Philip Morris International Inc
PM · Consumer Defensive
$187.15
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I've Been Wrong About Philip Morris International Stock for 5 Years. Here's Why I'm Finally Changing My Mind.
The author reverses his 5-year bearish stance on Philip Morris International after the company successfully pivoted from declining cigarettes to higher-margin smoke-free products. Smoke-free products now represent 42% of revenue (up from 24% in 2020), with strong growth in IQOS heated tobacco and ZYN nicotine pouches. Q2 results beat expectations with 10.4% revenue growth and 15.2% EPS growth. However, at current valuations near $192, the stock is no longer considered cheap despite the improved business fundamentals.
Is Altria's on! PLUS Shaping Up as Its Next Major Growth Engine?
Altria's on! PLUS nicotine pouch product is gaining early momentum with retail presence expanding to approximately 120,000 stores and encouraging repeat purchase rates. However, the company faces intensifying competition from Philip Morris's ZYN and Turning Point Brands's FRE and ALP products, which are also expanding aggressively in the U.S. nicotine pouch market. Altria's stock has underperformed the industry over the past three months, trading at a lower valuation multiple.
Better Consumer Staples ETF: the iShares IYK vs. First Trust's Food and Beverage-Focused FTXG
The iShares U.S. Consumer Staples ETF (IYK) emerges as the superior choice compared to First Trust Nasdaq Food & Beverage ETF (FTXG) for most investors seeking defensive equity exposure. IYK offers broader sector diversification across consumer staples, healthcare, and basic materials with a lower 0.38% expense ratio, larger asset base ($1.4B), and stronger five-year returns ($1,364 vs $1,063 on $1,000 invested). FTXG provides a narrower food and beverage focus that may appeal only to investors seeking specialized sector exposure.
Alphabet Is Facing Thousands of Lawsuits. History Says This Is What May Happen
Alphabet faces thousands of lawsuits alleging YouTube causes addictive behavior and harms users, particularly minors. However, historical precedent from major corporate legal battles (tobacco, antitrust cases) suggests the company's strong financial position should allow it to weather these challenges without catastrophic consequences. Despite legal risks reducing future earnings, Alphabet's valuation and growth prospects remain attractive.
Is iShares US Consumer Staples ETF a Better Buy Than Invesco Food & Beverage?
The iShares U.S. Consumer Staples ETF (IYK) outperforms the Invesco Food & Beverage ETF (PBJ) across multiple metrics, including a lower 0.38% expense ratio versus 0.61%, higher 2.6% dividend yield versus 1.3%, and superior 1-year returns of 8.9% versus -1.0%. With 53 diversified holdings across consumer staples, healthcare, and materials versus PBJ's 31 food and beverage-focused companies, IYK offers broader sector exposure and better long-term performance.