I'm not sure market norms vs. social norms apply here (as long as money isn't explicitly mentioned) but it's definitely a shift in the relationship. The "free" stuff is a signal that the company cares about you and when it's taken away you feel like they no longer care.
The other thing that happens here is loss aversion. Losing that "free" coffee or soda is painful.
The other thing that happens here is loss aversion. Losing that "free" coffee or soda is painful.