Keurig Dr Pepper vs Hershey
Keurig Dr Pepper Inc and Hershey Company, The are compared on business models, financial performance, and market context to help readers understand their different approaches and positions. The page maintains a neutral, accessible tone for a broad audience, presenting factual context and considerations. Educational content, not financial advice.
Keurig Dr Pepper Inc and Hershey Company, The are compared on business models, financial performance, and market context to help readers understand their different approaches and positions. The page m...
Why It's Moving
Keurig Dr Pepper presses ahead with JDE Peet's acquisition as institutional moves signal confidence amid stock rebound.
- National Pension Service upped its KDP position by 3% in Q3, countering Howard Capital's 69.6% cut, with institutions now owning nearly 94% of shares.
- JDE Peet's offer at EUR 31.85 per share cleared all competition hurdles, with closing eyed early Q2 2026 after hitting key acceptance thresholds.
- Stock climbed 2.3% to $27.44 open, buoyed by moderate buy consensus and 3.4% dividend yield, ahead of Q4 2025 earnings on February 24.
Hershey Stock Climbs on Analyst Upgrades and Cocoa Cost Relief Ahead of Earnings.
- DA Davidson hiked its price target to $207 from $185, citing cocoa deflation and tariff relief that could restore earnings power for fiscal 2027.
- Piper Sandler upgraded to Overweight with a $213 target, highlighting cocoa cost relief providing flexibility for growth and higher margins.
- Shares gained 4.7% over the past month, beating the Consumer Staples sector, amid positive estimate revisions signaling analyst confidence.
Keurig Dr Pepper presses ahead with JDE Peet's acquisition as institutional moves signal confidence amid stock rebound.
- National Pension Service upped its KDP position by 3% in Q3, countering Howard Capital's 69.6% cut, with institutions now owning nearly 94% of shares.
- JDE Peet's offer at EUR 31.85 per share cleared all competition hurdles, with closing eyed early Q2 2026 after hitting key acceptance thresholds.
- Stock climbed 2.3% to $27.44 open, buoyed by moderate buy consensus and 3.4% dividend yield, ahead of Q4 2025 earnings on February 24.
Hershey Stock Climbs on Analyst Upgrades and Cocoa Cost Relief Ahead of Earnings.
- DA Davidson hiked its price target to $207 from $185, citing cocoa deflation and tariff relief that could restore earnings power for fiscal 2027.
- Piper Sandler upgraded to Overweight with a $213 target, highlighting cocoa cost relief providing flexibility for growth and higher margins.
- Shares gained 4.7% over the past month, beating the Consumer Staples sector, amid positive estimate revisions signaling analyst confidence.
Investment Analysis
Pros
- Keurig Dr Pepper reported strong Q3 2025 sales growth of 10.7% year-over-year, driven by robust demand and market share gains in U.S. Refreshment Beverages and U.S. Coffee.
- The company raised its full-year 2025 constant currency net sales outlook and reaffirmed adjusted EPS guidance, indicating confidence in continued financial performance.
- Keurig Dr Pepper has secured $7 billion in financing from private equity firms to support its strategic $18 billion JDE Peet's acquisition, enabling growth and portfolio expansion.
Considerations
- The company's return on equity (ROE) is relatively low at around 6.4%, well below peers such as Hershey and Coca-Cola Europacific Partners, signaling potential efficiency concerns.
- Keurig Dr Pepper's stock has declined from its 52-week high of $36.12 to current levels near $26.50, reflecting some market caution or valuation pressure.
- Execution risk is elevated due to the complexity of integrating and later separating JDE Peet's, which may impact operational focus and financial results in the near term.
Hershey
HSY
Pros
- Hershey boasts a strong return on equity of approximately 29.4%, considerably higher than Keurig Dr Pepper, reflecting effective capital utilisation and profitability.
- The company enjoys a leading position in the premium confectionery market, supported by strong brand recognition and consistent consumer demand.
- Hershey benefits from stable cash flows and has demonstrated resilience to economic cycles through diversified product offerings and geographic presence.
Considerations
- Hershey faces significant input cost pressures from commodities like sugar and cocoa, which can weigh on margins and earnings volatility.
- The confectionery industry is highly competitive and subject to changing consumer preferences towards healthier options, which poses strategic challenges.
- Hershey's growth prospects are somewhat limited by mature markets and slower innovation cycles compared to beverage companies with more dynamic portfolios.
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Keurig Dr Pepper (KDP) Next Earnings Date
Keurig Dr Pepper (KDP) is scheduled to report its next earnings on Tuesday, February 24, 2026, before the market opens. This release will cover the fourth quarter and full year 2025, ending December 31, 2025. A conference call with management will follow at 8:00 AM ET to review the results.
Hershey (HSY) Next Earnings Date
Hershey (HSY) is scheduled to report its next earnings on Thursday, February 5, 2026, before market open at 8:30 AM ET. This release will cover the Q4 2025 fiscal quarter ending December 2025. The date aligns with the company's historical pattern of early February reporting for year-end results.
Keurig Dr Pepper (KDP) Next Earnings Date
Keurig Dr Pepper (KDP) is scheduled to report its next earnings on Tuesday, February 24, 2026, before the market opens. This release will cover the fourth quarter and full year 2025, ending December 31, 2025. A conference call with management will follow at 8:00 AM ET to review the results.
Hershey (HSY) Next Earnings Date
Hershey (HSY) is scheduled to report its next earnings on Thursday, February 5, 2026, before market open at 8:30 AM ET. This release will cover the Q4 2025 fiscal quarter ending December 2025. The date aligns with the company's historical pattern of early February reporting for year-end results.
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