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Stock Markets February 5, 2026

Coca-Cola to Exit Frozen Product Lines in U.S. and Canada as Consumer Tastes Shift

Company to discontinue Minute Maid frozen and other frozen offerings, focusing on zero-sugar and premium brands; phase-out set for Q1 2026

By Sofia Navarro KO
Coca-Cola to Exit Frozen Product Lines in U.S. and Canada as Consumer Tastes Shift
KO

Coca-Cola said it will discontinue its frozen product offerings, including the Minute Maid frozen line, in the United States and Canada. The company cited shifting consumer preferences and will exit the frozen can category, with frozen items discontinued in Q1 2026 and remaining in-store stock to be sold while supplies last. Coca-Cola has been emphasizing zero-sugar beverages and premium lines such as Fairlife milk amid a changing regulatory and consumer landscape.

Key Points

  • Coca-Cola will discontinue frozen products, including the Minute Maid frozen line, in the U.S. and Canada.
  • The company will exit the frozen can category and plans to discontinue frozen products in Q1 2026, with remaining in-store inventory sold while supplies last.
  • Coca-Cola is shifting emphasis toward zero-sugar beverages and premium products such as Fairlife milk amid a challenging consumer and regulatory landscape.

Coca-Cola announced it will remove its frozen product assortment from the U.S. and Canadian markets, a move the company attributes to changing consumer preferences. A company spokesperson said the decision includes exiting the frozen can category and specifically affects its Minute Maid frozen line.

The spokesperson explained the company is aligning its portfolio to where demand is strongest. "With the juice category growing strongly, were focusing on products that better match what our consumers want. Frozen products will be discontinued in Q1 2026, with in-store inventory available while supplies last," the spokesperson said.

The change comes as Coca-Cola has been pivoting toward zero-sugar beverages and higher-end offerings such as Fairlife milk. The company, which appointed Henrique Braun as chief executive in December, has highlighted those product areas while navigating what it describes as a choppy consumer environment.

Executives have said that rising demand for low-calorie options has weighed on sales of the companys flagship Coke product. They have also pointed to a move toward local products as a factor affecting demand in markets such as India and China, based on comments made in October.

Separately, Coca-Cola is operating in a tougher regulatory setting for packaged foods in the United States and is attempting to introduce a cane sugar version of its signature soda in glass bottles in that market. The companys strategic emphasis on certain product lines comes as it recalibrates amid these regulatory and consumer shifts.

In addition to the corporate statement, the article referenced an investment screener that evaluates Coca-Cola using a broad set of financial metrics. That tool assesses fundamentals, momentum, and valuation to identify risk-reward opportunities and cited past notable winners in its strategies, including Super Micro Computer and AppLovin. The tool claims to generate ideas from current data, and it raises the question of whether Coca-Cola is featured in any of its strategies.

Sectors affected: consumer staples, beverage manufacturing, packaged foods, retail grocery.

Risks

  • Changing consumer preferences may continue to shift demand across beverage and packaged food categories, affecting sales mix in consumer staples and retail.
  • A tougher regulatory environment for packaged foods in the U.S. could influence product strategy and product introductions, impacting packaged food and beverage companies.
  • Market responses to product-line changes and to initiatives like introducing a cane sugar glass-bottle variant may create uncertainty for sales performance in key beverage segments.

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