Nicotine pouch maker Zyn is on a roll, and it's showing up on the company's bottom line — and record stock performance.

Part of that growth is due to easing supply constraints for the product. Shipments of Zyn cans in the U.S. rose more than 41% in the third quarter from the same three-month period in 2023. Philip Morris expects Zyn shipments to match demand "at some point" during the fourth quarter, Babeau said.