PMI U.S. Expands ZYN Portfolio with New Nicotine Strengths and Formats — PMI US Corporate Services, Inc.

Event summary

PMI U.S. is expanding its ZYN nicotine pouch portfolio to include new strengths (1.5 mg, 8 mg) and introduce ZYN ULTRA, a moist oral nicotine pouch.
The FDA issued modified risk tobacco product (MRTP) orders for 20 ZYN products in June 2026, allowing PMI U.S. to market them as lower-risk alternatives to cigarettes.
ZYN ULTRA received marketing granted orders (MGO) from the FDA in August 2026 for 11 products, including 9 mg and 11 mg strengths.
PMI U.S. will transition its 3 mg and 6 mg dry pouch variants to 20 pouches per can in Q4 2026, aligning with consumer preferences.

The big picture

PMI U.S.'s expansion of the ZYN portfolio aligns with the broader industry shift towards smoke-free nicotine products. The FDA's regulatory approvals provide a competitive edge, allowing PMI U.S. to market ZYN as a lower-risk alternative to cigarettes. This strategic move is part of PMI U.S.'s commitment to providing diverse options for adult nicotine consumers, aiming to reduce the prevalence of combustible cigarette use.

What we're watching

Regulatory Dynamics: How the FDA's MRTP and MGO orders will influence PMI U.S.'s marketing strategies and consumer adoption of ZYN products.
Market Penetration: Whether the expanded ZYN portfolio can capture a significant share of the 45 million legal-age nicotine users in the U.S.
Competitive Positioning: The pace at which PMI U.S. can differentiate ZYN from competitors in the smoke-free nicotine market.