| KDP |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.55 vs. cons $0.53 |
MEDIUM |
| KDP |
Report |
Net sales |
BEAT |
pred ~$7.14B vs. cons $7.05B |
MEDIUM |
| KDP |
Report |
U.S. Coffee operating income |
MISS |
pred ~$145M vs. cons $158M |
MEDIUM |
| KDP |
Guide |
FY2026 adjusted EPS growth |
UNCHANGED |
guide ~10.5% vs. cons 10.5% (FY2026) |
HIGH |
| KDP |
Guide |
FY2026 total-company net sales |
UNCHANGED |
guide ~$26.15B vs. cons $26.16B (FY2026) |
HIGH |
| KDP |
Guide |
FY2026 aggregate free cash flow |
UNCHANGED |
guide ~$2.50B vs. cons $2.49B (FY2026) |
MEDIUM |
| KDP |
Guide |
2H26 U.S. Coffee operating-income recovery |
LOWER |
guide ~8% growth vs. cons 11% growth (2H2026) |
MEDIUM |
| KDP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| KDP |
Return |
5-day cumulative residual |
+0.8% (FADE) |
A modest EPS and sales beat plus reaffirmed FY2026 EPS and FCF should support an initially positive reaction, but no full-year raise and softer implied 2H U.S. Coffee profit recovery leave out-period EPS math slightly below expectations; revisions should limit follow-through after the initial move. |
MEDIUM |