PEP compared with KDP: revenue, margins and what each company keeps, and the suppliers and customers both name

PEPPepsiCo Inc

Mkt capRevenueRevenue

KDPKeurig Dr Pepper Inc.

Mkt capRevenueRevenue

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PEPPepsiCo Inc

KDPKeurig Dr Pepper Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Earnings history

last 4 reports each · paired by recencyMethod ›

PEP

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±2.9%▲+3.73%×1.28

Q2 FY26±2.9%▼−3.26%×1.14

Q1 FY26±3.6%▲+2.28%×0.64

Feb 3 '26±3.3%▲+4.93%×1.48

KDP

2 of 3at or beyond implied

Reportimpliedrealized× implied

Q2 FY26—▼−1.24%—

Q1 FY26±6.4%▲+7.50%×1.17

= impliedPEP realized, solidKDP realized, hatchedOne scale, both sides: full bar = 8%× = |realized| ÷ impliedSource: market data

Feb 24 '26

±4.7%

▲+4.23%

×0.89

Q3 FY25±6.8%▲+7.62%×1.12

PEPPepsiCo Inc

140.45▲+2.26%· post 140.75· delayed

Mkt cap$187.2BRevenue$25.3BQ3 FY26Revenue$93.9BFY25

KDPKeurig Dr Pepper Inc.

36.94▲+3.06%· post 37.21· delayed

After hoursNov 2 '26delayed

Mkt cap$48.8BRevenue$7.3BQ2 FY26Revenue$16.6BFY25

Compare

After hoursNov 2 '26delayed

PEPPepsiCo Inc

KDPKeurig Dr Pepper Inc.

140.45▲+2.26%post 140.75delayed

Price

36.94▲+3.06%post 37.21delayed

$187.2B

Mkt cap

$48.8B

Q3 FY26$25.3B

Revenue

$7.3BQ2 FY26

FY25$93.9B

Revenue

$16.6BFY25

PEP140.45▲+2.26%vsKDP36.94▲+3.06%After hoursNov 2 '26delayed