Keurig Dr Pepper

Keurig Dr Pepper is leading the non-alcoholic beverage industry and recorded returns of over 18% in the past four weeks. The company makes soft drinks, energy brands and coffee and is pushing product innovations such as the plastic-free Keurig Alta system. It is currently facing an announced major split, namely a billion-dollar division. » Mere på finanzen.net

At the Barclays conference Keurig Dr Pepper outlined progress on integrating JDE Peet’s and preparations for the planned split into BevCo and Global Coffee Co. in 2027. Management reiterated the 2026 full-year guidance (revenue $25.9–26.4 billion) and expects low-double-digit currency-adjusted EPS growth as well as $400 million of cost synergies over three years. The U.S. refreshment beverages business remains the strongest segment, while the U.S. coffee business was pressured in the first half by higher green coffee costs, tariffs and deferred consumer demand but, management said, should recover in the second half. KDP emphasized its DSD network, scale benefits on green coffee and ongoing steps to separate the businesses, including nominations of leadership teams and board members. » Mere på de.investing.com

Angela A. Stephens, Senior VP & Controller at Keurig Dr Pepper, sold 9,500 shares on Sept. 3, 2026 at a weighted average price of $32.70, generating about $310,650. The sale represented 15% of her prior direct holdings and left her with 55,786 directly held shares valued at roughly $1.83 million based on the Sept. 3 close. » Mere på finance.yahoo.com

Jefferies keeps its rating on Keurig Dr Pepper at "Hold" and leaves J.M. Smucker at "Buy", even though Arabica coffee prices have risen by around 30% since June. An earthquake in Colombia is disrupting key export routes and increasing market uncertainty. Higher commodity costs could pose a headwind for the coffee companies into the first half of 2027. » Mere på de.investing.com

Keurig Dr Pepper has appointed Aaron Alt effective August 14, 2026, as an independent member of its board of directors and has added him to the audit and finance committee, expanding the board from nine to ten members. The company reports there are no agreements or transaction-related relationships between Alt and Keurig Dr Pepper and that he will receive the usual compensation for non-executive directors. Keurig Dr Pepper also reported Q2 results above expectations: adjusted earnings of $0.57 per share (expectation $0.54) and revenue of $7.31 billion (expectation $7.26 billion), pointing to a robust core performance despite volatile coffee prices and the integration complexity of the JDE Peet’s acquisition. » Mere på de.investing.com