Professional
Added to YB: 2025-04-03
Pitch date: 2025-04-01
KDP [bullish]
Keurig Dr Pepper Inc.
-14.44%
current return
Author Info
No bio for this author
Company Info
Keurig Dr Pepper Inc. owns, manufactures, and distributors beverages and single serve brewing systems in the United States and internationally.
Market Cap
$36.9B
Pitch Price
$34.49
Price Target
40.00 (+36%)
Dividend
3.39%
EV/EBITDA
12.07
P/E
23.43
EV/Sales
3.40
Sector
Beverages
Category
growth
Morgan Stanley Upgrades Keurig Dr Pepper (KDP) to Overweight, Sets $40 Target
KDP (analyst upgrade): Morgan Stanley upgrades to Overweight, PT $40. US Refreshment & int'l growth driving 75% of 2025 profit mix. Q1 outperformed peers by 460bps in scanner data. Forecasts OSG gap vs peers to improve to +70bps in 2025 from -290bps in 2023. Defensive play with limited tariff/FX exposure. Some SNAP risk remains.
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