| KDP |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.54 vs. cons $0.53 |
MEDIUM |
| KDP |
Report |
Net sales |
IN-LINE |
pred ~$7.12B vs. cons $7.05B |
MEDIUM |
| KDP |
Report |
U.S. Refreshment Beverages net sales |
BEAT |
pred ~$2.90B vs. cons $2.86B |
MEDIUM |
| KDP |
Guide |
Adjusted diluted EPS growth |
LOWER |
guide ~11.0% vs. cons 11.2% (FY2026) |
MEDIUM |
| KDP |
Guide |
Net sales |
BETTER |
guide ~$26.15B vs. cons $26.10B (FY2026) |
MEDIUM |
| KDP |
Guide |
Free cash flow |
BETTER |
guide ~$2.50B vs. cons $2.45B (FY2026) |
MEDIUM |
| KDP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.7% |
— |
MEDIUM |
| KDP |
Return |
5-day cumulative residual |
+0.9% (FADE) |
A ~$0.54 Q2 EPS print vs. $0.53 consensus supports the initial gain, but an implied FY2026 EPS of roughly $2.28 vs. consensus near $2.29 leaves little room for positive second-half revisions, causing the day-1 residual of +2.7% to fade toward +0.9% cumulatively by day 5. |
MEDIUM |