Industry Overview - Despite declining cigarette usage, the tobacco industry remains strong in 2025, with consumers shifting to emerging products like oral nicotine pouches and electronic devices [1] Company Performance - British American Tobacco (BAT) has shown resilience by focusing on innovation and high-growth categories, with the stock returning 31% over the past year [2] - BAT operates in over 150 countries and is known for iconic cigarette brands like Dunhill, Lucky Strike, Newport, and Camel [3] - The company is progressing toward becoming a predominantly smokeless business by 2035, with 18% of revenue from new categories in H1 2024, up from 6% in 2017 [4] - BAT's Vuse brand is the global market leader in rechargeable vaporizers, while glo holds the No 2 position in heated products [4] - Velo nicotine pouches are a major growth driver and market leader outside the US [4] - In H1 2024, BAT achieved 7 4% organic constant currency revenue growth from new categories, offsetting a 2 6% decline in traditional cigarettes [5] - Adjusted EPS increased 1 3% YoY, with climbing operating margins [5] - BAT expects low-single-digit organic revenue and adjusted profit growth in constant currency terms for full-year 2024 [5] - Management anticipates progressive improvement into 2025 and mid-single-digit profitable growth by 2026 and beyond [6] Valuation - BAT shares trade at a forward P/E ratio of 7x 2025 consensus EPS, significantly below peers Altria (10x) and Philip Morris International (17x) [7] - The discounted valuation may be due to BAT's global profile and reliance on emerging markets, contrasting with Altria's US focus and Philip Morris' success with Zyn in the US [8] - BAT's diversified global footprint is a strategic advantage, providing flexibility to adapt to evolving regulations and consumer preferences [9] Dividend - BAT offers an industry-leading 8 2% dividend yield, supported by significant free-cash-flow generation [10] - The company has a 25-year track record of consecutive dividend increases, with management committed to continued dividend growth [10] Outlook - 2025 is expected to be a significant year for BAT as it builds momentum with its smokeless product lineup [11] - The company is well-positioned to deliver positive returns over the next several years and is a good option for diversified portfolios [11]

Investment Group Overview - Sensor Unlimited leads the investing group Envision Early Retirement, offering solutions for high income and growth with isolated risks through dynamic asset allocation [2] - The group provides two model portfolios: one for short-term survival/withdrawal and another for aggressive long-term growth [2] - Features include direct access via chat for idea discussions, monthly updates on holdings, tax discussions, and ticker critiques by request [2] Analyst Background - Sensor Unlimited is an economist with a PhD in financial economics and a quantitative modeler [3] - Over the past decade, the analyst has covered the mortgage market, commercial market, and banking industry [3] - The analyst writes about asset allocation and ETFs, particularly those related to the overall market, bonds, banking, financial sectors, and housing markets [3] Trial Offer - A 100% risk-free trial is available to test the proven method without incurring costly market lessons [1]

British American Tobacco (BTI -0.33%) is a consumer staples stock, but it is probably one of the riskiest consumer staples stocks you can buy. That's highlighted by its dividend yield, which at around 8.2% is more than three times larger than the yield of the average consumer staples stock. There's a very high probability that the dividend will be paid just as it has in the past over the next year. But that doesn't mean that British American Tobacco's business isn't becoming increasingly risky.The trend is ...

British American Tobacco (NYSE: BTI ) is a leading tobacco company with considerable momentum in alternative tobacco products. Specifically, the company’s Vuse vapor brand is seeing very favorable KPIs in its business and the company is growing its shareholder distributionsI look for high-risk, high-reward situations, mainly in the technology markets. I am an early buyer of Bitcoin and my portfolio mainly focused on companies with asymmetric long-term upside. My top holdings include: Bitcoin, Tesla, Google, ...

Hi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 26 years old. In 2023 I graduated in Business Administration and I am completing my studies. My interest in financial markets started about 5 years ago when I accidentally came across a video about trading. That was the spark that introduced me to a new world, but over time I realized that it was not my path: too many charts, lines, and not very concrete concepts for a pragmatic person like me. I needed something different ...

When I last wrote about British American Tobacco (NYSE: BTI ), or BAT for short, in October, its share price was struggling, with a 7% decline in share price in the month before. Even at the time, though, the pullback alone was a good reasonManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing ...

Dublin, Dec. 11, 2024 (GLOBE NEWSWIRE) -- The "British American Tobacco Plc in the Tobacco Industry" company profile has been added to ResearchAndMarkets.com's offering. Traditional combustible cigarettes still make up the bulk of BAT's sales, with this expected to continue being the case in the immediate future. However, BAT continues to expand its portfolio of alternative nicotine products, attracting increasing numbers of consumers around the world. While BAT ceded first-mover advantage to PMI in heated ...

Analyst's Perspective - The analyst is bullish on British American Tobacco (NYSE: BTI) and has previously expressed optimism about the company's prospects [1] - The analyst is a seasoned value investor with nearly 20 years of experience, focusing on undervalued companies with a significant margin of safety, attractive dividend yields, and strong returns [1] - The analyst prioritizes companies with a solid earnings track record trading at less than 8x free cash flow, which aligns with his investment philosophy [1] Disclosure and Position - The analyst holds a beneficial long position in British American Tobacco through stock ownership, options, or other derivatives [2] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [2]

Click here for a two-week free trial , so we can help you achieve better long-term total returns and your financial dreams.He is a founding author of the investing group The Dividend Kings which focuses on helping investors safeguard and grow their money in all market conditions through the highest-quality dividend investments. Dividend Sensei and the team of analysts (Brad Thomas, Justin Law, Nicholas Ward, Chuck Carnevale, and Sebastian Wolf) help members invest more intelligently in dividend stocks. Feat ...

Investment Group Overview - The Dividend Kings is an investing group founded by Dividend Sensei, focusing on high-quality dividend investments to help investors safeguard and grow their money in all market conditions [2] - The group includes a team of analysts (Brad Thomas, Justin Law, Nicholas Ward, Chuck Carnevale, and Sebastian Wolf) who assist members in making more intelligent dividend stock investments [2] - Features offered by the group include 13 model portfolios, buy ideas, company research reports, and a thriving chat community for readers to learn about dividend stock investing [2] Analyst's Position - The analyst has a beneficial long position in BTI shares through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not influenced by compensation or business relationships with any mentioned companies [2]