2nd UPDATE: Altria 1Q Net Down 77% On Prior-Year International Earnings
April 22 2009 - 11:02AM
Dow Jones News
Altria Group Inc.'s (MO) first-quarter net income plunged 77%
due to prior-year earnings from its spun-off international
operations, and the company reported a 14% slump in cigarette
volume amid higher excise taxes.
The cigarette maker, which reiterated its 2009 profit view, said
that its Marlboro brand gained market share. Altria recently
acquired smokeless tobacco maker UST Inc. and said that recent
price promotions in parts of the country on its Copenhagen and
Skoal brands also helped share growth in the smokeless market in
the Southeast. The moves imply fresh competition for Reynolds
American Inc. (RAI), which sells smokeless tobacco products like
discount brand Grizzly through its Conwood unit.
Altria shares were recently up 0.7% to 16.81. Credit Suisse said
the share gain for Marlboro was a positive factor, although overall
volume declines appeared to be worse than investors may have been
expecting. Earnings came in ahead of Wall Street's consensus
estimate. Reynolds American's stock was down 1.3% to 38.94.
Cigarette makers raised prices to offset a recent excise tax
hike and are expanding their smokeless tobacco offerings as
Americans continue to puff less. Fitch Ratings recently said the
declines could accelerate, with price hikes cutting U.S. volume up
to 7%, putting total volume declines this year as high as the
low-double digits on a percentage basis.
The maker of Marlboro cigarettes and other tobacco products
reported net income of $589 million, or 28 cents a share, down from
of $2.52 billion, or $1.16 a share, a year earlier. Excluding
restructuring and acquisition costs, earnings from continuing
operations rose to 39 cents from 37 cents.
Revenue excluding excise taxes increased 5.8% to $3.81 billion,
mostly owing to the acquisition of UST Inc. Analysts polled by
Thomson Reuters most recently were looking for earnings of 38 cents
on revenue of $3.99 billion.
U.S. market share for Altria's main Marlboro brand rose to 42.4%
from 41.9%, while the company's total market share fell 0.3
percentage point to 50.9%.
At its U.S. cigarette business, revenue excluding excise taxes
fell 6.6%, primarily on lower volume. The drop would have been 5.7%
excluding impacts from retailers letting inventory fall ahead of
the April 1 tax hike.
At its smokeless tobacco unit, which includes UST's Copenhagen
and Skoal brands as well as Marlboro brands, volume fell 5.3%, and
the segment posted an operating loss amid $128 million in
acquisition-related charges and discounts to promote UST
brands.
-By Tess Stynes and Anjali Cordeiro, Dow Jones Newswires;
201-938-2473; tess.stynes@dowjones.com