Keurig Dr Pepper beats Q1 estimates after strong U.S. beverages momentum

Published 24/04/2025, 12:16
© Reuters.

Investing.com -- Keurig Dr Pepper Inc. reported first-quarter earnings before the open on Thursday, beating analyst expectations, driven by strong sales growth in its U.S. Refreshment Beverages segment. The company’s stock rose 1.7% following the announcement.

For the first quarter, Keurig Dr Pepper (NASDAQ:KDP) posted adjusted earnings per share of $0.42, beating the analyst estimate of $0.38. Revenue came in at $3.64 billion, exceeding the consensus estimate of $3.56 billion and representing a 6.4% YoY increase on a constant currency basis.

The company’s U.S. Refreshment Beverages segment was a standout performer, with net sales growing 11% to $2.3 billion. This growth was driven by an 8% increase in volume/mix and 3% favorable net price realization. The segment benefited from market share gains in carbonated soft drinks, energy drinks, and sports hydration products, as well as the acquisition of GHOST.

CEO Tim Cofer commented, "Our first quarter performance represented a strong start to the year. We delivered healthy top- and bottom-line growth, driven by momentum in key categories and brands, high-quality commercial execution, and disciplined expense management."

However, the U.S. Coffee segment experienced a 3.7% decline in net sales to $0.9 billion, primarily due to a 5.2% decrease in volume/mix, partially offset by favorable pricing.

Keurig Dr Pepper reaffirmed its fiscal 2025 guidance, projecting constant currency net sales growth in the mid-single-digit range and adjusted diluted EPS growth in the high-single-digit range.

The company’s operating cash flow for the quarter was $209 million, with free cash flow totaling $102 million.

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