Verified peer comparison

KO vs KDP

The Coca-Cola Company compared with Keurig Dr Pepper Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.

The Coca-Cola Company

$189.43

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KDP

Keurig Dr Pepper Inc.

$189.43

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Company-specific comparison

Business exposure

KO: Soft Drinks

KDP: Soft Drinks

Upside lens

KO: Global unit case volume grew and Coca-Cola gained value share in total nonalcoholic ready-to-drink beverages, supporting the durability of its brand and distribution system. Organic revenue growth, disciplined operating expenses, and favorable currency supported comparable operating-margin expansion despite higher input costs and marketing investment. The planned CCBA sale can further concentrate Coca-Cola on brand ownership and concentrate economics, subject to closing and effective system execution.

KDP: Dr Pepper, zero-sugar offerings and distribution gains can support durable share growth in cold beverages. Innovation, brewer placement and better pod affordability can stabilize at-home coffee consumption. Supply-chain savings can fund marketing and innovation while protecting cash conversion.

Risk lens

KO: Higher input costs and increased marketing investment partially offset first-quarter comparable margin expansion and could intensify if inflation persists. Reported growth and guidance benefit from currency assumptions, while the expected CCBA divestiture remains subject to regulatory approval and closing timing. Changes in consumer health preferences and taxes or restrictions targeting sugar, packaging, water use, or marketing can reduce demand or raise compliance and operating costs.

KDP: Weak brewer demand or lower pod consumption could prolong volume pressure in the coffee system. Coffee, sweetener, aluminum and freight volatility can compress margins before pricing catches up. Large customers can exert pricing, promotion and shelf-space pressure across key brands.

Verified sources

Coca-Cola Reports First Quarter 2026 Results and Updates Full Year GuidanceThe Coca-Cola Company · earningsVerified