Keurig Dr Pepper IncNasdaq: KDP
Consumer Staples · Soft Drinks & Non-alcoholic Beverages
$31.69
+10.09%
Vol: 799K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 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.
May 11Keurig Dr Pepper Q1 net sales rose to $3.98B and reaffirmed 2026 guidance; expanded Starbucks K-Cup partnership with Nestle.Positive▶
Keurig Dr Pepper reported Q1 2026 net sales of $3.98B (vs. $3.64B prior year) but net income fell to $270M from $517M, with stock rising 7.5% on the print. The company reaffirmed FY26 net sales guidance of $25.9B-$26.4B. KDP announced a renewed and expanded agreement with Nestle USA to manufacture and distribute Starbucks K-Cup pods in North America, aligning with broader coffee ambitions after the JDE Peet's acquisition. Plans remain to separate post-acquisition into two U.S.-listed companies (global coffee + North American beverages). Quarterly dividend of $0.23/share declared. Risks: integration of JDE Peet's, margin compression.
May 8Keurig Dr Pepper Q1 beats, completes JDE Peet's acquisition; analysts raise price targetsPositive▶
Keurig Dr Pepper reported strong Q1 2026 results with 7.5% stock increase on April 23. The company completed its transformational JDE Peet's acquisition, positioning itself as a global coffee leader. KDP raised 2026 net sales guidance to $25.9-$26.4 billion with low-double-digit EPS growth expected from the legacy business plus JDE contribution. Multiple analysts raised price targets: UBS to $34, JPMorgan to $33, Evercore ISI to $30, and Barclays to $30. The company plans to separate into two independent U.S.-listed companies post-acquisition.
May 7Keurig Dr Pepper Q1 revenue meets expectations; FY26 guidance reaffirmed with low double-digit EPS growth projectedPositive▶
Keurig Dr Pepper reported Q1 2026 results with CEO Tim Cofer noting year off to good start. Company expects FY26 net sales of $25.9-$26.4B with low double-digit constant currency adjusted EPS growth. Completed JDE Peet's acquisition in April 2026 and announced Starbucks K-Cup pod agreement in April. Stock rose 7.5% on Q1 results. JPMorgan raised PT to $33 from $32; UBS raised to $34 from $32; Barclays raised to $30 from $28 on April 27. Company maintains legacy business growth guidance of 4-6% net sales and EPS growth.
May 6Keurig Dr Pepper completes JDE Peet's acquisition, raises FY26 guidance with strong Q1 resultsPositive▶
KDP reported strong Q1 2026 results driving a 7.5% stock increase and completed the JDE Peet's acquisition in early April. The company raised full-year net sales outlook to $25.9-$26.4 billion with constant currency adjusted EPS growth in low-double digits. Multiple analysts raised price targets: JPMorgan to $33 from $32, UBS to $34 from $32, and Barclays to $30 from $28. Deferred revenue from Starbucks K-Cup pod collaboration and strong brand performance position KDP for continued growth.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| KOCOCA | $80.93 | -0.30% | -0.0% | 23.3x | 0.36 | $349.2B |
| PEPPEPSICO | $144.84 | -2.70% | -0.1% | 16.3x | 0.39 | $203.5B |
| MNSTMONSTER | $92.05 | +6.64% | -2.5% | 33.5x | 0.50 | $84.4B |
| KDPKEURIG | $31.69 | +10.09% | -2.2% | 11.4x | 0.42 | $39.2B |
| WMTWALMART | $119.55 | -1.48% | -9.0% | 36.8x | 0.65 | $967.2B |
| COSTCOSTCO | $973.70 | -7.31% | -2.4% | 46.6x | 0.91 | $466.0B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.