Starboard has taken a position in Keurig Dr Pepper and has held meetings with the company's management.
A more than 30% year-on-year in retail prices for coffee is staggering — and consumers are not likely to see relief anytime soon, even as a merger between two beverage giants looks to create an entity that can better manage rising costs.
In premarket trading early on Monday, Keurig's shares are down 3.91% to $33.76. JDE Peet's Amsterdam-listed shares surged to $36.40 after the announcement, rising 17.33% from Friday's close.
After its planned acquisition of Dutch coffee company JDE Peet's, Keurig Dr Pepper will split its beverage and coffee units into two separate U.S.-listed firms.
Keurig Dr Pepper Inc. is closing in on a roughly $18 billion deal to acquire the Dutch coffee company JDE Peet's NV, the Wall Street Journal reported late Sunday.
JDE Peet's N.V. (OTCPK:JDEPF) Q2 2025 Earnings Conference Call July 30, 2025 4:00 AM ET Company Participants Rafael de Oliveira - CEO & Executive Director Robin Jansen - Head of Investor Relations Yang Xu - Chief Financial Officer Conference Call Participants Antoine Prevot - BofA Securities, Research Division David J.
JDE Peet's recent capital markets day guidance was underwhelming, projecting only modest free cash flow growth through 2032. Despite strong brand exposure and resilient coffee demand, free cash flow per share is expected to remain stable, with limited upside. The current free cash flow yield of 8% still justifies a buy rating, though investors should expect stagnation in FCF and rising interest expenses.
JDE Peet's ended 2024 strong despite coffee price hikes and disputes with grocery chains, showing robust cash flow and increased operating profit. The company reported a net profit of 543M EUR, with an EPS of 1.15 EUR per share, and announced a 4.3% dividend increase. For 2025, JDE Peet's expects stable net free cash flow around 1B EUR, despite margin pressures and a weak first half.
JDE Peet's NV (OTCPK:JDEPF) Q4 2024 Results Conference Call February 26, 2025 4:00 AM ET Company Participants Robin Jansen - Head, Investor Relations Rafael Oliveira - CEO Scott Gray - CFO Conference Call Participants Jon Cox - Kepler Cheuvreux Michiel Declercq - KBC Securities Patrick Folan - Barclays Bank Feng Zhang - Jefferies Tom Sykes - Deutsche Bank Robin Jansen Good morning, everyone, and welcome to JDE Peet's earnings call related to our performance of 2024. With me are Rafa Oliveira, CEO; and Scott Gray, CFO.
JDE Peet's NV (OTCPK:JDEPF) Q2 2024 Earnings Conference Call July 31, 2024 4:00 AM ET Company Participants Robin Jansen - Head, Investor Relations Luc Vandevelde - Executive Chairman & Interim CEO Scott Gray - CFO Conference Call Participants Jon Cox - Kepler Cheuvreux Feng Zhang - Jefferies Bingqing Zhu - Redburn Robert Jan Vos - ABN AMRO Patrick Folan - Barclays Bank Operator Good morning, and thank you for joining JDE Peet's half year 2024 earnings call. My name is Caroline, and I'll be your operator for today's call.
JDE Peet's H1 results show strong revenue growth, operating profit increase, and impressive cash flow generation. The company has maintained the dividend despite acquisitions, with plans to reduce debt and improve the debt ratio in the near future. Stock currently offers a 10% free cash flow yield, making it an attractive investment opportunity with potential for growth.