Altria's US-only cigarette business faces persistent volume declines (5-7% annually) partially offset by pricing. NJOY e-vapor acquisition and on! oral nicotine provide reduced-risk product optionality but execution and scale lag Philip Morris's ZYN. Marlboro pricing power remains durable. Dividend yield of 7%+ supports valuation floor but limits upside. Watch for FDA marketing decisions on next-gen products.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MAR | Marriott International Inc. | 47 | +9% | ↑2% | EARLY |
| COST | Costco Wholesale Corporation | 47 | +9% | ↑2% | NEUTRAL |
| DIS | The Walt Disney Company | 47 | +12% | ↑2% | EARLY |
| LI | Li Auto Inc | 47 | +7% | ↑2% | NEUTRAL |
| CL | Colgate-Palmolive Company | 47 | +7% | ↑2% | NEUTRAL |
| HD | The Home Depot Inc. | 47 | +13% | ↑2% | EARLY |
| NIO | NIO Inc | 47 | -10% | ↑2% | AVOID |
Altria cigarette volume -8%, pricing recoups only partially
NJOY ACE receives expanded FDA marketing authorization
Estimates · Yahoo Finance · Not audited figures