Keurig Dr Pepper Inc. (NASDAQ:KDP) is included among the 14 Best Food Dividend Stocks to Buy According to Analysts. Why Keurig Dr Pepper (KDP) is Emerging as One of the Most Resilient Food Dividend Stocks Keurig Dr Pepper Inc. (NASDAQ:KDP) is a leading multi-beverage company in North America with a portfolio of more than 125 owned, licensed, and partner brands across the beverage categories of soft drinks, specialty coffees, teas, waters, and more. Those brands include Dr Pepper, Canada Dry, 7UP, Snapple ...

Burlington, Massachusetts-based Keurig Dr Pepper Inc. (KDP) owns, manufactures, and distributes beverages, as well as single-serve brewing systems. Valued at a market cap of $35.1 billion, the company offers its products under various well-known brands, including Dr Pepper, 7UP, Canada Dry, Snapple, Mott’s, and Bai. It is expected to announce its fiscal Q3 earnings for 2025 in the near term. Before this event, analysts expect this beverage company to report a profit of $0.54 per share, up 5.9% from $0.51 ...

Keurig Dr Pepper Inc. (NASDAQ:KDP) ranks among the most undervalued NASDAQ stocks to buy now. On September 17, Piper Sandler maintained its Overweight rating on Keurig Dr Pepper Inc. (NASDAQ:KDP) but reduced its price target from $40 to $35. Following the acquisition of JDEP, Piper Sandler expressed worries regarding KDP’s post-acquisition leverage, which the firm predicts will result in the company’s pro-forma leverage reaching around 5.2x by the end of 2026 and then dropping to roughly 4.3x by the end of ...

Core Viewpoint - Barclays has downgraded Keurig Dr Pepper's stock rating from "Overweight" to "Hold" and reduced the target price by 33% to $26, citing increased uncertainty and disruption from the planned separation of its beverage and coffee businesses [1][2] Group 1: Business Separation - Keurig Dr Pepper plans to split its beverage and coffee businesses into two independent entities after acquiring JDE Peet's, with the coffee segment projected to generate approximately $16 billion in annual net sales [1] - The beverage segment, which includes brands like Dr Pepper and Canada Dry, is expected to exceed $11 billion in annual net sales [1] - The separation is seen as a rational move, but the complexities involved in the transition may lead to higher uncertainty in the next 12 months [1] Group 2: Analyst Insights - Analyst Lauren Lieberman noted that the fundamental situation of Keurig Dr Pepper no longer shows a clear relative advantage as it did previously [2] - The beverage business is likely to face structural adjustments post-separation due to shared market channels and production models [2] - The coffee business is expected to gain scale and product diversity through integration, but significant challenges remain, especially considering JDE Peet's inconsistent performance since its IPO in 2020 [2] Group 3: Stock Performance - Following the announcement of the JDE Peet's acquisition, Keurig Dr Pepper's stock has declined by 17% and is currently trading at a five-and-a-half-year low [2] - The new target price reflects a 2% downside potential from the current stock price, indicating that uncertainties related to the announced transaction are largely priced in [2]

Core Viewpoint - Keurig Dr Pepper Inc. (KDP) is viewed as a strong investment in the FMCG sector, despite a recent price target reduction due to concerns over debt levels following the JDEP acquisition [1][2]. Financial Performance - Piper Sandler has lowered the price target for KDP from $40 to $35, citing concerns that the company's pro forma leverage could reach 5.2X by the end of 2026, before decreasing to 4.3X by the end of 2027 [2]. - The earnings per share estimate has been revised down to a range of $2.01 to $2.06, from an initial expectation of $2.17 to $2.14 [2]. Market Position - Piper Sandler remains optimistic about KDP's momentum in the U.S. retail beverage sector, highlighting its competitive edge among soda makers [3]. - The company is expected to see a $20 million increase in revenue in the third quarter attributed to the Ghost brand [3]. Company Overview - Keurig Dr Pepper Inc. is a beverage company that markets over 125 brands across various categories, including soft drinks, coffee, tea, water, and juice, with notable brands such as Dr Pepper, Snapple, and Canada Dry [4].

Core Viewpoint - Keurig Dr Pepper Inc. (NASDAQ:KDP) is considered a strong investment opportunity as it has recently exceeded revenue expectations, leading to bullish sentiment from analysts [1]. Financial Performance - The company reported a revenue of $4.16 billion for its fiscal second quarter of 2025, reflecting a year-over-year growth of 6.14% and surpassing consensus estimates by $26.08 million [2]. - Earnings per share (EPS) stood at $0.49, aligning with market expectations [2]. - Growth was attributed to the acquisition of GHOST and a favorable net price realization of 2.2% [2]. Analyst Sentiment - Following the earnings release, several analysts have expressed positive outlooks on the stock. Peter Galbo from Bank of America Securities maintained a Buy rating with a price target of $41 [3]. - Lauren Lieberman from Barclays also reiterated a Buy rating, setting a price target of $39 [3]. Company Overview - Keurig Dr Pepper Inc. is a North American beverage company that produces a diverse range of hot and cold beverages, including popular brands such as Keurig coffee systems, Dr Pepper, Canada Dry, Snapple, 7UP, and GHOST [4].

Keurig Dr Pepper Inc. (NASDAQ:KDP) ranks among the most active stocks to buy according to Wall Street analysts. On August 27, UBS reduced Keurig Dr Pepper Inc. (NASDAQ:KDP)’s price target to $35 from $40, while retaining a Buy rating on the company’s shares, following the the beverage manufacturer’s announcement of plans to purchase JDE Peet’s. UBS stated that the acquisition has led to confusion about the company’s catalyst path at a point where investors had grown bullish over enhanced top and bottom l ...

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].

Core Insights - The Coca-Cola Company has demonstrated effective marketing strategies leading to 5% organic revenue growth in Q2 2025, despite a 1% decline in unit case volume [1][9] - The company's targeted brand activations and campaigns have resulted in value share gains for 17 consecutive quarters [1][9] - Coca-Cola's earnings per share (EPS) grew by 4% to $0.87, overcoming challenges such as currency fluctuations and increased taxes [1] Regional Performance - In Europe, digital marketing efforts significantly boosted sales of Coke Zero Sugar, Sprite, and Fuze Tea [2] - Latin America experienced growth through refillable products and premium single-serve packs [2] - In India, marketing linked to food and festivals helped mitigate summer disruptions, while in Africa, bold campaigns and expanded cold drink equipment enhanced sales [2] Strategic Approach - Coca-Cola's strategy of balancing affordability with premiumization, supported by localized marketing, is effective in both developed and emerging markets [3] - The company's innovative product offerings, such as Sprite+Tea, have contributed to its success in the U.S. market, making Sprite the 3 sparkling soft drink [3] Overall Growth Drivers - Tailoring campaigns to local consumer needs while leveraging global scale is a key factor in Coca-Cola's revenue growth trajectory in 2025 [4] - The company's shares have increased by 12.6% year-to-date, outperforming the industry growth of 6.6% [8] Valuation and Earnings Estimates - Coca-Cola's forward price-to-earnings ratio stands at 22.38X, higher than the industry's 18.08X [10] - The Zacks Consensus Estimate indicates year-over-year earnings growth of 3.1% for 2025 and 8.4% for 2026, with estimates remaining unchanged over the past week [12]

Core Insights - The Coca-Cola Company's recent revenue growth is driven by strategic new product launches that align with changing consumer preferences, such as Sprite + Tea, which has become the third-largest sparkling soft drink brand in the U.S. [1][8] - The reintroduction of the "Share a Coke" campaign in over 120 countries, featuring more than 30,000 local names, enhances consumer engagement and drives transactions [1][8] - Coca-Cola's innovation pipeline targets niche and premium segments, including a U.S. cane sugar variant and value-added dairy products, which continue to show strong growth [2][8] Product Innovation and Marketing - Coca-Cola's enhanced marketing transformation allows for rapid idea testing and precise targeting, ensuring that new product launches contribute significantly to revenue growth [3][8] - The company is exploring adjacent product opportunities, such as fiber-enriched drinks and unique flavor blends, to create new consumption occasions [2] Competitive Landscape - Competitors like PepsiCo and Keurig Dr Pepper are also focusing on product innovation to capture consumer trends and drive growth [4][5][6] - PepsiCo has introduced zero-sugar options and expanded its beverage portfolio to align with health-conscious preferences, while Keurig is diversifying into flavored sparkling water and ready-to-drink coffee [5][6] Financial Performance - Coca-Cola's shares have increased by 13.2% year-to-date, outperforming the industry growth of 6.5% [7] - The company trades at a forward price-to-earnings ratio of 22.51X, higher than the industry's 18.13X [9] - The Zacks Consensus Estimate indicates year-over-year earnings growth of 3.1% for 2025 and 8.4% for 2026, with estimates remaining unchanged recently [10]