CLAIM #50418 · PM (PM) · 2025Q4 earnings call · Feb 6, 2026 · due Sep 30, 2026
“I think it's gonna happen. Okay? Summer this year,”
Jacek Olczak · CEO
How to check this claim
Look at: FDA authorization/clearance status for ZYN and ZYN Ultra pending application (higher nicotine strength, moist, flavors)
It came true if: FDA grants marketing authorization for ZYN Ultra by end of summer 2026 (on or before 2026-09-22)
Where: Company press releases / FDA public database of authorized tobacco/nicotine products / PM investor communications
In context
“sking, thinking about everything that you're planning on rolling out, of course, depending on the FDA. Thank you. Jacek Olczak: Look. I mean, obviously, there is some degree of assumptions with we're taking on FDA. And okay, let me answer this if not. If we talk specifically about the ZYN and the ZYN Ultra our pending application. Which is very much in the higher nicotine strength obviously, moist version, you know, some flavors, etcetera. We have a readiness to launch the product essentially as well, essentially as we speak. So it all depends now how quickly can get an answer from FDA, and I will stay from any fortune telling you by the way. About precise timing of FDA. I mean, I didn't have a great track record of forecasting FDA in the past, so I I have to okay, validate with this. But I think it's gonna happen. Okay? Summer this year, I think the plan is well balanced. And, obviously, we will be mean, I sorry. ZYN is growing in The US, but it not growing at our expectations You know, if you measure the category growth versus then growth, at least the recently, etcetera, I mean, this will have to other this will have to be addressed. Cycles, and I said it's somehow baked in the plans. And the way we did this, algorithm provides a good balance between timing, volume expectations, and and, you know, investment. Now we need to remember that you know, when we talk about the ZYN and v for example, on international, mean, these two product categories are vastly enjoying the infrastructure, which we have built over time on IQOS. And I believe the longer we wait also in The US, we will we may end up in the similar, but reverse”
Verify independently
SEC filings for PM ↗ · Claim quote is verbatim from the 2025Q4 earnings call.