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Imperial Brands Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary3 Dec, 2025
Strategic pillars and business overview
Focus on sustainable value generation from tobacco, with strong positions in the U.S., Germany, Spain, and Africa, which now contributes 10% of operating profit.
Next-generation products (NGP) are a key growth pillar, with double-digit growth in nicotine pouches, vape, and heated tobacco over the past three years.
Consumer centricity and a refreshed leadership team drive innovation and operational simplicity.
Net revenue growth of 1%-2% from tobacco, accelerated by double-digit NGP growth, is targeted over the next five years.
Operating profit and cash guidance is GBP 2-3 billion annually, supporting high single-digit EPS growth and progressive dividends with an evergreen share buyback.
Transition, strategy, and future focus
Leadership transition has been smooth, with no surprises due to deep internal experience.
The next five years will emphasize integrating people, process, technology, and data, with a focus on consumer intimacy and AI adoption.
The business aims to evolve from a collection of acquired companies to a unified, agile challenger organization.
Combustibles business and market dynamics
Tobacco volume declines have moderated from -7% to just better than -2% over three years, with pricing power offsetting volume drops.
Affordability in key markets (U.S., Germany, Spain) enables continued pricing ahead of volume declines.
U.K. and Australia face more challenges due to high excise, but Africa shows strong volume and revenue growth.
U.S. market remains attractive, with strong pricing, brand strength across segments, and benefits from increased enforcement against illicit vapes.
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Next Imperial Brands earnings date
H1 202614 May, 2026
Next Imperial Brands earnings date
H1 202614 May, 2026
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Imperial Brands plc (formerly Imperial Tobacco Group plc), is a British multinational tobacco company headquartered in Bristol, England. It is one of the world's fourth-largest international cigarette companies measured by market share after, and the world's largest producer of fine-cut tobacco and tobacco papers. Imperial Brands plc was founded in 1901.
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