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Keurig Dr Pepper10-Q: Inventory issue

U.S. Coffee operating income plummets 20.8% on falling volumes and retailer inventory adjustments.

What happened

The U.S. Coffee segment is facing significant challenges, with K-Cup pod volume down 6.8% and appliance volume down 8.4%. These declines are attributed to price elasticity and retailer inventory adjustments, highlighting potential issues in demand forecasting and channel management that led to a $160 million operating income for the quarter.

Source

SEC EDGARApr 23, 2026

Quarterly report (Form 10-Q)

Keurig Dr Pepper 10-Q

Filing excerpt

Income from operations decreased 20.8% to $160 million for the first quarter of 2026...

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: Inventory issue

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

Fiscal year end
03/31
Filed
Apr 23, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$160M (U.S. Coffee income from operations in Q1 2026)
Percent
-20.8% (Decrease in U.S. Coffee income from operations)

Details

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

Topics and mentions

Regions named

  • U.S.

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
inventoryIssue

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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/97c3f3f3-72ca-4c6a-8bf9-74d4d4760435 returns this record as JSON. POST /v1/companies/enrich returns every signal for keurigdrpepper.com.

{
  "signal_id": "97c3f3f3-72ca-4c6a-8bf9-74d4d4760435",
  "signal_type": "sec-10q",
  "signal_subtype": "inventoryIssue",
  "detected_at": "2026-04-28T10:05:23.274+00:00",
  "company": {
    "name": "Keurig Dr Pepper",
    "domain": "keurigdrpepper.com"
  },
  "data": {
    "detail": "The U.S. Coffee segment is facing significant challenges, with K-Cup pod volume down 6.8% and appliance volume down 8.4%. These declines are attributed to price elasticity and retailer inventory adjustments, highlighting potential issues in demand forecasting and channel management that led to a $160 million operating income for the quarter.",
    "metrics": {
      "pct": -0.208,
      "timeframe": "current_quarter",
      "pct_context": "Decrease in U.S. Coffee income from operations",
      "dollar_context": "U.S. Coffee income from operations in Q1 2026",
      "dollar_millions": 160
    },
    "summary": "U.S. Coffee operating income plummets 20.8% on falling volumes and retailer inventory adjustments.",
    "excerpts": "Income from operations decreased 20.8% to $160 million for the first quarter of 2026...",
    "relevance": 0.8,
    "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": "Supply chain tools needed",
    "signal_category": "financial",
    "regions_mentioned": [
      "U.S."
    ]
  }
}

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