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 ...

Core Viewpoint - Keurig Dr Pepper (KDP) is undergoing a significant change in its board composition following a public offering of shares by JAB Holding Company, which will reduce JAB's ownership stake in KDP to approximately 10.7% [1][2][3] Group 1: Offering Details - JAB Holding Company will sell a total of 73,000,000 shares of KDP common stock, with an additional 10,950,000 shares available for purchase by the underwriter within 30 days [1] - Following the offering, JAB will be subject to a 90-day lock-up agreement regarding the remaining shares it holds [2] Group 2: Board Changes - Three board members affiliated with JAB, Joachim Creus, Frank Engelen, and Olivier Goudet, will resign from KDP's Board of Directors upon completion of the offering [3] - The resignation reflects JAB's reduced ownership stake and marks a transition in KDP's governance structure [3] Group 3: Company Outlook - JAB's CEO, Joachim Creus, expressed gratitude for KDP's performance over the past decade, highlighting the investment as one of JAB's most successful [4] - KDP's Executive Chairman, Bob Gamgort, emphasized the company's strong foundation and positive future outlook, noting the importance of this transaction in KDP's evolution as a public company [4] Group 4: Company Profile - KDP is a leading beverage company in North America with over 125 brands and annual revenue exceeding $15 billion [7] - The company holds leadership positions in various beverage categories, including carbonated soft drinks, coffee, tea, and water, and is known for its innovative partnership model [7]

Keurig Dr Pepper Inc. (NASDAQ:KDP) Q4 2024 Earnings Conference Call February 25, 2025 8:00 AM ET Company Participants Jane Gelfand - Senior Vice President, Finance Tim Cofer - Chief Executive Officer Sudhanshu Priyadarshi - Chief Financial Officer and President, International Conference Call Participants Chris Carey - Wells Fargo Peter Grom - UBS Steve Powers - Deutsche Bank Andrea Teixiera - JPMorgan Kaumil Gajrawala - Jefferies Filippo Falorni - Citi Operator Good morning, ladies and gentlemen and thank y ...

Core Insights - Keurig Dr Pepper exceeded market expectations in Q4 2024, reporting adjusted EPS of $0.58 and total revenue of $4.07 billion, surpassing estimates of $0.57 and $4.02 billion respectively [2][3] - The company faced challenges in its U.S. coffee segment, which saw a 2.4% decline in net sales, while the U.S. refreshment beverages segment experienced a 10.3% increase in net sales [6][8] Financial Performance - Adjusted EPS increased by 5.5% year-over-year from $0.55 in Q4 2023 to $0.58 in Q4 2024 [3] - Total net sales rose by 5.2% year-over-year from $3.87 billion in Q4 2023 to $4.07 billion in Q4 2024 [3] - Adjusted operating income was reported at $1.129 billion, a 2.5% increase from the previous year [3] - Free cash flow reached $687 million, marking a significant 380% increase year-over-year from $143 million [3][8] Business Overview and Strategy - Keurig Dr Pepper operates in a competitive beverage market, focusing on product innovation, strategic partnerships, and distribution network reinforcement to maintain its competitive edge [4] - Recent acquisitions, such as the energy drink brand Ghost, and partnerships have strengthened the company's position in high-growth categories [5][9] Segment Analysis - The U.S. refreshment beverages segment showed strong growth with a 10.3% increase in net sales, driven by positive volume/mix growth and favorable pricing [6] - The U.S. coffee segment faced a decline in net sales and a 5.7% drop in adjusted operating income due to pricing challenges and competitive pressures [6] - The international segment experienced a slight 0.8% increase in net sales, with an 8.5% growth when adjusted for currency effects, although adjusted operating income decreased by 8.6% due to inflationary pressures [7] Future Outlook - Management anticipates mid-single-digit net sales growth and high-single-digit adjusted EPS growth in constant currency for 2025, with a focus on the energy drink sector and other high-growth segments [11] - The company plans to continue investing in product innovation and market penetration, particularly in international markets, while adjusting pricing strategies in the U.S. coffee segment to address margin pressures [12]

Core Insights - Keurig Dr Pepper, Inc (KDP) reported revenue of $4.07 billion for the quarter ended December 2024, reflecting a 5.3% increase year-over-year [1] - The earnings per share (EPS) for the quarter was $0.58, up from $0.55 in the same quarter last year, with an EPS surprise of +1.75% compared to the consensus estimate of $0.57 [1] Financial Performance - The reported revenue exceeded the Zacks Consensus Estimate of $4.03 billion by +0.96% [1] - Net Sales in U.S. Refreshment Beverages reached $2.44 billion, surpassing the three-analyst average estimate of $2.37 billion, with a year-over-year increase of +10.3% [4] - Net Sales in International markets were $499 million, slightly below the three-analyst average estimate of $515.04 million, showing a year-over-year change of +0.8% [4] - U.S. Coffee Net Sales were reported at $1.13 billion, which was below the three-analyst average estimate of $1.14 billion, reflecting a year-over-year decline of -2.4% [4] Stock Performance - Over the past month, shares of Keurig Dr Pepper have returned +7.2%, contrasting with the Zacks S&P 500 composite's -1.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]