Tearsheet
KDP Home Investment Highlights Valuation, Metrics & Events Price Chart Why The Stock Moved Return vs. Risk About KDP Interactive Breakdown Better Bets vs. KDP Latest Trefis Analyses Trade Ideas More From Trefis Peer Comparisons FDIC Bank Data FDA Approved Drugs Data Financials Segment Financials Price Behavior Short Interest Earnings Returns History SEC Filings Insider Activity Trade Sentinel Industry Resource Links External Quote Links

Keurig Dr Pepper (KDP)

Market Price (3/14/2026): $27.47 | Market Cap: $37.3 Bil
Sector: Consumer Staples | Industry: Soft Drinks & Non-alcoholic Beverages

Keurig Dr Pepper (KDP)

Market Price (3/14/2026): $27.47
Market Cap: $37.3 Bil
Sector: Consumer Staples
Industry: Soft Drinks & Non-alcoholic Beverages

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.3%		 Weak multi-year price returns
2Y Excs Rtn is -33%, 3Y Excs Rtn is -84%		 
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 22%		  
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%		  
3 Low stock price volatility
Vol 12M is 27%		  
4 Megatrend and thematic drivers
Megatrends include Health & Wellness Trends, E-commerce & DTC Adoption, and Vegan & Alternative Foods. Themes include Functional Foods & Beverages, Show more.		  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.3%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 22%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
3 Low stock price volatility
Vol 12M is 27%
4 Megatrend and thematic drivers
Megatrends include Health & Wellness Trends, E-commerce & DTC Adoption, and Vegan & Alternative Foods. Themes include Functional Foods & Beverages, Show more.
5 Weak multi-year price returns
2Y Excs Rtn is -33%, 3Y Excs Rtn is -84%

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Keurig Dr Pepper (KDP) stock has remained largely at the same level since 11/30/2025 because of the following key factors:

1. Strategic Initiatives and Increased Leverage from JDE Peet's Acquisition and Planned Separation.

Keurig Dr Pepper announced an offer for JDE Peet's shares on January 15, 2026, and updated its financing plans on February 23, 2026, for this acquisition and subsequent split into two independent companies ("Beverage Co." and "Global Coffee Co."). The acquisition, targeted to close in early April 2026, is expected to result in a combined net leverage of approximately 4.5x, which may have introduced investor uncertainty despite expectations for the transaction to be about 10% EPS accretive in its first full year.

2. Persistent High Coffee Commodity Prices Impacting Coffee Segment Growth.

The company's coffee division experienced limited growth, with sales only edging up 0.6% in fiscal year 2025, primarily due to elevated coffee prices and tariff impacts. This macroeconomic factor directly affects a significant portion of Keurig Dr Pepper's business, including its new acquisition, leading to potential margin pressures.

Show more

Stock Movement Drivers

Fundamental Drivers

The -0.9% change in KDP stock from 11/30/2025 to 3/13/2026 was primarily driven by a -24.6% change in the company's P/E Multiple.
(LTM values as of)113020253132026Change
Stock Price ($)27.6727.41-0.9%
Change Contribution By: 
Total Revenues ($ Mil)16,17416,6032.7%
Net Income Margin (%)9.8%12.5%28.0%
P/E Multiple23.817.9-24.6%
Shares Outstanding (Mil)1,3581,3580.0%
Cumulative Contribution-0.9%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 3/13/2026
ReturnCorrelation
KDP-0.9% 
Market (SPY)-3.1%3.2%
Sector (XLP)6.8%59.9%

Fundamental Drivers

The -4.1% change in KDP stock from 8/31/2025 to 3/13/2026 was primarily driven by a -29.2% change in the company's P/E Multiple.
(LTM values as of)83120253132026Change
Stock Price ($)28.5927.41-4.1%
Change Contribution By: 
Total Revenues ($ Mil)15,75916,6035.4%
Net Income Margin (%)9.7%12.5%28.5%
P/E Multiple25.317.9-29.2%
Shares Outstanding (Mil)1,3581,3580.0%
Cumulative Contribution-4.1%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 3/13/2026
ReturnCorrelation
KDP-4.1% 
Market (SPY)3.0%3.9%
Sector (XLP)5.6%52.6%

Fundamental Drivers

The -15.7% change in KDP stock from 2/28/2025 to 3/13/2026 was primarily driven by a -41.4% change in the company's P/E Multiple.
(LTM values as of)22820253132026Change
Stock Price ($)32.5027.41-15.7%
Change Contribution By: 
Total Revenues ($ Mil)15,35116,6038.2%
Net Income Margin (%)9.4%12.5%33.4%
P/E Multiple30.617.9-41.4%
Shares Outstanding (Mil)1,3561,358-0.2%
Cumulative Contribution-15.7%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2025 to 3/13/2026
ReturnCorrelation
KDP-15.7% 
Market (SPY)12.4%15.4%
Sector (XLP)4.0%55.9%

Fundamental Drivers

The -13.8% change in KDP stock from 2/28/2023 to 3/13/2026 was primarily driven by a -42.8% change in the company's P/E Multiple.
(LTM values as of)22820233132026Change
Stock Price ($)31.7927.41-13.8%
Change Contribution By: 
Total Revenues ($ Mil)14,05716,60318.1%
Net Income Margin (%)10.2%12.5%22.6%
P/E Multiple31.317.9-42.8%
Shares Outstanding (Mil)1,4151,3584.2%
Cumulative Contribution-13.8%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2023 to 3/13/2026
ReturnCorrelation
KDP-13.8% 
Market (SPY)73.4%12.4%
Sector (XLP)26.5%53.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
KDP Return17%-1%-4%-1%-10%-0%-2%
Peers Return14%6%-3%-4%9%11%38%
S&P 500 Return27%-19%24%23%16%-1%80%

Monthly Win Rates [3]
KDP Win Rate50%42%42%50%58%33% 
Peers Win Rate57%55%53%48%52%73% 
S&P 500 Win Rate75%42%67%75%67%33% 

Max Drawdowns [4]
KDP Max Drawdown-4%-6%-20%-13%-19%-4% 
Peers Max Drawdown-10%-18%-14%-14%-11%-3% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-2% 

[1] Cumulative total returns since the beginning of 2021
[2] Peers: KO, PEP, SBUX, MNST, SJM. See KDP Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/13/2026 (YTD)

How Low Can It Go

Unique KeyEventKDPS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-30.4%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven43.7%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-33.6%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven50.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven122 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-13.6%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven15.7%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven129 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-55.1%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven122.9%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven164 days1,480 days

Compare to KO, PEP, SBUX, MNST, SJM

In The Past

Keurig Dr Pepper's stock fell -30.4% during the 2022 Inflation Shock from a high on 8/16/2022. A -30.4% loss requires a 43.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Keurig Dr Pepper (KDP)

Keurig Dr Pepper Inc. operates as a beverage company in the United States and internationally. It operates through Coffee Systems, Packaged Beverages, Beverage Concentrates, and Latin America Beverages segments. The Coffee Systems segment manufactures and distributes various finished goods related to its coffee systems, K-Cup pods, and brewers, as well as specialty coffee. This segment sells its brewers through third-party distributors and retail partners, as well as through its website at keurig.com. The Packaged Beverages segment engages in the manufacture and distribution of packaged beverages of its brands; contract manufacturing of various private label and emerging brand beverages; and distribution of packaged beverages for its partner brands. The Beverage Concentrates segment manufactures and sells beverage concentrates primarily under the Dr Pepper, Canada Dry, A&W, 7UP, Sunkist, Squirt, Big Red, RC Cola, Vernors, Snapple, Mott's, Bai, Hawaiian Punch, Clamato, Yoo-Hoo, Core, ReaLemon, evian, Vita Coco, and Mr and Mrs T mixers brands. This segment also manufactures beverage concentrates into syrup. The Latin America Beverages segment manufactures and distributes carbonated mineral water, flavored carbonated soft drinks, bottled water, and vegetable juice products under the Peñafiel, Clamato, Squirt, Dr Pepper, Crush, and Aguafiel brands. The company serves retailers, bottlers and distributors, restaurants, hotel chains, office coffee distributors, and end-use consumers. Keurig Dr Pepper Inc. was founded in 1981 and is headquartered in Burlington, Massachusetts.

AI Analysis | Feedback

Here are a few analogies for Keurig Dr Pepper:

  • It's like a PepsiCo that also owns the Keurig at-home coffee system.
  • A major non-alcoholic beverage company akin to Coca-Cola, but with a dominant coffee pod and brewer business via Keurig.

AI Analysis | Feedback

  • Coffee Systems & Products: Manufactures and distributes K-Cup pods, coffee brewers, and specialty coffee.
  • Packaged Beverages: Produces and distributes its own branded packaged beverages, performs contract manufacturing for private labels, and distributes for partner brands.
  • Beverage Concentrates: Manufactures and sells concentrates for a wide range of popular beverage brands and also produces syrups.
  • Latin American Beverages: Produces and distributes various beverages in Latin America, including carbonated mineral water, soft drinks, bottled water, and vegetable juices.

AI Analysis | Feedback

Keurig Dr Pepper (KDP) primarily sells its products to other businesses, which then distribute or sell them to end-use consumers. While the provided background describes the types of customers served, it does not list specific customer company names. Based on the description, KDP's major categories of business customers include:

  • Retailers: This broad category includes a variety of retail partners such as supermarkets, hypermarkets, convenience stores, mass merchandisers, and drugstores. These retailers sell KDP's packaged beverages and K-Cup pods directly to consumers.
  • Bottlers and Distributors: KDP manufactures and sells beverage concentrates to various independent and company-owned bottlers and distributors. These entities then produce and distribute the finished beverages under KDP's numerous brands. They also play a crucial role in distributing KDP's packaged beverages to various sales channels.
  • Foodservice and Hospitality Establishments: This category encompasses customers such as restaurants, hotel chains, and office coffee distributors. These businesses purchase KDP products to serve to their patrons, guests, and employees, particularly through the Coffee Systems segment and for other beverage offerings.

AI Analysis | Feedback

null

AI Analysis | Feedback

null

AI Analysis | Feedback

null

AI Analysis | Feedback

The primary emerging threat for Keurig Dr Pepper is the increasing environmental and sustainability backlash against single-use K-Cup pods. Growing consumer awareness, regulatory pressures, and the development of more sustainable (e.g., compostable, truly reusable, or system-agnostic refillable) coffee brewing alternatives pose a significant risk to KDP's core Coffee Systems segment, which relies heavily on the sale of K-Cup pods.

AI Analysis | Feedback

null

AI Analysis | Feedback

null

AI Analysis | Feedback

null

Interactive Breakdown

Keurig Dr Pepper Interactive Breakdown Analysis

Better Bets vs. Keurig Dr Pepper (KDP)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Has Keurig Dr Pepper Stock Quietly Become a Value Opportunity?03/05/2026
2Keurig Dr Pepper Earnings Notes12/28/2026
3Keurig Dr Pepper Stock at Support Zone - Bargain or Trap?10/29/2025
4Day 5 of Gains Streak for Keurig Dr Pepper Stock with 8.6% Return (vs. -10% YTD) [10/17/2025]10/18/2025
5Would You Still Hold Keurig Dr Pepper Stock If It Fell Another 30%?10/17/2025
6Time To Buy Keurig Dr Pepper Stock?09/25/2025
7Is The 21.5% Decline In Keurig Dr Pepper (KDP) Stock A Dip Buying Opportunity?09/09/2025
8Keurig Dr Pepper vs Duke Energy: Which Is A Better Investment?08/18/2025
9ARTICLES 
10Is Keurig Dr Pepper Stock Poised for a Rally?03/05/2026
11Why KDP Could Outperform Coca-Cola Stock03/05/2026
12Stronger Bet Than PepsiCo Stock: KDP Delivers More03/05/2026
13PepsiCo vs Keurig Dr Pepper: Which Stock Could Rally?02/25/2026
14Can Keurig Dr Pepper Outrun PepsiCo in the Next Rally?02/24/2026

Trade Ideas

Select ideas related to KDP.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BRBR_2272026_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG02272026BRBRBellRing BrandsDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap		0.0%0.0%0.0%
STZ_2132026_Dip_Buyer_FCFYield02132026STZConstellation BrandsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		5.7%5.7%0.0%
KMB_2132026_Insider_Buying_GTE_1Mil_EBITp+DE_V202132026KMBKimberly-ClarkInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		1.9%1.9%-1.7%
AVO_2062026_Insider_Buying_GTE_1Mil_EBITp+DE_V202062026AVOMission ProduceInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		1.1%1.1%-2.7%
CALM_1022026_Dip_Buyer_FCFYield01022026CALMCal-Maine FoodsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		12.0%12.0%-7.7%
KDP_2282025_Insider_Buying_GTE_1Mil_EBITp+DE_V202282025KDPKeurig Dr PepperInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		-12.0%-6.8%-22.8%
KDP_11302023_Insider_Buying_GTE_1Mil_EBITp+DE_V211302023KDPKeurig Dr PepperInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		8.9%6.2%-7.9%
KDP_5312022_Insider_Buying_GTE_1Mil_EBITp+DE_V205312022KDPKeurig Dr PepperInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		10.9%-8.4%-8.8%

Recent Active Movers

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons

Peers to compare with:

Financials

KDPKOPEPSBUXMNSTSJMMedian
NameKeurig D.Coca-ColaPepsiCo StarbucksMonster .JM Smuck. 
Mkt Price27.4177.34159.8899.1577.11106.0888.25
Mkt Cap37.2332.8218.4112.875.411.394.1
Rev LTM16,60347,94193,92537,7028,2948,92727,152
Op Inc LTM3,65314,91113,4913,4242,4191,2823,538
FCF LTM1,4885,2967,6722,3371,9419712,139
FCF 3Y Avg1,3116,5957,5953,2111,6828102,446
CFO LTM1,9917,40812,0874,2732,0981,2883,186
CFO 3Y Avg1,8468,60412,6795,6191,9151,2593,767

Growth & Margins

KDPKOPEPSBUXMNSTSJMMedian
NameKeurig D.Coca-ColaPepsiCo StarbucksMonster .JM Smuck. 
Rev Chg LTM8.2%1.9%2.3%4.3%10.7%1.6%3.3%
Rev Chg 3Y Avg5.7%3.7%2.9%4.8%9.6%2.4%4.2%
Rev Chg Q10.5%2.4%5.6%5.5%17.6%7.0%6.3%
QoQ Delta Rev Chg LTM2.7%0.6%1.7%1.4%4.0%1.7%1.7%
Op Mgn LTM22.0%31.1%14.4%9.1%29.2%14.4%18.2%
Op Mgn 3Y Avg21.7%29.8%14.2%12.6%27.4%16.9%19.3%
QoQ Delta Op Mgn LTM0.5%-0.2%1.2%-0.5%0.9%-0.8%0.2%
CFO/Rev LTM12.0%15.5%12.9%11.3%25.3%14.4%13.7%
CFO/Rev 3Y Avg11.8%18.4%13.7%15.3%25.0%14.6%14.9%
FCF/Rev LTM9.0%11.0%8.2%6.2%23.4%10.9%9.9%
FCF/Rev 3Y Avg8.4%14.1%8.2%8.7%21.9%9.3%9.0%

Valuation

KDPKOPEPSBUXMNSTSJMMedian
NameKeurig D.Coca-ColaPepsiCo StarbucksMonster .JM Smuck. 
Mkt Cap37.2332.8218.4112.875.411.394.1
P/S2.26.92.33.09.11.32.7
P/EBIT10.818.919.240.231.0-16.219.0
P/E17.925.426.582.439.6-9.025.9
P/CFO18.744.918.126.435.98.822.6
Total Yield7.3%6.6%7.3%3.7%2.5%-7.0%5.1%
Dividend Yield1.7%2.6%3.5%2.5%0.0%4.1%2.6%
FCF Yield 3Y Avg3.1%2.5%3.6%3.1%2.7%7.0%3.1%
D/E0.40.10.20.20.00.70.2
Net D/E0.40.10.20.2-0.00.70.2

Returns

KDPKOPEPSBUXMNSTSJMMedian
NameKeurig D.Coca-ColaPepsiCo StarbucksMonster .JM Smuck. 
1M Rtn-8.3%-1.6%-4.6%0.0%-4.6%-4.5%-4.5%
3M Rtn-6.3%9.7%7.1%16.9%4.2%5.5%6.3%
6M Rtn2.4%17.1%13.5%22.7%19.2%0.4%15.3%
12M Rtn-14.6%14.4%12.1%6.1%41.9%-1.3%9.1%
3Y Rtn-14.0%41.0%1.9%7.4%51.7%-21.9%4.7%
1M Excs Rtn-5.9%0.8%-2.2%2.4%-2.2%-2.1%-2.1%
3M Excs Rtn-4.8%11.8%9.4%20.6%6.0%9.1%9.2%
6M Excs Rtn-1.8%13.2%10.1%19.2%18.0%-5.2%11.6%
12M Excs Rtn-34.8%-7.2%-8.8%-17.8%20.7%-21.6%-13.3%
3Y Excs Rtn-84.1%-28.8%-67.5%-65.6%-20.2%-91.1%-66.6%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Liquid refreshment beverages (LRB)10,566    
K-Cup pods3,614    
Appliances772    
Other399    
International 1,922   
U.S. Coffee 4,071   
U.S. Refreshment Beverages 8,821   
Beverage Concentrates   1,4861,325
Coffee Systems   4,7164,433
Latin America Beverages   599497
Packaged Beverages   5,8825,363
Total15,35114,814 12,68311,618


Price Behavior

Price Behavior
Market Price$27.41 
Market Cap ($ Bil)37.2 
First Trading Date05/07/2008 
Distance from 52W High-21.4% 
   50 Days200 Days
DMA Price$28.35$29.24
DMA Trenddownup
Distance from DMA-3.3%-6.3%
 3M1YR
Volatility24.0%26.8%
Downside Capture7.8018.97
Upside Capture-33.07-0.95
Correlation (SPY)2.9%16.3%
KDP Betas & Captures as of 2/28/2026

 1M2M3M6M1Y3Y
Beta0.20-0.21-0.050.050.210.17
Up Beta1.280.770.601.470.370.31
Down Beta1.60-0.32-0.14-0.110.210.21
Up Capture34%-11%10%-12%-0%1%
Bmk +ve Days9203170142431
Stock +ve Days15223567128381
Down Capture-158%-84%-54%-46%12%17%
Bmk -ve Days12213054109320
Stock -ve Days6192657121361

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with KDP
KDP-13.9%26.8%-0.58-
Sector ETF (XLP)8.4%13.9%0.3457.3%
Equity (SPY)19.6%18.9%0.8116.1%
Gold (GLD)71.9%26.3%2.052.5%
Commodities (DBC)19.3%17.3%0.892.5%
Real Estate (VNQ)6.2%16.3%0.1932.1%
Bitcoin (BTCUSD)-15.0%44.2%-0.247.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with KDP
KDP-0.9%20.6%-0.11-
Sector ETF (XLP)8.1%13.1%0.4059.2%
Equity (SPY)13.1%17.0%0.6128.0%
Gold (GLD)24.1%17.3%1.143.9%
Commodities (DBC)11.2%19.0%0.472.3%
Real Estate (VNQ)4.8%18.8%0.1635.0%
Bitcoin (BTCUSD)6.4%56.7%0.339.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with KDP
KDP8.9%23.7%0.36-
Sector ETF (XLP)7.8%14.7%0.4046.0%
Equity (SPY)14.5%17.9%0.7033.3%
Gold (GLD)14.4%15.6%0.771.5%
Commodities (DBC)8.6%17.6%0.409.8%
Real Estate (VNQ)5.6%20.7%0.2336.5%
Bitcoin (BTCUSD)67.5%66.8%1.0710.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date2272026
Short Interest: Shares Quantity44.5 Mil
Short Interest: % Change Since 215202613.8%
Average Daily Volume10.4 Mil
Days-to-Cover Short Interest4.3 days
Basic Shares Quantity1,358.4 Mil
Short % of Basic Shares3.3%

Returns Analyses

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/24/20264.2%0.7% 
10/27/20257.6%0.0%0.7%
7/24/20250.2%1.0%5.1%
2/25/20252.4%0.0%-0.8%
10/24/2024-4.8%-10.1%-12.2%
7/25/20241.3%4.6%8.8%
2/22/2024-3.9%-5.0%-6.4%
10/26/20231.4%4.7%12.1%
...
SUMMARY STATS   
# Positive10119
# Negative878
Median Positive3.1%1.8%7.0%
Median Negative-1.9%-4.4%-3.2%
Max Positive7.6%5.9%12.1%
Max Negative-4.8%-10.1%-12.2%

SEC Filings

Expand for More
Report DateFiling DateFiling
12/31/202502/24/202610-K
09/30/202510/28/202510-Q
06/30/202507/24/202510-Q
03/31/202504/24/202510-Q
12/31/202402/25/202510-K
09/30/202410/24/202410-Q
06/30/202407/25/202410-Q
03/31/202404/25/202410-Q
12/31/202302/22/202410-K
09/30/202310/26/202310-Q
06/30/202307/27/202310-Q
03/31/202304/27/202310-Q
12/31/202202/23/202310-K
09/30/202210/27/202210-Q
06/30/202207/28/202210-Q
03/31/202204/28/202210-Q

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value		Value of
Held Shares		Form
1Stephens, Angela ASenior VP & ControllerDirectSell1216202529.5210,000295,2001,599,984Form
2Gorli, EricPresident, US Refreshment Bev.DirectBuy912202527.699,175254,0562,227,162Form
3Gamgort, Robert James DirectSell822202535.917,601272,95282,038,837Form
4Gamgort, Robert James DirectSell805202532.90208,0006,843,20075,412,360Form
5Gamgort, Robert James DirectSell731202533.18208,0006,901,85682,960,608Form

External Quote Links


Prefer one of these to Trefis? Tell us why.