“Another one bites the dust…” - RFK, probably…
Donnie Politics, in what may be his most deranged dunking since steamrolling the Iowa ethanol lobby in 2016, claims he’s convinced Coca-Cola to nuke corn syrup and switch back to real cane sugar in the U.S. market. Bold move for a guy whose blood type is Diet Coke.
(Source: Giphy)
In short, Trump took to Truth Social to issue the announcement: “I have been speaking to Coca-Cola about using REAL Cane Sugar in Coke in the United States, and they have agreed to do so.” Naturally, Coca-Cola didn’t outright confirm the recipe switch, but they did issue a statement that may as well have been written with a nervous smile and a concealed panic button: “We appreciate President Trump’s enthusiasm… details coming soon.” Translation: Daddy called, and we picked up on the first ring.
(Source: Tip Ranks)
Question: Why is this even a headline? Well, currently, U.S. Coke is sweetened with high-fructose corn syrup… a sticky byproduct of the Midwest subsidy industrial complex. Meanwhile, other countries get the “premium” version with cane sugar, hence your one insufferable friend swearing Mexican Coke “just hits different.” Well, spoiler… that guy’s about to lose his last personality trait. Enter Trump, Make America Healthy Again, and Health Secretary Robert F. Kennedy Jr., who hates artificial dyes, sugar, and presumably fun. The MAHA Commission dropped a report in May suggesting HFCS may be fueling childhood obesity and other side quests on America’s path to metabolic collapse (uhhh, ya think?).
(Source: CNN)
The corn industry (obviously) was less than thrilled. The Corn Refiners Association, immediately pulled the victim card, warning that swapping to cane sugar would nuke thousands of American food jobs, crater Midwestern farm incomes, and boost foreign sugar imports. Which is probably true, and also completely besides the point (especially when it comes to potential diabeetus in America). With that said, regardless of who is right, none of this matters to the market unless it hits Coke’s bottom line.
For instance, Coke closed down -0.13% yesterday… but shares are still mooning +12.01% YTD. However, if this goes through, expect a cost hike across U.S. supply chains. Why? Because sugar ain’t cheap, neither is the logistical nightmare of overhauling your syrupy guts overnight. The corn lobby has been buying Senators since the 70s… and even in 2025, they’re not going quietly. Especially considering that cynics will say there’s no nutritional difference between cane sugar and HFCS (which both are unhealthy, but if I recall from Intro to Nutrition class circa 2007, high fructose corn syrup triggers a greater insulin response… leading to an overworked pancreas and triggering fat storage. But again, what do I know?).
Sarcasm, obvi (Source: Giphy)
And yet, again, it’s a financial wildcard for investors. Cane sugar costs more. Bottling and distribution would need a full overhaul. Margins get pinched. Plus, given that Wall Street really hasn’t priced this in yet… expect some action during today's opening bell. Of course, only time will tell… but all this to say, here’s the bigger question: if Trump can make Coke sweeter, what else can he change with a post? Will Chick-fil-A finally open on Sundays? Would Coke add cocaine back into the mix if Trump + RFK pushed for it? At this point, nothing's off the table LOL.
(Source: Giphy)
In the end though, Coke may not have made it official yet, but all things point to this: real sugar is back, and so is the guy who made it happen. “Merica! Meaning, for now, keep your eyes on this story and for more details that may come out regarding the shift. As always, keep your head on the swivel and place your bets accordingly. Until next time, friends…
At the time of publishing, Stocks.News holds positions in The Coca-Cola Company as mentioned in the article.
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