Keurig Dr Pepper (KDP) CFO expects Q1 EPS to be in the range of USD 0.36-0.37 (prev. USD 0.42 Y/Y)

• Exec says they expect cost headwinds in coffee and from tariff to peak in Q1 relative to balance of the year.

Keurig Dr Pepper's CFO has guided first-quarter EPS significantly lower than last year, indicating potential cost pressures from coffee prices and tariffs. This suggests that while there may be challenges in Q1, the expectation for these cost headwinds to peak indicates management's optimism regarding a potential recovery later in the year. Investors should watch how this impacts market sentiment toward the beverage sector and KDP's stock performance relative to peers.