Keurig Dr Pepper Announces New Directors and Governance Changes [Accessibility Statement] Skip NavigationAppoints two highly qualified independent directors to the BoardEstablishes new Board committees reinforcing strong governanceBURLINGTON, Mass. and FRISCO, Texas, Feb. 12, 2026 /PRNewswire/ -- Keurig Dr Pepper (NASDAQ: KDP) today announced the continued evolution of its Board of Directors. Effective March 2, two new independent directors, Amie Thuener and William "Bill" Newlands, will join the Board. On ...

When you walk into a convenience store, what used to be refrigerators filled with soda now offer energy drinks, iced coffee, hydration beverages, and a variety of other choices. While Coca-Cola and Pepsi products still have a promintent place, they seem to have fallen out of favor, and data actually back that up. "In 2025, per capita soft drink consumption in the United States is estimated to reach 41.9 gallons, continuing a long-term trend of gradual decline. This ongoing contraction in soft drink cons ...

Quick Read Keurig Dr Pepper (KDP) paid out 99.8% of free cash flow in the first nine months of 2025. Keurig Dr Pepper plans an $18B acquisition of JDE Peet’s despite debt climbing 16.5% to $17.3B in 2024. The company will split into two separate public companies after closing the acquisition in Q2 2026. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Keurig Dr Pepper (NASDAQ: KDP) operates as a maj ...

Keurig Dr Pepper (NASDAQ: KDP) operates as a major North American beverage company with over 125 brands spanning carbonated soft drinks, coffee, tea, water, juice, and mixers. ...

Core Viewpoint - Keurig Dr Pepper Inc. has launched an $18 billion all-cash takeover offer for JDE Peet's, aiming to take the Dutch coffee and tea giant private, with a proposed share price of €31.85 [1][2]. Group 1: Acquisition Details - The offer values JDE Peet's at approximately €15.56 billion ($18.10 billion) and follows negotiations that began in August 2025. The tender offer period is from January 16 to March 27, 2026, with closing expected in early Q2 2026, pending shareholder acceptance [2]. - JDE Peet's board has unanimously endorsed the transaction, stating it is in the best interest of stakeholders. Shareholders controlling about 69% of outstanding shares, including major stakeholder Acorn Holdings, have committed to tender their holdings [3]. Group 2: Future Plans - Upon completion of the acquisition, Keurig Dr Pepper plans to split into two publicly traded companies: one focused on North American refreshment beverages and the other, tentatively named Global Coffee Co., will manage coffee operations across over 100 countries [4]. Group 3: Company Overview - Keurig Dr Pepper Inc. is a beverage company that produces and distributes a variety of soft drinks, coffee, and specialty beverages in North America, with a portfolio that includes brands like Dr Pepper, 7UP, Snapple, and Green Mountain Coffee [5].

With a market cap of $37.5 billion, Keurig Dr Pepper Inc. (KDP) is a leading beverage and single-serve brewing company operating through three segments: U.S. Refreshment Beverages, U.S. Coffee, and International. It manufactures and distributes branded beverages, concentrates, and Keurig brewing systems and K-Cup pods, selling a large portfolio of well-known brands to retail, foodservice, and direct-to-consumer channels. Shares of the Burlington, Massachusetts-based company have underperformed the broade ...

Core Insights - Keurig Dr Pepper Inc. dominates the single-serve coffee pod market, selling approximately 13 billion K-Cup pods annually [1] - The company is recalling 80,000 McDonald's McCafe-branded K-Cup Pods due to potential caffeine content in products labeled as decaf [2][3] - The recall is classified as Class II by the FDA, indicating possible temporary health consequences [2] Company Performance - Keurig Dr Pepper Inc. has a profit margin of 16.7% in 2025, outperforming competitors such as J.M. Smucker Co. (7.3%), Nestlé (16.3%), Kraft Heinz Co. (12.1%), and Starbucks Corporation (9.5%) [7][8] - The company generated revenue of $1.6 billion and a profit of $269.1 million [14] Recall Details - The recalled product is the McCafe Premium Roast Decaf Coffee K-Cup Pods, sold exclusively through Amazon, with a best-by date of November 17, 2026 [5] - The recall affects specific states: California, Indiana, and Nevada [5] Industry Context - Labeling errors account for approximately 45.5% of food recalls, costing the industry nearly $2 billion annually [4] - The convenience of K-Cup pods has led to a significant shift in consumer behavior, with over 38 million homes in the U.S. now using single-serve coffee systems [13]

Core Viewpoint - Keurig Dr Pepper Inc. is set to release its financial results for Q4 and the full year ended December 31, 2025, on February 24, 2026, before market opening [1] Financial Results Announcement - The financial results will be discussed in a conference call hosted by CEO Tim Cofer and CFO Anthony DiSilvestro on February 24, 2026, at 8:00 AM (ET) [1] - Investors and analysts can access the call via specific phone numbers for the U.S., Canada, and international participants [2] - A replay of the call will be available from February 24, 2026, at approximately 11:00 AM (ET) until March 10, 2026 [2] Company Overview - Keurig Dr Pepper is a leading beverage company in North America with over 125 brands and annual revenue exceeding $15 billion [4] - The company holds leadership positions in various beverage categories, including carbonated soft drinks, coffee, tea, water, juice, and mixers [4] - Keurig Dr Pepper is recognized for having the 1 single-serve coffee brewing system in the U.S. and Canada [4] - The company aims to enhance beverage experiences and positively impact communities and the planet through its purpose-driven initiatives [4]

Investment Rating - The report indicates a positive outlook for the coffee industry, particularly in China, with a projected compound annual growth rate (CAGR) of approximately 20% for the next five years in terminal consumption [6][25]. Core Insights - The global coffee production for the 2025/26 season is expected to reach 178.8 million bags (60kg per bag), with a notable increase in Robusta production by 10.9% to 83.33 million bags, while Arabica production is projected to decline by 4.7% to 95.51 million bags due to adverse weather conditions in Brazil [6][10]. - The coffee market is experiencing significant changes, including the introduction of new technologies in production and brewing, the rise of functional coffee products, and the increasing importance of local brands in China [3][17]. - The Chinese coffee market is evolving from a focus on instant coffee to a more diverse range of products, with an emphasis on quality and specialty coffee, as evidenced by the growth of local brands and the increasing variety of coffee beans being cultivated [25][40]. Summary by Sections Coffee Industry Value Chain - The coffee value chain is highly concentrated, with major players controlling significant portions of production, trade, and retail. The top four traders dominate the upstream segment, while brands like Nestlé and JDE control a large share of the downstream market [6][20]. - The global coffee market is estimated to exceed $100 billion, with the terminal market in China projected to surpass 150 billion yuan [8][10]. Coffee Production and Quality - Coffee quality is influenced by various factors, including the type of beans, processing methods, and roasting techniques. The report highlights the importance of maintaining high standards in each stage of the coffee production process [8][21]. - The report notes that Arabica beans account for nearly 60% of global coffee production, with a focus on quality and flavor driving market trends [10][11]. Chinese Coffee Market - China's coffee planting area is stabilizing, with a shift towards quality improvement and diversification of coffee varieties. By 2025, the production value is expected to rise significantly due to enhanced processing techniques and a growing emphasis on specialty coffee [25][29]. - The consumption of coffee in China is projected to exceed 400,000 tons by 2025, reflecting a growing trend towards premium and specialty coffee products [40][41]. Competitive Landscape - The competitive landscape in the coffee industry is characterized by a mix of global giants and emerging local brands. Companies like Luckin Coffee are expanding rapidly, while traditional players are adapting to new market dynamics [18][46]. - The report identifies a trend towards vertical integration among leading brands, with companies investing in their own roasting facilities to ensure quality control and cost efficiency [46][47].

Company Overview - Keurig Dr Pepper Inc. (KDP) has a market cap of $37.2 billion and is a leading beverage and coffee company with a diverse portfolio of beverages and single-serve brewing systems [1] - The company operates through three segments: U.S. Refreshment Beverages, U.S. Coffee, and International, featuring brands like Dr Pepper, 7UP, Snapple, Green Mountain Coffee Roasters, and Starbucks [1] Financial Performance - KDP is expected to report an adjusted EPS of $0.59 for fiscal Q4 2025, reflecting a 1.7% increase from $0.58 in the same quarter last year [2] - For fiscal 2025, analysts forecast an adjusted EPS of $2.04, a rise of 6.3% from $1.92 in fiscal 2024, with further growth expected to $2.17 in fiscal 2026, representing a 6.4% year-over-year increase [3] Recent Developments - Shares of KDP increased by 7.6% on October 27 following the announcement of strong Q3 2025 results, with net sales rising 10.7% to $4.31 billion and adjusted EPS increasing 5.9% to $0.54 [5] - The growth in Q3 was primarily driven by a 14.4% increase in U.S. Refreshment Beverages sales, with the GHOST acquisition contributing 7.2 percentage points to volume growth [5] - KDP has raised its full-year constant currency net sales growth outlook to a high-single-digit range, further boosting investor confidence [5] Stock Performance and Analyst Ratings - Over the past 52 weeks, KDP shares have declined by 12.4%, underperforming the S&P 500 Index's 16.9% increase and the State Street Consumer Staples Select Sector SPDR ETF's 6.9% return [4] - Analysts maintain a cautiously optimistic view on KDP's stock, with a "Moderate Buy" rating overall; among 15 analysts, seven recommend "Strong Buy," one suggests "Moderate Buy," six indicate "Hold," and one has a "Strong Sell" [6] - The average analyst price target for KDP is $34.47, indicating a potential upside of 25.8% from current levels [6]