Reddit Posts
What are your thoughts on Keurig-Dr Pepper (KDP stock) as an alternative stock to Coke or Pepsi?
What are your thoughts on SQ ahead of their earnings calls today?
Insider Trading Weekly Update #023: Morgan Stanley Execs Selling, Largest Trades + Sector and Market Cap Overviews From The Past Week
SBEV news out today, more new distribution deals!
Don't be scared of an investment into Monster ($MNST)
Don't be scared of an investment into Monster ($MSNT)
Why SBUX, KDP, QSR are all FUCKED. The End of Coffee from a Guy Who Drinks a Lot of It.
Mentions
KDP calls… https://preview.redd.it/83w3b3d37flf1.jpeg?width=1170&format=pjpg&auto=webp&s=6bc89d0175e51b80d1c562eff18aed5f676d7911
KDP leaps just screaming at me rn
Okay, maybe KDP calls at open *weren't* free money after all - got 24 days to make it up though
Nothing says market BS like what they are doing to KDP
How weak is KDP…about like them weak ass coffee pods
Sold puts on KDP because I like Peet's Coffee, it's a good buy
KDP wouldn’t you like to be a Pepper too?!
Is KDP worth buying here, I don’t even know what they do, just wanna do a quick trade
Pretty sure JAB Holding company owned sizable stakes in Keurig before the KDP merger, Keurig Dr Pepper, and JDE Peet’s. Kinda sounds like there may be potential for conflict of interest in this deal. I guess they are giving up on the synergy between Keurig and Dr Pepper Snapple Group to own every beverage occasion and leverage DPs massive distribution network in the US. KDP has been expanding internationally in their coffee ops recently and guess this is logical next step for Keurig. Feels like Dr Pepper getting shafted here but their stockholders got a pretty sizable premium when the merger happened, so no complaints. Curious to see how the new beverage looks.
I agree, the market reacted irrationally on this one. Thus, I took a small position of KDP today before hours. I expect it to level back out and earn 10-15% on it before the split.
Happy with my KDP play. looking forward to the split
Buy the dip on KDP - 2nd most popular soda after Coke is Dr. Pepper (3rd is Pepsi), and this is probably as low as the price will go. I think it'll boom after the Peet's acquisition (RIP to Peet's quality tho)
When was the last time someone said "I'll have a Dr. Pepper *and* a cup of coffee?" Yet KDP dropped 11% today. Apparently the stock market is not happy with this. I'm gonna say the market is wrong here. Dr. Pepper will be a better investment by itself, without Peet's coffee.
Or bouncing because of how much KDP paying for coffee
Anyone watching the KDP dump? Is it an overreaction? I'm thinking Sep19 and/or Oct17 calls might be an easy play?
Though I drink a lot of COKE I'd be buying KDP if someone said I have to buy a STOCK I KNOW the VP MARKETING. HE will get people drinking ROYAL CROWN again
KDP calls for Jan 2026. Thoughts?
Putting basically every major coffee company in the American market, KDP, SJM, SBUX, BROS, WEST, I don't think that people are correctly pricing in the increase in import costs on coffee now, and further, I don't think investors understand that coffee has gone from a necessity commodity to a luxury in its current form, thus with downturn market/the not-recession recession we're in, $8 grande matcha frappes are going to be pretty high up on the list of things Americans choose to stop consuming when squeezed to make hard decisions.
Soooo are we gonna pump KDP next?
Dr pepper is fucked. The industry and consumer trends have been heavily moving towards "Zero" style beverages, but all of KDP offerings in that segment suck ass
Keurig Dr. Pepper wiki page is wild, makes my brain hurt *Dr Pepper Snapple Group was an American multinational soft drink company based in Plano, Texas. Since July 2018, it is a business unit of the publicly traded conglomerate Keurig Dr Pepper. Formerly Cadbury Schweppes Americas Beverages, part of Cadbury Schweppes, on May 5, 2008, it was spun off from Cadbury Schweppes as Dr Pepper Snapple Group, with the remainder of Cadbury Schweppes becoming Cadbury, a confectionery group. Trading of Dr Pepper Snapple Group's shares commenced on May 7, 2008, on the NYSE as "DPS." On July 9, 2018, Keurig Green Mountain acquired Dr Pepper Snapple Group, and became Keurig Dr Pepper; the following day, the merged company began trading anew on the NYSE as "KDP."
I've seen 2 separate people wearing Dr. Pepper merch in the last 2 days. I'll be loading up on KDP calls tomorrow.
Cash rich and was looking for one decent longplay that's down today and found KDP (Dr.Pepper). Woohoo!
I like PEP but I’ve also been looking at KDP. The thing is, if we have inflation and an economic slowdown, are people really gonna be piling money into Doritos and soft drinks? My bet is they switch to store brand or cut it out altogether. I could be wrong, of course.
Keurig Dr. Pepper. The stock isn’t mind blowing, but I absolutely love Dr. Pepper as a soft drink. Always have. And their other brands. I’ll own KDP until the day I die. I don’t care if it ends up being a laggard or not. I just want to own as much as possible before I roll over.
Look out KDP. 
I was down to $1100 this morning, sold the KDP calls and went back to $2035. Bought AI puts and hope to make some profit tomorrow morning 🤣
Made quick $700 from KDP calls this morning
wtf happened in 2018 with KDP that chart looks insane
Tomorrow morning I will wake-up with some riches! KDP calls .
My KDP calls delta is 0.92. Just need to up $1 in AM
KDP calls for premarket earnings
KDP ER on Tuesday, as an employee friendly reminder to buy calls for free $$ product diversity is through the roof
Puts on AAP, if these tariffs roll through, they'll have a tougher time with margins. Calls on KDP because Dr.Pepper has been my drink of choice for the last 3 weeks. 
What do you guys think about KDP? They bought Ghost energy drinks.
I buy KDP because DP is the best soft drink (and the oldest!)
In that case, some companies i don't mind owning are KDP, KO, BAC
Next year I plan to wheel KDP. It’s like KO, a company I wouldn’t mind owning. Will have to do it for a while to recoup all my losses
I've been thinking about buying a bunch of CELH and KDP leaps. Celcius has been in a rut, but it is still a wildly popular drink. I think the company will turn around. KDP is acquiring Ghost Energy Drinks, which again is wildly popular, and are doing great anyway. If you look at their chart on the yearly it looks really good.
Op, buy deep ITM calls on one of these with a long expiration: AT&T ($T), Rogers Comm. ($RCI), Verizon ($VZ), or Keurig Doctor Pepper ($KDP). All of these have good potential for moving up in the next few months, in my opinion. Stop gambling on OTM options.
Kind of looking at the Keurig Dr Pepper ticker: KDP calls. They have acquired Ghost energy (drinks/protien). They issued 60m shares and went down 4-5% but has stabilized right around $38.80ish Only question marks are few analyst upgraded from hold to buy and a couple other from neutral to sell. The 11/15 calls are pretty cheap too. Might play a little with a small number of contracts. Anyone else been looking? I only started looking a few weeks ago when the acquisition was announced but haven’t pulled the trigger yet. Wondering if it can pull off a $2-3 gain in the next two weeks.
Kind of looking at the Keurig Dr Pepper KDP calls. They have acquired Ghost energy (drinks/protien). They issued 60m shares and went down 4-5% but has stabilized right around $38.80ish Only question marks are few analyst upgraded from hold to buy and a couple other from neutral to sell. The 11/15 calls are pretty cheap too. Might play a little with a small number of contracts. Anyone else been looking? I only started looking a few weeks ago when the acquisition was announced but haven’t pulled the trigger yet. Wondering if it can pull off a $2-3 gain in the next two weeks.
Didn't see that news. What company? I only saw KDP investing/buying Ghost.
What is happening to KDP??
What is going on with $KDP? Why the huge dip
So KDP buys Ghost energy drinks for basically around 1B for 35m in revenue?  Jesus
In a typical retail lifecycle of beverages, a new product is developed, then they have to figure out how to sell it. It is painful to get into the retail space. Grocery and convenience chains hate setting up new accounts, so they screw over low volume clients- forcing them to go hat in hand to distributors. Of course distributors demand their cut, so now a cheap beverage gets another layer of markup, before retail gets their 40% margin. But anyways, you typically have to get into the beer/independents, Coke, Pepsi, or KDP networks to get nationwide distribution. The issue is, most of those typically already have an existing similar product in their portfolio, so you have to cut them an even sweeter deal to take on your product. The flip side is, you might get your foot into Walmarts (which is brutal to try on your own). Coke and Pepsi would rather buy a majority stake to take over distribution for your product. Then corporate will decide if your product becomes the next best thing (like Monster), or if they can pump and dump it on the market, then move on to the next consumer darling, leaving your product sitting in history like Orbitz.
I would put a 30 multiple on it. So $30-40 depending if you use forward or current. Balance sheet is good. No debt and will produce FCF going forward and profitable. As an energy drinker and use to working in the industry. Has MNST potential or even buyout by Pepsi. PEP, KO KDP, etc all need growth and usually do buyouts. Monster might even get bought out. Speculation that founders/CEOs are old and no successors. Worst case scenario CELH can do buybacks with no debt and FCF. But they can also use it for more international growth.
Why is KDP doing this. Time to add a 24th flavor!
KDP my only red stock rn. Someone pls add a 24th flavor!!!
Yup! Fully produced myself, available through Amazon's KDP (Kindle Direct Publishing) program. It's got a lot of issues with it, but it's also wildly profitable if you can write to market and keep up a good pace. A decade ago, I knew people easily clearing 6 figures with it.
Glad about your comment! I’m actually working on a book about this, and I plan to publish it on KDP in the next few months.
Whatever happens always keep some KDP
Sit tight through September. This time of the year, and this year in particular, are volatile. Wait until til fall and then maybe add to Amazon and grab NUE, KDP, EQT and NVDA on discount (if they have truly dropped).
So what a we playing tomorrow boys? I'm thinking $KDP goes uppies, but I'm not really feeling confident about any of the others. Thinking Waste management for today, though. Still have an itch to buy into $SAVE but I'm pretty sure that shits going to go bankrupt.
GM Puts, F Puts, KO Calls, KDP Calls, 0 DD :)
I'm a district sales supervisor for KDP. Part of my job is keeping an eye on the competition. Just about every convenience store in our area got slammed with 30-50 cases of Celsius going into Christmas last year. It was a "special buy" with a hint of, "if you don't take this, next year's contract pricing for you might not be favorable". When March came around, Pepsi was peddling the same story. But a lot of stores were still sitting on that Christmas drop, but you can't piss off the Mountain Dew supplier around here, so they loaded up their back rooms to the point that Coke and Budweiser just starting dropping stacks when delivering and walking back out- not bothering to work deliveries. So now just everyone is angry at the situation. Pepsi came in and said, "buy buy buy for the 4th of July!", but oops- all of that March drop is getting dusty in the back room. We'll see if they follow through on higher pricing for all the accounts that took a pass. As short of drivers and warehouse staff they are (had half their warehouse loaders walk out before July 4th weekend in Omaha, and a handful of managers when they were told they'd be stacking pop now). Pepsi drivers are now running Celsius and Gatorade off their trucks now instead of warehouse direct, and all the drivers are ready to quit. Stores are all mad because they are just dropping and running. We've already got a couple stores to drop contracts with them due to service issues- and we've got a great story now that Dr Pepper is outselling Pepsi.
I like KDP too. Has a solid technical setup right now as well. I just prefer $PEP here because of the bigger discount versus its historical trend.
I prefer KDP Dr Pepper... cheaper, equal soft drink sales and a solid dividend.
KDP not buying turd water COCO. Puts finna print
Word on street is COCO not getting acquired by KDP. Puts will print
KDP not acquiring COCO. COCO Puts at open *
KDP is now the second best soda in America pushing PEP third. Do with this info what you will 
About 1/2 of my portfolio is in ETF’s and my conviction picks; intel, KDP, and RYCEY. Intel is lagging hard but I’m in it for the long haul. I love KDP just as a brand (Dr. Pepper is too good, I think lol) So it’s an easy buy and hold for years. RYCEY has been smashing it for me. I bought back when it was decimated and have been holding ever since. Doubtful I’ll sell that anytime soon either. The rest is split pretty evenly in almost exclusively dividend aristocrats and dividend king stocks. (But I deliberately excluded a small handful.) I could’ve just bought NOBL but I hate the expense ratio for it and refuse to invest in it for that reason. So I just buy a small bit of all on a weekly basis. Just for the sake of dividend increases/compounding. I also buy x amount of all my ETF’s on a weekly basis and add even more if the market starts sinking harder than usual.
KDP is in advancing phase , surpassed Pepsi as the 2nd most popular beverage ... Too much debt is the problem though
Yes but while KDP is a bad example in this case, they are still profitable and very not a "dead company"
Buffett loves KO, I’m more of a KDP man myself
KDP reports soon too. 
Siri and then KDP. Best performing CRH plc
One thing that helped me increase monthly income is writing Amazon KDP books. 6 months to write a book about my career field and it earns at least $200/month residually. Doing stuff like that (as well as obvious career advancement) can really help you boost your savings contributions. You can do it, don't sell yourself short!!
KDP 4/19 31c for earnings. Shit company has nowhere to go but up right? Right guys? 
All the cool kids drink Dr Pepper Who’s down with KDP yeah you know me lol woo eek
I think this is from Bloomberg: As previously announced, under the terms of the merger agreement, Dr Pepper Snapple shareholders will receive a special cash dividend of $103.75 per share, payable in U.S. dollars, on July 10, 2018, to shareholders of record on the July 6, 2018 record date, the trading day immediately prior to the closing date. Through July 9, 2018, the shares have traded with "due-bills," representing an assignment of the right to receive the special cash dividend. On July 10, 2018, the shares will begin trading ex-dividend. Also today: From yahoo’s morning brief: Want to find more lasting success in stocks? Seek out companies with catalysts. I can offer up two new examples to get you headed down the right path. One is Keurig Dr Pepper (KDP), the maker of Keurig pods, brewers, and Snapple iced tea. I hadn't checked in with veteran food CEO Bob Gamgort in a while, but I recently chatted with him and his hand-picked successor Tim Cofer on Yahoo Finance Live (watch here). I came away with a few potential stock-moving catalysts: Keurig is poised to introduce several innovations within the next year, including an iced coffee brewer that capitalizes on the switch to iced drinks and sustainable coffee pods that may help quiet critics of pod waste. It's also likely that the coffee business will bottom mid-year after a few challenging quarters. The company is increasingly entering into lucrative new licensing deals, such as for energy drink C4 and Gatorade rival Electrolit. Gamgort and Cofer have recently bought shares in the company, a sign of belief in their strategies and outlook. Large institutional investor JAB finally stopped unloading Keurig Dr Pepper shares. The company is looking to execute more on stock repurchases. Tack on a 2.8% dividend yield and it's worth doing more homework on KDP because of its catalysts.
[https://www.youtube.com/watch?v=Abc2afc2ZZw](https://www.youtube.com/watch?v=Abc2afc2ZZw) [K-Cups without any plastic. KDP Stock to the moon!](https://www.youtube.com/watch?v=Abc2afc2ZZw)
KDP, lots of inside buying going on. Doesn't look over priced at this point. In for 100 shares for now.
I’m going to write up my first DD but it’s going to be on $KDP and the non alcoholic boom. They own 13% of athletic brewing company. So very long on $KDP and we will see what happens
PEP/KO/KDP and then whoever makes insulin.
KDP nose dive in AH when earnings are in the morning, kind of weird giving how well consumer goods companies have been performing recently. Might be worth buying some stock and holding overnight for a 2-3% return.
KDP calls while I sip a Dr Pepper
Coke has a lot of restaurants locked into contracts. It's far easier to push numbers around when you can up fountain prices a couple bucks to offset any retail losses. Pepsi on the other hand has more exposure in convenience and grocery, and KDP has passed them in grocery sales.
That would be good for KDP, not PEP
Not from the financial end but I was around to see a lot of the ebb and flow. There was a time when no one would have believed that Coke and Pepsi would ever lose market to diet soda, never mind other upstarts. But they did. Diet offerings are now popular than the regular drinks (I believe) and upstarts started competing. I remember the big one was Snapple in the early 90s. That was huge and made ice tea very popular. Then it was Red Bull which plastered marketing mostly to party goers. Later the marketing changed to students and anyone who wanted "wings." But originally it was in convenience stores that sold alcohol and you mixed it with whisky or whatever. Ironically, Monster likely grew as an alternative to Red Bull from what I recall. It was not popular at all when it came out. It was thought of as the poor mans red bull. Then ice coffee got huge in the 2000s thanks to the Starbux marketing engine and now we have a bunch of different cold coffees in every fridge. In the office space Keurig took over with their k-cups. In terms of business, I personally like coffee over soda based energy drinks. I dont think anything will replace coffee as a primary source of caffeine for the grand majority of people and it sits across all (adult) age groups and is world wide. My picks for "energy drinks" are KDP (virtual monopoly in enterprise space) and SBUX.
Appreciate your insights! I hadn’t actually looked at any ETFs but I do own KDP in my dividend portfolio, although I was under the impression they don’t own any caffeine production, just procurement? Could be wrong on that though, companies are not quick to reveal all their supplier deals
That being said, there are coffee etfs - JO is one and JJS is another, although JJS is coffee sugar and some other agg products. Also look at keurig stock (KDP), SBUX, BRCC, BROS, NSRGY are other good ones. You could also look at futures trading.
Monster Beverage Corp Ticker $MNST Actively growing the company. Might get acquired one day or go bust. They don't pay a dividend though. Keurig Dr Pepper Inc Ticker $KDP This was formed from a merger in 2018. When you check the the stock chart in 2018, you will notice a huge price crash. A special one time dividend of $103.75 was paid out. They own brands like Dr Pepper, 7UP, Snapple, A&W, Mott's, Canada Dry and Clamato etc. And they do currently paid a quarterly dividend.
I like PEP. I haven't looked too much into the financials yet, but Pepsi isn't going anywhere and they own lots of diverse business in the food business. KDP worth looking at too.
Is it made or just bottled by Coke/Pepsi? I thought KDP still makes the syrup.
I SHEL only fill my car with this gas I’m an athlete so I’m always looking at my GRMN Not yet, but I’m getting scuba certified and I’ll need a GPRO eventually so I can selfie with Nemo lol I’m health conscious and I like apples especially when I’m snacking and talking on my AAPL phone (my favorite AAPL are green ones currently) And who’s down with KDP, yeah you know me and my Dr Pepper lol
I know how delta hedging works. And there is a reason very large option trades are OTC and not always possible. To sell a huge number of calls the MM desk would buy the stock and buy the put options and then charge a spread. But in order for Market Maker 1 to buy enough put options to hedge selling calls, another market maker (market maker B) will short the stock and buy calls then sell them the puts. And now the problem is someone needs to sell market maker B a bunch of calls and the process starts over. If the market is not big enough to buy enough put options for the original market maker then the trade will not be possible or the fees would be very high. Remember the context of this thread. This is not just someone trying to buy calls, this would Berkshire trying to buy a huge piece or an entire company. For the market maker to sell Buffett calls and delta hedge they would have to buy a huge % of the company and puts. Market Makers and Banks are not stupid. If Buffett calls them up and asks for $20B notional in Dr. Pepper. To delta hedge that the market maker needs to buy billions of dollars in $KDP stock and put options. This is might not be possible.
Ahhh.. numbers. They tell stories of how accountants have moved money around on P&Ls to meet corporate performance goals. Coke is well established and has a nice stranglehold on fountain food service, as well as some extra leverage through Monster (huge), Powerade (not so much), and are now leveraging the hell out of Body Armor (FU, Lance Collins) to whittle away at Gatorade. Pepsi, at least in a CSD sense, is more regional (dominating in the Plains), but it's really been the relentless price increases of Frito Lay that they've been able to shore up their bottom line. Funny side note, KDP (Dr Pepper) passed Pepsi in grocery sales last year, and continues to grow. Pepsi has been on a space buying/contract leveraging spree trying to keep the "Coke vs Pepsi" rivalry front of mind for consumers as it has fallen to 3rd place. Throughout Covid, it was shown Pepsi had more to lose. Their Mountain Dew flavor-of-the-week push has slowly diluted the brand and oddly condition their drinkers to try new (other) flavors- which has benefitted both Coke and KDP. Coke has played the game by rapidly raising white tag pricing (everyday), but then having somewhat agressive sales (B2G1).. but also pushing weeks of non-ad activity to bring pain to consumers. They and Pepsi are both taking rate the first of the year, so expect $8.49+ 12pks, and all bets are off on convenience store 20oz. $2.49-$2.79? They are bleeding their core consumers dry and are running into demand destruction. People are walking away. But they still buy at restaurants, so they can capture that income. It's the fine dance on how high can they squeeze who's left. Also funny side note, that case of 24 20oz bottles they are selling for $37-$45 to convenience stores has a COGs of about $4.28. That's a great markup (and I will assume similar for Monster- that $3.99 can costs about 28 cents).. but the distribution network, the fuel, the vehicles, the disgruntled drivers, the masses of merchandisers- all add a ton of overhead. But yes, tell me again how those numbers are working out for you.
KO, PEP, KDP, MNST... why did all the beverage stocks tank today? People ain't thirsty no more?