软饮料巨头Keurig Dr Pepper（KDP）今日盘前交易中股价大涨5.69%，引发市场广泛关注。
消息面上，公司公布的第二季度财报表现亮眼，营收和调整后每股收益均超出华尔街预期。第二季度净销售额同比飙升75.6%至73.1亿美元，高于市场预期的72.4亿美元；调整后每股收益为0.57美元，同样超出分析师预期的0.54美元。业绩增长主要得益于Dr Pepper、Ghost能量饮料和Electrolit补水产品等碳酸饮料与能量饮料产品线的强劲表现，美国清凉饮料部门本季度销售额跃升10%。此外，公司于今年4月以180亿美元收购的荷兰咖啡和茶制造商JDE Peet's首次完整并表，贡献了28.02亿美元的净销售额，显著扩大了公司整体营收规模。
尽管美国咖啡业务仍面临需求疲软和成本上升的压力，但公司重申了2026年全年业绩指引，预计净销售额将在259亿美元至264亿美元之间，调整后每股收益增长率将在低双位数区间。首席执行官Tim Cofer表示，公司仍有望实现2026年的财务和运营目标，并正按计划推进饮料与咖啡业务的分拆准备工作。
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