Shared on18 Sep 25
Fair value Decreased 1.34%

The modest reduction in Keurig Dr Pepper's analyst price target to $36.83 reflects increased concerns over execution risks and margin dilution related to the JDE Peet’s acquisition and planned spin-off, partly offset by some optimism regarding long-term growth prospects and current valuation. Analyst Commentary Mixed market reaction and price target adjustments largely reflect concerns over the complexity and high risk of the JDE Peet's acquisition and planned spin-off, including the company’s increased debt load and deal-related margin dilution.

Shared on27 Aug 25
Fair value Decreased 3.28%

Analysts remain divided on Keurig Dr Pepper’s acquisition of JDE Peet’s, with concerns over valuation, margin dilution, and leverage partially offset by optimism around strategic global diversification and near-term business outperformance, resulting in a modest reduction of the consensus price target from $38.60 to $37.89. Analyst Commentary Bearish analysts raised concerns over Keurig Dr Pepper's acquisition of JDE Peet’s, noting a "rich" valuation, margin dilution, and elevated debt burden, casting doubt on deleveraging prospects and optimal post-separation capital structure.