Product Code: TBZA
TABLE OF CONTENTS
List Of Contents And Tables
EXECUTIVE SUMMARY
COVID-19 impact on tobacco
COVID-19 country impact
Company response
Retailing shift
What next for tobacco?
OPERATING ENVIRONMENT
Legislation
Legislative overview
Summary 1 Legislation Summary at a Glance
Minimum legal smoking age
Smoking prevalence
Tar levels
Health warnings
Plain packaging
Advertising and sponsorship
Point-of-sale display bans
Smoking in public places
Low ignition propensity (LIP) cigarette regulation
Flavoured tobacco product ban
Reduced harm
Vapour products
PRODUCTION/IMPORTS/EXPORTS
MARKET INDICATORS
Table 1 Number of Adult Smokers by Gender 2015-2020
MARKET DATA
Table 2 Sales of Tobacco by Category: Volume 2015-2020
Table 3 Sales of Tobacco by Category: Value 2015-2020
Table 4 Sales of Tobacco by Category: % Volume Growth 2015-2020
Table 5 Sales of Tobacco by Category: % Value Growth 2015-2020
Table 6 Forecast Sales of Tobacco by Category: Volume 2020-2025
Table 7 Forecast Sales of Tobacco by Category: Value 2020-2025
Table 8 Forecast Sales of Tobacco by Category: % Volume Growth 2020-2025
Table 9 Forecast Sales of Tobacco by Category: % Value Growth 2020-2025
GLOBAL MACROECONOMIC ENVIRONMENT
GLOBAL INDUSTRY ENVIRONMENT
DISCLAIMER
SOURCES
Summary 2 Research Sources
CIGARETTES IN SOUTH AFRICA
KEY DATA FINDINGS
2020 IMPACT
Illicit trade puts mounting pressure on legitimate sales
Mid-Priced and Economy brands remained relevant
Local players compete with multinational powerhouses
RECOVERY AND OPPORTUNITIES
Illicit trade enters the forecast period in a strong position
Down-trading to local brands set to benefit local players
Forecast looks bleak as stricter regulations will discourage consumers
TAXATION AND PRICING
Taxation rates
Summary 3 Taxation and Duty Levies 2015-2020
Average cigarette pack price breakdown
Summary 4 Average Cigarette Pack Price Breakdown: Brand Examples
CATEGORY DATA
Table 10 Sales of Cigarettes: Volume 2015-2020
Table 11 Sales of Cigarettes by Category: Value 2015-2020
Table 12 Sales of Cigarettes: % Volume Growth 2015-2020
Table 13 Sales of Cigarettes by Category: % Value Growth 2015-2020
Table 14 Sales of Cigarettes by Blend: % Volume 2015-2020
Table 15 Sales of Cigarettes by Standard/Menthol/Capsule: % Volume 2015-2020
Table 16 Sales of Cigarettes by Regular/Slim/Superslim/Microslim: % Volume 2015-2020
Table 17 Sales of Cigarettes by Pack Size: % Volume 2015-2020
Table 18 Sales of Cigarettes by Price Band: % Volume 2015-2020
Table 19 NBO Company Shares of Cigarettes: % Volume 2016-2020
Table 20 LBN Brand Shares of Cigarettes: % Volume 2017-2020
Table 21 Sales of Cigarettes by Distribution Format: % Volume 2015-2020
Table 22 Illicit Trade Estimate of Cigarettes: Volume 2015-2020
Table 23 Forecast Sales of Cigarettes: Volume 2020-2025
Table 24 Forecast Sales of Cigarettes by Category: Value 2020-2025
Table 25 Forecast Sales of Cigarettes: % Volume Growth 2020-2025
Table 26 Forecast Sales of Cigarettes by Category: % Value Growth 2020-2025
Table 27 Forecast Sales of Cigarettes by Blend: % Volume 2020-2025
Table 28 Forecast Sales of Cigarettes by Standard/Menthol/Capsule: % Volume 2020-2025
Table 29 Forecast Sales of Cigarettes by Regular/Slim/Superslim/Microslim: % Volume 2020-2025
Table 30 Forecast Sales of Cigarettes by Pack Size: % Volume 2020-2025
Table 31 Forecast Sales of Cigarettes by Price Band: % Volume 2020-2025
CIGARS, CIGARILLOS AND SMOKING TOBACCO IN SOUTH AFRICA
KEY DATA FINDINGS
2020 IMPACT
Sales down, but maturity shows
Horeca sales and specialist tobacco stores most heavily impacted
The preference for Cuban brands is on the decline
RECOVERY AND OPPORTUNITIES
Despite the tough times of COVID-19, there is optimism for the future of the category
Preference for longer burning and higher quality cigars is affecting Cuban brands
Lack of significant local players
CATEGORY DATA
Table 32 Sales of Cigars, Cigarillos and Smoking Tobacco by Category: Volume 2015-2020
Table 33 Sales of Cigars, Cigarillos and Smoking Tobacco by Category: Value 2015-2020
Table 34 Sales of Cigars, Cigarillos and Smoking Tobacco by Category: % Volume Growth 2015-2020
Table 35 Sales of Cigars, Cigarillos and Smoking Tobacco by Category: % Value Growth 2015-2020
Table 36 Sales of Cigars by Size: % Volume 2015-2020
Table 37 Sales of Cigarillos by Price Platform 2015-2020
Table 38 NBO Company Shares of Cigars and Cigarillos: % Volume 2016-2020
Table 39 LBN Brand Shares of Cigars and Cigarillos: % Volume 2017-2020
Table 40 NBO Company Shares of Cigars: % Volume 2016-2020
Table 41 LBN Brand Shares of Cigars: % Volume 2017-2020
Table 42 NBO Company Shares of Cigarillos: % Volume 2016-2020
Table 43 LBN Brand Shares of Cigarillos: % Volume 2017-2020
Table 44 NBO Company Shares of Smoking Tobacco: % Volume 2016-2020
Table 45 LBN Brand Shares of Smoking Tobacco: % Volume 2017-2020
Table 46 NBO Company Shares of Pipe Tobacco: % Volume 2016-2020
Table 47 LBN Brand Shares of Pipe Tobacco: % Volume 2017-2020
Table 48 NBO Company Shares of Fine Cut Tobacco: % Volume 2016-2020
Table 49 LBN Brand Shares of Fine Cut Tobacco: % Volume 2017-2020
Table 50 Distribution of Cigars and Cigarillos by Format: % Volume 2015-2020
Table 51 Distribution of Smoking Tobacco by Format: % Volume 2015-2020
Table 52 Forecast Sales of Cigars, Cigarillos and Smoking Tobacco by Category: Volume 2020-2025
Table 53 Forecast Sales of Cigars, Cigarillos and Smoking Tobacco by Category: Value 2020-2025
Table 54 Forecast Sales of Cigars, Cigarillos and Smoking Tobacco by Category: % Volume Growth 2020-2025
Table 55 Forecast Sales of Cigars, Cigarillos and Smoking Tobacco by Category: % Value Growth 2020-2025
SMOKELESS TOBACCO, E-VAPOUR PRODUCTS AND HEATED TOBACCO IN SOUTH AFRICA
KEY DATA FINDINGS
2020 IMPACT
Stringent lockdown bans on sales
Heated tobacco leading the overall category
Vaping reaps the benefits of e-commerce sales
RECOVERY AND OPPORTUNITIES
The threat of Proposed Control of Tobacco Products and Electronic Delivery Systems Bill remains
Consumers switching over the heated tobacco offerings
Local heated tobacco brands on offer
Table 56 Number of Adult Vapers 2015-2020
CATEGORY DATA
Table 57 Sales of Smokeless Tobacco by Category: Volume 2015-2020
Table 58 Sales of Smokeless Tobacco by Category: % Volume Growth 2015-2020
Table 59 Sales of Tobacco Heating Devices: Volume 2015-2020
Table 60 Sales of Tobacco Heating Devices: % Volume Growth 2017-2020
Table 61 Sales of Heated Tobacco: Volume 2015-2020
Table 62 Sales of Heated Tobacco: % Volume Growth 2017-2020
Table 63 Sales of Smokeless Tobacco, E-Vapour Products and Heated Tobacco by Category: Value 2015-2020
Table 64 Sales of Smokeless Tobacco, E-Vapour Products and Heated Tobacco by Category: % Value Growth 2015-2020
Table 65 Sales of E-Liquids by Nicotene Strength: % Value 2018-2020
Table 66 NBO Company Shares of Smokeless Tobacco: % Volume 2016-2020
Table 67 LBN Brand Shares of Smokeless Tobacco: % Volume 2017-2020
Table 68 NBO Company Shares of E-Vapour Products: % Value 2016-2020
Table 69 LBN Brand Shares of E-Vapour Products: % Value 2017-2020
Table 70 NBO Company Shares of Tobacco Heating Devices: % Volume 2016-2020
Table 71 LBN Brand Shares of Tobacco Heating Devices: % Volume 2017-2020
Table 72 NBO Company Shares of Heated Tobacco: % Volume 2016-2020
Table 73 LBN Brand Shares of Heated Tobacco: % Volume 2017-2020
Table 74 Distribution of Smokeless Tobacco by Format: % Volume 2015-2020
Table 75 Distribution of E-Vapour Products by Format: % Value 2015-2020
Table 76 Distribution of Tobacco Heating Devices by Format: % Volume 2015-2020
Table 77 Distribution of Heated Tobacco by Format: % Volume 2015-2020
Table 78 Forecast Sales of Smokeless Tobacco by Category: Volume 2020-2025
Table 79 Forecast Sales of Smokeless Tobacco by Category: % Volume Growth 2020-2025
Table 80 Forecast Sales of Tobacco Heating Devices: Volume 2020-2025
Table 81 Forecast Sales of Tobacco Heating Devices: % Volume Growth 2020-2025
Table 82 Forecast Sales of Heated Tobacco: Volume 2020-2025
Table 83 Forecast Sales of Heated Tobacco: % Volume Growth 2020-2025
Table 84 Forecast Sales of Smokeless Tobacco, E-Vapour Products and Heated Tobacco by Category: Value 2020-2025
Table 85 Forecast Sales of Smokeless Tobacco, E-Vapour Products and Heated Tobacco by Category: % Value Growth 2020-2025
TOBACCO FREE ORAL NICOTINE IN SOUTH AFRICA
KEY DATA FINDINGS
2020 IMPACT
Sales limited to Specialist Tobacco Shops
Category remains niche and fragmented
COVID-19 further delays the emergence of this category
RECOVERY AND OPPORTUNITIES
Bad timing for new product launches
Category to remain fragmented
