Keurig Dr Pepper (KDP) Q4 FY25 earnings call

Earnings call· Dec 2025 (Q4 FY25)· Consumer Staples· Feb 24, 2026

Source: earnings call transcript

Keurig Dr Pepper concluded a strong 2025, meeting annual guidance while advancing the transformational JDE Peet's acquisition and planned separation into two pure-play companies. The company navigated a dynamic environment with robust performance in Refreshment Beverages and International, though U.S. Coffee faced cyclical cost pressures and investment-driven profit impacts. KDP is focused on delivering low double-digit EPS growth in 2026, integrating JDE Peet's, and executing separation milestones.

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KDP operating KPIs by quarter

KDP operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Dec 2024 Q4 FY24	Jun 2026 Q2 FY26	Change vs prior quarter
Employees	29K This outcome was a direct output of the talent, dedication and hard work of our 29,000 colleagues across KDP. Source: earnings call transcript	50K+ I want to recognize and thank our more than 50,000 colleagues from around the world for their contributions to our inaugural quarter as a newly combined organization. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.