Keurig Dr Pepper Inc (LTS:0Z62)
$ 32.5 (0%) Market Cap: 42.72 Bil Enterprise Value: 75.38 Bil PE Ratio: 31.71 PB Ratio: 1.71 GF Score: 79/100

Keurig Dr Pepper Inc at Barclays Global Consumer Staples Conference Transcript

Sep 10, 2026 / 01:00PM GMT
Release Date Price: $32.5
Priya Ohri;Gupta
Barclays Services Corp - Analyst

Okay. We're going to get started. So next up, we have Keurig Dr Pepper. As you all know, the KDP story has changed meaningfully over the past year. What began as a complex transaction debate around the JDE Peet's acquisition and planned separation has increasingly become a discussion about whether the company can prove out two distinct investment cases: a growth-oriented beverage company with strong momentum, and a scaled global coffee company with more diversification, but still some near-term pressure in the US business.

So joining us from the company today are both CEO, Tim Cofer; and CFO, Anthony DiSilvestro. Welcome, and thank you both for being here this year.

Questions & Answers

Priya Ohri;Gupta
Barclays Services Corp - Analyst

I'm going to skip any discussion or transaction rationale. I feel like that's been really well covered at this point and instead focus our time on how you're thinking about execution, proof points and what investors should be

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot