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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Keurig Dr Pepper (KDP) is 6/10.
Keurig Dr Pepper delivered Q1 2026 net sales growing 8.1% as US Refreshment Beverages sustained double-digit momentum and the energy portfolio continued outsized market share gains, while EPS declined 7.1% to $0.39 on the JDE Peet's acquisition drag. The JDE Peet's acquisition closed with integration underway, and the separation was targeting operational readiness by year-end 2026. Full-year 2026 outlook was reaffirmed with low double-digit EPS growth on a combined basis. US Coffee declined as expected with peak green coffee and commodity cost headwinds, and Mexico was impacted by a new beverage tax.
Scored from Keurig Dr Pepper’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.07B | +5.2% | $-0.11 | -122.4% | 55.9% | 19.2% | -3.5% | $674M |
| FY2025 Q1 | $3.63B | +4.8% | $0.38 | +15.2% | 54.6% | 22.0% | 14.2% | $89M |
| FY2025 Q2 | $4.16B | +6.1% | $0.40 |
| +5.3% |
| 54.2% |
| 21.6% |
| 13.1% |
| $323M |
| FY2025 Q3 | $4.31B | +10.7% | $0.49 | +8.9% | 54.3% | 23.1% | 15.4% | $527M |
| FY2025 Q4 | $4.50B | +10.5% | $0.26 | +336.4% | 53.8% | 21.3% | 7.8% | $566M |
| FY2026 Q1 | $3.98B | +9.4% | $0.20 | -47.4% | 52.8% | 19.0% | 6.8% | $165M |
| FY2026 Q2 | $7.31B | +75.6% | $0.04 | -89.0% | 41.9% | 9.2% | 1.9% | $714M |