Keurig Dr Pepper: Still Waiting For Earnings Growth To Inflect Back To Mid-Teens

Group 1 - The core viewpoint is a downgrade to a hold rating for Keurig Dr Pepper due to tariff uncertainty, margin weakness, and a reversal in coffee demand trends [1] - There were signs of improvement in Q2 2025, particularly in US coffee pods, indicating potential recovery in the company's performance [1] Group 2 - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing the importance of buying quality companies at a discount to their intrinsic value [1]