Core Insights - Keurig Dr Pepper Inc. reported strong first-quarter results for 2025, with net sales growth driven by key categories and disciplined expense management [1][2][3] - The company reaffirmed its full-year guidance for 2025, expecting mid-single-digit constant currency net sales growth and high-single-digit adjusted diluted EPS growth [1][14] Financial Performance - Net sales for Q1 2025 increased by 4.8% to $3.64 billion, with a constant currency growth of 6.4% driven by volume/mix growth of 3.6% and favorable net price realization of 2.8% [2][3] - GAAP operating income rose by 4.7% to $801 million, while adjusted operating income increased by 3.9% to $847 million, representing 23.3% of net sales [4][5] - GAAP net income increased by 13.9% to $517 million, or $0.38 per diluted share, with adjusted net income rising by 8.5% to $568 million and adjusted diluted EPS increasing by 10.5% to $0.42 [5][6] Segment Performance - U.S. Refreshment Beverages segment saw net sales increase by 11.0% to $2.3 billion, driven by volume/mix growth of 8.0% and favorable net price realization of 3.0% [7][8] - U.S. Coffee segment experienced a decline in net sales by 3.7% to $0.9 billion, with a volume/mix decline of 5.2% offsetting favorable net price realization of 1.5% [9][10] - International segment net sales decreased by 6.3% to $0.4 billion, but increased by 5.4% on a constant currency basis, driven by favorable net price realization of 4.1% and volume/mix growth of 1.3% [11][12] Cash Flow and Guidance - Operating cash flow for Q1 was $209 million, with free cash flow totaling $102 million [5] - The company anticipates a one percentage point headwind from foreign currency translation for the full year [14] Governance Changes - The company appointed two new independent directors to its Board of Directors, enhancing its leadership and governance structure [15]

Wall Street analysts expect Keurig Dr Pepper, Inc (KDP) to post quarterly earnings of $0.38 per share in its upcoming report, which indicates no change from the year-ago quarter. Revenues are expected to be $3.56 billion, up 2.8% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 0.1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. ...

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Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Keurig Dr Pepper, Inc (KDP) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 24, 2025, might help the stock move higher if these key numbers are ...

Keurig Dr Pepper Inc. (KDP) is scheduled to release first-quarter 2025 results on April 24, before market open. The company is expected to register top-line growth when it reports the quarterly results. The Zacks Consensus Estimate for quarterly revenues is pegged at $3.56 billion, indicating a 2.8% rise from the year-ago period’s number.The consensus estimate for KDP’s first-quarter earnings has remained unchanged in the past 30 days at 38 cents per share. The consensus mark for earnings per share remains ...

Core Viewpoint - Keurig Dr Pepper Inc. (KDP) has shown a strong upward trend in its share price, driven by brand strength and increased volumes, alongside strategic acquisitions like GHOST Lifestyle to enhance its portfolio in high-growth categories [1][2][11]. Financial Performance - KDP's shares have increased by 5.2% year-to-date, outperforming the Zacks Consumer Staples sector's growth of 2.8% and the S&P 500's decline of 14.1% [2]. - The current share price is $33.60, reflecting a 12.2% discount from its 52-week high of $38.28 and an 11.6% premium over its 52-week low of $30.12 [3]. - In Q4 2024, net sales rose by 5.2% year-over-year (6.2% on a constant-currency basis), driven by a 5.3% increase in volume/mix and a 0.9% benefit from favorable pricing [10]. Strategic Initiatives - KDP's consumer-centric innovation model and portfolio expansion into high-growth categories have been key to its market share gains, particularly in liquid refreshment beverages and K-Cup pods [2][7]. - The acquisition of GHOST Lifestyle is expected to enhance KDP's position in the energy drink market, with plans to acquire the remaining 40% by 2028 [11]. - KDP anticipates mid-single-digit growth in net sales and high-single-digit growth in adjusted EPS for 2025, supported by new product launches like Dr Pepper Blackberry and 7UP Tropical [12][13]. Market Position and Valuation - KDP is trading above its 50-day moving average, indicating strong upward momentum and market confidence [6]. - The company is currently valued at a forward 12-month P/E multiple of 16.25X, which is below the industry average of 18.68X and the S&P 500's average of 18.58X, suggesting an attractive valuation [16]. Challenges - KDP faces ongoing cost pressures, particularly from elevated selling, general and administrative (SG&A) expenses, which rose by 3.1% year-over-year in Q4 to $1.297 billion [20]. - The U.S. Coffee segment sales declined by 2.4% year-over-year to $1.13 billion, impacted by a 3.1% decline in net price realization [19]. - Currency-related volatility from international operations poses a potential headwind to growth, with expectations of a 1-2 percentage-point impact on both top and bottom-line growth [21].

BURLINGTON, Mass. and FRISCO, Texas, March 27, 2025 /PRNewswire/ -- Keurig Dr Pepper Inc. (NASDAQ: KDP) will release its financial results for the first quarter ended March 31, 2025 before the market opens on Thursday, April 24, 2025.  The Company will also hold a conference call on Thursday, April 24, 2025 at 7:30 AM (ET) to discuss the results, which will be hosted by Tim Cofer, Chief Executive Officer, and Sudhanshu Priyadarshi, Chief Financial Officer and President, International.  Investors and analyst ...

It has been about a month since the last earnings report for Keurig Dr Pepper, Inc (KDP) . Shares have added about 1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Keurig Dr Pepper due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Sin ...

The Zacks Beverages – Soft Drinks industry offers a dynamic investment landscape shaped by promising growth opportunities and persistent cost pressures. On the growth front, evolving consumer preferences for healthier, functional and sustainable beverages present companies with opportunities to expand market share. Additionally, the industry is embracing digital transformation, with brands leveraging direct-to-consumer platforms, subscription models, and data-driven personalization to enhance consumer engag ...

Keurig Dr Pepper Inc. (KDP) has been gaining from brand strength and pricing for a while. The company’s expansion initiatives and efforts to innovate its products have been yielding. KDP has been making substantial strides to reshape its portfolio in a bid to deliver growth. The company is making significant progress on its multi-year strategic agenda. Strength in the International and U.S. Refreshment Beverages segments has been aiding results.KDP’s Growth Strategies AidThe company’s growth reflects a stra ...