Overview

• CEO James Quincey confirmed on July 22 that a U.S. cane-sugar–sweetened version of Coca-Cola will arrive this fall as a lasting addition to its lineup.
• The autumn release will expand consumer choice but will not replace the high-fructose corn syrup formula used in U.S. production since the 1980s.
• President Trump’s Truth Social claim that he secured Coca-Cola’s agreement to switch to real cane sugar spurred the announcement, though the company declined to credit him directly.
• The Corn Refiners Association warned the move could cost thousands of U.S. jobs and reduce corn farmers’ incomes, while Health Minister Robert F. Kennedy Jr. praised the step despite experts finding no clear health benefit from cane sugar.
• Analysis by Reflexivity estimates a full switch would raise sugar demand by roughly 35 percent, or 1.4 million tons annually, highlighting potential strains on domestic supply and increases in imports.