Live Report · Updated January 26, 2026

Keurig Dr Pepper vs Estée Lauder Companies

This page compares Keurig Dr Pepper and Estée Lauder Companies, examining business models, financial performance, and market context to help readers understand each company in a neutral, accessible way. It discusses strategy, operations, and market positioning without endorsing forecasts or issuing advice. Educational content, not financial advice.

This page compares Keurig Dr Pepper and Estée Lauder Companies, examining business models, financial performance, and market context to help readers understand each company in a neutral, accessible wa...

Comparison Snapshot

Key Financial Metrics

KDP

Metric

EL

$37.63B

Market Cap

$41.94B

27.07%

Potential Profit

-8.76%

Buy

Analyst Rating

Hold

Why It's Moving

Keurig Dr Pepper advances bold JDE Peet's acquisition, paving way for global coffee empire and U.S. beverages powerhouse.

Offer period runs from January 16 to March 27, 2026, targeting 95% acceptance (or 80% with shareholder approval of restructuring), signaling strong momentum toward closing in Q2.
Viral Dr Pepper jingle and GHOST Energy expansion highlight KDP's push into high-growth brand-driven categories, boosting portfolio diversity amid recent 1.3% weekly stock gains.
Sawgrass Asset Management boosted its KDP stake by 33.3% in Q3 to $8.34 million, reflecting institutional confidence as analysts maintain Moderate Buy ratings.

Sentiment:

🐃Bullish

Estée Lauder Hits 52-Week High on Strong Q1 Turnaround Momentum

Organic net sales rose 3% in Q1 fiscal 2026, while adjusted operating margin jumped 300 basis points to 7.3%, reflecting sharper execution and profitability gains.
Profit Recovery plan boosted gross margin by 60 basis points to 73.3% through procurement efficiencies and better inventory control, offsetting inflation pressures.
Early January upgrades from research firms and moves like appointing Daisy Edgar-Jones as ambassador highlight multigenerational appeal and product innovation.

Sentiment:

🐃Bullish

Keurig Dr Pepper advances bold JDE Peet's acquisition, paving way for global coffee empire and U.S. beverages powerhouse.

Offer period runs from January 16 to March 27, 2026, targeting 95% acceptance (or 80% with shareholder approval of restructuring), signaling strong momentum toward closing in Q2.
Viral Dr Pepper jingle and GHOST Energy expansion highlight KDP's push into high-growth brand-driven categories, boosting portfolio diversity amid recent 1.3% weekly stock gains.
Sawgrass Asset Management boosted its KDP stake by 33.3% in Q3 to $8.34 million, reflecting institutional confidence as analysts maintain Moderate Buy ratings.

Sentiment:

🐃Bullish

Estée Lauder Hits 52-Week High on Strong Q1 Turnaround Momentum

Organic net sales rose 3% in Q1 fiscal 2026, while adjusted operating margin jumped 300 basis points to 7.3%, reflecting sharper execution and profitability gains.
Profit Recovery plan boosted gross margin by 60 basis points to 73.3% through procurement efficiencies and better inventory control, offsetting inflation pressures.
Early January upgrades from research firms and moves like appointing Daisy Edgar-Jones as ambassador highlight multigenerational appeal and product innovation.

Sentiment:

🐃Bullish

Investment Analysis

Keurig Dr Pepper

KDP

Pros

Keurig Dr Pepper delivered strong Q3 2025 results with a 10.7% year-over-year sales growth driven by U.S. Refreshment Beverages and improving U.S. Coffee trends.
The company has a solid dividend yield of around 3.4%, supporting income-oriented investors.
Keurig Dr Pepper maintains a strong market position with significant innovation and market share gains across key beverage categories.

Considerations

Keurig Dr Pepper's return on equity (ROE) at 6.39% is significantly below its 10-year average of 16.09%, signaling weaker profitability efficiency recently.
The stock has experienced volatility and is trading below its 52-week high of $36.12, indicating potential valuation pressure or investor caution.
Its planned $18 billion acquisition of JDE Peet’s involves substantial financing, introducing integration risks and potential balance sheet pressure.

Estée Lauder Companies

EL

Pros

Estée Lauder Companies has a leading position in the high-end cosmetics market with strong brand recognition and a diversified product portfolio.
The company benefits from global growth opportunities in emerging markets and expanding digital sales channels.
Estée Lauder demonstrates good operational efficiency and profitability with consistent gross margin improvements over recent years.

Considerations

Estée Lauder faces exposure to macroeconomic risks including discretionary consumer spending sensitivity and foreign exchange volatility.
Competition in the beauty and cosmetics sector is intense, with rising pressure from digital-native and niche brands.
Supply chain disruptions and inflationary cost pressures could impact margins and operational costs in the near term.

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