Product Code: TBID
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 INDONESIA
KEY DATA FINDINGS
2020 IMPACT
Tax hike exacerbates economic impact of COVID-19 on volume sales of cigarettes
Competitive prices helps Gudang Garam Tbk PT overtake long-time leader HM Sampoerna Tbk PT
Pandemic puts a brake on the growing retail volume share of KT&G Corp
RECOVERY AND OPPORTUNITIES
Additional tax hikes will continue to put downward pressure on retail volume sales of cigarettes
Manufacturers will look to packaging rejuvenation, advanced technology and flavour capsules as they fight for retail volume share
Street vendors will remain the leading distribution channel, but e-commerce will grow in importance
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 INDONESIA
KEY DATA FINDINGS
2020 IMPACT
Pandemic economic shock and cigarette tax hike combine to drive a surge in demand for fine cut tobacco
Demand for cigars proves resilient in the face of COVID-19
Wider distribution helps Indonesian Tobacco Tbk PT deepen its dominance of fine cut tobacco
RECOVERY AND OPPORTUNITIES
As taxes on cigarettes continue to increase, more smokers will switch to fine cut tobacco
Promotional events will help to boost demand for cigars
A wider distribution network and social media marketing will help Taru Martani PT grow its retail volume share
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 Fine Cut Tobacco: % Volume 2016-2020
Table 47 LBN Brand Shares of Fine Cut Tobacco: % Volume 2017-2020
Table 48 Distribution of Cigars and Cigarillos by Format: % Volume 2015-2020
Table 49 Distribution of Smoking Tobacco by Format: % Volume 2015-2020
Table 50 Forecast Sales of Cigars, Cigarillos and Smoking Tobacco by Category: Volume 2020-2025
Table 51 Forecast Sales of Cigars, Cigarillos and Smoking Tobacco by Category: Value 2020-2025
Table 52 Forecast Sales of Cigars, Cigarillos and Smoking Tobacco by Category: % Volume Growth 2020-2025
Table 53 Forecast Sales of Cigars, Cigarillos and Smoking Tobacco by Category: % Value Growth 2020-2025
SMOKELESS TOBACCO, E-VAPOUR PRODUCTS AND HEATED TOBACCO IN INDONESIA
KEY DATA FINDINGS
2020 IMPACT
Economic shock of pandemic weighs heavily on demand for e-vapour products
E-vapour landscape remains highly fragmented
JUUL Labs' retail presence proves to be a short lived
RECOVERY AND OPPORTUNITIES
Strong rebound in demand for open vaping systems could be curbed by regulation
Celebrity stardust could boost demand for open vaping systems
Heated tobacco set to mount a challenge to open vaping systems
CATEGORY INDICATORS
Table 54 Number of Adult Vapers 2015-2020
CATEGORY DATA
Table 55 Sales of Smokeless Tobacco, E-Vapour Products and Heated Tobacco by Category: Value 2015-2020
Table 56 Sales of Smokeless Tobacco, E-Vapour Products and Heated Tobacco by Category: % Value Growth 2015-2020
Table 57 Sales of E-Liquids by Nicotene Strength: % Value 2018-2020
Table 58 NBO Company Shares of E-Vapour Products: % Value 2016-2020
Table 59 LBN Brand Shares of E-Vapour Products: % Value 2017-2020
Table 60 Distribution of E-Vapour Products by Format: % Value 2015-2020
Table 61 Forecast Sales of Tobacco Heating Devices: Volume 2020-2025
Table 62 Forecast Sales of Tobacco Heating Devices: % Volume Growth 2021-2025
Table 63 Forecast Sales of Heated Tobacco: Volume 2020-2025
Table 64 Forecast Sales of Heated Tobacco: % Volume Growth 2021-2025
Table 65 Forecast Sales of Smokeless Tobacco, E-Vapour Products and Heated Tobacco by Category: Value 2020-2025
Table 66 Forecast Sales of Smokeless Tobacco, E-Vapour Products and Heated Tobacco by Category: % Value Growth 2020-2025
TOBACCO FREE ORAL NICOTINE IN INDONESIA
KEY DATA FINDINGS
2020 IMPACT
BAT brings nicotine pouches to Indonesia
Marketing strategy focuses on celebrity endorsement and social media
As it is only distributed online, awareness of the VELO brand remains very low among local smokers
RECOVERY AND OPPORTUNITIES
Post-pandemic economic rebound and growing awareness will boost demand for tobacco free oral nicotine in 2021
Tobacco free oral nicotine is likely to remain in the shadow of e-vapour products and heated tobacco as an alternative to traditional tobacco
New entrants could help to boost awareness and broaden distribution
CATEGORY DATA
Table 67 Sales of Tobacco Free Oral Nicotine: Volume 2015-2020
Table 68 Sales of Tobacco Free Oral Nicotine by Category: Value 2015-2020
Table 69 NBO Company Shares of Tobacco Free Oral Nicotine: % Volume 2016-2020
Table 70 LBN Brand Shares of Tobacco Free Oral Nicotine: % Volume 2017-2020
Table 71 Forecast Sales of Tobacco Free Oral Nicotine: Volume 2020-2025
Table 72 Forecast Sales of Tobacco Free Oral Nicotine by Category: Value 2020-2025
Table 73 Forecast Sales of Tobacco Free Oral Nicotine: % Volume Growth 2020-2025
Table 74 Forecast Sales of Tobacco Free Oral Nicotine by Category: % Value Growth 2020-2025
