Keurig Dr Pepper vs Starbucks

Fandom Never Sleeps: Dr Pepper Premieres Season 9 of Fansville

Dr Pepper premieres Season 9 of Fansville, a new press release featured on Keurig Dr Pepper's news page.

8-K Financial Filing Analysis for Keurig Dr Pepper (2026-09-16)

Keurig Dr Pepper Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.23 per share on the company's common stock. The quarterly dividend will be payable on October 9, 2026, to shareholders of record as of the close of business on September 28, 2026. This regular capital distribution aligns with the beverage company's established capital return program and ongoing financial commitments to shareholders.

• Keurig Dr Pepper declared a regular quarterly cash dividend of $0.23 per share of common stock.
• The dividend will be paid on October 9, 2026, to stockholders of record at the close of business on September 28, 2026.

10-Q Financial Filing Analysis for Starbucks (2026-07-29)

Starbucks Corporation reported its financial results for the third quarter of fiscal 2026 ended June 28, 2026. Consolidated net revenues decreased 1.4% year-over-year to $9.32 billion, primarily driven by the deconsolidation and conversion of 7,991 company-operated stores in China into a licensed joint venture with Boyu Capital, which closed on March 30, 2026. This top-line headwind was partially offset by strong global comparable store sales growth of 7.9% (including an 8.1% comp growth in North America) driven by transaction and ticket gains. Operating income expanded to $980.4 million with operating margins reaching 10.5%, aided by sales leverage and tariff refunds under IEEPA ruling. Net earnings attributable to Starbucks surged 87.2% to $1.05 billion ($0.91 diluted EPS), substantially boosted by a pre-tax net gain of $536.3 million from the China retail divestiture. Proceeds from the divestiture supported the cash tender repurchase of approximately $1.3 billion aggregate principal amount of senior notes.

• Starbucks closed its China joint venture divestiture with Boyu Capital on March 30, 2026, selling a 60% stake for $3.1 billion total consideration while retaining a 40% interest, resulting in a pre-tax gain of $536.3 million and converting 7,991 company-operated stores into licensed stores.
• Global comparable store sales increased by 7.9% in Q3 FY26, driven by a 4.2% increase in comparable transactions and a 3.6% increase in average ticket in the U.S. market.
• Net earnings attributable to Starbucks rose to $1,045.3 million ($0.91 diluted EPS) in Q3 FY26 compared to $558.3 million ($0.49 diluted EPS) in Q3 FY25.

Thursday's Market Movers: Earnings, Data, Treasury Yields

CNBC's Stocks @ Night newsletter previews key events likely to move the market in the next trading session. The Dow fell over 400 points on Wednesday. On Thursday, investors will watch interviews with Starbucks CEO Brian Niccol, Freeport-McMoRan CEO Kathleen Quirk, and the release of weekly jobless claims and producer price index data. U.S. Treasury yields hit multi-year highs, with the 2-year at its highest since July 2024 and the 10-year since November 2023. Macy's and Oracle are scheduled to report earnings, while HP hit a 52-week high. Energy stocks are surging as Brent crude topped $100 a barrel, with ConocoPhillips, Marathon Petroleum, Chevron, Phillips 66, and Valero hitting highs.

• Dow Industrials slid just over 400 points.
• Starbucks CEO Brian Niccol will appear on 'Squawk Box'; stock up 30% since he took over.
• Weekly jobless claims and PPI data due Thursday; consensus for claims at 205,000 and PPI 0.4% month-over-month.

Starbucks Korea 'Tank Day' Campaign Triggers National Boycott

The article examines Starbucks Korea's 'Tank Day' tumbler launch, scheduled on the anniversary of the 1980 Gwangju massacre, which sparked nationwide boycotts, government rebukes, the firing of the local CEO, and two public apologies from the parent company chairman. It identifies three forces raising the cost of cultural missteps: values-based buying, rapid trust erosion after reversals, and the headquarters-to-local-market blind spot. The piece offers practical workflow fixes such as adding cultural review gates, mapping sensitive dates, vetting agencies for local expertise, pre-planning crisis responses, and testing with diverse audiences. It compares the Starbucks case with other brand crises like Bud Light and Target, concluding that cultural fluency must be integrated into campaign approval processes.

• Starbucks Korea scheduled 'Tank Day' on May 18, the anniversary of the 1980 Gwangju massacre.
• The campaign led to boycotts, a fired local CEO, and two public apologies from the parent company chairman.
• President Lee Jae Myung called the episode disgraceful on X.