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Mar 31, 2025
Keurig Dr Pepper Q1 2025 Earnings Report
Keurig Dr Pepper reported solid top- and bottom-line growth in Q1 2025 driven by strong U.S. refreshment beverage performance.
Key Takeaways
Keurig Dr Pepper posted strong Q1 2025 results, with $3.64 billion in revenue and $517 million in net income. The company saw robust growth in its U.S. Refreshment Beverages segment and reaffirmed its full-year guidance.
Net sales increased to $3.64 billion, up 4.8% year-over-year.
Adjusted EPS rose to $0.42, supported by a gain from the sale of its investment in Vita Coco.
U.S. Refreshment Beverages saw double-digit growth, driven by volume/mix and price realization.
Free cash flow turned positive at $102 million, compared to a negative figure last year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
KDP reaffirmed its fiscal 2025 guidance for mid-single-digit constant currency net sales growth and high-single-digit adjusted EPS growth.
Positive Outlook
- Reaffirmed guidance signals confidence in FY2025 performance
- Strong growth in U.S. Refreshment Beverages expected to continue
- Adjusted EPS growth to benefit from Vita Coco sale gain
- Integration of GHOST brand to support volume/mix growth
- Continued focus on productivity and cost discipline
Challenges Ahead
- Foreign currency expected to be a ~1% headwind to full-year growth
- U.S. Coffee volume pressures due to category pricing actions
- International performance impacted by FX and SG&A increases
- Inflationary pressures continue to affect margins
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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