Monitor upcoming quarters for margin recovery in the U.S. Coffee segment and integration progress of the JDE Peets acquisition, as these are key to achieving the reaffirmed full-year guidance.
Price Chart
Executive Summary
KDP reported Q1 2026 EPS of $0.39, missing the $0.42 consensus by 7.1%, driven by inflation and marketing costs. The company reaffirmed its full-year guidance and completed the JDE Peets acquisition, positioning for a future separation.
Key Financial Metrics
Key Facts
- Q1 2026 Adjusted EPS was $0.39, missing consensus of $0.42 by 7.1%
- Net sales of $3.98 billion increased 8.1% on a constant currency basis
- U.S. Coffee segment Adjusted operating income declined 21.3% due to volume mix decline and cost pressures
- Company reaffirmed its 2026 full-year guidance for constant currency net sales and Adjusted EPS growth
- Completed acquisition of JDE Peets on April 1, 2026
Financial Impact
Adjusted EPS missed by $0.03, net sales beat by $0.15 billion
Risk Factors
- Inflationary pressures and higher SGA expenses continue to impact Adjusted operating income
- U.S. Coffee segment volumemix decline may persist, affecting overall performance
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001418135-26-000020 |
| Document: kdp-20260423.htm | 0001418135-26-000020 |
| Document: 0001418135-26-000020-index-headers.html | 0001418135-26-000020 |
| Document: 0001418135-26-000020-index.html | 0001418135-26-000020 |
| Document: 0001418135-26-000020.txt | 0001418135-26-000020 |
| 8-K Data (Synthetic) | 0001418135-26-000020 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 21d ago | Insider Cluster | $31.39 $30.96 | ▼ −1.37% | ▼ −1.15% | $30.64 (−2.39%) |
Sep 1, 2026 4w ago | 8-K | $31.89 $32.08 | ▲ +0.60% | ▲ +0.51% | $30.64 (−3.92%) |
Aug 27, 2026 5w ago | Insider Buy | $32.18 $32.59 | ▲ +1.27% | ▲ +1.16% | $30.64 (−4.79%) |
Aug 12, 2026 7w ago | 8-K | $29.56 $31.06 | ▲ +5.07% | ▲ +5.52% | $30.64 (+3.65%) |
Aug 6, 2026 8w ago | 8-K | $30.37 $31.12 | ▲ +2.47% | ▲ +1.26% | $30.64 (+0.89%) |
Jul 1, 2026 13w ago | 3 | $33.30 $30.72 | ▼ −7.75% | ▼ −8.68% | $30.64 (−7.99%) |
Jun 25, 2026 14w ago | 8-K | $33.40 $33.30 | ▼ −0.30% | ▼ −2.47% | $30.64 (−8.26%) |
Jun 18, 2026 15w ago | 8-K | $30.87 $33.40 | ▲ +8.20% | ▲ +10.26% | $30.64 (−0.75%) |
May 22, 2026 18w ago | 8-K | $29.55 $30.36 | ▲ +2.74% | ▲ +1.53% | $30.64 (+3.69%) |
May 20, 2026 19w ago | 8-K | $28.78 $30.03 | ▲ +4.34% | ▲ +2.49% | $30.64 (+6.46%) |
US Market Status
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