Keurig Dr Pepper Inc Stock Price, News & Analysis

Keurig Dr Pepper (NASDAQ: KDP) appointed Anthony DiSilvestro as Chief Financial Officer, effective November 25, 2025. DiSilvestro will report to CEO Tim Cofer and lead the Company's Finance and Technology organizations.

DiSilvestro brings more than 40 years of experience, including five years as CFO at Mattel and prior CFO roles at Campbell Soup Company. Sudhanshu Priyadarshi transitions from CFO to strategic advisor through April 7, 2026 to support a seamless handover.

The company also created a Deputy CFO role for George Lagoudakis to support separation of the future Beverage Co, and expanded Jane Gelfand's responsibilities for strategic finance, investor relations, and transaction financing for the upcoming acquisition and separation.

Keurig (NYSE:KDP) launched Keurig Coffee Collective on November 24, 2025 — its first branded coffee line crafted in‑house and available now on Keurig.com with national retail expansion planned for early 2026.

The collection debuts five roasts created by internal coffee experts and uses a new Refined Grind™ technique that places 30% more coffee grounds into each K‑Cup pod. The five signature blends highlight sourcing, sustainability, and distinctive flavor profiles designed for premium single‑serve consumers.

Keurig Dr Pepper (Nasdaq: KDP) and Casey’s launched a $100,000 Fansville tuition giveaway running 11/5/25–12/31/25 offering five $20,000 tuition prizes. Casey’s Rewards members are automatically entered by redeeming a $4 meal deal (medium fountain or 20oz Dr Pepper + Mega Slice) or by purchasing a 12-pack or 2L of Dr Pepper via the Casey’s Rewards app. Entries also accepted by email. Prizes may be used for tuition, qualified schools, or student loans; eligibility limited to residents of 16 specified states, 18+.

Keurig Dr Pepper (NASDAQ: KDP) announced updated strategy, leadership and financing for its pending acquisition of JDE Peet's and a planned separation into two public companies.

Key financing: a $7 billion strategic investment co-led by Apollo and KKR (a $4B Pod Manufacturing JV and a $3B convertible preferred), projected net leverage ~4.6x at close (about 1.0x lower) and estimated ~10% adjusted EPS accretion in the first full year. Targeted separation leverage: Beverage Co. 3.5–4.0x and Global Coffee Co. 3.75–4.25x. Separation operational readiness targeted by end of 2026. Other items: conversion price $37.25, preferred dividend 4.75%, and a Board nomination of Brian Driscoll.

Keurig Dr Pepper (NASDAQ: KDP) reported Q3 2025 net sales of $4.31 billion, up 10.7% year-over-year (10.6% constant currency). Adjusted diluted EPS was $0.54, up 5.9%. Q3 free cash flow totaled $528 million and operating cash flow was $639 million. U.S. Refreshment Beverages led growth with $2.7 billion net sales, up 14.4%, while U.S. Coffee net sales rose 1.5% on a 5.5% price realization but saw a 4.0% volume decline. The acquisition of GHOST contributed to volume/mix growth. The company raised its full-year constant currency net sales outlook to high-single-digit growth (from mid-single-digit) and reaffirmed its Adjusted EPS growth guidance in a high-single-digit range. Foreign exchange is expected to be a ~0.5 percentage point headwind to full-year growth.

Keurig Dr Pepper (NASDAQ: KDP) has declared a regular quarterly cash dividend of $0.23 per share for its shareholders. The dividend will be paid on October 10, 2025 to stockholders of record as of September 26, 2025.

Keurig Dr Pepper (NASDAQ: KDP) has announced an upcoming investor update event in New York City on October 27, 2025, focusing on their recently announced JDE Peet's acquisition and planned company separation. The event will provide detailed insights into the transaction's strategy, value creation opportunities, and the planned separation into two independent companies.

Key management representatives will include Bob Gamgort (Chairman), Pamela Patsley (Lead Independent Director), Juliette Hickman (Independent Director), Tim Cofer (CEO), and Sudhanshu Priyadarshi (CFO). The company will also release its Q3 2025 financial results before the market opens on the same day.

Keurig Dr Pepper (NASDAQ: KDP) has announced a strategic advertising partnership with Disney Advertising to enhance consumer experiences in college football. The collaboration focuses on integrating Dr Pepper's college football presence with Disney's storytelling and data capabilities.

Key initiatives include weekly integrations with The Pat McAfee Show, a documentary series about the Dr Pepper Tuition Giveaway, and innovative mixed reality broadcasts incorporating the Fansville series into live college football games. The partnership will leverage ESPN's talent roster and combine KDP's proprietary insights with Disney's fan data to deliver personalized content.

Keurig Dr Pepper (NASDAQ: KDP) has announced a transformative deal to acquire JDE Peet's for €15.7 billion in an all-cash transaction at €31.85 per share, representing a 33% premium. Following the acquisition, KDP will separate into two independent, publicly traded companies: Beverage Co., focusing on North American refreshment beverages with $11 billion in annual sales, and Global Coffee Co., becoming the world's largest pure-play coffee company with $16 billion in annual sales.

The transaction is expected to generate $400 million in cost synergies over three years and deliver EPS accretion in year one. Tim Cofer will lead Beverage Co. as CEO, while Sudhanshu Priyadarshi will become CEO of Global Coffee Co. The acquisition is expected to close in H1 2026, with the separation following shortly after.