烟草在线据《烟业通讯》报道编译 在截至6月30日的第一季度中,日本烟草的卷烟销量为420亿支,比去年第一季度的销量减少了1.5%。
这种下降程度低于预期,因为由于人口因素,整体的卷烟消费持续下降,根据正在审核的季度报告,在推出零售机年龄识别卡之前,柜台销售渠道的库存增加,有助于减少损失。
在本季度,通过活力十足的营销,特别是柔和七星的营销,日本烟草保持了其64.9%的市场份额。
不过,该公司国内业务的净销售额下降了1.6%,为8426亿日元,营业收入下降了10.6%,为558亿日元。
不过,包括情况各异的其他业务部分的整体结果,净销售额增长了41%,达到了17198亿日元,营业销售额增长了18.3%,达到了1104亿日元。
但是净收益下降了73.2%,为169亿日元,部分是由于本期末与欧元为计价货币债券相关的外汇损耗,与公司未使用的宿舍相关的处置和减损损失,以及销售固定资产收入下降有关。
总裁兼首席执行官木村宏说,他对柔和七星在日本“表现稳定”和对维持日本烟草的国内市场份额做出贡献感到高兴。
同时,作为一个负责任的市场领先者,他说,公司完全承诺扩大针对预防未成年人接触卷烟零售机的香烟护照系统。
最后,他说,加拉赫的整合巩固了公司的国际业务日本烟草国际,获得了高质量顶线(指公司收入)增长,并巩固了其作为集团盈利增长推动力的地位。
日本烟草国际报告截至6月底的6个月内,销量为2211亿支卷烟,比去年前6个月的销量增长了38.3%。
自从2007年4月18日以来,日本烟草国际中就包括了加莱赫的业绩,在截至6月底的3个月内,销量为1172亿支,比去年同期增长了15.3%。
在这6个月内,该公司全球旗舰品牌的销量增长了34.9%,为1192亿支,得到了云斯顿品牌在俄罗斯、乌克兰、土耳其、西班牙、近东和菲律宾,以及骆驼品牌在意大利、俄罗斯和西班牙,以及柔和七星在韩国、台湾和俄罗斯强劲表现的推动。全球旗舰品牌的表现也反映了金边臣和丝刻品牌在英国和爱尔兰,以及乐透、寿百年、魅力品牌在俄罗斯、乌克兰和哈萨克斯坦所做出的额外贡献。
包括税收在内的净销售额为133.17亿美元,增长了72.8%,而剔除税收的净销售额为51.86亿美元,增长了54.6%。剔除税收的每千支卷烟的净销售额,增加了11.4%,为23.5美元。
JT's sales down only slightly in first quarter
Tobacco Reporter - Aug 1, 2008
Japan Tobacco Inc's volume cigarette sales during the first quarter to June 30, at 42.0 billion, were 1.5 per cent lower than those of the first quarter of last year.
The decrease was lower than might have been expected because, while overall cigarette consumption continues to decline due to demographic factors, in the quarter under review increased inventory in over-the-counter sales channels prior to the launch of age verification cards for vending machines helped to stem the losses.
During the quarter, JT maintained its market share of 64.9 per cent through vigorous marketing, especially in respect of Mild Seven.
However, net sales for the company's domestic tobacco business were down by 1.6 per cent to ¥842.6 billion and operating income fell 10.6 per cent to ¥55.8 billion.
Overall results, including those of other business sectors, presented a different picture, however, with net sales up 41.0 per cent to ¥1,719.8 billion and operating income up 18.3 per cent to ¥110.4 billion.
But net income was down 73.2 per cent to ¥16.9 billion partly because of foreign exchange appraisal losses at the end of the period related to euro-denominated bonds, losses on disposition and impairment related to the company's unused dormitories, and the decline in gains from the sale of fixed assets.
President and CEO, Hiroshi Kimura, said he was pleased that Mild Seven had enjoyed a "solid performance" in Japan and contributed to maintaining JT's domestic market share.
At the same time, as a responsible market leader, he said, the company was fully committed to expanding the 'taspo' card system aimed at preventing access to cigarette vending machines by underage people.
Finally, he said that the company's international business, JT International, strengthened by the integration of Gallaher, was achieving quality top-line growth and enhancing its position as a driving force for the Group's profitable growth.
JT International reported that its volume sales for the six months to the end of June, at 221.1 billion cigarettes, were increased by 38.3 per cent on those of the first six months of last year.
Gallaher results have been included since April 18, 2007, and JTI's volume sales in the three months to the end of June, at 117.2 billion, were up by 15.3 per cent.
Volume sales of the company's global flagship brands (GFBs) during the six month period were up by 34.9 per cent to 119.2 billion, driven by strong performances by Winston in Russia, Ukraine, Turkey, Spain, the Near East and the Philippines; Camel in Italy, Russia and Spain; and Mild Seven in Korea, Taiwan and Russia. GFB performance also reflected the additional contribution of B&H and Silk Cut in the UK and Ireland; and LD, Sobranie and Glamour in Russia, Ukraine and Kazakhstan.
Net sales, including tax, at US$13.317 billion, were up by 72.8 per cent, while net sales excluding tax, at US$5.186 billion, were up by 54.6 per cent. Net sales per thousand cigarettes, excluding tax, rose by 11.4 per cent to US$23.5.
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