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Big Tobaccos — The Power Ranking Guide: 2026 Update
Ranking Philip Morris International, British American Tobacco, Altria, Japan Tobacco, and Imperial Brands by risk-adjusted total shareholder return
Mar 31
•
Anthony Yiu
20
8
1
Tobacco Sector Bi-Weekly Tracker 260613
What the data said, what the consensus heard, and the gap worth working in between.
23 hrs ago
•
Anthony Yiu
4
3
1
Three in the Morning, Four at Night
PMI's quarter and BAT's were mirror images. A 2,300-year-old story about monkeys explains why the market got both wrong.
Jun 4
•
Anthony Yiu
10
1
2
Tobacco Sector Bi-weekly Tracker 26-05-28
What the data said, what the consensus heard, and the gap worth working in between.
May 28
•
Anthony Yiu
14
2
Tobacco Sector Bi-weekly Tracker 26-05-13
What the data said, what the consensus heard, and the gap worth working in between.
May 13
•
Anthony Yiu
10
4
3
Most Popular
View all
The Geopolitical Discount: Why BAT’s Growth Algorithm Structurally Lags PMI
Mar 2
•
Anthony Yiu
18
13
2
Big Tobaccos - the power ranking guide
Feb 3, 2025
•
Anthony Yiu
25
19
3
Glo Hyper Pro product launch
Jan 11, 2024
•
Anthony Yiu
12
3
1
I Built a Tobacco Sector Bi-weekly Signal Tracker. Here Comes Issue No. 1
Apr 16
•
Anthony Yiu
27
2
5
Latest
Top
Discussions
Tobacco Sector Bi-weekly Tracker 26-04-30
What the data said, what the consensus heard, and the gap worth working in between.
May 1
•
Anthony Yiu
12
3
PMI's Q1 Beat and the Danger of a Single Story
An anticipated disappointment, an underestimated portfolio, and a reaction that said more about modern market architecture than about Philip Morris.
Apr 29
•
Anthony Yiu
16
2
3
I Built a Tobacco Sector Bi-weekly Signal Tracker. Here Comes Issue No. 1
A bi-weekly signal tracker combining NielsenIQ, company IR, industry journals, search data, and AI-assisted analysis to surface what matters across the…
Apr 16
•
Anthony Yiu
27
2
5
Big Spirits: Who Wins the Downcycle?
Ranking Diageo, Brown-Forman, Pernod Ricard, Campari and Rémy Cointreau at a moment when the sector trades at tobacco multiples.
Mar 26
•
Anthony Yiu
14
Diageo's Free Cash Flow: A Bridge Built on Certainty
Why 83% of the required FCF growth is already locked in — and what it means for total returns.
Mar 17
•
Anthony Yiu
15
2
2
The Geopolitical Discount: Why BAT’s Growth Algorithm Structurally Lags PMI
Moving beyond category growth to quantify the hidden cost of corporate identity, ESG mandates, and market exits.
Mar 2
•
Anthony Yiu
18
13
2
PMI's Q3 Reality Check: Unpacking the ZYN Surprise and Finding the Unsung Heroes
Philip Morris International (PMI) reported its Q3 2025 earnings this week, and the market’s reaction was lukewarm at best.
Oct 23, 2025
•
Anthony Yiu
20
4
1
See all
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