13 Comments

Great update Devin!

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Apr 24, 2023Liked by Devin LaSarre

Excellent analysis as always.

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Informative, well researched, and balanced writeup. I’m a lot more bullish on iQOS in the US, but maybe that’s because I’ve seen how ubiquitous it has become in parts of Europe.

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Nice writeup man!

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May 15, 2023·edited May 15, 2023Liked by Devin LaSarre

Just some thoughts/questions... How confident are you in PM's due diligence in buying Swedish Match? What are the chances they've bought into a 'Juul-esq' scenario and in a years time, ZYN will be dead in America? Being #1 in the market, ZYN is going to take a lot of heat, are we sure management is up to the task to correctly market/defend this product (Altria proved they couldn't)?

Would appreciate your take.

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