Companies often roll out new recipes or flavors, or otherwise "innovate" a product to help justify higher prices and attract new buyers. Protein-dense products may exemplify this sort of business strategy, but they may also indicate broader shifts in diet prompted by growing use of GLP-1 medications. Many consumers—on and off the aforementioned medication—are keen to add more protein, which can make people feel more full and assist with building muscle, to their diets. (Americans generally get enough of the ...

Core Insights - Coca-Cola Co. shares increased over 3% in intra-day trading following third-quarter results that slightly exceeded Wall Street expectations despite a challenging operating environment [1] Financial Performance - Net revenue rose 5% to $12.45 billion, slightly above the consensus estimate of $12.48 billion [4] - Comparable earnings per share were $0.82, beating expectations of $0.78 [4] - The company reaffirmed its full-year 2025 guidance for comparable EPS growth of around 3% and organic revenue growth between 5% and 6% [4] Market Dynamics - The company faced weaker volumes in key markets such as the U.S. and Latin America due to inflationary pressures leading consumers to opt for lower-priced sodas [1] - Despite challenges, demand remained stable in the U.S. and select international markets, with unit case volumes rising 1% [3] - Price increases for brands like Topo Chico sparkling water and Fairlife milk helped offset declines in other segments [3] Product Strategy - A health initiative led by U.S. Health Secretary Robert F. Kennedy Jr. has influenced Coca-Cola's product strategy, with plans to introduce a new Coke variant made with natural cane sugar instead of corn syrup [2] - Analysts noted that this shift would likely increase production costs [2] Volume Trends - Gains in water, sports drinks, coffee, and tea offset declines in juice, dairy, and plant-based beverages, while sparkling soft drink volumes remained flat year-over-year [3]