Keurig Dr Pepper Inc. (KDP)

Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. A copy of the letter can be downloaded here.

Dividends offer investors a reliable source of income, but when it comes to building long-term wealth, capital appreciation has usually done most of the heavy lifting.

Counter-cyclical stocks are getting more attention as investors look for businesses tied to demand that does not disappear just because the economy slows.

Is KDP a good stock to buy? We came across a bullish thesis on Keurig Dr Pepper Inc. on Quality At A Fair Price’s Substack. In this article, we will summarize the bulls’ thesis on KDP.

Placed into the larger category of consumer staples or consumer packaged goods, beverage stocks are often perceived by investors as both timeless and recession-proof.

Consumer staples stocks are back in the conversation as investors spend more time thinking about what can still hold up if growth stays muted amidst economic uncertainty.

Operator: Good morning, ladies and gentlemen, and thank you for standing by. Welcome to Keurig Dr Pepper's Earnings Call for the First Quarter of 2026.

In recent years, technology markets have drawn more attention from investors around the world, especially those linked to the NASDAQ Composite Index.

Stocks nearing or falling to 52-week lows often start to stand out when market fear and price moves begin to run ahead of underlying fundamentals.