with $AMZN (+1,56%) and $RACE (+1,37%)

I have increased my position in Keurig Dr Pepper (KDP $KDP (-0,8%) ) because I consider the company to be one of the best diversified beverage companies on the market.

Under the KDP umbrella, there are strong brands in coffee, tea, soft drinks, energy drinks, functional drinks and even cooperations in the alcohol sector.

I find the fast-growing area of energy and functional drinks particularly exciting, where KDP is building up market share with brands such as C4 Energy, Bai, Core Hydration and, more recently, Ghost.

The acquisition of Ghost shows that KDP is consistently investing in young, trend-conscious brands - an area with enormous growth potential.

Although KDP is ranked behind Pepsi $PEP (+0,08%) and Coke $KO (-0,37%) but with its coffee division $KDP (-0,8%) clear advantage.

The fall in the share price offers me an attractive buying opportunity. Cash flow and brand diversity clearly speak in favor of the company in the long term.

This question reached me.

However, I then also $KDP (-0,8%) next to $KO (-0,37%) and $PEP (+0,08%) ... How do you see it?

This is the short form of my answer:

• Coca-Cola: The defensive portfolio fundamental - ideal for dividend fans and stability lovers, but upside limited.
• PepsiCo: Currently attractively valued, with a strong global position and analyst support. If you are looking for a solid dividend + turnaround potential, this is the sweet spot.
• Keurig Dr Pepper: Highly speculative, but with greatest upside and strong earnings growth. If you believe in the new strategy and are not afraid of volatility, you could achieve higher returns here in the long term.

For an additional €1,000 investment, there is a lot to be said for PepsiCo as a "Goldilocks solution" - stable dividend, favorable valuation, good chances of positive surprises. Courageous investors with staying power can consider Keurig Dr Pepper as a turnaround.

A spontaneous video to go with it: https://youtu.be/F5Em1ePdMHE

Happy holidays to all.

Keurig Dr Pepper (KDP) $KDP (-0,8%) is a US group that is active in both the soft drinks and coffee markets. The company sells well-known brands such as Dr Pepper, 7UP, Snapple and the Keurig coffee system with machines and capsules. In contrast to Nespresso, which is clearly focused on premium coffee, KDP focuses on broad diversification between "cold" and "hot beverages".

The share price has recently suffered from the announcement to take over the European coffee manufacturer JDE Peet's and subsequently split KDP into two independent companies (coffee and soft drinks). Investors are concerned about the financing and complexity of this restructuring.

However, opportunities could arise in the long term: stronger international positioning in coffee, a clear focus for both divisions and cost synergies. The current dividend of USD 0.23 per quarter (USD 0.92 p.a.) is historically stable, but could come under pressure in the future due to the high capital requirements.

The share price has already been well punished and I am now slowly starting to build it up. Any further price fluctuations will be mixed with selective purchases to hopefully find a reasonable average price.

$KDP (-0,8%)

https://www.stockwatch.nl/biedt-grove-koersdaling-keurig-dr-pepper-een-kansrijk-instapmoment/

A question for all dividend collectors, when do you actually get into $KDP (-0,8%) or see the right price?

Purchase: $KDP (-0,8%)

Nom nom nom.

The drive for horses.

I love Dr Pepper Cola. Is the share also good? 🤔 Unfortunately, the chart also seems to have an error here (split error?), apart from the often criticized missing logarithm...