14:17Z 16.5K followers, [----] engagements
"BAT just overtakes Altria to become the world's second most valuable (publicly traded) tobacco company $bti $bats $mo"
X Link 2025-06-03T18:21Z 16.5K followers, 11.9K engagements
"Tobacco stocks are on a tear as bears are left with no other choice than to capitulate BAT $bats +3.2% (top pick) Imperial Brands $imb +1.5%"
X Link 2025-07-09T08:15Z 16.5K followers, [----] engagements
"BAT: New 52-week high [-----] $bats BAT now trades at [----] P/E multiple based on FY25 EPS consensus of [----]. In April [----] BAT traded at a low of [---] P/E and with a dividend yield of 10.5%"
X Link 2025-07-14T09:28Z 16.5K followers, [----] engagements
"BAT: New 52-week high $52.8 $bti It feels like "one man's misery is another man's fortune" trade is in play. BAT is up +2.6% since the inital sell-off after the PMI Q2 [----] results"
X Link 2025-07-24T15:32Z 16.5K followers, [----] engagements
"BAT now outperforms PMI even unadjusted for dividend Since the beginning of 2024: $bti +76.6% (BAT ADR) $pm +70.6% (PMI) When adjusted for dividend BAT's 6pp lead extends to 17pp"
X Link 2025-07-30T08:39Z 16.5K followers, [----] engagements
"BAT: H1 [----] Results Double beat Revenue: 12.07Bn (12.0Bn exp.; +1.8% adj.)✅ EPS: [----] (1.548 exp.; +1.7% adj.)✅ Follow our live coverage: On track for FY25 Guidance led by the U.S. and Velo's global growth $bti $bats https://tobaccoinsider.com/bat-h1-2025-results https://tobaccoinsider.com/bat-h1-2025-results"
X Link 2025-07-31T06:05Z 16.5K followers, [----] engagements
"PMI increases its annual dividend by +8.9% to $5.88 per share. Yield: 3.64% $pm As expected a big dividend increase"
X Link 2025-09-19T11:03Z 16.5K followers, 11.5K engagements
"The biggest news of the day that no one talks about: PMI is getting ready to spin off its cigarette business Re-organization of the Company in three divisions (U.S. International Smoke-free and International Combustibles) is the first step forward $pm"
X Link 2025-10-21T12:45Z 16.5K followers, 11.7K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing