蓝洞新消费报道,10月18日消息,据全球最大的电子烟品牌JUUL官方网站公告显示,JUUL Labs新任首席执行官KC Crosthwaite在美国当地时间10月17日宣布自上任以后的另一项整改行动,暂停在美国销售非烟草,非薄荷类香料(芒果,奶油,水果和黄瓜),以等待FDA审查。
JUUL Labs声明称,新任首席执行官KC Crosthwaite上任后将对该公司的做法和政策进行广泛审查。其中已经采取了暂停美国所有广播、印刷和数字产品广告,并停止了对「提案C」的积极支持,同时承诺
避免游说政府制定其风味指南草案,并在有效时充分支持并遵守最终政策。
今天这项暂停在美国销售非烟草、非薄荷类产品(芒果,奶油,水果和黄瓜)的决定,JUUL表示是准备等待FDA审查。
JUUL称,鉴于对电子烟行业的信任度不足,我们认为FDA的PMTA流程及其适合保护公众健康的标准是评估这些产品在帮助成年吸烟者远离可燃香烟的过程中可以发挥的作用的最佳方法。
Crosthwaite在宣布这一消息时说,我们必须通过赢得社会的信任并与监管机构,政策制定者和利益相关者合作,以打击未成年人使用,同时为成年吸烟者提供替代品,从而重启电子烟这个类别。
根据公告,用户只能在具有严格年龄验证控制的JUUL.com上提供非烟草、非薄荷类香料(芒果,奶油,水果和黄瓜)。
JUUL称,当公司评估要提交PMTA的产品时,JUUL将继续开发科学证据来支持这些调味产品的使用,并采取严格的措施来打击未成年人使用,因为JUUL相信这些产品在帮助成年吸烟者转移方面可以发挥重要作用远离可燃香烟。
同时,JUUL承诺,该公司将继续避免游说政府当局制定其调味指南草案,并将在有效时全力支持并遵守最终政策。
特朗普政府在上个月表示准备在美国市场上禁止所有调味电子烟,仅保留烟草口味和薄荷口味,直到FDA对相关进行审查并授权重新上架。相关计划将由FDA制定,但目前还没有相关细则推出。
这也是特朗普政府宣布美国食品和药物管理局将发布指导方针,以从市场上去除薄荷和薄荷醇等风味之后的最新举措。在美国已经有密歇根州、马萨诸塞州等州禁止销售调味电子烟产品,禁令的拥护者说,调味电子烟对孩子具有吸引力,并最大程度减少了人们认为有害和令人上瘾的的感觉,但反对者说,它们是使成年人从可燃卷烟转向的重要工具。
值得注意的是,这些政策仅适合美国,海外不受影响。
蓝洞分析,此举表明JUUL在美国遇到的社会压力和监管压力变大,新CEO上任后采取的措施表明该公司正在主动整改以等待政府政策,这也是聪明的做法,但实际上会严重削弱其市场地位和占有率。
最新的分析认为,美国电子烟市场将下降13%,JUUL的估值也从380亿美金跌到了250亿美金,大股东奥驰亚的股价也跌去了仅300亿美金。
声明英文全文:
In September, JUUL Labs announced that its new CEO, K.C. Crosthwaite, is leading a broad review of the company’s practices and policies. As part of that process, the company:
Suspended all broadcast, print, and digital product advertising in the U.S.
Ceased active support of Proposition C in San Francisco
Is refraining from lobbying the Administration on its draft flavor guidance and will fully support and comply with the final policy when effective
Today, Crosthwaite announced another action resulting from the company’s review — the suspension of the sale of our non-tobacco, non-menthol-based flavors (Mango, Creme, Fruit, and Cucumber) in the U.S., pending FDA review.
Given the lack of trust in our industry, we believe the FDA’s PMTA process and its “appropriate for the protection of the public health” standard are the best ways to assess the role these products can play in helping adult smokers move away from combustible cigarettes while also being kept out of the hands of youth.
In making the announcement, Crosthwaite said, “We must reset the vapor category by earning the trust of society and working cooperatively with regulators, policymakers, and stakeholders to combat underage use while providing an alternative to adult smokers.”
Until today, our non-tobacco, non-menthol-based flavors (Mango, Creme, Fruit, and Cucumber) were made available by JUUL Labs in the U.S. only at JUUL.com, which has strict age-verification controls.
As we evaluate what products to submit for PMTA, we will continue to develop scientific evidence to support the use of these flavored products, coupled with strict measures to combat underage use, as we believe these products can play an important role in helping adult smokers move away from combustible cigarettes.
The company will continue to refrain from lobbying the Administration on its draft flavor guidance and will fully support and comply with the final policy when effective.
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