What Is ZYN Ultra? The 9 and 11 mg Pouch, the FDA Authorization — and Why PMI Needed It
Short answer: ZYN Ultra is Philip Morris International’s higher-strength ZYN line — 9 mg and 11 mg pouches that are moister and larger than regular ZYN, which in the US comes in 3 and 6 mg. The FDA authorized 11 ZYN Ultra products in August 2026 (ten at 9 mg, one at 11 mg). Sales had already started in June, two months earlier.
ZYN Ultra vs. regular ZYN
| ZYN (flagship) | ZYN Ultra | |
|---|---|---|
| Nicotine strengths (US) | 3 mg and 6 mg | 9 mg and 11 mg |
| Nicotine Index | NI 1 and NI 2 | NI 3 and NI 4 |
| Format | Dry mini pouch | Moister, larger pouch |
| Pouches per can | — | 20 |
| Price per pouch | Reference | Lower than the flagship, according to PMI |
| FDA marketing authorization | 20 products, January 16, 2025 | 10 products at 9 mg + 1 at 11 mg (Smooth), announced August 21, 2026 |
| Modified risk order (MRTP) | Yes, June 30, 2026 | No |
The ten authorized 9 mg products cover Chill, Citrus, Cool Mint, Deep Freeze, Menthol, Peppermint, Smooth, Spearmint, Wintergreen and Wintergreen Chill; the only authorized 11 mg product is Smooth. In stores, several flavors carry other names, such as Arctic Mint or Citrus Zest. PMI says further 11 mg variants are under FDA review. On the open strength scale Nicotine Index, which counts only mg of nicotine per pouch, ZYN Ultra lands at NI 3 (9 mg) and NI 4 (11 mg) — the same level as the median white pouch in Sweden. Read more about why nicotine pouch strength needs a standard.
Why PMI launched ZYN Ultra
Because the market moved up in strength — and ZYN didn’t. In its Q2 2026 earnings script, PMI acknowledged “competitive gaps in the growing higher strength segment” and put ZYN’s US retail value share at about 57%. In 2025 it had described ZYN as holding about two-thirds of category value. Meanwhile, BAT reports that VELO Plus holds 31% of US modern oral volume, and Altria has an authorized 9 mg on! PLUS and is rolling out a 12 mg version. ZYN Ultra is built for that segment: more nicotine, a moister pouch and — according to PMI — a lower price per pouch than the flagship range, to narrow the price gap to the closest competitor.
Sold before it was authorized
ZYN Ultra went on sale in the US in June 2026, which PMI says happened “under recent FDA guidance”. The most likely reference is the FDA’s guidance of May 8, 2026, which made products with a pending, accepted application a low enforcement priority — with “high nicotine content” named as a possible exception, but no threshold given. Several retail sites have claimed the 9 mg products were already authorized at launch. They weren’t; the authorization came in August.
That route is not without risk. On July 14, 2026, the Campaign for Tobacco-Free Kids, the American Academy of Pediatrics and others sued the FDA over the May guidance. There was no ruling at the time of writing.
What the FDA authorized — and on what terms
The FDA announced the authorization of 11 ZYN Ultra products on August 21, 2026; the order letter is dated August 20. The agency based the decision on lower levels of harmful constituents than cigarettes and smokeless tobacco, appeal to adult smokers and smokeless users, and enough nicotine delivery to support switching — and stressed that it assessed nicotine exposure from each product’s design and formulation, not just the label strength.
The authorization comes with marketing conditions worth reading for anyone planning a US launch:
- age and identity verification for online sales, and age-gating on the brand’s own digital channels;
- paid digital advertising only to age-verified audiences, and TV or radio only where at least 85% of the audience is adult;
- paid influencers must disclose that they are paid;
- 30 days’ advance notice to the FDA before new marketing, plus annual reports;
- the FDA can withdraw the order if youth use rises.
ZYN Ultra is not covered by the modified risk order that the 20 regular ZYN products received on June 30, 2026.
Who else has FDA-authorized pouches?
As of 30 October 2026, the FDA has authorized 67 nicotine pouch products from three brands: ZYN (31), Altria’s on! (12, including on! PLUS at 6 and 9 mg, authorized in December 2025) and BAT’s VELO (24). Before the VELO decision, 23 of the then 43 had come through the pilot program for nicotine pouches that the FDA launched in September 2025, and the VELO products were also reviewed under it. VELO’s authorizations cover only 4 mg Mini pouches, not the higher-strength VELO Plus that competes with ZYN Ultra (FDA). See our breakdown of the PMTA process and the ownership map of the brands.
The American Lung Association criticized the authorization of “flavored, high-nicotine” products and questioned the rigor of the pilot program.
Our read ZYN Ultra is a defensive move, not an innovation. The market leader was losing share in the higher-strength segment and answered with more nicotine and a lower price per pouch. Two things stand out for anyone outside Big Tobacco. First, the strength race is real, and it is being run by the largest players. Second, the sequence — launch with a pending application, authorization afterwards — shows how the US market works right now. It is a route that requires a strong application, and it rests on an FDA guidance that is currently being challenged in court.
What it means for you
- The higher-strength segment is now contested by all three giants. Positioning a challenger there means competing with VELO Plus, on! PLUS and ZYN Ultra at once — on price as well as strength.
- A pending application is not a safe harbor. Enforcement discretion can change with a court ruling or a new guidance; build your plan for that scenario.
- Read the marketing conditions as your future rulebook. Age verification, audience restrictions and advance notice to the FDA are what an authorization looks like in practice.
We help brands plan regulatory strategy and compliant marketing for the US — see regulatory affairs and marketing. More background: who owns ZYN.
Further reading
Sources
- FDA authorizes 11 new nicotine pouches (ZYN Ultra), 21 August 2026 — FDA
- Marketing order letter for ZYN Ultra (redacted), 20 August 2026 — FDA
- FDA authorizes ZYN ULTRA nicotine pouches following scientific review, 21 August 2026 — PMI / Business Wire
- Nicotine pouch products authorized by FDA — FDA
- Tobacco products marketing orders — FDA
- FDA launches program to more efficiently review nicotine pouch applications, September 2025 — FDA
- FDA authorizes 6 nicotine pouch products (on! PLUS), December 2025 — FDA
- FDA issues guidance on enforcement priorities for unauthorized ENDS and nicotine pouch products, 8 May 2026 — FDA
- PMI Q2 2026 earnings script (PDF)
- BAT half-year 2026 results transcript (PDF) — BAT
- FDA authorizes 20 ZYN nicotine pouches to be marketed with a modified risk claim — FDA
- U.S. FDA authorizes 11 ZYN Ultra nicotine pouches, 21 August 2026 — Nicotine Insider
- A new FDA tobacco enforcement guidance lawsuit, August 2026 — FDA Law Blog
- FDA Authorizes Marketing of 24 Velo Nicotine Pouches — FDA
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