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Andrea Teixiera

Managing Director and Senior Equity Analyst at JPMorgan Chase & Co.

Andrea Teixeira is a Managing Director and Senior Equity Analyst at JPMorgan Chase & Co., specializing in consumer staples research with a focus on companies in the beverages, cosmetics and toiletries, and packaged goods sectors. She currently covers 22 publicly traded companies including major brands across consumer staples and discretionary categories, primarily listed on the NYSE and NASDAQ. Her performance metrics show a mixed track record, with TipRanks rating her as a 2.77-star analyst and a success rate of approximately 51.82% with an average return of 1.49%, though she achieved a notable 311.20% return on her buy rating for ELF Beauty between May 2022 and May 2023. Teixeira has been with JPMorgan Securities LLC since 2004, bringing over two decades of equity research experience to her current role, and previously worked as a Senior Equity Analyst at Banco Bozano, Simonsen SA and as a Buy-Side Equity Analyst at Latinvest Asset Management in Brazil. She holds an MBA in Corporate Finance from New York University's Leonard N. Stern School of Business, which she completed in 2004, and an undergraduate degree from the Federal University of Rio de Janeiro earned in 1996.

Andrea Teixiera's questions to Keurig Dr Pepper (KDP) leadership

Question · Q3 2025

Andrea Teixiera sought clarification on the $400 million synergy target, asking if it is incremental to JDE Peet's existing $500 million program. She also inquired about the breakdown of the $400 million, particularly regarding commodity hedging and procurement, and the conservatism of the guidance.

Answer

CEO Tim Cofer confirmed that the $400 million acquisition integration synergies over three years are incremental to JDE Peet's EUR 500 million cost-out program over seven years. Chief Transformation Officer and Supply Chain Officer Roger Johnson added that the synergy targets are underpinned by detailed plans across procurement, manufacturing, logistics, SG&A, and IT. He noted that while the coffee market is efficient, opportunities exist in technology and development, and further details on policies and action plans will be explored in upcoming clean room discussions.

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Question · Q3 2025

Andrea Teixiera asked for clarification on the $400 million synergies, specifically how procurement and commodity hedging are integrated, and how conservative the guidance is, considering JDE Peet's hedging capabilities.

Answer

CEO Tim Cofer clarified that the $400 million in acquisition integration synergies over three years are incremental to JDE Peet's €500 million cost-out program over seven years. Chief Transformation Officer Roger Johnson expressed confidence in the synergy underpinnings, emphasizing a 'best of both' principle and plans for detailed work in clean rooms to optimize manufacturing, routes to market, and coffee formulation.

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