Coca-Cola's switch to cane sugar represents a direct headwind for the company, causing the stock to drop 6%. This highlights a significant risk factor and vulnerability to reduced demand for high-fructose corn syrup.

Faces a long-term headwind and risk factor from growing negative public sentiment against high-fructose corn syrup (HFCS). Coca-Cola's decision provides short-term relief but legitimizes the anti-HFCS sentiment.