JDE Peet's Acquisition Drives Volume/Mix
The acquisition contributed 67.3% of the 70.4% volume/mix growth in Q2 FY2026, and 45 percentage points to gross profit growth.
At the archive date, Keurig Dr Pepper Inc. was expected to release its Q3 2026 10-Q filing on October 26, 2026, before market open. Last quarter: Keurig Dr Pepper's Q2 FY2026 results were dominated by its transformative acquisition of JDE Peet's, which drove a 75.6% revenue increase but caused a 74% drop in net income attributable to KDP due to integration costs and higher debt.
EPS Estimate
$0.63
Revenue Estimate
$7.4B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the KDP page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
The acquisition contributed 67.3% of the 70.4% volume/mix growth in Q2 FY2026, and 45 percentage points to gross profit growth.
A $314 million non-cash charge from the fair-value step-up of JDE Peet's inventory was recognized in cost of sales, reducing gross profit by 14 percentage points.
The company incurred $624 million in pre-tax acquisition, integration, and financing costs in the first six months, with SG&A expenses rising 20 percentage points from these costs in Q2.
Revenue
$7.31B
+75.57% YoY
EPS (Diluted)
$0.04
-90.00% YoY
Gross Margin
41.9%
-12.2 pts YoY
Operating Income
$628M
-30.07% YoY
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