Prof G Markets

Will Anti-Woke Free Press Join CBS? Philip Morris Falls on ZYN Slowdown & Coke’s Cane Sugar Shift

141 snips
Jul 23, 2025
Philip Morris faces stock struggles due to declining ZYN sales, prompting a closer look at its market dynamics. Coca-Cola navigates a health-conscious shift by introducing real cane sugar, reflecting evolving consumer tastes. The discussion also touches on the intrigue of Bari Weiss' media startup potentially merging with CBS, highlighting tensions between anti-woke sentiment and mainstream journalism. It's a fascinating examination of market responses to consumer behavior and the future of media.
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INSIGHT

Philip Morris Depends on Zin Growth

  • Philip Morris' stock drop was due to a normalization of Zin nicotine pouch demand after inventory issues.
  • Zin is crucial to Philip Morris as it represents the company's growth future.
INSIGHT

Coke Faces Volume Declines

  • Coca-Cola's revenue growth is mainly price-driven amid declining soda volumes.
  • The company is expanding with products like Coke Zero, which continues strong volume growth.
INSIGHT

Coca-Cola's Cane Sugar Strategy

  • Coca-Cola will launch a cane sugar Coke product to appeal to health-conscious consumers.
  • This move complements existing products, aligning with shifting consumer preferences.
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