Why Splitting Now?

Should KDP pause their split like Kraft Heinz?

Keurig Dr Pepper concluded fiscal year 2025 by demonstrating commercial resilience that distinguishes it in the consumer packaged goods sector. The company reported consolidated net revenue of 16.60 billion dollars for the full year, representing an 8.2 per cent increase on a reported basis and an 8.6 per cent increase on a constant-currency basis. This growth trajectory was significantly influenced by the final quarter of the year, which surpassed market expectations with a 10.5 per cent jump in net sales to 4.50 billion dollars. For C-Suite executives, the primary takeaway is not simply the top-line expansion, but the narrative of a business undergoing a fundamental structural transition while maintaining operational momentum in its core segments.

The financial narrative of 2025 was defined by the aggressive expansion of the refreshment beverage portfolio and a disciplined, albeit challenging, navigation of the maturing coffee market. The company achieved an adjusted diluted earnings per share of 2.05 dollars for the full year, a 7.3 per cent increase that reflects the successful balancing of price realisation and productivity savings against persistent inflationary headwinds.