Keurig Dr Pepper's transformative acquisition of JDE Peet's has fundamentally altered its scale and financial structure, with Q2 2026 revenue surging 75.6% to $7.3B. However, the deal has introduced significant margin dilution, as gross margin fell to 41.9% an...
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Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth of 75.6% in Q2 2026 to $7.3B masks a 14-point gross margin decline to 41.9% and an 89% EPS drop to $0.04, indicating acquisition-related cost pressures.
Q1 2026 net sales increased by 8.1%, indicating robust revenue performance.
Expanded Starbucks K-Cup partnership enhances product offerings and market reach.
JDE Peet's acquisition closed in April 2026, strengthening the company's portfolio.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.57+6.1% vs $0.54 | $7.3B+1.1% vs $7.2B |
Q2 2026 Apr 23, 2026 | $0.39+4.7% vs $0.37 | $4.0B+3.7% vs $3.8B |
Q1 2026 Feb 24, 2026 | $0.60+1.9% vs $0.59 | $4.5B+3.2% vs $4.4B |
Q4 2025 Oct 27, 2025 | $0.54+0.6% vs $0.54 | $4.3B+3.7% vs $4.2B |
FRISCO, Texas and BURLINGTON, Mass., Oct. 1, 2026 /PRNewswire/ -- Keurig Dr Pepper Inc. (NASDAQ: KDP) will release its financial results for the third quarter ended September 30, 2026 before the market opens on Tuesday, November 3, 2026.
Keurig Dr Pepper has hired Russ Torres as chief executive of its coffee spinoff, plucking the executive from Kimberly Clark.
Proven global consumer goods leader brings 30-year track record of scaling iconic brands, driving commercial growth, and leading enterprise transformations BURLINGTON, Mass. and FRISCO, Texas and AMSTERDAM, Oct. 1, 2026 /PRNewswire/ -- Keurig Dr Pepper Inc. (NASDAQ: KDP) today announced that its Board of Directors has named Russ Torres as Chief Executive Officer of the future Global Coffee Co. Torres will join KDP on November 3, 2026, and serve as Chief Executive Officer of the Company's Coffee Operating Unit prior to separation, during which time he will lead the integration of KDP's and JDE Peet's coffee operations.
The global beverage industry is undergoing a shift as changing consumer preferences, evolving health trends and heightened competition reshape the battle for market share. At the center of this landscape are PepsiCo, Inc. PEP and Keurig Dr Pepper Inc. KDP, two established players with distinct business models and strong brand portfolios.
Benchmark KDP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Keurig Dr Pepper Inc. (KDP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $30.69 | $41.76B | 20.06 | 8.16% | 12.52% | 8.36% | 2.99% | |
| $125.60 | $171.57B | 20.93 | 2.25% | 10.82% | 49.99% | — | |
| $86.10 | $370.44B | 28.32 | 1.87% | 28.56% | 40.44% | — | |
| $42.14 | $82.43B | 43.44 | 10.7% | 23.08% | 24.96% | — | |
| $27.41 | $7.01B | 109.64 | 85.54% | 3.62% | 4.36% | — | |
| $29.69 | $2.78B | 15.15 | -1.73% | 14.81% | 32.6% | — |
Keurig Dr Pepper Inc. (KDP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Keurig Dr Pepper Inc. (KDP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 12, 2026·SEC
Aug 6, 2026·SEC
Jun 25, 2026·SEC
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Keurig Dr Pepper Inc. (KDP) stock FAQ — growth, dividends, profitability & financials explained
Keurig Dr Pepper Inc. (KDP) reported $20.09B in revenue for fiscal year 2025. This represents a 555% increase from $3.06B in 2004.
Keurig Dr Pepper Inc. (KDP) grew revenue by 8.2% over the past year. This is steady growth.
Yes, Keurig Dr Pepper Inc. (KDP) is profitable, generating $1.43B in net income for fiscal year 2025 (12.5% net margin).
Yes, Keurig Dr Pepper Inc. (KDP) pays a dividend with a yield of 2.99%. This makes it attractive for income-focused investors.
Keurig Dr Pepper Inc. (KDP) has a return on equity (ROE) of 8.4%. This is below average, suggesting room for improvement.
Keurig Dr Pepper Inc. (KDP) generated $1.97B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
