Has declined in the past few months , sales of electronic cigarette , no exception in April . In fact, according to Nielsen , and ended on May 10, 2014 between the C-STORE electronic cigarette sales of the dollar has decreased for the first time in four weeks . Meanwhile , the decrease in net sales , net price also decreased 13.9% to $ 10.4 % year-on-year . Sales increased 4.1% , but it was not sufficient to offset the loss of sales and price of the dollar .
Analyst at Wells Fargo , Bonnie Herzog believes the number of Nielsen , not painted explain exactly what happened at the end with a soft segment .
It provides the growing popularity of low-cost Cartomizer per , there is a possibility tool kit , is due to price trends "negative , it was mentioned in research reports . " In addition , " Herzog , a decline in sales we is believe to be a reflection volume for moving the steam tank - to support Nelson , electronic data , (VTM in ) MODS be the ( shop smoke vapor particular) non-tracking channels is large , . as a whole that is not sold as a vapor in the proxy class "
Nelson has not been tracked " steam distribution channels that make sense " shop smoke or vapor cigarettes shop , but $ 80 billion , $ 300 million $ VTM Herzog retail another online sales VTM in the survey of Wells Fargo Bank I estimated the sales . " Full speed class about a year " sales $ 1.4 billion sale estimate (non- tracking additional channels for $ 700 million , including the Internet and $ 700 million Nielsen tracking channel ) $ 1.1 billion plus electronic cigarette Herzog explained chance that is net of $ 2.5 billion .
" Herzog said. " Investors has been questioned , is a major player , steam is positioned after the investment of steam , the velocity survey class steam " underestimation of the times is faster than / Nelson , you can grow based on the call of ' tobacco our " reasons , may not contribute to the revenue of the schedule anymore . "
On the other hand , the establishment of electronic support players , continue to integrate its own channel in the C-STORE: E- CIGS blue Lorillard is 45.2% , maintaining the position of the first with 33.4% of sales and the sales of the C-STORE Dollar the , the logic technology , market share of 26.5 percent share of the dollar in the two 24.3% and sales agent third in NJOY with a market share of 10.5% , of the old bonds share of the percentage of 11.4 U.S. dollar firmly that are still in prison share of the dollar of 6.3% and 3.6% and convertible Renault VUSE 5 and rounded store equivalent of 3% market share of 4.6% .
In spite of the overall decline in sales dollars , Herzog noted that $ 37 million of C-STORE and remain strong sales of more than 4 weeks .
She said "We remain bullish on the category long-term , but recognizes that it may be a soft , profitability of electronic branch of recent , and , " go to the VTM volume especially us. " Bottom line : We still believe
The steam consumption , may exceed the combustible cigarette within 10 years of the next . "
