British American Tobacco (BAT)

Spain's cigarette volumes declined 5.2% year over year in August 2026, according to government data cited by UBS and reported by Investing.com on October 7. British American Tobacco's volumes fell 14.5%, followed by Imperial Brands at 8.8%, Philip Morris International at 6.6% and Japan Tobacco at 4.6%. JTI was the only one of the four companies to gain cigarette market share, rising six basis points to 26.7%. In France, official customs data showed an unadjusted 3.7% decline in cigarette deliveries. Adjusting for the difference in delivery days produces a decline of approximately 8.3%, consistent with the UBS figure. The bank also estimated the earnings exposure of major tobacco companies to both markets.

Reynolds American, a BAT subsidiary, showcased four Vuse Pro flavored e-cigarette pods and its VELO nicotine pouch portfolio at NACS Show 2026. Booth staff confirmed to 2Firsts that the Vuse Pro flavors are sold in the U.S., although they have not received FDA marketing authorization. BAT outlined plans to expand Vuse retail distribution and reported that VELO held a 30.5% year-to-date volume share of the U.S. modern oral nicotine category through August 2026. The booth also featured the newly launched VELO MAX range and merchandising displays combining cigarettes, vaping products and oral nicotine brands.

FT: British American Tobacco CEO Tadeu Marroco backs UK e-cigarette tax plan to reduce youth smoking rates.

British American Tobacco Japan lowers prices of glo hyper X2 heated tobacco devices, reducing retail price from 1980 to 980 yen.

Australian government enlists social media influencers to combat e-cigarette misinformation, targeting youth aged 14-20, in new campaign.

Santa Cruz Police Department receives over $250,000 to combat illegal tobacco and e-cigarette sales to minors in California.

Adur and Worthing council in UK takes action to collect used batteries as part of their waste recycling program.

Recent evaluations by British American Tobacco reveal significant losses from selling assets in Russia and Belarus, totaling £3.45 billion.