Here's What Key Metrics Tell Us About Keurig Dr Pepper (KDP) Q4 Earnings

Core Insights - Keurig Dr Pepper, Inc reported $4.5 billion in revenue for the quarter ended December 2025, marking a year-over-year increase of 10.5% and exceeding the Zacks Consensus Estimate of $4.36 billion by 3.13% [1] - The company achieved an EPS of $0.60, which is an increase from $0.58 a year ago, and also surpassed the consensus EPS estimate of $0.59 by 1.45% [1] Revenue Breakdown - U.S. Refreshment Beverages net sales reached $2.72 billion, exceeding the average estimate of $2.67 billion by analysts, reflecting an 11.5% year-over-year increase [4] - International net sales were reported at $604 million, surpassing the estimated $556.49 million and showing a significant year-over-year change of 21% [4] - U.S. Coffee net sales amounted to $1.17 billion, slightly above the average estimate of $1.15 billion, with a year-over-year increase of 3.9% [4] Stock Performance - Shares of Keurig Dr Pepper have returned +7.5% over the past month, contrasting with a -1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]