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.
Keurig Dr Pepper Inc. is 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
$7.41B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the KDP page.
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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