12 stories mentioning KDP
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Keurig Dr Pepper (KDP) has an average rating of overweight and mean price target of $33.57, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Keurig Dr Pepper (KDP) reported strong Q1 results to start 2026,with US Refreshment Beverage as the standout segment, RBC Capital Markets said in a Friday note."Fundamentals remain solid and the business is progressing in-line with mgmt's plans," the report said.After closing its acquisition of JDE Peet on April 1, the firm still targets operational readiness for the coffee business separation by the end of 2026, with official separation likely to happen in early 2027, the report said."We continue to believe that the stock is undervalued," the note said. RBC kept its $42 price target and outperform rating.Price: $28.91, Change: $+0.38, Percent Change: +1.33%
Keurig Dr Pepper (KDP) has an average rating of overweight and mean price target of $33.43, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $28.90, Change: $+0.36, Percent Change: +1.28%
Keurig Dr Pepper (KDP) has an average rating of overweight and mean price target of $33.43, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $28.88, Change: $+0.34, Percent Change: +1.21%
Keurig Dr Pepper (KDP) has an average rating of overweight and mean price target of $33.43, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $28.88, Change: $+0.35, Percent Change: +1.23%
Keurig Dr Pepper (KDP) has an average rating of overweight and mean price target of $33.43, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $28.63, Change: $+0.09, Percent Change: +0.33%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $30, based on a 2027 P/E of 12.5x, a justified discount to larger soft drink peers. Following KDP's Q1 release, we are maintaining our adjusted EPS estimates of $2.25 for '26 and $2.40 for '27. KDP posted Q1 adjusted EPS of $0.39 vs. $0.42 (-7%), ahead of the $0.37 consensus. Net sales rose 9.4% Y/Y to $3.98B ($150M ahead of consensus), but gross margin contracted 180 basis points to 52.8% (20 bps above consensus). KDP's Q1 earnings release was solid, in our view, with top- and bottom-line results exceeding consensus. With the JDE Peet's acquisition now complete and plans for separation into two pure-play companies under way, the focus shifts to the completion of the split and the positioning of both entities for long-term success. However, we think the stock's valuation is likely to lend support to the shares at current levels. After the split, we see KDP's focus shifting to the realization of cost synergies and balance sheet deleveraging.
Consumer stocks were mixed pre-bell Thursday, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) 0.2% higher and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.5%.Keurig Dr Pepper (KDP) shares were up more than 2% after the company reported first-quarter adjusted earnings and revenue that topped analysts' expectations.Hasbro (HAS) stock was up more than 4% after the company reported preliminary fiscal Q1 revenue of $970 million to $985 million.TAL Education Group (TAL) shares were down more than 3% even after the company posted higher fiscal Q4 non-GAAP earnings and net revenue.
Consumer stocks were mixed pre-bell Thursday, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) 0.3% higher and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.5%.Keurig Dr Pepper (KDP) shares were up almost 3% after the company reported Q1 adjusted earnings and revenue that topped analysts' expectations.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Keurig Dr Pepper (KDP) posted Q1 adjusted EPS of $0.39 vs. $0.42 (-7%), ahead of the $0.37 consensus. Net sales rose 9.4% Y/Y to $3.98B ($150M ahead of consensus), but gross margin contracted 180 basis points to 52.8% (20 bps above consensus). On a constant currency basis, net sales were up 8.1%, attributed to price realizations (+5.5%) and volume/mix (+2.6%). The U.S. Refreshment Beverages segment was the standout performer, with net sales rising 11.9% to $2.6B, led by volume/mix (+7.2%) and favorable net price realizations (+4.7%). The U.S. Coffee segment remained a drag on overall performance, with net sales declining 2.3% to $857M as volume/mix (-8.2%) more than offset net price realizations (+5.9%). KDP maintained prior 2026 guidance. This was a solid earnings release, with top- and bottom-line results exceeding consensus. With the JDE Peet's acquisition complete and plans for separation into two pure-play companies, management is now focused on positioning both entities for long-term success.
US equity futures were tracking in the red on Thursday, with no apparent signs of progress in peace talks between the US and Iran, while traders digest Tesla's (TSLA) latest financial results.The S&P 500 and the Nasdaq declined 0.6% each in premarket activity, while the Dow Jones Industrial Average was off 0.7%. The indexes finished Wednesday trading in the green, with the S&P 500 and the Nasdaq hitting record highs after a two-day losing streak.Washington and Tehran have so far failed to meet for a reported fresh round of negotiations this week, with Iran continuing its blockade of the Strait of Hormuz. US Vice President JD Vance called off his trip to Pakistan for the talks after Iran reportedly declined to participate.President Donald Trump extended a ceasefire with Iran earlier in the week, though he said the naval blockade of Iranian ports would continue. Iran's Islamic Revolutionary Guard Corps on Wednesday reportedly announced the seizure of two tankers attempting to cross the Strait of Hormuz.West Texas Intermediate crude oil rose 1.8% to $94.60 a barrel before the open, while Brent gained 1.7% to $103.59."Oil prices continue to whipsaw as traders respond to a confusing and often contradictory flow of headlines, underscoring the deep mistrust between Tehran and Washington," Saxo Bank Head of Commodity Strategy Ole Hansen said in a report on Wednesday.Shares of Tesla (TSLA) decreased 3.3% pre-bell even though the electric vehicle manufacturer reported stronger-than-expected first-quarter results. The company expects capital expenditures of more than $25 billion for 2026, resulting in negative free cash flow for the rest of the year, Chief Financial Officer Vaibhav Taneja said during a late Wednesday conference call, according to a FactSet transcript."Tesla is morphing into a physical (artificial intelligence) stalwart," Wedbush Securities said in a Thursday client note. "The path is here and it requires more (capital expenditure)."ServiceNow (NOW) dropped 13% while International Business Machines (IBM) fell 7.1% following their latest quarterly results. Taiwan Semiconductor Manufacturing's (TSM) US-listed stock was down 1.4%.American Express (AXP), Thermo Fisher Scientific (TMO), Union Pacific (UNP), Honeywell International (HON), Lockheed Martin (LMT), Comcast (CMCSA), Infosys (INFY) and Keurig Dr Pepper (KDP) report their earnings before the bell, among others. Intel (INTC) is scheduled to release its results after the markets close.Thursday's economic calendar has the weekly jobless claims bulletin at 8:30 am ET, along with the Chicago Fed national activity index for March. The S&P Global's (SPGI) flash purchasing managers' index for April is out at 9:45 am, followed by the Kansas City Fed manufacturing index for the same month at 11 am.Treasury yields were moving upwards in premarket action, with the two-year rate advancing 2.5 basis points to 3.82% and the 10-year rate adding 2.7 basis points to 4.32%.Gold declined 1% to $4,707 per troy ounce, while bitcoin retreated 1.8% to $77,473.
Keurig Dr Pepper (KDP) is expected to deliver Q1 results that exceed Street consensus, with a favorable risk to reward position given the stock's year-to-date underperformance, RBC Capital Markets said Tuesday.Q1 consumption data indicates low-single-digit growth, consisting of slightly faster growth sequentially in both US Refreshment Beverages and Coffee, according to the note.However, consumption and reported numbers may differ, as Keurig expects benefit from the GHOST acquisition, but faces challenges from shipment timing, price elasticity in Mexico, and retailer inventory management in US Coffee, the firm noted. RBC said it believes these headwinds are already factored into consensus estimates.As commodity prices have softened and tariffs have been removed, some competitors are lowering prices, analysts said. Keurig has not made any announcements so far about cutting coffee prices, but pricing actions across the category will be important to track, the brokerage said.Keurig's guidance range this year is wide given the JDE Peet's acquisition, RBC said, adding that it expects the company to reiterate 2026 outlook.While there is still negative sentiment surrounding the JDE Peet's acquisition, RBC said better leverage profiles have improved the overall outlook of the combination. Ultimately, the stock is cheap and coffee fundamentals seem to be improving, the brokerage added.Keurig is scheduled to release its Q1 financial results before the market opens on Thursday.RBC maintained an outperform rating on Keurig Dr Pepper with a price target of $42.Price: $26.39, Change: $-0.11, Percent Change: -0.41%