KDP's revenue has stepped up from roughly $3.6B to $7.3B over the latest two quarters, though the 70.6% year-over-year growth in Q3 2026 appears largely inorganic and tied to the JDE Peet's acquisition.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue roughly doubled on acquisition mix while gross margin compressed from about 55% to 41.9% in Q2 2026 before recovering to 48.0%, and operating margin of 18.2% in Q3 2026 remains well below the roughly 22% levels seen through 2025.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | $0.66+6.8% vs $0.62 | $7.3B+0.2% vs $7.3B |
Q3 2026 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 |
Three soda giants promise retirees steady checks, but one has frozen its payout, another has the thinnest cushion, and all three share the same weak spot.
What happened Keurig Dr Pepper Inc. (NASDAQ: KDP) reported third-quarter net sales of $7.34 billion, up 70.6% from a year earlier, and reaffirmed its 2026 guidance. Constant currency growth was 70.1%. Most of the jump came from the JDE Peet's acquisition. It closed April 1 and added $2.6 billion of net sales in the quarter.
Energy drink market share surpassed 10% following recent brand acquisitions. Net sales grew 70.1% including the JDE Peet's acquisition contribution.
KDP's Q3 results benefit from beverage growth, coffee profitability and JDE Peet's acquisition, while sales miss forecast.
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 |
|---|---|---|---|---|---|---|---|
| $36.63 | $49.84B | 30.38 | 8.16% | 7.12% | 5.8% | 2.5% | |
| $141.34 | $193.07B | 17.71 | 2.25% | 11.1% | 50.24% | 3.94% | |
| $95.67 | $411.62B | 28.21 | 1.87% | 28.65% | 39.58% | 2.13% | |
| $45.72 | $89.43B | 41.69 | 10.7% | 22.66% | 24.01% | — | |
| $32.16 | $8.22B | 27.49 | 85.54% | 9.41% | 11.71% | 0.49% | |
| $37.14 | $3.48B | 19.89 | -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)
Nov 3, 2026·SEC
Aug 12, 2026·SEC
Aug 6, 2026·SEC
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Keurig Dr Pepper Inc. (KDP) stock FAQ — growth, dividends, profitability & financials explained
Keurig Dr Pepper Inc. (KDP) reported $23.13B in revenue over the trailing twelve months. Revenue was $16.60B in fiscal year 2025. That is 442% more than the $3.06B of fiscal year 2004.
Keurig Dr Pepper Inc. (KDP) grew revenue by 43.0% over the trailing twelve months, compared with the twelve months before.
Yes. Keurig Dr Pepper Inc. (KDP) earned $1.65B in net income over the trailing twelve months (a 7.1% net margin).
Yes. Keurig Dr Pepper Inc. (KDP) pays a dividend that yields 2.50% at the current price, a moderate yield.
Keurig Dr Pepper Inc. (KDP) had a return on equity (ROE) of 5.8% over the trailing twelve months. That is below the market's typical 10-15%.
Keurig Dr Pepper Inc. (KDP) generated $2.33B in free cash flow over the trailing twelve months.
