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Altria Is Misdirecting Investors About Regulatory Risk

May 05, 2021 9:22 AM ETAltria Group, Inc. (MO)BUD, BUDFF, CRON, CRON:CA104 Comments
Alex Pitti profile picture
Alex Pitti


  • Altria reported mostly solid results. Smokable products had 8% net price realization growth. Marlboro gained 4 tenths of retail market share.
  • JUUL lost market share yet again. Altria can start competing with JUUL soon if the valuation of its ownership position falls slightly more.
  • 2021 will be a big year for IQOS. Marlboro HeatSticks will be sold in areas representing 25% of cigarette volumes by the end of the year.
  • Altria's management misdirected shareholders twice on the call. The FDA does not plan to criminalize menthols on the consumer level.
  • Furthermore, the FDA isn't on board with shifting consumers to Altria's portfolio of non-combustibles such as IQOS and JUUL.

Young woman vaping in a bar
Photo by GoodLifeStudio/E+ via Getty Images

Altria Reports Mostly Solid Results, But Risks Stay In Focus

Altria (NYSE:MO) reported mostly good Q1 results, but these numbers were never in doubt. This is why the stock didn’t react much to them. The

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