미국의 니코틴 시장

Nicotine in the US in 2025 showed a sharper contraction in cigarette consumption than seen across most developed markets, with cigarettes retail volume falling to 143,633 million sticks and ongoing shifts towards nicotine pouches and e-vapour products accelerating the transition away from combustibles. Despite the overall decline in consumer expenditure on tobacco to USD111,672 million, nicotine remains attractive due to rapid growth in modern oral formats and e-vapour consumables, sustained by...

Euromonitor International's Nicotine in USA report offers a comprehensive guide to the size and shape of the market at a national level. It provides the latest retail sales data 2021-2025, allowing you to identify the sectors driving growth. It identifies the leading companies, the leading brands and offers strategic analysis of key factors influencing the market - be the new legislative, distribution or pricing issues. Forecasts to 2030 illustrate how the market is set to change.

Product coverage: Cigarettes, Cigarettes (Illicit+Legal), Cigars, Cigarillos and Smoking Tobacco, E-Vapour Consumables (Illicit+Legal), Smokeless Tobacco, E-Vapour Products and Heated Tobacco.

Data coverage: market sizes (historic and forecasts), company shares, brand shares and distribution data.

Why buy this report?

• Get a detailed picture of the Nicotine market;
• Pinpoint growth sectors and identify factors driving change;
• Understand the competitive environment, the market's major players and leading brands;
• Use five-year forecasts to assess how the market is predicted to develop.

Euromonitor International has over 50 years' experience of publishing market research reports, business reference books and online information systems. With offices in London, Chicago, Singapore, Shanghai, Vilnius, Dubai, Cape Town, Santiago, Sydney, Tokyo, Bengaluru, Sao Paulo, Seoul, Hong Kong, Dusseldorf and Mexico City and a network of analysts in 100 countries, Euromonitor International has a unique capability and an understanding of diverse markets to develop reliable information resources to help drive informed strategic planning. To learn more about how our research solutions can support you, contact your local Euromonitor International office.

TABLE OF CONTENTS

List Of Contents And Tables

Executive Summary

2025 Developments

Key Data Insights

Key Industry Trends

CHART 1 Key Industry Trends for Nicotine

Industry Performance

Shifts in Nicotine Consumption Highlight Cigarette Decline While Modern Alternatives Gain Traction

Value-Seeking Behaviour Drives Cross-Format Consumption as Cigarette Volume Declines

CHART 2 Volume Sales 2020-2030

CHART 3 Volume Sales by Category 2025

What's Next?

Nicotine Pouch Brands Anticipated to Capture Smokers as Cigarette Volumes Shrink

Illicit E-Vapour Expected to Drive Fragmentation as Legal Brands Lose Pricing Power

CHART 4 Forecast Volume Sales 2020-2030

CHART 5 Forecast Volume Sales by Category 2025-2030

Competitive Landscape

Zyn and Velo Plus Outpace Cigarettes as Shares Fragment

Velo Plus Ignites New Rivalry in Nicotine Pouches

Product Innovation and Convenience Drive New Business Gains

CHART 6 Analyst Insight for Nicotine

CHART 7 Company Shares 2025

CHART 8 Brand Shares 2025

Channels

Nicotine Retail Channels Become Increasingly Bifurcated between Convenience Stores and Untracked, Illicit Channels

Online Retailers Expand Pouch Sales as Illicit Vapour Accelerates

Products

Consumer Demand for Convenience and Discretion Redefines the Innovation Agenda

Higher-Moisture Formulations and Flavour Architecture Represent the Frontier of Product Development

Modern Oral Innovation Unlocks Premium Margins and Accelerates Portfolio Repositioning

Operating Environment

Legislation

CHART 9 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

Economic Context

CHART 10 Economic Context for Nicotine

CHART 11 Real GDP Growth 2020-2030

CHART 12 Inflation 2020-2030

Consumer Context

CHART 13 Consumer Context for Nicotine

CHART 14 Population 2020-2030

CHART 15 Population by Generation 2025

Country Reports Disclaimer

CIGARETTES IN THE US

• Key Data Insights
• 2025 Developments
• Cigarettes Summary
• Key Industry Trends
• CHART 16 Key Industry Trends for Cigarettes
• Industry Performance
• Smokers Reduce Purchases as Volumes Decline Sharply
• Shifting Consumer Behaviour Accelerates Category Decline
• Affordability Pressures Reshape Consumption Patterns
• CHART 17 Volume Sales 2020-2030
• What's Next?
• Price-Sensitive Smokers Anticipated to Accelerate Shift to Discount Options as Volumes Fall
• Manufacturers Expected to Face Shrinking Volumes as Regulatory Shifts Drive Consumer Migration
• CHART 18 Forecast Volume Sales 2020-2030

Competitive Landscape

• Philip Morris Usa Inc and Rj Reynolds Tobacco Co Lose Share as Smaller Rivals Grow
• Value Brands Increase but Philip Morris and Rj Reynolds Hold Steady
• CHART 19 Analyst Insight for Cigarettes
• CHART 20 Company Shares 2025
• CHART 21 Brand Shares 2025
• Channels
• Convenience Retailers Maintain Dominance as Primary Purchase Points
• Retail E-Commerce Remains Marginal as Regulations Limit Online Sales
• CHART 22 Retail Channels 2020-2025
• Taxation and Pricing
• Taxation Rates
• Average Cigarette Pack Price Breakdown
• CHART 23 Average Cigarette Pack Price Breakdown: Brand Examples
• Products
• Limited Differentiation Defines the Product Landscape
• Stagnation in Product Development Narrows Competitive Options
• Economic Context
• CHART 24 Economic Context for Cigarettes
• CHART 25 Real GDP Growth 2020-2030
• CHART 26 Inflation 2020-2030
• Consumer Context
• CHART 27 Consumer Context for Cigarettes
• CHART 28 Population 2020-2030
• CHART 29 Population by Generation 2025
• Country Reports Disclaimer

CIGARS, CIGARILLOS AND SMOKING TOBACCO IN THE US

• Key Data Insights
• 2025 Developments
• Cigars, Cigarillos and Smoking Tobacco Summary
• Industry Performance
• Scandinavian Tobacco Group Pivots to Limited Editions as Everyday Use Declines
• Premium Large Cigars Sustain Demand as Consumers Trade up for Special Occasions
• Swisher International Drives Value Sales as Economic Pressure Reshapes Buying Habits
• CHART 30 Volume Sales 2020-2030
• CHART 31 Volume Sales by Category 2025
• What's Next?
• Value Pricing and Premium Positioning Anticipated to Shape Future for Manufacturers
• Cigars and Cigarillos Set to Remain the Largest Despite Overall Volume Decline
• CHART 32 Forecast Volume Sales 2020-2030
• CHART 33 Forecast Volume Sales by Category 2025-2030

Competitive Landscape

• Swisher International Leverages Value Promotions to Reinforce Its Lead
• Swisher, Stg, and Altria Jockey for Leading Cigar Shares
• CHART 34 Company Shares 2025
• CHART 35 Brand Shares 2025
• Channels
• Convenience Retailers Reinforce Leadership through Value-Driven Promotions
• E-Commerce Remains Secondary as In-Store Access Prevails
• Economic Context
• CHART 36 Economic Context for Cigars, Cigarillos and Smoking Tobacco
• CHART 37 Real GDP Growth 2020-2030
• CHART 38 Inflation 2020-2030
• Consumer Context
• CHART 39 Consumer Context for Cigars, Cigarillos and Smoking Tobacco
• CHART 40 Population 2020-2030
• CHART 41 Population by Generation 2025
• Country Reports Disclaimer

SMOKELESS TOBACCO, E-VAPOUR PRODUCTS AND HEATED TOBACCO IN THE US

• Key Data Insights
• 2025 Developments
• Smokeless Tobacco, E-Vapour Products and Heated Tobacco Summary
• Key Industry Trends
• CHART 42 Key Industry Trends for Smokeless Tobacco, E-Vapour Products and Heated Tobacco
• Industry Performance
• Tighterning Regulations Fuel Consumer Demand Shift Towards Tobacco Free Oral Nicotine
• Tobacco Free Oral Nicotine Surpasses Smokeless Tobacco as Consumers Migrate to Modern Oral Options
• Njoy Ace Ban Accelerates Shift to Illicit Vapour and Oral Nicotine
• CHART 43 Volume Sales 2020-2030
• CHART 44 Volume Sales by Category 2025
• What's Next?
• Innovation in Tobacco Free Oral Nicotine Expected to Accelerate User Migration and Volume Gains
• Illicit Vapour and Modern Oral Formats Anticipated to Reshape Consumption and Value
• CHART 45 Forecast Volume Sales 2020-2030
• CHART 46 Forecast Volume Sales by Category 2025-2030

Competitive Landscape

• Zyn and Velo Capture Smokers as Illicit Vapour Gains Ground
• Zyn and Velo Expands the Boundaries of Oral Nicotine
• CHART 47 Analyst Insight for Smokeless Tobacco, E-Vapour Products and Heated Tobacco
• CHART 48 Company Shares 2025
• CHART 49 Brand Shares 2025
• Channels
• Convenience Stores Capture Nicotine Pouch Growth as Illicit Vapour Drives Channel Split
• Illicit E-Vapour Accelerates Online Channel Growth While Legal E-Commerce Remains Constrained
• Products
• Velo Plus and Portfolio Diversification Drive the Next Wave of Nicotine Innovation
• Formulation Advances and Retail Execution Define the Boundaries of Recent Innovation
• Innovation Reshapes Revenue Structures and Long-Term Strategic Priorities
• Economic Context
• CHART 50 Economic Context for Smokeless Tobacco, E-Vapour Products and Heated Tobacco
• CHART 51 Real GDP Growth 2020-2030
• CHART 52 Inflation 2020-2030
• Consumer Context
• CHART 53 Consumer Context for Smokeless Tobacco, E-Vapour Products and Heated Tobacco
• CHART 54 Population 2020-2030
• CHART 55 Population by Generation 2025
• Country Reports Disclaimer