Last results 26 Oct 2026
Keurig Dr Pepper Inc.
I · AI Analysis
The brief
Keurig Dr Pepper owns and distributes a portfolio of beverage brands including Dr Pepper, Canada Dry, Snapple, and 7UP, alongside single-serve coffee systems and K-Cup pods under brands like Green Mountain Coffee Roasters and partnerships with Starbucks and Dunkin' [Yahoo Finance]. The company operates through three segments: U.S. Refreshment Beverages, U.S. Coffee, and International, selling to retailers ranging from supermarkets to convenience stores and direct to consumers [Yahoo Finance].
Keurig Dr Pepper manufactures and distributes beverages — including Dr Pepper, Canada Dry, Snapple, and K-Cup coffee pods — across the United States and internationally [Yahoo Finance]. The company completed the acquisition of JDE Peet's and announced plans to split into two separate publicly traded businesses by early 2027, one focused on beverages and one on coffee [Seeking Alpha]. It recently sold its stake in Chobani and related assets for $925 million to fund this transformation [Insider Monkey].
Trailing-twelve-month revenue through 30 June 2026 stands at $20.1 billion, but a one-off charge depressed net income to $1.4 billion — $1.9 billion below operating income — making the trailing P/E of 31.8x overstated and net margin of 7.1% understated [Yahoo Finance] [Sentinellis calculation].
Sentinellis health
Moderate concerns
4.8/10
7.5+ strong · 4.5–7.5 moderate · under 4.5 weak
Profitability
Returns on capital
Growth & momentum
Balance sheet
Cash generation
Value creation
Sentinellis calculation from the published statements — not a score reported by any data source. Each category is scored on the checks that had data; missing inputs are excluded rather than counted as failures.
Market capitalisation
$42.9B
Revenue (TTM)
$20.1B
Explainers
How we read these numbers
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ReadII · Recent news
What moved
6 stories · ranked by relevance
- Company2026-09-11
Can KDP's International Business Sustain Double-Digit Sales Growth?
Zacks
- Company2026-09-15
Keurig Dr Pepper Bought Size With JDE Peet's, But Split Will Create Value
Seeking Alpha
- Company2026-09-15
Keurig Dr Pepper (KDP) Stock May Look Rich On A $925 Million Asset Sale
Simply Wall St.
- Company2026-09-15
Bank of America Reveals What Keurig Dr Pepper Split Could Unlock - TradingView
TradingView
- Company2026-09-15
Keurig Dr Pepper breakup could reveal the stronger business
Etf Alerts
- Company2026-09-11
Keurig Dr Pepper is Cashing Out of Chobani, is the $925 Million Exit a Smart Reset?
Insider Monkey
Premium · Free with any account
Operating margin in the latest quarter fell 13 percentage points year over year — from 21.6% to 8.6% — even as revenue surged, indicating rising costs are eroding profitability faster than sales are growing [Sentinellis calculation].
Risks
4
Opportunities
5
Red flags
2
Leadership
10
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