TABLE OF CONTENTS
Chapter 1 EXECUTIVE SUMMARY 2
Summary Market Level - Tobacco 2
Summary category level - Cigarettes 3
Summary category level - Cigars and cigarillos 4
Summary category level - Loose tobacco 5
Summary category level - Chewing tobacco 6
Chapter 2 INTRODUCTION 7
What is this report about? 7
How to use this report 7
Market Definition 8
Chapter 3 MARKET OVERVIEW 21
Value Analysis, 2003?08 21
Value Analysis, 2008?13 22
Value Analysis, US$ 2003?08 24
Value Analysis, US$ 2008?13 24
Volume Analysis, 2003?08 25
Volume Analysis, 2008?13 26
Company and Brand Share Analysis 28
Distribution Analysis 31
Expenditure & consumption per capita 33
Chapter 4 LEADING COMPANY PROFILES 36
British American Tobacco plc. 36
Philip Morris International Inc. 38
Chapter 5 CATEGORY ANALYSIS - CIGARETTES 40
Value Analysis, 2003?08 40
Value Analysis, 2008?13 41
Value Analysis, US$ 2003?08 43
Value Analysis, US$ 2008?13 43
Volume Analysis, 2003?08 45
Volume Analysis, 2008?13 46
Company and Brand Share Analysis 49
Distribution Analysis 51
Expenditure & consumption per capita 53
Chapter 6 CATEGORY ANALYSIS - CIGARS AND CIGARILLOS 56
Value Analysis, 2003?08 56
Value Analysis, 2008?13 57
Value Analysis, US$ 2003?08 59
Value Analysis, US$ 2008?13 59
Volume Analysis, 2003?08 61
Volume Analysis, 2008?13 62
Company and Brand Share Analysis 65
Distribution Analysis 68
Expenditure & consumption per capita 70
Chapter 7 CATEGORY ANALYSIS - LOOSE TOBACCO 73
Value Analysis, 2003?08 73
Value Analysis, 2008?13 74
Value Analysis, US$ 2003?08 76
Value Analysis, US$ 2008?13 76
Volume Analysis, 2003?08 78
Volume Analysis, 2008?13 79
Company and Brand Share Analysis 82
Distribution Analysis 84
Expenditure & consumption per capita 86
Chapter 8 CATEGORY ANALYSIS - CHEWING TOBACCO 89
Value Analysis, 2003?08 89
Value Analysis, 2008?13 90
Value Analysis, US$ 2003?08 92
Value Analysis, US$ 2008?13 92
Volume Analysis, 2003?08 93
Volume Analysis, 2008?13 94
Company and Brand Share Analysis 96
Distribution Analysis 99
Expenditure & consumption per capita 101
Chapter 9 COUNTRY COMPARISON 104
Value 104
Volume 109
Market Share 114
Chapter 10 NEW PRODUCT DEVELOPMENT 115
Product launches over time 115
Recent product launches 116
Chapter 11 SOUTH AFRICA SOCIOECONOMIC PROFILE 117
Country Overview 117
Key Facts 118
Political Overview 119
Economic Overview 120
Chapter 12 SOUTH AFRICA MACROECONOMIC PROFILE 121
Macroeconomic Indicators 121
Chapter 13 RESEARCH METHODOLOGY 126
Methodology overview 126
Secondary research 127
Market modeling 128
Primary research 129
Data finalization 130
Ongoing research 130
Chapter 14 APPENDIX 131
Future readings 131
How to contact experts in your industry 131
Disclaimer 131
LIST OF FIGURES
Figure 1: South Africa tobacco value and value forecast, 2003?13 (ZAR m, nominal prices) 23
Figure 2: South Africa tobacco volume and volume forecast, 2003?13 (Kg/Pieces m) 27
Figure 3: South Africa tobacco distribution channels, by value, 2007?08 (%) 32
Figure 4: South Africa cigarettes value and value forecast, 2003?13 (ZAR m, nominal prices) 42
Figure 5: South Africa cigarettes category growth comparison, by value, 2003?13 44
Figure 6: South Africa cigarettes volume and volume forecast, 2003?13 (Pieces m) 47
Figure 7: South Africa cigarettes category growth comparison, by volume, 2003?13 48
Figure 8: South Africa cigarettes distribution channels, by value, 2007?08 (%) 52
Figure 9: South Africa cigars and cigarillos value and value forecast, 2003?13 (ZAR m, nominal prices) 58
Figure 10: South Africa cigars and cigarillos category growth comparison, by value, 2003?13 60
Figure 11: South Africa cigars and cigarillos volume and volume forecast, 2003?13 (Pieces m) 63
Figure 12: South Africa cigars and cigarillos category growth comparison, by volume, 2003?13 64
Figure 13: South Africa cigars and cigarillos company share, by value, 2007?08 (%) 66
Figure 14: South Africa cigars and cigarillos distribution channels, by value, 2007?08 (%) 69
Figure 15: South Africa loose tobacco value and value forecast, 2003?13 (ZAR m, nominal prices) 75
Figure 16: South Africa loose tobacco category growth comparison, by value, 2003?13 77
Figure 17: South Africa loose tobacco volume and volume forecast, 2003?13 (Kg m) 80
Figure 18: South Africa loose tobacco category growth comparison, by volume, 2003?13 81
Figure 19: South Africa loose tobacco distribution channels, by value, 2007?08 (%) 85
Figure 20: South Africa chewing tobacco value and value forecast, 2003?13 (ZAR m, nominal prices) 91
Figure 21: South Africa chewing tobacco volume and volume forecast, 2003?13 (Kg m) 95
Figure 22: South Africa chewing tobacco company share, by value, 2007?08 (%) 97
Figure 23: South Africa chewing tobacco distribution channels, by value, 2007?08 (%) 100
Figure 24: Global tobacco market split (value terms, 2008) – Top 5 countries 105
Figure 25: Global tobacco market value, 2003–08 (Top 5 countries) 108
Figure 26: Global tobacco market split (volume terms, 2008) – Top 5 countries 110
Figure 27: Global tobacco market volume, 2003–08 (Top 5 countries) 113
Figure 28: Map of South Africa 118
Figure 29: Annual data review process 127
LIST OF TABLES
Table 1: Tobacco category definitions 9
Table 2: Tobacco distribution channels 10
Table 3: South Africa tobacco value, 2003?08 (ZAR m, nominal prices) 21
Table 4: South Africa tobacco value forecast, 2008?13 (ZAR m, nominal prices) 22
Table 5: South Africa tobacco value, 2003?08 (US$ m nominal prices) 24
Table 6: South Africa tobacco value forecast, 2008?13 (US$ m nominal prices) 24
Table 7: South Africa tobacco volume, 2003?08 (Kg/Pieces m) 25
Table 8: South Africa tobacco volume forecast, 2008?13 (Kg/Pieces m) 26
Table 9: South Africa tobacco brand share, by value, 2007?08 (%) 28
Table 10: South Africa tobacco value, by brand 2007?08 (ZAR m nominal prices) 29
Table 11: South Africa tobacco company share by value, 2007?08 (%) 30
Table 12: South Africa tobacco value, by company, 2007?08 (ZAR m nominal prices) 30
Table 13: South Africa tobacco distribution channels, by value, 2007?08 (%) 31
Table 14: South Africa tobacco value, by distribution channel, 2007?08 (ZAR m nominal prices) 31
Table 15: South Africa tobacco expenditure per capita, 2003?08 (ZAR, nominal prices) 33
Table 16: South Africa tobacco forecast expenditure per capita, 2008?13 (ZAR, nominal prices) 33
Table 17: South Africa tobacco expenditure per capita, 2003?08 (US$ nominal prices) 34
Table 18: South Africa tobacco forecast expenditure per capita, 2008?13 (US$ nominal prices) 34
Table 19: South Africa tobacco consumption per capita, 2003?08 (Kg/Pieces) 35
Table 20: South Africa tobacco forecast consumption per capita, 2008?13 (Kg/Pieces) 35
Table 21: British American Tobacco plc. Key Facts 36
Table 22: Philip Morris International Inc. Key Facts 38
Table 23: South Africa cigarettes value, 2003?08 (ZAR m, nominal prices) 40
Table 24: South Africa cigarettes value forecast, 2008?13 (ZAR m, nominal prices) 41
Table 25: South Africa cigarettes value, 2003?08 (US$ m nominal prices) 43
Table 26: South Africa cigarettes value forecast, 2008?13 (US$ m nominal prices) 43
Table 27: South Africa cigarettes volume, 2003?08 (Pieces m) 45
Table 28: South Africa cigarettes volume forecast, 2008?13 (Pieces m) 46
Table 29: South Africa cigarettes brand share, by value, 2007?08 (%) 49
Table 30: South Africa cigarettes value, by brand 2007?08 (ZAR m nominal prices) 49
Table 31: South Africa cigarettes company share by value, 2007?08 (%) 50
Table 32: South Africa cigarettes value, by company, 2007?08 (ZAR m nominal prices) 50
Table 33: South Africa cigarettes distribution channels, by value, 2007?08 (%) 51
Table 34: South Africa cigarettes value, by distribution channel, 2007?08 (ZAR m nominal prices) 51
Table 35: South Africa cigarettes expenditure per capita, 2003?08 (ZAR, nominal prices) 53
Table 36: South Africa cigarettes forecast expenditure per capita, 2008?13 (ZAR, nominal prices) 53
Table 37: South Africa cigarettes expenditure per capita, 2003?08 (US$ nominal prices) 54
Table 38: South Africa cigarettes forecast expenditure per capita, 2008?13 (US$ nominal prices) 54
Table 39: South Africa cigarettes consumption per capita, 2003?08 (Pieces) 55
Table 40: South Africa cigarettes forecast consumption per capita, 2008?13 (Pieces) 55
Table 41: South Africa cigars and cigarillos value, 2003?08 (ZAR m, nominal prices) 56
Table 42: South Africa cigars and cigarillos value forecast, 2008?13 (ZAR m, nominal prices) 57
Table 43: South Africa cigars and cigarillos value, 2003?08 (US$ m nominal prices) 59
Table 44: South Africa cigars and cigarillos value forecast, 2008?13 (US$ m nominal prices) 59
Table 45: South Africa cigars and cigarillos volume, 2003?08 (Pieces m) 61
Table 46: South Africa cigars and cigarillos volume forecast, 2008?13 (Pieces m) 62
Table 47: South Africa cigars and cigarillos brand share, by value, 2007?08 (%) 65
Table 48: South Africa cigars and cigarillos value, by brand 2007?08 (ZAR m nominal prices) 65
Table 49: South Africa cigars and cigarillos company share by value, 2007?08 (%) 67
Table 50: South Africa cigars and cigarillos value, by company, 2007?08 (ZAR m nominal prices) 67
Table 51: South Africa cigars and cigarillos distribution channels, by value, 2007?08 (%) 68
Table 52: South Africa cigars and cigarillos value, by distribution channel, 2007?08 (ZAR m nominal prices) 68
Table 53: South Africa cigars and cigarillos expenditure per capita, 2003?08 (ZAR, nominal prices) 70
Table 54: South Africa cigars and cigarillos forecast expenditure per capita, 2008?13 (ZAR, nominal prices) 70
Table 55: South Africa cigars and cigarillos expenditure per capita, 2003?08 (US$ nominal prices) 71
Table 56: South Africa cigars and cigarillos forecast expenditure per capita, 2008?13 (US$ nominal prices) 71
Table 57: South Africa cigars and cigarillos consumption per capita, 2003?08 (Pieces) 72
Table 58: South Africa cigars and cigarillos forecast consumption per capita, 2008?13 (Pieces) 72
Table 59: South Africa loose tobacco value, 2003?08 (ZAR m, nominal prices) 73
Table 60: South Africa loose tobacco value forecast, 2008?13 (ZAR m, nominal prices) 74
Table 61: South Africa loose tobacco value, 2003?08 (US$ m nominal prices) 76
Table 62: South Africa loose tobacco value forecast, 2008?13 (US$ m nominal prices) 76
Table 63: South Africa loose tobacco volume, 2003?08 (Kg m) 78
Table 64: South Africa loose tobacco volume forecast, 2008?13 (Kg m) 79
Table 65: South Africa loose tobacco brand share, by value, 2007?08 (%) 82
Table 66: South Africa loose tobacco value, by brand 2007?08 (ZAR m nominal prices) 82
Table 67: South Africa loose tobacco company share by value, 2007?08 (%) 83
Table 68: South Africa loose tobacco value, by company, 2007?08 (ZAR m nominal prices) 83
Table 69: South Africa loose tobacco distribution channels, by value, 2007?08 (%) 84
Table 70: South Africa loose tobacco value, by distribution channel, 2007?08 (ZAR m nominal prices) 84
Table 71: South Africa loose tobacco expenditure per capita, 2003?08 (ZAR, nominal prices) 86
Table 72: South Africa loose tobacco forecast expenditure per capita, 2008?13 (ZAR, nominal prices) 86
Table 73: South Africa loose tobacco expenditure per capita, 2003?08 (US$ nominal prices) 87
Table 74: South Africa loose tobacco forecast expenditure per capita, 2008?13 (US$ nominal prices) 87
Table 75: South Africa loose tobacco consumption per capita, 2003?08 (Kg) 88
Table 76: South Africa loose tobacco forecast consumption per capita, 2008?13 (Kg) 88
Table 77: South Africa chewing tobacco value, 2003?08 (ZAR m, nominal prices) 89
Table 78: South Africa chewing tobacco value forecast, 2008?13 (ZAR m, nominal prices) 90
Table 79: South Africa chewing tobacco value, 2003?08 (US$ m nominal prices) 92
Table 80: South Africa chewing tobacco value forecast, 2008?13 (US$ m nominal prices) 92
Table 81: South Africa chewing tobacco volume, 2003?08 (Kg m) 93
Table 82: South Africa chewing tobacco volume forecast, 2008?13 (Kg m) 94
Table 83: South Africa chewing tobacco brand share, by value, 2007?08 (%) 96
Table 84: South Africa chewing tobacco value, by brand 2007?08 (ZAR m nominal prices) 96
Table 85: South Africa chewing tobacco company share by value, 2007?08 (%) 98
Table 86: South Africa chewing tobacco value, by company, 2007?08 (ZAR m nominal prices) 98
Table 87: South Africa chewing tobacco distribution channels, by value, 2007?08 (%) 99
Table 88: South Africa chewing tobacco value, by distribution channel, 2007?08 (ZAR m nominal prices) 99
Table 89: South Africa chewing tobacco expenditure per capita, 2003?08 (ZAR, nominal prices) 101
Table 90: South Africa chewing tobacco forecast expenditure per capita, 2008?13 (ZAR, nominal prices) 101
Table 91: South Africa chewing tobacco expenditure per capita, 2003?08 (US$ nominal prices) 102
Table 92: South Africa chewing tobacco forecast expenditure per capita, 2008?13 (US$ nominal prices) 102
Table 93: South Africa chewing tobacco consumption per capita, 2003?08 (Kg) 103
Table 94: South Africa chewing tobacco forecast consumption per capita, 2008?13 (Kg) 103
Table 95: Global tobacco market value, 2008 104
Table 96: Global tobacco market split (value terms (US$ m), 2008) – Top 5 countries 107
Table 97: Global tobacco market volume, 2008 109
Table 98: Global tobacco market split (volume terms, 2008) – Top 5 countries 112
Table 99: Leading players - Top 5 countries 114
Table 100: South Africa tobacco new product launches reports, by company (Top 5 companies), 2008 115
Table 101: South Africa tobacco new product launches SKUs, by company (Top 5 companies), 2008 115
Table 102: South Africa tobacco new product launches (reports), by flavor and fragrances 2008 116
Table 103: South Africa tobacco new product launches (reports) - Recent 5 launches (2008) 116
Table 104: South Africa Key Facts 118
Table 105: South Africa population, by age group, 2003?08 (millions) 121
Table 106: South Africa population forecast, by age group, 2008?13 (millions) 122
Table 107: South Africa population, by gender, 2003?08 (millions) 122
Table 108: South Africa population forecast, by gender, 2008?13 (millions) 123
Table 109: South Africa nominal GDP, 2003?08 (ZAR bn, nominal prices) 123
Table 110: South Africa nominal GDP forecast, 2008?13 (ZAR bn, nominal prices) 123
Table 111: South Africa real GDP, 2003?08 (ZAR bn, 2000 prices) 124
Table 112: South Africa real GDP forecast, 2008?13 (ZAR bn, 2000 prices) 124
Table 113: South Africa real GDP, 2003?08 (US$ bn, 2000 prices) 124
Table 114: South Africa real GDP forecast, 2008?13 (US$ bn, 2000 prices) 125
Table 115: South Africa consumer price index, 2003?08 (2000=100) 125
Table 116: South Africa consumer price index, 2008?13 (2000=100) 125