Synthèse

The global and French tobacco markets are experiencing significant shifts, with regulatory measures and changing public attitudes driving a decline in traditional tobacco consumption. Specifically in France, despite the tobacco market generating €18.9 billion in value, the volume of sales has been consistently decreasing, with 46 thousand tonnes of cigarettes sold in 2020, dropping to 31.7 billion units by 2022. These reductions are aligned with stringent policies such as the Loi Evin  and the healthcare system modernization law which introduced plain packaging and stronger health warnings. Additionally, rising tobacco prices have likely contributed to the decline in tobacco use, with cigarette prices increasing by 85.8%, and roll-your-own tobacco prices rising by 189.3%.

The tightening of cigarette import and export values reflects these market dynamics, as imports decreased from $1,882.1 million to $1,570.7 million, and exports grew marginally from $333.8 million in 2020 to $410.6 million in 2022. Meanwhile, the electronic cigarette market has been gaining traction, perceived as less harmful than traditional tobacco and pegged to reach 1.2 billion euros in size. Amidst these changes, the industry is heavily regulated: French Customs oversee retail sales and tobacconist management, with taxes representing roughly 80% of cigarette retail price. The global tobacco market is led by major corporations like Philip Morris and British American Tobacco, and in France, tobacconists have seen their numbers decline from 28,000 to 23,500, indicating consolidation within the retail segment.

Declining Smoking Prevalences Amid Strict Regulations: A Look into France's Tobacco Market Trends

Tobacco consumption in France has been experiencing significant changes due to a convergence of public health initiatives and evolving social attitudes. Despite the comprehensive nature of the market, which includes products like cigarettes, cigars, and newer forms such as electronic cigarettes, demand has seen a consistent downturn. Among the French population, the prevalence of daily smoking has seen an oscillating yet overall decline. Typically, the percentage of daily male smokers was around the low 30s percent and has decreased to the high 20s percent by 2021. For female smokers, the numbers slightly increased from the low to mid-20s percent  before following a downward trend to around the low 20s percent by 2021.

As such, among individuals aged 18-75, the proportion of daily smokers diminished to nearly 25 percent by 2021. Regional disparities in smoking rates are evident within the country, with Provence-Alpes-Côte-D'azur, Hauts de France, and Occitanie witnessing some of the highest figures. In contrast, Ile de France, Pays de la Loire, and Normandy are regions with the lowest smoking rates. An analysis of smoker profiles reveals notable distinctions across various demographics. Men in the 25-34 age group and women in the 18-24 age group are most likely to be daily smokers. There's a noticeable dip in smoking rates with advancing age, particularly among women. Additionally, education level and employment status influence smoking habits, with those possessing less education and those unemployed showing a higher likelihood of being daily smokers.

A substantial segment of daily smokers have expressed a desire to quit, prompting an increase in sales of smoking cessation treatments such as oral medications and transdermal patches. Legislative measures have also played a role in diminishing tobacco consumption. The price increase on a pack of cigarettes, for example, correlates with a reduction in demand, with higher prices and stricter regulations diminishing sales volumes significantly. While cigarettes remain the dominant tobacco product in France, the electronic cigarette market is growing, viewed by many as a less dangerous alternative to traditional tobacco. Its perceived reduced harm, along with its potential as a smoking cessation aid, is steering some consumers away from conventional smoking products, which may impact the tobacco industry further.

In conclusion, France's tobacco market is witnessing a transformation, influenced by decreasing smoking rates and heightened legislative actions.

Key Players Shaping the Tobacco Market Landscape

While the tobacco market is a complex and tightly regulated industry, it is heavily influenced by a few significant players that dominate the scene. Here's a look at these pivotal companies steering the market, each with its footprint and strategic maneuvers.

  • Philip Morris International (France): As a subsidiary of one of the world's leading tobacco companies, Philip Morris in France carries the weight of its global brand. Known for its flagship product Marlboro, the company has a profound influence on market trends and consumer preferences, consistently anchoring its position at the forefront of the industry.

  • Imperial Brands: This British multinational tobacco company, which came into being over a century ago, has developed a powerful portfolio of products and brands. Imperial Brands has a wide geographic footprint with products sold in over 160 countries and is known for driving innovation within the market.

  • Japan Tobacco: With roots in the Japanese tobacco market, Japan Tobacco International has expanded its reach globally. Holding some of the fastest-growing international brands under its umbrella, the company's international arm has made a notable impact through strategic acquisitions and expansion policies.

  • British American Tobacco: As another heavyweight in the industry, British American Tobacco operates across a multitude of countries. The company has been prominent in aligning its business strategies with market shifts, investing in reduced-risk products to cater to evolving consumer demands.

  • China National Tobacco Corporation: Standing as the largest tobacco company globally when considering the sheer size of the domestic market it controls, this state-owned enterprise underlines the significance of government-backed players in the sector. While less known on the international stage, its monopoly within China marks it as a critical player to watch.

With these market behemoths at play, the tobacco industry continues to evolve, shaped by their strategies and the regulatory frameworks they navigate. The interplay between their ubiquitous traditional products and forays into alternative niches, such as electronic cigarettes and other nicotine delivery systems, underscores a dynamic market responding to both public health pressures and consumer trends.

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  • Nombre de pages : 30 pages
  • Format : Version digitale et PDF
  • Dernière mise à jour : 11/11/2023
Détail des mises à jour

Sommaire et extraits

1 Market overview

1.1 Definition and scope of study

Situated at the crossroads of public and private issues, the tobacco market is a highly specific, highly regulated and monitored market, which nonetheless affects all segments of the global and French population.

The scope of this study includes the production, distribution and sale of tobacco and its by-products, such as cigarettes, cigars, cigarillos, rolling tobacco, chewing tobacco and snuff. New forms of consumption, such as electronic cigarettes, will also be discussed.

The tobacco market is in decline in France, influenced first and foremost by rising cigarette prices, which have led to a drop in cigarette sales over the past twenty years. The market is also in difficulty due to the boom in sales of medical patches and electronic cigarettes. According to Santé Publique France, there are now almost 12 million daily smokers in France.

The tobacco market is dominated by leaders such as Philip Morris International (which owns the Malboro and Philip Morris brands), Seita (which owns Fortuna, Gauloises and Gitanes), Altadis Imperial Tobacco, Japan Tobacco International and British American Tobacco. There are also some forty tobacco distributors in France, the main one being Logista France. Finally, the retail sale of tobacco products is regulated by the French customs authorities.

1.2 The global market in decline

The most recent estimates for the global tobacco market (***). [***] More than US$*** billion of this comes from the sale of conventional cigarettes, of which more than *,*** billion units are consumed each year.

Although combustible cigarettes remain the largest category, their volume has gradually declined over the years due to increased regulation ...

1.3 A downward trend in the French market

A sharp drop in market volume

The overall tobacco market (***). [***]

But in volume terms, the French tobacco market is in sharp decline, due in particular to the steady rise in cigarette prices as well as the boom in sales of medical patches and electronic cigarettes. In ****, tobacco sales were in fact ...

1.4 The rise of the electronic cigarette

"On a scale of * to **, how would you rate the dangerousness of these products?" France, ****, in % Source: ****

Often perceived as a smoking cessation tool, e-cigarettes influence the tobacco market. Vaping enjoys arelatively good image regarding its effects on health, as shown in the graph above. Respondents consider vaping to be the ...

1.5 Foreign trade

Value of tobacco and tobacco product imports France, **** - ****, in millions of dollars Source: ****

Analysis of the data provided shows a general downward trend in tobacco imports in monetary terms from **** to ****. In ****, the value of tobacco imports was $*,***.* million. This value fell slightly in ****, reaching $****.* million, a drop of *.*%. In ...

2 Demand analysis

2.1 Smoking is widespread in France but declining

Daily smoking prevalence by gender among **-** year-olds France, **** - ****, in Source: ****

The prevalence of daily smoking in France fluctuated between **** and ****. Among men, the percentage of daily smokers rose slightly from **.*% in **** to **.*% in ****, then oscillated and finally fell to **.*% in ****. Among women, prevalence rose from **.*% in **** to **.*% in ****, before ...

2.2 Smoker profiles in France

Geographical distribution

There are major regional disparities in the proportion of smokers. The regions with the highest smoking rates in France are Provence-Alpes-Côte-D'azur (***). [***]

Share of smokers by region among **-** year-olds France, ****, in % Source: ****

Age and gender

Share of smokers in the population by age and sex France, ****, in % Source: ...

2.3 The French are trying to quit smoking

More and more French smokers are trying to quit their harmful habit.

Daily smokers wishing to quit France, ****, in Source: ****

The desire to quit smoking is very strong among daily smokers: nearly * out of ** want to quit. Just under a third of them had made a quit attempt lasting at least ...

2.4 The impact of legislation on demand

Tobacco demand is highly dependent on various regulations, and in particular on taxation and other taxes: for example, theWHO estimates that a **% price increase on a pack of cigarettes reduces demand by around *% in high-income countries, and by *% to *% in low- and middle-income countries.

In France, the data provided by the ...

3 Market structure

3.1 Simplified diagram of market structure

Source: ****

3.2 Sector concentration

Based on the net sales of the world's leading tobacco producers, Forbes magazine puts Philip Morris International at the top of this ranking, with $***.* billion in sales in ****. Next come Altria Group (***).

Ranking of top tobacco companies by total sales World, ****, Billions of dollars Source: ****

From **** to the present day, tobacco ...

3.3 Tobacconists have a monopoly on the retail trade

The entire network of tobacconists in France is managed by the French customs and excise administration, providing a framework for the tobacco distribution system.

By ****, there will be a total of **,*** tobacconists , generating sales of €**.** billion.

Number of tobacconists France, ****-**** Source: ****

There is a clear downward trend in the number ...

4.1 Cigarettes are by far the most widely consumed tobacco product

Cigarettes are the most widely consumed tobacco product in France, accounting for **% of sales volume in ****. Sales of roll-your-own tobacco have risen sharply in recent years due to the higher price of industrial cigarettes. This segment will account for **% of tobacco sales in ****.

Share of volume sales of main tobacco products ...

4.2 Tobacco manufacturers set prices

Tobacco prices are set not by the government, but by tobacco manufacturers. Here are the successive stages:[***]

Manufacturers submit a proposal for prices before tax (***) to the French customs administration; The Minister of the Budget ratifies these prices to harmonize prices across the country, depending on the type of product, and ...

4.3 Steadily rising tobacco prices

Change in the price of the best-selling pack of cigarettes and roll-your-own tobacco France, **** - ****, in € Source: ****

Analysis of the data presented shows a steady increase in the price of the best-selling pack of cigarettes and the best-selling pack of rolling tobacco between **** and ****.

For the best-selling pack of cigarettes, the ...

4.4 A growing illegal parallel market

Faced with rising tobacco prices, many consumers are turning to counterfeit products. The parallel network is an attractive alternative for many smokers, as the supply is much more affordable.

Tobacco sales by network France, **** - ****, in Source: ****

From **** to ****, the proportion of tobacco purchased outside the official network rose sharply, from ...

4 Regulations

5.1 Loi Evin 1991, loi de modernisation de notre système de santé 2016

Loi Evin ****

Promulgated in **** by Health Minister Claude Evin, this law reinforces the **** Veil law, and aims to control tobacco and alcohol consumption in France. [***]

With regard to tobacco, it provides for :

A ban on advertising and free or promotional distribution, except in tobacco shops Price increases A ban on smoking ...

5.2 Maximum substance contents and individual tobacco imports

Maximum substance levels

European Directive ****/**/EC introduces Europe-wide limits for various harmful substances in cigarettes and tobacco:

Tar: ** mg / cigarette Nicotine: * mg / cigarette

Carbon monoxide: ** mg / cigarette

It is permitted to bring tobacco into France from a foreign country, but there are certain rules and limits to be respected. Beyond these ...

5.3 Sales, tax and rollover legislation

Sales

The decree of January **, **** prohibits the resale of tobacco products at cultural and sporting events and in health establishments. Cigarette scalpers face prison sentences

Under article *** of the French General Tax Code, the retail sale of tobacco is controlled by customs and carried out by tobacconists, who are required to ...

Liste des graphiques

  • Prévalence du tabagisme quotidien selon le sexe parmi les 18-75 ans
  • Prévalence du tabagisme quotidien par région parmi les 18-75 ans
  • Prévalence du tabagisme quotidien selon le niveau d'études
  • Part de fumeurs dans la population selon l'âge et le sexe
  • Prévalence du tabagisme quotidien selon le revenu mensuel par unité de consommation
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Dernières actualités

Fermeture de l'usine de cigarettes en Corse - 03/10/2023
  • La manufacture de cigarettes de Furiani, en Haute-Corse, propriété du groupe britannique Imperial Brands, cessera sa production d'ici fin de cette année.
  • Cette usine produit chaque année 600 millions de cigarettes à destination du marché local et national.
  • 29 salariés restent dans l'usine, contre plus de 200 dans le passé.
  • La spécificité fiscale corse sur le tabac pour la Corse disparaîtra fin 2025.
  • La fermeture fait suite à une baisse globale et continue des volumes de ventes légaux, qui sont remplacés par la contrebande et la contrefaçon.
Plusieurs cigarettiers misent sur ce produit inventé en Scandinavie. - 31/07/2023
  • Le sachet de nicotine de la marque Velo est conservé entre la lèvre supérieure et la gencive pendant environ trente minutes pour une libération progressive de la nicotine.
  • British American Tobacco (BAT), qui commercialise déjà les sachets de nicotine dans une douzaine de pays européens, a lancé la marque en France après un test concluant.
  • Depuis le début de l'année, la gamme de BAT est disponible dans un quart des bureaux de tabac en France et sur leur site internet.
  • La vente des sachets de nicotine Velo sera interdite en Belgique à partir du 1er octobre.
  • Il existe plusieurs dizaines de marques de sachets de nicotine vendues en France, la plupart étant importées.
  • Ces nouvelles catégories de produits représentent désormais 15% de l'activité de BAT.
  • Philip Morris prévoit que les alternatives au tabac représenteront la moitié de ses ventes d'ici 2025, contre un tiers aujourd'hui.
  • Le marché mondial des sachets de nicotine, évalué à 2 milliards de dollars en 2020, est prédit à une croissance annuelle supérieure à 30% d'ici 2030.
Géants du tabac face au déclin de la cigarette - 13/05/2023
  • En 2020, 17 % de la population mondiale était fumeuse, contre près de 27 % en 2000
  • une baisse continue est attendue, avec 15,4 % à l'horizon 2025.
  • Les volumes de cigarettes vendues ont chuté de 5800 milliards en 2007 à 4700 milliards en 2020, et devraient baisser à 4500 milliards d'ici à 2025.
  • Un tiers des revenus de Philip Morris International (PMI) provient d'alternatives à la cigarette, la part prévue étant de 50 % d'ici à 2025.
  • Les nouvelles catégories de produits représentent 14,8 % de l'activité chez BAT (Lucky Strike, Vogue...) et moins de 5 % chez JTI (Winston, Camel...).
  • Les cigarettiers ne détiennent que 15 % du marché français de la vape.
  • Chez PMI, 79 % des profits proviennent encore des cigarettes.
  • Les marchés émergents, tels que la Chine, l'Indonésie, la Turquie et la Russie, restent attrayants pour les cigarettiers.
Tabac : Logista France diminue ses activités - 07/03/2023
  • Distributeur de tabac Logista France , filiale du groupe espagnol Logista
  • Baisse des ventes de tabac et des produits de nouvelle génération comme la cigarette électronique de 3,9 % en 2022
  • Activité du dépôt toulousain, qui dessert 4,500 buralistes en Occitanie et Nouvelle-Aquitaine, sera transférée à Mions et au Mans
  • Logista fait transporter le tabac depuis les usines d'Europe du Nord et de l'Est jusqu'à ses entrepôts
  • Il prépare les commandes et des transporteurs livrent les 23,500 bureaux de tabac français
  • Il a aussi 29 centres de dépannage où les buralistes s'approvisionnent eux-mêmes
Altria dépense 2,75 milliards de dollars américains pour les cigarettes électroniques Njoy. - 07/03/2023
  • Rachat du fabricant de cigarettes électroniques Njoy
  • Altria a échangé ses 35% dans Juul, pour lequel il avait versé 12,8 milliards de dollars fin 2018, contre le droit d'utiliser certaines de ses technologies sur des dispositifs de tabac chauffé.
  • Juul a un temps connu un succès phénoménal avec ses vaporettes en forme de clés USB
  • Incertitudes réglementaires sur l'avenir des cigarettes électroniques aux États-Unis
  • Altria estime que sa participation ne valait plus que 250 millions de $
Le succès de Iqos, un tabac alternatif, dépend du bon vouloir des régulateurs. - 26/11/2022
  • Iqos marque de tabac à chauffer de Philip Morris International
  • 19,5 millions de consommateurs dans 68 pays
  • Part de marché à 7,6 %
  • PMI a misé 9 milliards de dollars pour développer ses produits alternatifs au tabac
  • PMI a obtenu mi-2020 l’autorisation de l’Agence sanitaire américaine (FDA) de vendre sa marque de tabac à chauffer et celle de communiquer
  • Au Japon, où il a été lancé dès 2016, sa part de marché avoisine les 25 %

Entreprises citées dans cette étude

Cette étude contient un panorama complet des entreprises du marché avec les derniers chiffres et actualités de chaque entreprise :

Philip Morris International
Imperial Brands
Japan Tobacco
British American Tobacco
Altria (Philip Morris USA, Malboro)
Logista France (Altria)
Altadis (Imperial tobacco)
Arnold André

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Ajouts et mises à jour

  • 10/11/2023 - L'étude a été entièrement mise à jour par un analyste Businesscoot. En plus de cette revue complète, des informations sur le marché parallèle du tabac, la concurrence croissante de la cigarette électronique et l'activité des buralistes ont été ajoutées.
  • 15/07/2023 - Ajout des informations de l'entreprise Arnold André
  • 04/07/2023 - Ajout des informations de l'entreprise Altadis
  • 07/03/2023 - Ajout des informations de l'entreprise Logista France (Altria)

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