KDP Stock Recent News

Keurig Dr Pepper is a stable, profitable US beverage company with strong brands and high gross margins, prioritizing profitability over aggressive growth. The acquisition of Ghost is a strategic decision and an expansion of its portfolio. Future macroeconomic conditions, such as lower interest rates in the US, support the company's ability to leverage its strengths and expand its market presence.

I maintain my Hold rating on KDP due to ongoing uncertainties in coffee demand, margin pressure, and tariff risks, despite some recent improvements. US Refreshment Beverages showed robust growth and market share gains, while the Coffee segment displayed early signs of stabilization but remains challenged. Brewer shipment declines, rising inventories, and persistent cost inflation continue to pressure margins and add execution risks.

Growth has been meaningful in beverages, though a significant portion has been inorganic from the acquisition of GHOST. However, the underlying and organic trends look pretty good, and this has been coupled with a resilient performance in coffee, which is dealing with input cost inflation and price passthroughs. We think incremental earnings could support the stock, but there are political and tariff risk factors to the business under the current administration.

While the top- and bottom-line numbers for Keurig Dr Pepper (KDP) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Alphabet "crushed it," Gradient Investment analyst Lisa Schreiber said when discussing Alphabet's second quarter earnings report with Brian Sozzi. Troy Gayeski, Chief Market Strategist for Future Standard, also joined the conversation to discuss the earnings report.

KDP's Q2 sales beat estimates on strong U.S. beverage demand, while earnings match forecasts and coffee shows signs of recovery.

Keurig Dr Pepper Q2 Revenue Up 6 Percent

Keurig Dr Pepper Inc. (NASDAQ:KDP ) Q2 2025 Earnings Conference Call July 24, 2025 8:00 AM ET Company Participants Jane Gelfand - Vice President of Investor Relations & Strategic Initiatives Sudhanshu Shekhar Priyadarshi - CFO & President of International Timothy P. Cofer - CEO & Director Conference Call Participants Bonnie Lee Herzog - Goldman Sachs Group, Inc., Research Division Christopher Michael Carey - Wells Fargo Securities, LLC, Research Division Dara Warren Mohsenian - Morgan Stanley, Research Division Filippo Falorni - Citigroup Inc., Research Division Kaumil S.

Coffee machine and beverage maker Keurig Dr. Pepper (KDP) posted better-than-expected results on higher demand for energy drinks.

Keurig Dr Pepper, Inc (KDP) came out with quarterly earnings of $0.49 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.45 per share a year ago.