Earnings summaries and quarterly performance for Keurig Dr Pepper.
Executive leadership at Keurig Dr Pepper.
Timothy Cofer
Detailed
Chief Executive Officer
CEO
AS
Anthony Shoemaker
Detailed
Chief Legal Officer, General Counsel and Secretary
EG
Eric Gorli
Detailed
President, U.S. Refreshment Beverages
JW
Justin Whitmore
Detailed
President, KDP Energy
MB
Mary Beth DeNooyer
Detailed
Chief Human Resources Officer
PM
Patrick Minogue
Detailed
President, U.S. Coffee
RJ
Roger Johnson
Detailed
Chief Supply Chain Officer
SP
Sudhanshu Priyadarshi
Detailed
Chief Financial Officer and President, International
Board of directors at Keurig Dr Pepper.
Research analysts who have asked questions during Keurig Dr Pepper earnings calls.
Filippo Falorni
Citigroup Inc.
9 questions for KDP
Also covers: CELH, CHD, CL +13 more
PG
Peter Grom
UBS Group
9 questions for KDP
Also covers: BRBR, CELH, CHD +26 more
Christopher Carey
Wells Fargo & Company
7 questions for KDP
Also covers: CAG, CHD, CL +21 more
LL
Lauren Lieberman
Barclays
7 questions for KDP
Also covers: CCEP, CHD, CL +18 more
Kaumil Gajrawala
Jefferies
6 questions for KDP
Also covers: BARK, BRBR, BTMD +22 more
Steve Powers
Deutsche Bank
6 questions for KDP
Also covers: BRBR, CHD, CL +23 more
DM
Dara Mohsenian
Morgan Stanley
5 questions for KDP
Also covers: CHD, CL, CLX +14 more
Peter Galbo
Bank of America
5 questions for KDP
Also covers: CAG, CL, CPB +23 more
AT
Andrea Teixeira
JPMorgan Chase & Co.
3 questions for KDP
Also covers: CELH, CENT, CHD +20 more
Chris Carey
Wells Fargo Securities
3 questions for KDP
Also covers: CAG, CHD, CL +17 more
Kevin Grundy
BNP Paribas
2 questions for KDP
Also covers: CELH, CHD, CL +8 more
ML
Michael Lavery
Piper Sandler & Co.
2 questions for KDP
Also covers: BGS, BYND, CELH +26 more
Robert Moskow
TD Cowen
2 questions for KDP
Also covers: BGS, BRBR, BYND +28 more
RO
Robert Ottenstein
Evercore ISI
2 questions for KDP
Also covers: ABEV, BUD, CCEP +14 more
Bonnie Herzog
Goldman Sachs
1 question for KDP
Also covers: CASY, CCEP, CELH +21 more
BC
Brett Cooper
Consumer Edge Research
1 question for KDP
NM
Nik Modi
RBC Capital Markets
1 question for KDP
Also covers: CHD, CL, COTY +10 more
Stephen Robert Powers
Deutsche Bank
1 question for KDP
Also covers: BRBR, CHD, CL +20 more
Recent press releases and 8-K filings for KDP.
JDE Peet’s EGM approves resolutions for KDP offer
KDP
M&A
Proxy Vote Outcomes
Board Change
- The Extraordinary General Meeting of JDE Peet’s adopted all proposals related to Keurig Dr Pepper’s recommended public offer, including Post-Closing Restructuring Measures, Board appointments and amendments to the Articles of Association.
- The Acceptance Threshold for the Offer was reduced from 95% to 80% of the Company’s outstanding capital as at the Tender Closing Date.
- The Offer Period expires on 27 March 2026 at 17:40 CET (unless extended); shareholders should contact their financial intermediary for tender deadlines.
- Voting results will be published on JDE Peet’s website, and draft minutes of the EGM will be released within three months of the meeting date.
1 day ago
Keurig Dr Pepper reports Q4 2025 results
KDP
Earnings
M&A
Guidance Update
- 2025 results: On a constant currency basis, full-year net sales +8.6%, operating income +4.9%, and EPS +7.3%; Q4 net sales +9.9% and EPS of $0.60 (+1.7%).
- U.S. Refreshment Beverages drove growth with Q4 net sales +11.5% and operating income +8.7%, while U.S. Coffee net sales rose 3.9% but operating income declined 8.8% due to cost pressures.
- JDE Peet’s acquisition on track with tender offer launched and expected close in early April 2026; planning steps under way to separate into Beverage Co. and Global Coffee Co. by end of 2026.
- 2026 guidance: standalone KDP net sales +4–6% and EPS +4–6% (constant currency); Q1 EPS of $0.36–0.37 vs. $0.42 prior; free cash flow forecast of $2 billion.
8 days ago
Keurig Dr Pepper reports Q4 2025 results
KDP
Earnings
M&A
Guidance Update
- 2025 net sales increased 8.6% (constant currency); Q4 net sales grew 9.9% and EPS was $0.60, up 1.7% year-over-year; free cash flow was $1.519 billion
- 2026 guidance includes net sales of $25.9 billion–$26.4 billion (inc. $8.5 billion–$8.7 billion from JDE Peet’s) and low double-digit EPS growth in constant currency; standalone net sales and EPS growth are guided at 4%–6%
- Acquisition of JDE Peet’s is set to close in early April, with regulatory approvals secured; the combined company will be separated into Beverage Co. and Global Coffee Co. by end-2026
- Financing plan includes $4.5 billion convertible preferred equity for the beverage company, a $4 billion Coffee Co. pod manufacturing JV and debt funding; standalone free cash flow is expected to rise to ~$2 billion in 2026
8 days ago
Keurig Dr Pepper reports Q4 2025 earnings and 2026 outlook
KDP
Earnings
Guidance Update
M&A
- FY 2025 net sales rose 8.6% (constant currency) and EPS grew 7.3%, driven by base business strength and a 4-point contribution from GHOST brands.
- Q4 2025 net sales increased 9.9%, with net price realization adding 6 pp and volume/mix 3.9 pp (3.6 pp from GHOST); operating income up 4.8% and EPS +1.7% to $0.60.
- U.S. Refreshment Beverages net sales climbed 11.5% and operating income +8.7%; U.S. Coffee net sales +3.9% (pod shipments down 2.8%); international net sales grew mid-teens cc with operating income +20%.
- 2026 guidance: Combined net sales of $25.9 – $26.4 B; low double-digit EPS growth; standalone KDP net sales and EPS +4 – 6% cc; Q1 EPS of $0.36 – $0.37 vs. $0.42 LY.
- JDE Peet’s acquisition expected to close in early April with integration planning underway and a target separation into Beverage Co. and Global Coffee Co. by end 2026.
8 days ago
Keurig Dr Pepper reports Q4 2025 results
KDP
Earnings
Guidance Update
M&A
- Q4 net sales of $4.5 B (+9.9% YoY), adjusted operating income $1.2 B (+4.8%), and adjusted EPS $0.60 (+1.7%).
- FY 2025 net sales of $16.6 B (+8.6%), adjusted operating income $4.2 B (+4.9%), and adjusted EPS $2.05 (+7.3%).
- On track to close JDE Peet’s acquisition in early April, with integration workstreams advancing and separation readiness targeted by end 2026.
- 2026 outlook: net sales of $25.9–$26.4 B; low-double-digit adjusted EPS growth, including 4–6% standalone KDP growth and $8.5–$8.7 B from JDE Peet’s; interest expense $1.07–$1.12 B.
8 days ago
Keurig Dr Pepper reports Q4 2025 earnings and 2026 outlook
KDP
Earnings
Guidance Update
M&A
- 2025 results: On a constant-currency basis, net sales grew 8.6%, operating income 4.9%, and EPS 7.3%; Q4 net sales rose 9.9% and EPS was $0.60 (+1.7%).
- 2026 guidance: Combined net sales of $25.9–$26.4 billion with low double-digit EPS growth (including a 6–7 pp JDE Peet’s contribution); standalone KDP sees 4–6% net sales and EPS growth. Q1 EPS is guided to $0.36–$0.37 vs $0.42 year-ago.
- JDE Peet’s acquisition: Tender offer launched, with closing targeted for early April 2026, adding $8.5–$8.7 billion to net sales and ~10% EPS accretion in the first year post-acquisition.
- Financing structure: Beverage Co. convertible preferred upsized to $4.5 billion, Global Coffee Co. Pod Manufacturing JV of $4 billion, with the balance funded by debt; existing KDP debt stays with Beverage Co..
8 days ago
Keurig Dr Pepper announces Q4 and full year 2025 results
KDP
Earnings
Guidance Update
Convertible Preferred Issuance
- Q4 2025 net sales rose 9.9%, FY 2025 net sales grew 8.6%, operating income +4.9%, EPS +7.3%; free cash flow was $1,519 million
- 2026 outlook inclusive of JDE Peet’s: net sales of $25.9–$26.4 billion, standalone KDP net sales +4–6% and EPS +4–6%; JDE Peet’s to add $8.5–$8.7 billion to net sales and 6–7 pts to EPS
- Plan to raise $4.5 billion of convertible preferred equity for Beverage Co., finalize a $4 billion Pod Manufacturing JV, and issue $9 billion of debt; targeting separation into two pure-play companies by end 2026
- Governance changes: Pam Path to assume board chair in Q1; adding two independent directors; splitting Nominating & Governance and Compensation Committees to support separation
8 days ago
Keurig Dr Pepper reports Q4 2025 results and 2026 guidance
KDP
Earnings
Guidance Update
M&A
- 2025 net sales rose 8.6% on a constant-currency basis and EPS increased 7.3% for the full year.
- Q4 net sales grew 9.9%, driven by pricing (+6 pts) and volume/mix (+3.9 pts), and EPS reached $0.60, up 1.7% year-over-year.
- 2026 outlook (including JDE Peet’s from Q2): net sales of $25.9 B–$26.4 B and low double-digit EPS growth; standalone KDP sees 4%–6% net sales and 4%–6% EPS growth, with Q1 EPS at $0.36–$0.37.
- The JDE Peet’s acquisition is on track to close in early April, with integration plans and a separation into Beverage Co. and Global Coffee Co. by end-2026 underway.
8 days ago
Keurig Dr Pepper reports Q4 and FY 2025 results and unveils 2026 outlook
KDP
Earnings
Guidance Update
Board Change
- Net sales rose 10.5% to $4.50 bn in Q4 and 8.2% to $16.60 bn for FY 2025; adjusted diluted EPS was $0.60 (+1.7% YoY) in Q4 and $2.05 (+7.3% YoY) for the full year.
- Operating cash flow reached $712 m in Q4 and nearly $2 bn for the full year; free cash flow was $564 m in Q4 and $1.52 bn for FY 2025.
- 2026 guidance calls for $25.9–26.4 bn net sales and low-double-digit constant currency adjusted EPS growth, including the anticipated contribution from JDE Peet’s.
- Board chair to transition from Bob Gamgort to Pamela Patsley at the end of Q1 2026.
8 days ago
Keurig Dr Pepper reports Q4 and full year 2025 results and provides 2026 outlook
KDP
Earnings
Guidance Update
Board Change
- Keurig Dr Pepper delivered Q4 net sales of $4.50 B, up 10.5%, and full-year net sales of $16.60 B, up 8.2%; adjusted EPS was $0.60 in Q4 (+1.7%) and $2.05 for FY 2025 (+7.3%).
- Operating cash flow reached $1.99 B and free cash flow was $1.52 B in 2025, supporting strong liquidity.
- The Board Chair role will transition from Bob Gamgort to Pamela Patsley at the end of Q1 2026, with Gamgort stepping off the Board on that date.
- For 2026, KDP expects net sales of $25.9–26.4 B and low-double-digit constant currency adjusted EPS growth, including the anticipated contribution from JDE Peet’s.
8 days ago
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