KDP's U.S. Refreshment Beverages unit is driving strong share gains in energy and hydration, reinforcing earnings stability and long-term growth ambitions.
Investors with an interest in Beverages - Soft drinks stocks have likely encountered both Keurig Dr Pepper, Inc (KDP) and Coca-Cola European (CCEP). But which of these two stocks offers value investors a better bang for their buck right now?
Keurig Dr Pepper's NASDAQ: KDP stock price has been under pressure for years as its businesses struggled, strategy concerns emerged, and analysts panned the name. However, that story is changing, as its core businesses have returned to growth and the planned separation into two traded companies is progressing.
Keurig's Q4 tops estimates as sales jump 10.5%, fueled by U.S. Refreshment growth, pricing gains and GHOST boost.
Keurig Dr Pepper saw growth across its business segments in the fourth quarter as it advanced its plans to separate into two companies by the end of the year. “We navigated a dynamic operating environment with agility while strengthening our foundation for the long term,” Keurig Dr Pepper CEO Tim Cofer said Tuesday during the company's fourth quarter earnings call.
Keurig Dr Pepper Inc (NASDAQ:KDP) exceeded Wall Street expectations in both revenue and profit for the fourth quarter and full year 2025, posting a turnaround in GAAP net income and signaling continued growth for 2026. The company reported Q4 net sales of $4.50 billion, up 10.5% year-over-year, and ahead of estimates of $4.35 billion.
Keurig Dr Pepper Inc. (KDP) Q4 2025 Earnings Call Transcript
While the top- and bottom-line numbers for Keurig Dr Pepper (KDP) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Keurig Dr. Pepper (KDP) didn't fizzle out when it came to earnings, with Diane King Hall noting a beat Tuesday morning. Hims & Hers (HIMS) couldn't do the same as the telehealth company sees headwinds as subscribers shrink.
Keurig Dr Pepper, Inc (KDP) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.58 per share a year ago.
The Q4 2025 adjusted EPS of $0.60 marks the fourth consecutive quarter of year-over-year EPS growth in 2025, capping a full year in which KDP beat or met estimates in every quarter.
Get a deeper insight into the potential performance of Keurig Dr Pepper (KDP) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.