Altria's US-only cigarette business faces persistent volume declines (5-7% annually) partially offset by pricing. NJOY e-vapor acquisition and on! oral nicotine provide reduced-risk product optionality but execution and scale lag Philip Morris's ZYN. Marlboro pricing power remains durable. Dividend yield of 7%+ supports valuation floor but limits upside. Watch for FDA marketing decisions on next-gen products.
Thesis reviewed May 29, 2026
Altria Group Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| NIO | NIO Inc | 27 | -10% | β2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | β2% | EARLY |
| DEO | Diageo PLC | 27 | +8% | β2% | NEUTRAL |
| RACE | Ferrari NV | 27 | +17% | β2% | EARLY |
| TM | Toyota Motor Corporation | 27 | +12% | β2% | EARLY |
Investors who hold MO may also have indirect exposure through these country funds.
Altria cigarette volume -8%, pricing recoups only partially
NJOY ACE receives expanded FDA marketing authorization
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Pete SessionsTX | R | Buy | $1kβ$15k | Sep 10, 24 | +49.7% |