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![JohnDoeKnowsGuy Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1515003274075717634.png) JohnDoeKnowsGuy [@JohnDoeKnowsGuy](/creator/twitter/JohnDoeKnowsGuy) on x 1202 followers
Created: 2025-07-22 12:29:07 UTC

Not sure what to think about $bti right now. $pm is showing that velo is really pushing Zyn in US now. If Zyn starts to lose share to velo will market re-rate $bti and $pm to around the same P/E? I feel like vuse vs iqos is where I don't have an opinion. That's very material too.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947635014256021536/c:line.svg)

**Related Topics**
[bti](/topic/bti)
[zyn](/topic/zyn)
[$bti](/topic/$bti)
[$pm](/topic/$pm)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

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