President Trump seeks to switch Coca-Cola from corn syrup to cane sugar

Market Trends & Industry Dynamics - President Trump's influence on Coca-Cola potentially leading to a switch to real cane sugar in the US, moving away from corn syrup used since the early 1980s [2] - The potential switch is linked to the health secretary's "Make America Healthy Again" campaign, targeting additives like high fructose corn syrup [5] - The corn lobby opposes the move due to potential harm to corn farmers and constituents [9] Investment Opportunities & Potential Risks - Switching to cane sugar could cost Coca-Cola hundreds of millions, potentially billions of dollars due to supply chain changes, bottling, distribution, and labeling [7] - The US does not produce enough cane sugar, necessitating imports, potentially from countries like Brazil, which could be affected by tariffs upwards of 50% [8][10] - Corn refiners in the US may face significant problems if Coca-Cola switches to cane sugar [9] Company Strategy & Business Decisions - Coca-Cola has neither confirmed nor denied the switch, stating "more details on new innovative offerings coming soon" [3] - The decision to use high fructose corn syrup since 1985 was driven by subsidies for corn farmers, making it a cheaper option [6] - The change would require a significant overhaul of Coca-Cola's supply chain, including new suppliers and labeling [7]