Keurig Dr Pepper Inc. (KDP) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome, everyone. We appreciate you taking the time to join us today, both in person in New York City and over the webcast. Before walking through the agenda, let me first draw your attention to the slide in recognition of the forward-looking statements we'll make today. Please also keep in mind that we will be citing non-GAAP financial measures throughout our remarks and in the presentation that is posted on our website. Let's discuss what to expect during our time together. Our chairman, Bob Gimkart, will kick off the formal presentation with welcome remarks, followed by our CEO, Tim Cofer, discussing our value creation framework and the strategic rationale for the J.D.E. Pizza acquisition and our planned separation. Tim and Olivier Lemire, our newly appointed president of U.S. Coffee, will then walk through our future global coffee co-business in more detail. After a short break, Eric Gourley, our President of U.S. Refreshment Beverages, will discuss the future Beverage Co. SVP of Finance, Jane Gelfand, will provide an update on financials and capital structure. And Roger Johnson, our Chief Transformation and Supply Chain Officer, will walk through our integration and separation plans. Finally, Tim will provide an overview of Q3 earnings and share some final thoughts. In total, the prepared remarks portion of the day should take around two and a half hours. We'll then break for 45 minutes to allow the in-person attendees to explore our product showcase, and then we'll return for a Q&A panel. We expect to conclude our event and the webcast at around 1 p.m. Eastern time. We hope it'll be a productive and insightful session for you. Let me kick things off by welcoming our chairman, Bob Gamgart, to the stage, and he will introduce the rest of the boa...