| KDP |
Report |
US Refreshment Beverages Revenue (Q2 2026) |
BEAT |
pred ~$2,920M vs. cons $2,854M |
MEDIUM |
| KDP |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$0.585 vs. cons $0.575 |
MEDIUM |
| KDP |
Report |
US Coffee Operating Income (Q2 2026) |
MISS |
pred ~$235M vs. cons $254M |
MEDIUM |
| KDP |
Guide |
FY2026 Net Sales (FY2026) |
LOWER |
guide midpoint ~$26.15B vs. cons $26.26B |
HIGH |
| KDP |
Guide |
FY2026 Adj. EPS Growth (FY2026) |
UNCHANGED |
guide 'low double-digit' CC consistent with cons $2.439 |
HIGH |
| KDP |
Guide |
H2 Coffee Cost Phasing (qualitative, FY2026) |
UNCHANGED |
reaffirm 'meaningful improvement' language, no new specificity |
MEDIUM |
| KDP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| KDP |
Return |
5-day cumulative residual |
-3.0% (FADE) |
FADE — sell-side trims H2 coffee estimates; Coffee CEO succession uncertainty keeps multiple compressed through the week |
MEDIUM |