Keurig Dr Pepper IncNasdaq: KDP
Consumer Staples · Soft Drinks & Non-alcoholic Beverages
$30.78
-0.36%
Vol: 10.2M
Research Digest
Friday, June 19, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 18Keurig Dr Pepper published its 2025 Impact Report on June 17, an ESG disclosure with no material financial impact.Neutral▶
On June 17, 2026, Keurig Dr Pepper announced publication of its 2025 KDP Impact Report covering seven impact areas including climate, water stewardship, packaging and governance. This is a routine annual ESG disclosure rather than a market-moving financial event. No material guidance, M&A or earnings news emerged in the last 48 hours. The most recent substantive catalysts (JAB BevCo exiting its remaining ~59.1M-share stake and Bernstein's Outperform initiation at $38) occurred June 11, outside the freshness window. Shares traded near $30.89.
Jun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Keurig Dr Pepper closes JDE Peet's acquisition and extends Starbucks K-Cup deal with NestlePositive▶
Keurig Dr Pepper declared a $0.23 quarterly dividend on May 20, 2026, payable July 10. The JDE Peet's acquisition closed with integration underway, and full-year guidance for low double-digit EPS growth was reaffirmed. KDP and Nestle USA announced an extended strategic partnership renewing and expanding manufacturing and distribution of Starbucks K-Cup pods. On May 6, the company released its State of Beverages 2026 trend report. Barclays raised its price target to $30 from $28; UBS raised to $34 from $32.
May 20No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18No significant overnight updatesNeutral▶
No material news in the last 48 hours. Keurig Dr Pepper trades around $28.93 with mixed analyst views; Q1 results and the JDE Peet's acquisition (closed April 1) remain the dominant recent catalysts.
May 15Keurig Dr Pepper closes JDE Peet's acquisition in April and plans split into two US-listed coffee and N.A. refreshment companies; multiple analyst PT hikes.Positive▶
Keurig Dr Pepper reported Q1 2026 results and reaffirmed full-year 2026 guidance, with CEO Tim Cofer citing strong momentum in the cold-beverage portfolio. In early April the company closed its acquisition of JDE Peet's, a transformational milestone, and has announced plans to separate post-close into two independent US-listed companies — one focused on global coffee, the other on North American refreshment beverages. On May 6 KDP released its 2026 State of Beverages Trend Report. Stock is at $29.10 with a 3.1% dividend yield; shares are +7.92% over the past week and +9.44% over the past month. PT raises: Barclays to $30 (from $28), JPMorgan to $33 (from $32), UBS to $34 (from $32); Wells Fargo maintains Buy. Risk: separation execution and integration costs.
May 14Keurig Dr Pepper released its 2026 State of Beverages Trend Report on May 6 highlighting Gen Z drink-identity trends, following Q1 net sales growth of 8% and the closed JDE Peet's acquisition.Positive▶
Keurig Dr Pepper released its 2026 State of Beverages Trend Report on May 6, finding 58% of Gen A/Z consumers say their drink reflects who they are (vs. 41% of Millennials+), with strong interest in unexpected flavors (58%), globally inspired options (57%), and limited-edition drops (56%). Q1 2026 revenue of $3.98B beat the $3.83B consensus, with net sales up 8.1% YoY led by U.S. Refreshment Beverages and International segments, though U.S. Coffee faced temporary cost pressures; Q1 results drove a 7.5% stock increase. The JDE Peet's acquisition closed on April 1, adding over 20,000 colleagues and enhancing coffee capabilities, with plans to separate beverages and coffee into pure-play companies in 2027. KDP reaffirmed 2026 net sales guidance of $25.9-$26.4B and low-double-digit adjusted EPS growth. The 12-month consensus PT is $32.27 (10.63% upside).
May 13Keurig Dr Pepper released its 2026 State of Beverages Trend Report on May 6 highlighting Gen Z drink-as-identity trendPositive▶
On May 6, 2026, Keurig Dr Pepper released its State of Beverages 2026 Trend Report, finding that 58% of Gen A/Z consumers say their drink reflects who they are versus 41% of Millennials+, with strong interest in unexpected flavors (58%), globally inspired options (57%), and limited-edition drops (56%). On May 1, KDP opened a new 15,000-square-foot cross-dock distribution facility in Chattanooga, Tennessee, employing about 50 workers. Earlier momentum continues from strong Q1 2026 results (EPS of $0.39 vs. $0.37 expected; net sales up 8.1% YoY) and the closed JDE Peet's deal on April 1, with plans to separate beverages and coffee in 2027. Recent analyst price target hikes include Barclays to $30, JPMorgan to $33, and UBS to $34. Consensus rating is Buy with an average target of $32.27.
May 12Keurig Dr Pepper opens new Chattanooga distribution facility May 1 as JDE Peet's integration drives Q1 sales 8% higherPositive▶
Keurig Dr Pepper opened a 15,000-square-foot cross-dock distribution facility in Chattanooga, Tennessee, on May 1, 2026, employing about 50 workers to support growing US refreshment beverages demand. KDP reported strong Q1 2026 results with EPS of $0.39 beating estimates of $0.37, driving a 7.5% stock rally. US refreshment beverages grew 12% while coffee sales fell 2%. The JDE Peet's acquisition closed April 1, with plans to separate beverages and coffee into pure-play companies in 2027. The 2026 State of Beverages Trend Report released May 6 highlights Gen Z preference for expressive brands. Analyst consensus is Buy with $32.27 12-month target.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| KOCOCA | $79.50 | -0.54% | — | 24.1x | 0.35 | $362.0B |
| PEPPEPSICO | $142.15 | +0.40% | — | 15.9x | 0.37 | $197.1B |
| MNSTMONSTER | $91.35 | -0.34% | — | 37.7x | 0.53 | $95.5B |
| KDPKEURIG | $30.78 | -0.36% | — | 13.2x | 0.41 | $45.3B |
| WMTWALMART | $117.25 | -0.75% | — | 34.0x | 0.60 | $890.0B |
| COSTCOSTCO | $952.10 | -1.40% | — | 42.1x | 0.87 | $422.0B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.