Keurig Dr Pepper Q4 revenue, profit beat estimates

Keurig Dr Pepper

24/02/2026 12:09

Corrects Key Details table to show EPS was positive, not negative

Overview

Beverage company's Q4 revenue grew 10.5%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company announced Board Chair transition from Bob Gamgort to Pamela Patsley

Outlook

Keurig Dr Pepper expects 2026 net sales of $25.9 bln to $26.4 bln

Company anticipates low-double-digit EPS growth in 2026

Foreign currency forecasted to add one percentage point to 2026 sales growth

Result Drivers

U.S. REFRESHMENT BEVERAGES - Segment net sales increased 11.5% driven by volume/mix growth and favorable net price realization, with GHOST acquisition contributing significantly

INTERNATIONAL GROWTH - Segment net sales rose 21%, led by favorable net price realization and volume/mix growth

U.S. COFFEE CHALLENGES - Segment net sales increased 3.9%, with price realization offsetting volume declines, impacting adjusted operating income

Company press release: ID:nPn8fJnCZa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$4.5 bln
$4.36 bln (11 Analysts)
Q4 Adjusted EPS
Beat
$0.60
$0.59 (13 Analysts)
Q4 EPS
$0.26


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the non-alcoholic beverages peer group is "buy"

Wall Street's median 12-month price target for Keurig Dr Pepper Inc is $35.00, about 17.6% above its February 23 closing price of $29.77

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 13 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.)