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February 16, 2023

Electronic cigarette


Core tip: Once upon a time, the European market was also regarded as the last piece of musicians of "Electronic Cigarette".

For the main force, the one-time convenience only-The more open DIY attribute occupies the most.


When will the European market be regarded as the last piece of musicians of "electronic cigarette fundamentalists"-Power, which emphasizes convenience, only exists as a supplementary category.
-DIY is more open and dominant.

But this pattern has changed greatly in the past year. In the European market in 2022, 52.0% of teenagers will use disposable products, and 15.2% of adults.


Users use disposable products, which is significantly higher than that in 2022.
But just like mountains! The craze in the US market that year has indirectly or even directly promoted the acceleration of regulation:

In recent years, the society has been paying more and more attention to one-off issues, such as inducing underage and environmental pollution,A big test for one time.

Will begin


How hot is disposable in Europe?

"The second engine of the European electronic cigarette market" is probably the best label at present.
This hot trend also reflects the upstream supply chain. Take S`more for example, 2022! Vaus, which has accelerated the layout of disposable categories and cooperated with British Tobacco.

Ego's market share in the UK, France and other markets rose rapidly to the second place. Benefiting from this, S`more`s one-time revenue will continue to increase in 2023, with a revenue of 20 million yuan in Q1.

After Q2 revenue of 300 million yuan, Q3 revenue soared to 700 million yuan.

Why can the one-off boom in Europe?

Unlike the one-time growth of the United States, which is driven by the FDA taste ban, the rapid rise of the European market is caused by a variety of factors. In addition to high convenience and learning, Low threshold and other traditional advantages, and lower price compared with traditional tobacco is one of the main factors.

Take the UK as an example. From February 2018 to February 2023, he UK raised the tax on tobacco products seven times, resulting in the continuous increase of cigarettes and heated cigarettes: Due to the continuous improvement of automation and related technologies in the upstream production end of e-cigarettes, the experience has been improved, and the manufacturing cost has also been reduced Lower. In contrast, the cost performance of electronic cigarettes is prominent.



Also in 2021, NHS will use e-cigarettes as my smoking tool. Under the endorsement of the medical system, more traditional smokers prefer electronic cigarettes and have lower threshold.

Disposable electronic cigarettes have naturally become the first choice, further improving the penetration rate of disposable electronic cigarettes.

Relevant channel providers and electronic cigarette enterprises have noticed this trend, and their efforts at the supply side have amplified this trend.

For example, Dinner Lady, the largest cigarette oil brand of Benjie in the UK, was officially launched in January 2021. It has a large brand influence and a certain brand.

The experience of adapting to the tastes of European users has improved the satisfaction of a large number of traditional open users.

For another example, Flawless signed an exclusive agreement with ELF Bar in May 2022. The largest electronic cigarette distributor in Europe has been in the UK and other European countries since 2016.

More than 6500 customers in Europe provide distribution services, which enables ELF Bar to enter more sales networks and further improve its reputation in the European market; In June of the same year, electronic.

Aqua vape, a tobacco supplier, also announced to become an ELF Bar distribut .



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