Goldman Sachs Goup, Inc. (NYSE:GS) showcases secular disruptive themes which they believe possess the potential to reshape their categories and command greater investor attention in the coming years.
Goldman Sachs: E-cigarettes vs traditional cigarettes
Imagine a product that is possibly >99% less harmful than cigarettes, delivers a similar use experience, and offers a better economic bargain—this is the proposition of electronic cigarettes (e-cigs). According to Judy E. Hong of Goldman Sachs Goup, Inc. (NYSE:GS) e-cigs have the potential to alter the status quo of the U.S. tobacco market and accelerate the volume decline of traditional cigarettes. They estimate that e-cigs could reach $10bn in retail sales over the next several years, up from over $1bn...

