Supply Constraints

The Zyn Zap: Philip Morris Navigates Nicotine Pouch Shortage

By Daniel Schoester
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Zyn’s popularity has left nicotine fiends high and dry. The smokeless nicotine pouch, owned by Philip Morris International, has seen sales skyrocket — leading to widespread out-of-stock situations nationwide. With Zyn struggling to meet demand, hooked users are turning to rival brands like Rogue, Velo, and On!, which have swooped in to capture market share.

  • Finance and tech workers increasingly see the discreet pouches as a way to enhance performance, with its allure as a nootropic fueling its popularity and some users dubbing it “the new Adderall.”
  • According to Goldman Sachs analysts, Zyn’s share of US smokeless tobacco sales fell to 25.4% by June, down from 26.8% two months prior, as competitors capitalize on the shortage.

Nicotine tightrope: Philip Morris is working overtime to boost production at Zyn’s sole US factory in Kentucky, but they don’t expect to resolve the issue fully until year-end. In the meantime, they’re prioritizing larger retailers to ensure broader availability (WSJ). The tobacco titan plans to open a second US facility in 2025 to keep pace with the “Zyndemic.” For now, the Zyn high shows no signs of coming down, and Phillip Morris must stay on its toes to maintain the buzz.