J.P. Morgan analyst Andrea Faria Teixeira maintains $Keurig Dr Pepper (KDP.US)$ with a buy rating, and adjusts the target price from $41 to $40.
According to TipRanks data, the analyst has a success rate of 47.5% and a total average return of 1.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Keurig Dr Pepper (KDP.US)$'s main analysts recently are as follows:
Keurig Dr Pepper's third-quarter performance in the U.S. coffee segment was less than satisfactory, with sales and profits not meeting expectations despite a stronger showing in the U.S. refreshment beverage sector. The primary factor for the underperformance in coffee was adverse pricing, accompanied by lackluster coffee pod volumes. Nonetheless, it's assessed that the company's valuation continues to be appealing.
Keurig Dr Pepper's recent earnings report reflected a challenging quarter influenced by aggressive promotional activities in the coffee segment and slightly disappointing international performance. Despite this, the company demonstrated a consistent acceleration in total volume growth for the third consecutive quarter, and its earnings per share met expectations.
The third quarter performance for Keurig Dr Pepper was considered 'decent,' and the company is well-positioned to meet its long-term targets by 2025. The partnership with GHOST is expected to contribute approximately 300 basis points to growth, with an anticipated mid-teens EBITDA margin. Additionally, this deal provides the capacity to adapt strategically to changes in the coffee segment, which places the company in a favorable position.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析师Andrea Faria Teixeira维持$Keurig Dr Pepper (KDP.US)$买入评级,并将目标价从41美元下调至40美元。
根据TipRanks数据显示,该分析师近一年总胜率为47.5%,总平均回报率为1.5%。
此外,综合报道,$Keurig Dr Pepper (KDP.US)$近期主要分析师观点如下:
keurig dr pepper在美国咖啡板块的第三季表现不如人意,销售额和利润未达预期,尽管在美国饮料板块表现较好。导致咖啡表现不佳的主要因素是不利的定价,加上单品咖啡容量不佳。尽管如此,公司的估值仍然被认为具有吸引力。
keurig dr pepper最近的收益报告反映出在咖啡板块受到激烈促销活动影响的具有挑战性的一个季度,以及稍显失望的国际表现。尽管如此,公司连续第三个季度展示了总成交量增长的持续加速,并且每股收益符合预期。
keurig dr pepper的第三季表现被认为是'不错'的,公司有望通过与GHOSt的合作在2025年达到长期目标。预计与GHOSt的合作将为增长贡献约300个基础点,预期中等青少年EBITDA利润率。此外,该交易提供了战略上适应咖啡板块变化的能力,使公司处于有利地位。
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