KDP - Keurig Dr Pepper Inc

NYSE · Consumer Defensive · Beverages—Non-Alcoholic

$26.53

Market Closed

End of day · Apr 17, 2026, 12:00 AM

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About

Keurig Dr Pepper Inc. operates as a beverage company in the United States and internationally. It operates through four segments: Coffee Systems, Packaged Beverages, Beverage Concentrates, and Latin America Beverages. The Coffee Systems segment manufactures and distributes various finished goods related to its coffee systems, K-Cup pods, and brewers, as well as specialty coffee. This segment sells its brewers through third-party distributors and retail partners, as well as through its website at keurig.com. The Packaged Beverages segment engages in the manufacture and distribution of packaged beverages of company's brands; contract manufacturing of various private label and emerging brand beverages; and distribution of packaged beverages for partner brands. The Beverage Concentrates segment manufactures and sells beverage concentrates primarily under the Dr Pepper, Canada Dry, Schweppes, Crush, A&W, Sunkist, 7UP, SunDrop, Squirt, Big Red, Hawaiian Punch, and RC Cola brands. This segment also manufactures beverage concentrates into syrup. The Latin America Beverages segment manufactures and distributes carbonated mineral water, flavored carbonated soft drinks, bottled water, and vegetable juice products under the Peñafiel, Clamato, Squirt, Mott's, Dr Pepper, Crush, and Aguafiel brands. The company serves retailers, bottlers and distributors, restaurants, hotel chains, office coffee distributors, and end-use consumers. Keurig Dr Pepper Inc. was founded in 1981 and is headquartered in Burlington, Massachusetts.

https://www.keurigdrpepper.com

KDP - Keurig Dr Pepper Inc

Consumer Defensive

I've been watching KDP closely since it started sliding last fall, and at this point I think the risk/reward for a long-term, income-focused investor is actually pretty attractive. The stock has dropped hard it's moved from the mid-30s down to the mid-20s in the last six months, and now seems to be trying to find a floor around 26.50. That kind of reset doesn't happen for no reason, but I think the selloff is overdone. For me, the big draw is the dividend. Keurig Dr Pepper has a solid record of steady payouts, and even as the share price has come down, management reaffirmed commitment to maintaining and gradually growing the dividend. Beverage demand is pretty stable even in a rougher economic climate, and the company's brand portfolio is broad enough to weather shifting consumer preferences without taking on a ton of risk. The cash flow here supports the dividend and then some, and there aren't any major debt maturities looming that would threaten it. The main thing that could push shares higher is an earnings beat or clear improvement in margin trends. Last quarter saw some cost inflation and weaker volume, and that's the big risk if input prices stay high and they can't pass those on, margins might stay compressed for longer than people expect. But the recent cost-cutting moves and some pricing actions should start showing results over the next few quarters. If that happens, sentiment could turn quickly, especially with the yield drawing in more defensive buyers. I think a cautious but realistic target is 30.80 over the next four months. That's not a moonshot, just a partial recovery toward where it traded for most of last year. The yield helps you get paid while you wait, but keep an eye on those margin numbers at the next earnings as the key catalyst.

Entry

$26.59

Above

$30.80

Jul 13, 2026

Karma

114 to 16457

Bullish

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