Keurig Dr Pepper stock faces coffee pressure despite guidance
Published on 10/04/2026 at 21:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Keurig Dr Pepper (ISIN US49271V1008) was last at USD 30.37 on Nasdaq on October 2, 2026 at 4:00 p.m. ET, down 1.04 percent from the prior session. The company reaffirmed its fiscal 2026 revenue guidance as coffee costs and consumer trade-down remain the key counterweights to beverage growth.
Guidance holds through the split
According to Investing.com on September 10, 2026, Keurig Dr Pepper reaffirmed fiscal 2026 revenue guidance of USD 25.9 billion to USD 26.4 billion and low double-digit constant-currency adjusted EPS growth. The company also expects USD 2.5 billion in free cash flow and six to seven percentage points of adjusted EPS accretion from the JDE Peet's acquisition.
The guidance is tied to a planned 2027 separation into a beverage company and a global coffee company. Management said the JDE Peet's integration had begun generating USD 400 million in planned three-year cost synergies, while coffee performance remained pressured by green coffee costs, tariffs and lower-priced consumer choices.
Quarterly numbers show two speeds
In the second quarter of 2026, revenue reached USD 7.31 billion, up 75.6 percent from the year-earlier quarter, and adjusted EPS was USD 0.57 versus USD 0.54 consensus. MarketBeat reported on September 22, 2026, that quarterly revenue exceeded the USD 7.23 billion estimate and that adjusted EPS beat consensus by USD 0.03.
The comparison highlights the integration effect: revenue growth was broad in reported dollars, but U.S. Coffee faced a 3.2 percent sales decline and a 24.7 percent decline in adjusted operating income, according to the Q2 figures cited by Stock Titan. U.S. Refreshment Beverages delivered 10.0 percent sales growth, making the beverage segment the clearest operating offset.
Consensus remains above the quote
MarketWatch lists an Overweight average recommendation from 22 ratings, with an average target of USD 36.38, a high of USD 42.00, a median of USD 38.00 and a low of USD 29.00. Against USD 30.37 on October 2, the average target lies 19.8 percent above the price.
Stock stays below yearly high
Keurig Dr Pepper was last at USD 30.37 on Nasdaq on October 2, 2026 at 4:00 p.m. ET, with a 52-week range of USD 24.88 to USD 33.82 and volume of 9,945,489 shares. The quote sits 10.2 percent below the 52-week high, while market capitalization stood at USD 41.3 billion.
Keurig Dr Pepper stock facts
- Company: Keurig Dr Pepper Inc.
- ISIN: US49271V1008
- Ticker: KDP
- Trading venue: Nasdaq
- Price (as of October 2, 2026, 4:00 p.m. ET): USD 30.37
- Market capitalization: USD 41.3 billion (as of October 2, 2026)
- 52-week range: USD 24.88-33.82 (as of October 2, 2026)
- Sector / Industry: Consumer Staples / Non-Alcoholic Beverages
- Index membership: Nasdaq 100
Upcoming dates for Keurig Dr Pepper stock
- October 9, 2026: Quarterly dividend payment of USD 0.23 per share
