[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Equilyse [@equilyse1](/creator/twitter/equilyse1) on x XXX followers Created: 2025-07-23 11:32:54 UTC $PM: Philip Morris International—PMI—reported a strong first half of 2025, driven by smoke-free products (SFP). Organic top-line grew high single-digits, with mid-teens adjusted operating income growth, reaching a margin of over 41%. Management raised the full-year adjusted diluted EPS forecast to +13% to +15%. IQOS, ZYN, and VEEV are key to PMI's strategy, targeting XXXX million legal-age consumers of SFPs. ZYN's Q2 shipments grew +43% globally, with strong offtake reacceleration in the US—+36% in June. PMI is targeting full-year US shipment of XXX to XXX million cans. VEEV's H1 shipment volumes more than doubled, driven by Europe, with significant potential outside Europe. Combustible net revenues increased by +2.9%, despite volume declines, thanks to pricing and cost efficiencies. PMI increased its emphasis on VEEV, with gross margin improving by more than ten percentage points since the beginning of 2025. The company believes VEEV has the potential for similar profitability as heated tobacco. Operating cash flow forecast was raised to around $XXXX billion.  XX engagements  **Related Topics** [$pm](/topic/$pm) [stocks consumer defensive](/topic/stocks-consumer-defensive) [Post Link](https://x.com/equilyse1/status/1947983255346569442)
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Equilyse @equilyse1 on x XXX followers
Created: 2025-07-23 11:32:54 UTC
$PM: Philip Morris International—PMI—reported a strong first half of 2025, driven by smoke-free products (SFP). Organic top-line grew high single-digits, with mid-teens adjusted operating income growth, reaching a margin of over 41%. Management raised the full-year adjusted diluted EPS forecast to +13% to +15%. IQOS, ZYN, and VEEV are key to PMI's strategy, targeting XXXX million legal-age consumers of SFPs.
ZYN's Q2 shipments grew +43% globally, with strong offtake reacceleration in the US—+36% in June. PMI is targeting full-year US shipment of XXX to XXX million cans. VEEV's H1 shipment volumes more than doubled, driven by Europe, with significant potential outside Europe. Combustible net revenues increased by +2.9%, despite volume declines, thanks to pricing and cost efficiencies.
PMI increased its emphasis on VEEV, with gross margin improving by more than ten percentage points since the beginning of 2025. The company believes VEEV has the potential for similar profitability as heated tobacco. Operating cash flow forecast was raised to around $XXXX billion.
XX engagements
Related Topics $pm stocks consumer defensive