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These U.S. companies might have the most at stake as other countries counter Trump’s tariffs - MarketWatch

1. Trump's tariffs target imports, potentially impacting many U.S. companies. 2. Coca-Cola generates 61% of revenue outside the U.S., but remains insulated. 3. CEO claims most U.S. products are locally produced, minimizing tariff effects. 4. Revenue reporting varies among companies, complicating tariff impact assessments. 5. Retaliatory tariffs may still influence Coca-Cola's global operations despite local production.

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FAQ

Why Bullish?

Coca-Cola's strategy of localized production mitigates tariff risks. Historical examples include previous resilience during trade tensions.

How important is it?

The article directly discusses Coca-Cola's revenue structure and trade implications, affecting investor sentiment.

Why Long Term?

Coca-Cola's global business model aligns well with changing trade landscapes over time.

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