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...
Price trend, volume and key moving averages
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 9/24/2026, 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 |
The history of in-home coffee making is a story in and of itself. Over the past century, home coffee brewing has evolved from simmering pots and boiled water to percolators and, in the 1970s, the automatic drip machine, which became a fixture of modern kitchens.
FRISCO, Texas and BURLINGTON, Mass., Sept. 16, 2026 /PRNewswire/ -- Keurig Dr Pepper (NASDAQ: KDP) announced today that its Board of Directors has declared a regular quarterly cash dividend of $0.23 per share, payable in U.S. dollars, on the Company's common stock.
Keurig Dr Pepper is rated a Buy, driven by robust U.S. Refreshment Beverages growth and the accretive JDE Peet's acquisition. KDP's beverage segment delivers sustainable volume-led growth, with Dr Pepper Zero Sugar and energy drinks expanding market share and distribution. Coffee segment headwinds from green coffee costs and tariffs are expected to ease, supporting margin recovery and improved investor sentiment.
Keurig Dr Pepper's international sales rise 12.4% in Q2 as Mexico and Canada gain momentum, but cost pressures can constrain profit growth.
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 |
|---|---|---|---|---|---|---|---|
| $31.76 | $43.21B | 20.76 | 8.16% | 12.52% | 8.36% | 2.89% | |
| $130.18 | $177.83B | 21.70 | 2.25% | 10.82% | 49.99% | — | |
| $88.09 | $379.01B | 28.98 | 1.87% | 28.56% | 40.44% | — | |
| $43.91 | $85.89B | 45.27 | 10.7% | 23.08% | 24.96% | — | |
| $29.18 | $7.46B | 116.72 | 85.54% | 3.62% | 4.36% | — | |
| $30.65 | $2.87B | 15.64 | -1.73% | 14.81% | 32.6% | — |
Keurig Dr Pepper Inc. (KDP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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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 2.89%. 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.
