Sections
| Title | Starting Page | Number of Pages |
|---|
| Cover Page | 1 | 1 |
| List of Contents and Tables | 2 | 1 |
| CIGARETTES IN SOUTH AFRICA | 3 | 1 |
| Graph - CIGARETTES IN SOUTH AFRICA | 4 | 1 |
| Cigarettes in South Africa - Category Analysis | 5 | 1 |
| Key Data Insights | 5 | 1 |
| 2025 Developments | 5 | 1 |
| Cigarettes summary | 5 | 1 |
| Industry Performance | 5 | 1 |
| Illicit trade reshapes cigarette demand as legal volumes decline | 5 | 1 |
| CIGARETTES IN SOUTH AFRICA | 6 | 1 |
| Illicit penetration displaces legal brands and forces structural change | 6 | 1 |
| Affordability pressures accelerate migration towards untaxed nicotine alternatives | 6 | 1 |
| CIGARETTES IN SOUTH AFRICA | 7 | 1 |
| Graph - Sticks volume -Million sticks | 7 | 1 |
| What's Next? | 7 | 1 |
| Excise increases and enforcement gaps are set to sustain legal volume decline | 7 | 1 |
| Illicit manufacturers are projected to deepen their market presence | 7 | 1 |
| CIGARETTES IN SOUTH AFRICA | 8 | 1 |
| Affordable nicotine alternatives are anticipated to attract more smokers | 8 | 1 |
| Graph - Chart 2 Forecast Volume Sales 2020-2030 | 8 | 1 |
| CIGARETTES IN SOUTH AFRICA | 9 | 1 |
| Graph - Sticks volume - Million sticks % Y-O-Y Growth | 9 | 1 |
| Competitive Landscape | 9 | 1 |
| Gold leaf tobacco and carnilinx gain ground as bat loses share | 9 | 1 |
| CIGARETTES IN SOUTH AFRICA | 10 | 1 |
| Chart 3 Company Shares 2025 | 10 | 1 |
| Graph - Chart 4 Brand Shares 2025 | 10 | 1 |
| Table/Chart: % Share (GBO) - Sticks volume - 2025 | 10 | 1 |
| Table/Chart: Tabular Data Analysis | 10 | 1 |
| CIGARETTES IN SOUTH AFRICA | 11 | 1 |
| Channels | 11 | 1 |
| Supermarkets retain leadership as value-seeking behaviour supports local grocers | 11 | 1 |
| Table/Chart: % Share (LBN) - Sticks volume 2025 | 11 | 1 |
| Table/Chart: Tabular Data Analysis | 11 | 1 |
| CIGARETTES IN SOUTH AFRICA | 12 | 1 |
| E-commerce remains excluded as offline channels dominate distribution | 12 | 1 |
| Graph - Chart 5 Retail Channels 2020-2025 | 12 | 1 |
| CIGARETTES IN SOUTH AFRICA | 13 | 1 |
| Graph - Retail volume 2020-2025 | 13 | 1 |
| Taxation and Pricing | 13 | 1 |
| Taxation rates | 13 | 1 |
| CIGARETTES IN SOUTH AFRICA | 14 | 1 |
| Economic Context | 14 | 1 |
| Political | 14 | 1 |
| Graph - Chart 7 Economic Context for Cigarettes | 14 | 1 |
| Economic | 14 | 1 |
| Technological | 14 | 1 |
| Table/Chart: Chart 6 Cigarette Price Band Definitions | 14 | 1 |
| Table/Chart: Tabular Data Analysis | 14 | 1 |
| Graph - CIGARETTES IN SOUTH AFRICA | 15 | 1 |
| Graph - Chart 9 Inflation 2020-2030 | 15 | 1 |
| CIGARETTES IN SOUTH AFRICA | 16 | 1 |
| Graph - Population | 16 | 1 |
| Income and Expenditure | 16 | 1 |
| Lifestyles | 16 | 1 |
| Graph - Chart 11 Population 2020-2030 | 16 | 1 |
| Graph - CIGARETTES IN SOUTH AFRICA | 17 | 1 |
| Graph - Chart 12 Population by Generation 2025 | 17 | 1 |
| CIGARETTES IN SOUTH AFRICA | 18 | 1 |
| Graph - Report closing date: 23 June 2026 | 18 | 1 |
| Nicotine in South Africa - Industry Overview | 19 | 1 |
| Executive Summary | 19 | 1 |
| 2025 developments | 19 | 1 |
| Key Data Insights | 19 | 1 |
| Key Industry Trends | 19 | 1 |
| CIGARETTES IN SOUTH AFRICA | 20 | 1 |
| Graph - Pursuit of Value | 20 | 1 |
| Cross-Format Consumption | 20 | 1 |
| Industry Performance | 20 | 1 |
| Illicit penetration drives nicotine decline as alternative formats gain ground | 20 | 1 |
| CIGARETTES IN SOUTH AFRICA | 21 | 1 |
| Value-maximising behaviour accelerates migration towards lower-cost nicotine options | 21 | 1 |
| CIGARETTES IN SOUTH AFRICA | 22 | 1 |
| Graph - Sticks volume -Million sticks | 22 | 1 |
| Graph - Chart 15 Volume Sales by Category 2025 | 22 | 1 |
| CIGARETTES IN SOUTH AFRICA | 23 | 1 |
| Graph - Sticks volume Million sticks | 23 | 1 |
| What's Next? | 23 | 1 |
| Alternative nicotine formats are projected to offset combustible decline | 23 | 1 |
| CIGARETTES IN SOUTH AFRICA | 24 | 1 |
| Policy delays are anticipated to sustain regulatory imbalances | 24 | 1 |
| Chart 16 Analyst Insight for Nicotine | 24 | 1 |
| Value-driven nicotine choices are expected to reshape consumption | 24 | 1 |
| CIGARETTES IN SOUTH AFRICA | 25 | 1 |
| Graph - Chart 17 Forecast Volume Sales 2020-2030 | 25 | 1 |
| Graph - Chart 18 Forecast Volume Sales by Category 2025-2030 | 25 | 1 |
| Graph - CIGARETTES IN SOUTH AFRICA | 26 | 1 |
| Competitive Landscape | 26 | 1 |
| Mlp distributors gains share as british american tobacco's lead narrows | 26 | 1 |
| CIGARETTES IN SOUTH AFRICA | 27 | 1 |
| Illicit trade continues to shape competitive dynamics | 27 | 1 |
| Chart 19 Company Shares 2025 | 27 | 1 |
| Graph - Chart 20 Brand Shares 2025 | 27 | 1 |
| Table/Chart: % Share (GBO) - Sticks volume - 2025 | 27 | 1 |
| Table/Chart: Tabular Data Analysis | 27 | 1 |
| CIGARETTES IN SOUTH AFRICA | 28 | 1 |
| Channels | 28 | 1 |
| Supermarkets maintain dominance as price-sensitive shoppers prioritise convenience | 28 | 1 |
| Table/Chart: % Share (LBN) - Sticks volume II 2025 | 28 | 1 |
| Table/Chart: Tabular Data Analysis | 28 | 1 |
| CIGARETTES IN SOUTH AFRICA | 29 | 1 |
| E-commerce remains marginal as nicotine shoppers favour in-person retail | 29 | 1 |
| Products | 29 | 1 |
| Flavour customisation and device simplicity drive nicotine innovation | 29 | 1 |
| CIGARETTES IN SOUTH AFRICA | 30 | 1 |
| Innovation increasingly favours accessible and scalable nicotine formats | 30 | 1 |
| Operating Environment | 30 | 1 |
| Legislation | 30 | 1 |
| CIGARETTES IN SOUTH AFRICA | 31 | 1 |
| Minimum legal smoking age | 31 | 1 |
| Smoking prevalence | 31 | 1 |
| Tar levels | 31 | 1 |
| Health warnings | 31 | 1 |
| Table/Chart: Tabular Data Analysis | 31 | 1 |
| CIGARETTES IN SOUTH AFRICA | 32 | 1 |
| Plain packaging | 32 | 1 |
| Advertising and sponsorship | 32 | 1 |
| Point-of-sale display bans | 32 | 1 |
| Smoking in public places | 32 | 1 |
| CIGARETTES IN SOUTH AFRICA | 33 | 1 |
| Low ignition propensity (lip) cigarette regulation | 33 | 1 |
| Flavoured tobacco product ban | 33 | 1 |
| Reduced harm | 33 | 1 |
| Vapour products | 33 | 1 |
| CIGARETTES IN SOUTH AFRICA | 34 | 1 |
| Production/Imports/Exports | 34 | 1 |
| Economic Context | 34 | 1 |
| Political | 34 | 1 |
| Graph - Economic | 34 | 1 |
| Technological | 34 | 1 |
| Graph - CIGARETTES IN SOUTH AFRICA | 35 | 1 |
| Graph - Chart 24 Inflation 2020-2030 | 35 | 1 |
| CIGARETTES IN SOUTH AFRICA | 36 | 1 |
| Population | 36 | 1 |
| Graph - Chart 25 Consumer Context for Nicotine | 36 | 1 |
| Income and Expenditure | 36 | 1 |
| Lifestyles | 36 | 1 |
| Graph - Chart 26 Population 2020-2030 | 36 | 1 |
| Graph - CIGARETTES IN SOUTH AFRICA | 37 | 1 |
| Graph - Chart 27 Population by Generation 2025 | 37 | 1 |
| CIGARETTES IN SOUTH AFRICA | 38 | 1 |
| Graph - Report closing date: 23 June 2026 | 38 | 1 |
