Product Strategy - Coca-Cola will use U.S cane sugar in a new product [1] External Factors - The decision follows Trump's statement that U.S cane sugar is 'just better' [1]

Core Viewpoint - The announcement by President Trump regarding Coca-Cola's shift to real cane sugar has negatively impacted the stock prices of high fructose syrup producers, particularly Archer-Daniels-Midland (ADM) and Ingredion. Group 1: Company Impact - Shares of Archer-Daniels-Midland (ADM) fell nearly 3% in premarket trading and tumbled as much as 6% following the announcement [1][2] - Ingredion, another global ingredients provider, experienced a decline of more than 7% in its stock price as a result of the news [2] Group 2: Industry Reaction - The shift to real cane sugar in Coca-Cola's products is perceived as a positive move by President Trump, which may influence consumer preferences and market dynamics in the beverage industry [1][2]

Core Viewpoint - President Donald Trump announced that Coca-Cola has agreed to use cane sugar in its U.S. beverages, which is seen as a positive move for the company [1]. Company Performance - Coca-Cola's stock (KO) remained stable following the announcement, trading at $69.27, up 0.14% in pre-market [2]. - The company serves approximately 600 million consumers across 31 countries and reported a 6% organic sales growth in Q1 2025, outperforming Pepsi's 1.2% increase [4]. - Coca-Cola has a long history of annual dividend increases, exceeding 60 years, with a current yield of 2.80%, which is on the low end of its historical range [5]. - Berkshire Hathaway holds about 400 million shares of Coca-Cola, earning $816 million annually in dividends [5]. Industry Reaction - The announcement led to a decline in shares of Archer Daniels Midland and Ingredion, which dropped 6.3% and 8.9% respectively in after-hours trading [6]. - The Corn Refiners Association expressed concerns that replacing high fructose corn syrup with cane sugar could negatively impact American food manufacturing jobs and farm income, while providing no nutritional benefits [7]. - The market remains uncertain as further official updates and confirmations are awaited from all parties involved [8].