Keurig Dr Pepper has agreed to pay $18 billion to buy coffee brand JDE Peet’s in a transformational deal that will split the firm into two US-listed companies.It will essentially unwind the 2018 merger that put Keurig, known for its coffee brewers and K-Cups, and soda titan Dr Pepper under the same roof – today valued at around $50 billion.“This is a bold move,” Keurig Dr Pepper CEO Tim Cofer told the Wall Street Journal.  4 Keurig Dr Pepper has struck an $18 billion deal to buy coffee brand JDE Peet’s. C ...

Core Viewpoint - Keurig Dr Pepper (KDP.US) is experiencing a 7.6% decline following the announcement of its acquisition of Dutch coffee giant JDE Peet's NV for €15.7 billion (approximately $18.4 billion) in cash, aimed at revitalizing its struggling coffee business [1] Group 1: Acquisition Details - The acquisition will be completed at a price of €31.85 per share, representing a 20% premium over JDE Peet's closing price on August 22 [1]

Core Viewpoint - Keurig Dr Pepper (KDP.US) announced a cash acquisition of JDE Peet's NV for €15.7 billion (approximately $18.4 billion), aiming to revitalize its struggling coffee business [1] Company Summary - KDP's stock opened down over 7%, trading at $32.44 following the acquisition announcement [1] - The acquisition will be completed at a price of €31.85 per share, representing a 20% premium over JDE Peet's closing price on August 22 [1] - JDE Peet's is a major player in the coffee and tea industry, owning over 50 brands including L'OR, Peet's, and Jacobs, which will significantly enhance KDP's product portfolio [1]

Core Viewpoint - Keurig Dr Pepper (KDP) announced a cash acquisition of JDE Peet's NV for €15.7 billion (approximately $18.4 billion) to revitalize its struggling coffee business, despite a more than 7% drop in its stock price on the announcement day [1] Group 1: Acquisition Details - The acquisition will be completed at a price of €31.85 per share, representing a 20% premium over JDE Peet's closing price on August 22 [1] - JDE Peet's is a global leader with over 50 coffee and tea brands, including well-known names like L'OR, Peet's, and Jacobs, which will significantly expand KDP's product portfolio [1]

Core Viewpoint - Keurig Dr Pepper is set to acquire Dutch coffee company JDE Peet's in an $18 billion all-cash transaction, marking a significant move in the beverage industry [1][9]. Group 1: Acquisition Details - The acquisition price is set at 31.85 euros ($37.26) per share, representing a 33% premium over JDE Peet's 90-day volume-weighted average stock price [1][2]. - The total purchase price amounts to approximately 15.7 billion euros ($18.4 billion) [1]. Group 2: Company Structure Post-Acquisition - Following the completion of the deal, Keurig Dr Pepper plans to separate its beverage and coffee units into two distinct publicly traded companies: Global Coffee Co. and Beverage Co. [4]. - Tim Cofer, the CEO of Keurig Dr Pepper, will lead Beverage Co., while CFO Sudhanshu Priyadarshi will head Global Coffee Co. [4]. Group 3: Financial Impact and Market Position - Global Coffee Co. is expected to generate around $16 billion in annual sales and will operate in over 100 countries [6]. - The separation into two entities will allow each company to pursue tailored growth strategies and investment plans to enhance long-term shareholder value [4][9].

Keurig Dr Pepper to Buy JDE Peet’s for $18 Billion in Revamp. Get details on the Bloomberg Stock Movers report. https://t.co/wfZSp07d17 ...

Core Viewpoint - Keurig Dr Pepper (KDP) is nearing an $18 billion agreement to acquire Dutch coffee company JDE Peet's, aiming to create the world's largest pure-play coffee company while maintaining its core beverage business independently [2][10] Coffee Business Significance - KDP's revenue for the twelve months ending June 30, 2025, was $15.8 billion, reflecting a 4.6% year-over-year increase [4] - The U.S. coffee segment constitutes 26% of KDP's total value, contributing $4.0 billion in coffee-related revenue [5] Strategic Rationale for Coffee Diversification - The merger would enhance KDP's competitive standing by combining JDE Peet's international presence with KDP's North American base, reducing concentration risk and unlocking new brand expansion opportunities [6] - The acquisition would strengthen KDP's premium coffee lineup, addressing rising consumer demand for high-quality coffee and driving cost savings through supply chain synergies [7] Financial Position Analysis - KDP's current financial profile shows a 37% debt-to-equity ratio, which is above the S&P 500 average of 20%, indicating higher leverage than peers [11] - The cash-to-assets ratio stands at 0.9%, compared to 7.0% for the S&P 500, suggesting limited financial flexibility [11] - The acquisition could increase total debt to approximately $36 billion, potentially raising the debt-to-equity ratio to around 70% depending on financing [11]

Deal Overview - Keurig Dr Pepper 将以大约 180 亿美元的价格进行转型交易 [2] - 预计在 2026 年上半年完成交易后，公司将拆分为两家在美国上市的公开交易公司 [2][3] Restructuring Logic - 拆分后，一家公司将专注于全球咖啡业务，另一家公司专注于包括 Dr Pepper 品牌在内的非酒精饮料业务 [3] - 软饮料部门表现强劲，但咖啡部门面临日益激烈的竞争和咖啡豆通胀 [4][5] - 关税增加了美国咖啡进口价格，咖啡业务难以竞争 [6] JDE Peet's Role - JDE Peet's 是一家在阿姆斯特丹上市的公司，自称是最大的咖啡公司 [8] - JDE Peet's 首席执行官剥离了一些表现最强劲的业务，并承诺专注于关键品牌 Jacobs 和 Peet's Coffee 连锁店 [8] - 希望通过将 JDE Peet's 与 Keurig 合并来提振 JDE Peet's 的业绩 [9] Coffee Business Strategy - 该交易旨在将 JDE Peet's 的巨大地域足迹添加到咖啡业务中，使其成为全球咖啡巨头 [6][7] - 目标是利用软饮料增长的优势，同时打造一家大型咖啡公司 [7] - JDE Peet's 声称每年供应 1320 亿杯咖啡 [7]

Core Viewpoint - Keurig Dr Pepper is set to acquire JDE Peet's for approximately $18.3 billion, with plans to separate its coffee and beverage businesses post-merger, amid rising coffee bean prices due to tariffs [1][4]. Group 1: Acquisition Details - The acquisition is an all-cash deal, with Keurig Dr Pepper offering JDE Peet's shareholders $37.22 per share, representing a 20% premium over JDE Peet's closing price on the previous Friday [1]. - After the merger, Keurig Dr Pepper's coffee brands, including K-Cup pods, will be spun off into a new publicly listed entity, while its soft drink brands will remain a separate publicly traded business [2]. Group 2: Market Reactions - Following the announcement, Keurig's shares fell by 3.91% to $33.76 in premarket trading, while JDE Peet's shares rose by 17.33% to $36.40 [3]. Group 3: Historical Context - The planned split of the coffee and beverage businesses reverses a previous merger from 2018, where Keurig Green Mountain acquired Dr Pepper Snapple Group for $18.7 billion, likely influenced by a slowdown in U.S. coffee sales and ongoing tariff impacts [4]. Group 4: Tariff Impacts - Both companies have indicated that President Trump's 50% tariffs on Brazilian imports may affect their pricing strategies. Keurig's CEO noted that tariff impacts will become significant, while JDE Peet's CEO mentioned potential price increases in the U.S. market, although Brazilian coffee constitutes less than 30% of their usage [5].

Keurig Dr. Pepper Slides In Premarket After Announcing $18 Billion JDE Peet’s Acquisitionhttps://t.co/J2elYWhcdz https://t.co/CYwJJFmYiU ...