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Keurig Dr Pepper

KDPleader

Keurig Dr Pepper is a leading North American beverage company combining the Keurig single-serve coffee platform with the third-largest US soft drink portfolio led by Dr Pepper.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($15.3B)

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US Refreshment Beverages (50%)
US Coffee (30%)
International (12%)
Other (8%)

Segment Breakdown & Key Customers

Product Details

Keurig Brewing Systems28%

Single-serve coffee makers and K-Cup pod ecosystem

Dr Pepper25%

#3 US carbonated soft drink brand

Other CSDs27%

7UP, A&W, Sunkist, Canada Dry, Squirt, and Snapple

Water & Other20%

Core, Bai, Clamato, and Mott's juice brands

Supply Chain Relationships

Competitors

The Coca-Cola Company

US CSD market

Impact: High — major CSD competitor

PepsiCo, Inc.

US CSD and coffee market

Impact: High — major CSD competitor

Key Customers

Walmart Inc.

Beverages and K-Cup retail

Impact: High — ~25% of US retail revenue

Costco Wholesale Corporation

K-Cup pod and beverage sales

Impact: Medium — warehouse channel

Macro & Market Context

필수소비재Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Upcoming Catalysts

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Keurig Dr Pepper.

Company Info

Headquarters

Burlington, Massachusetts, USA

Founded

2018

Employees

28,000+

Sector Overview — 필수소비재

Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Key Themes

  • •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
  • •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
  • •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대

Upcoming Catalysts

  • ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
  • ◆미국 3월 PCE 물가 발표