今日,英美菸草公司(BAT)在交易更新中宣布,該公司的業務在充滿挑戰和動蕩的市場環境中表現良好。
英美菸草公司說,其可燃菸草將繼續保持良好的價格、強勁的銷量和增長的市場份額,新消費如蒸汽電子菸、加熱菸草和現代口腔產品也有相當好的份額增長。
發達市場的業績強勁(約佔集團收入的75%),售價也良好,迄今幾乎沒有快速降價的跡象。其在美國的業務表現尤為強勁,在新冠肺炎的形勢下,整個美國市場業務彈性很大。
據英美菸草公司稱,新冠肺炎對包括孟加拉國、越南和馬來西亞在內的新興市場的影響更為明顯。此外,某些國家,特別是南非、墨西哥和阿根廷的關閉和封鎖措施持續時間比預期的長。
英美菸草公司執行長傑克·鮑爾斯(Jack Bowles)說:「今年以來,我們有了一個良好的開端,可燃物的銷量和價值份額強勁增長,支撐了企業的可持續發展。」
「我們致力於通過量子項目(Project Quantum)成就更快、更簡單、更敏捷的業務模式,這為我們在當前環境下的持續供貨奠定了良好的基礎,而這些經歷也促使我們成為一家具有高度彈性的公司。」
鮑爾斯還提到了其肯塔基州生物處理子公司的工作,該子公司正在為新冠肺炎研發潛在疫苗。候選疫苗已在臨床前測試中證明了其產生免疫反應的能力,正準備進入臨床試驗階段。
Trading Update: BAT’s Business 『Resilient and Growing』
British American Tobacco’s (BAT) business is performing well in a challenging and volatile trading environment, the company announced in a trading update today.
BAT said it continues to see good pricing and strong volume and value share growth across its combustibles business, together with good share growth across all three of its new categories—vapor, tobacco heating and modern oral.
Results in developed markets—which account for approximately 75 percent of the group’s revenue—are strong, with continued good pricing, little evidence of accelerated downtrading to date and a particularly strong performance from its business in the U.S., which has been highly resilient throughout the Covid-19 crisis.
The impact of Covid-19 in emerging markets, including Bangladesh, Vietnam and Malaysia, has been more pronounced, according to BAT. In addition, closures and other lockdown measures in certain countries, in particular South Africa, Mexico and Argentina, have persisted longer than anticipated.
「We have made a good start to the year, with strong volume and value share growth in combustibles underpinning the sustainability of the business,」 said BAT CEO Jack Bowles.
「Our focus on becoming a faster, simpler, more agile business through Project Quantum has positioned us well for continued delivery in the current environment and these efforts have ensured we are a highly resilient company.」
Bowles also referenced the work of its Kentucky Bioprocessing subsidiary, which is developing a potential vaccine for Covid-19. The vaccine candidate has demonstrated its ability to generate an immune response in pre-clinical testing and is poised to move to clinical trials.