Should JDE Peet’s Amsterdam AEX Index Addition Prompt Action From ENXTAM:JDEP Investors?

• In September 2025, JDE Peet's N.V. was added to the Amsterdam AEX Index after being removed from the AMX Index, marking a significant milestone for the coffee and tea company.
• This inclusion signals greater visibility for JDE Peet’s among institutional investors, as index changes often influence passive fund allocation and market presence.
• With JDE Peet’s joining the AEX Index, we’ll explore what this shift in index membership could mean for its investment narrative.

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JDE Peet's Investment Narrative Recap

For an investor in JDE Peet’s, the big picture is about believing in the resilience and global appeal of coffee and tea brands powered by ongoing innovation and premiumization. The recent addition to the Amsterdam AEX Index adds institutional visibility but does not materially change the near-term catalysts or the largest current risk: the company’s reliance on successfully passing higher input costs to consumers without sacrificing sales volume remains front and center. One relevant recent announcement is the Keurig Dr Pepper acquisition agreement. While the company’s index upgrade lifts its market profile, the prospective acquisition, expected to close in the first half of 2026, creates an even bigger short-term catalyst and source of uncertainty, as it may ultimately transform JDE Peet’s operational model and investor experience. Yet, even as the business draws fresh attention, investors must not overlook the fact that if further price hikes face resistance from consumers or retailers…

Read the full narrative on JDE Peet's (it's free!)

JDE Peet's narrative projects €10.6 billion revenue and €835.5 million earnings by 2028. This requires 3.1% yearly revenue growth and a €217.5 million earnings increase from €618.0 million today.

Uncover how JDE Peet's forecasts yield a €29.39 fair value, a 6% downside to its current price.

Exploring Other Perspectives

Four private investors in the Simply Wall St Community estimated fair value for JDE Peet’s between €15.50 and €57.24. With the ongoing acquisition and input cost risks weighing on future margins, some market participants see room for widely different outcomes so it pays to consider several viewpoints.

Explore 4 other fair value estimates on JDE Peet's - why the stock might be worth less than half the current price!

Build Your Own JDE Peet's Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your JDE Peet's research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free JDE Peet's research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate JDE Peet's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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