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Altria Group
Altria Group (MO) investor relations material
Altria Group Consumer Analyst Group of New York Conference (CAGNY) 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Consumer Analyst Group of New York Conference (CAGNY) 2026 summary18 Feb, 2026
Leadership transition and strategic vision
CEO Billy Gifford is retiring in May, with Sal Mancuso set to take over leadership.
The company is focused on transitioning to a smoke-free future and expanding beyond nicotine and the U.S. market.
Emphasis on responsible harm reduction and capturing opportunities in evolving nicotine categories.
Enhanced capabilities and strategy enablers are being developed to support execution and flexibility.
Evolving nicotine market and consumer trends
U.S. nicotine market is shifting rapidly toward smoke-free products, with a 20% decline in combustibles and a 2% CAGR in total nicotine volume from 2020 to 2025.
Nearly half of adult smokers are interested in smoke-free alternatives, and over 4 million have transitioned since 2020.
Three main consumer groups—Traditionalists, Transitioners, and Variety Seekers—are shaping category dynamics and product innovation.
Consumer insights and portfolio strategy
Smoke-free adoption is rising, with over half of U.S. nicotine consumers now using smoke-free products.
Oral tobacco, especially nicotine pouches, is a key growth driver, with volumes up over 40% last year.
Oral tobacco industry volume is growing, with nicotine pouch consumers more than doubling from 2023 to 2025.
The oral portfolio is tailored to different consumer groups, offering a range of flavors and strengths.
Helix's on! PLUS pouches are gaining share, with 95% of surveyed consumers likely to repurchase.
E-vapor strategy with illicit market at 70%?
Beyond U.S. nicotine growth drivers?
AI/automation impact on operations and savings
Partial view of Summaries dataset, powered by Quartr API
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Next Altria Group earnings date
Q1 202630 Apr, 2026
Altria Group
Next Altria Group earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Altria Group, Inc. is a holding company, which engages in the manufacture and sale of smokeless tobacco and cigarettes in the United States. Altria Group was founded by father and son, James M. and Chuck S. Hartman in 1919 and is headquartered in Richmond, VA. The Company's operating companies manufacture and distribute cigarettes, smokeless tobacco, processed tobacco, wine and beer. It operates in two segments: Smokeable Products and Smokeless Products.
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