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Keurig Dr Pepper10-Q: Inflation impact

Profitability hit by rising costs in materials, logistics, and labor across multiple segments.

What happened

KDP's operating income is under pressure from significant cost inflation. The U.S. Coffee segment saw a 28 percentage point negative impact from ingredient and material costs, while the Refreshment Beverages segment was hit by rising materials (9 pts), transportation (4 pts), and labor (3 pts), indicating a strong need for productivity and cost-saving solutions.

Source

SEC EDGARApr 23, 2026

Quarterly report (Form 10-Q)

Keurig Dr Pepper 10-Q

Filing excerpt

This performance was driven by the gross profit impact of net sales growth (27 percentage points), which was partially offset by a net unfavorable impact from changes in ingredients, materials, and productivity, inclusive of tariffs (9 percentage points), increased transportation and warehousing expenses (4 percentage points), higher labor costs (3 percentage points)...

sec.gov/Archives/edgar/data/1418135/000141813526000026/kdp-20260331.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Inflation impact

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
Apr 23, 2026

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The full record

From the Signal API record

Numbers

Percent
28% (Negative impact on U.S. Coffee operating income from ingredient, materials, and productivity changes)

Details

CIK
1418135
Accession number
0001418135-26-000026
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Efficiency tools needed
Signal category
Operations

Topics and mentions

Regions named

  • U.S.

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
inflationImpact

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/a947f420-ee32-483e-8744-72c2d1965a44 returns this record as JSON. POST /v1/companies/enrich returns every signal for keurigdrpepper.com.

{
  "signal_id": "a947f420-ee32-483e-8744-72c2d1965a44",
  "signal_type": "sec-10q",
  "signal_subtype": "inflationImpact",
  "detected_at": "2026-04-28T10:05:23.274+00:00",
  "company": {
    "name": "Keurig Dr Pepper",
    "domain": "keurigdrpepper.com"
  },
  "data": {
    "detail": "KDP's operating income is under pressure from significant cost inflation. The U.S. Coffee segment saw a 28 percentage point negative impact from ingredient and material costs, while the Refreshment Beverages segment was hit by rising materials (9 pts), transportation (4 pts), and labor (3 pts), indicating a strong need for productivity and cost-saving solutions.",
    "metrics": {
      "pct": 0.28,
      "timeframe": "current_quarter",
      "pct_context": "Negative impact on U.S. Coffee operating income from ingredient, materials, and productivity changes"
    },
    "summary": "Profitability hit by rising costs in materials, logistics, and labor across multiple segments.",
    "excerpts": "This performance was driven by the gross profit impact of net sales growth (27 percentage points), which was partially offset by a net unfavorable impact from changes in ingredients, materials, and productivity, inclusive of tariffs (9 percentage points), increased transportation and warehousing expenses (4 percentage points), higher labor costs (3 percentage points)...",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1418135/000141813526000026/kdp-20260331.htm",
    "filing_date": "2026-04-23",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "U.S."
    ]
  }
}

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