PouchDaily topic
Nicotine-pouch reporting, research and analysis connected to MARKET SHARE.
market
BAT just mapped out 2030 — and Velo Plus is now 30% of the US pouch marketAt its Capital Markets Day, BAT put modern oral at the center of Horizon 2030: mid-teens New Category revenue growth, 30% contribution margin by 2030, and Velo Plus at a 30% US share as the No. 2 behind ZYN.
market
Imperial Brands Buys Helwit for £39.8M, More Than Doubles Swedish Pouch ShareImperial Brands has acquired Yoik Group, owner of the Helwit nicotine pouch brand, for an initial £39.8 million. The deal immediately gives Imperial a 6.8%+ share in Sweden, Europe's largest oral nicotine market.
market
On! Pouch Volume Hits 47.2M Cans — But Share Still Falls as ZYN and Velo Outpace Altria's GrowthAltria's On! Plus rollout drove Q2 volume to 47.2 million cans, yet On!'s retail share dropped to 13.9% in H1 2026 (down from 16.8% a year earlier) as the $13.4B pouch category grows faster than On! can capture it.
market
ZYN growth crashes to 1.8% as Velo Plus and On! Plus eat market share — PMI fires back with ULTRA and first-ever FDA modified-risk claimPhilip Morris International's ZYN US shipments grew just 1.8% in Q2 2026 — down from 37% annual growth in 2025 — as BAT's Velo Plus and Altria's On! Plus gain share in the $7 billion nicotine pouch market. PMI's response: ZYN ULTRA and a historic FDA modified-risk authorization.
market
What That Nicokick Survey About ALP Actually Tells Us (And What It Doesn't)ALP's press release cites a Nicokick survey claiming 86% of pouch users are 'likely to switch' to the Tucker Carlson brand. Here's what that number means—and what it very much does not.
market
ZYN Hit $3.1 Billion in US Revenue in 2024, Up 60% as Pouch Market ExplodesPhilip Morris International's ZYN brand generated $3.1 billion in US sales last year, growing more than 60% year-over-year and cementing its dominance in the nicotine pouch category.