Consensus estimates for Q1 2026 place revenue at $3.83 billion and EPS at $0.36, while the stock currently trades at $26.50, well below the average analyst price target of $32.38.
Investors are laser-focused on the company's transformative $18.4 billion acquisition of JDE Peet's and the subsequent plan to split into two independent public entities by year-end 2026.
The Refreshment Beverages segment is expected to drive top-line growth through pricing and innovation, offsetting ongoing volume and cost pressures in the U.S. Coffee division. Market watchers will be particularly attentive to management's deleveraging timeline, as pro-forma net leverage is projected to peak following the recent closing of the massive coffee deal.