Overview
Global coffee company's organic sales up 15.3%, driven by price adjustments
Adjusted EBIT increased 1.2% despite EUR 1.6 bln cost inflation
Keurig Dr Pepper acquisition expected to close early Q2 2026
Outlook
Company expects KDP acquisition to close early in Q2 2026
JDE Peets does not propose a dividend for 2025 due to acquisition process
Company continues measures to mitigate EUR 1.6 bln cost inflation
Result Drivers
PRICE INCREASES - Organic sales growth of 15.3% was driven by a 19.5% increase in prices, despite a 4.3% decline in volume/mix
COST MANAGEMENT - Disciplined pricing and productivity programs helped offset EUR 1.6 bln of cost inflation
STRATEGIC INITIATIVES - Progress in cost savings and organizational simplification under 'Reignite the Amazing' strategy supported results
Company press release: ID:nGNE5wS4gJ
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Sales
EUR 9.92 bln
FY Adjusted EPS
EUR 2.46
FY EPS
EUR 1.64
FY Adjusted Net Income
EUR 1.20 bln
FY Adjusted EBIT
EUR 1.30 bln
FY Basic EPS
EUR 1.64
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the food processing peer group is "buy."
Wall Street's median 12-month price target for JDE Peets NV is €31.85, about 0.4% above its February 23 closing price of €31.72
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 17 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)