View Transcript
Episode Description
Dr. Pepper is making an $18 billion play in the global coffee market, acquiring Dutch giant JDE Peet’s and splitting into two standalone companies. The deal creates a new coffee contender set to rival Nestlé.
Jenny Rae and Namaan break down why Dr. Pepper is betting big, what the move says about synergies and strategy, and why investors sent KDP’s stock down.
They also explore what this means for global beverage competition and whether Dr. Pepper can truly challenge Nestlé’s dominance.
Links:
Related Market Outsiders episodes you’ll love:
- PepsiCo Earnings Surprise (July 2025) – Shares jump as Pepsi’s diversification strategy pays off, with implications for the broader drinks market.
- Coca-Cola’s Growth Challenge (June 2025) – How Coke is managing slowing soda sales while leaning into new categories.
Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.
- Subscribe to the Market Outsiders feed for daily episodes (Apple, Spotify).
- Follow Management Consulted on LinkedIn and subscribe on YouTube
- Connect with Namaan and Jenny Rae on LinkedIn
- Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team
Connect With Management Consulted
- Schedule free 15min consultation with the MC Team.
- Watch the video version of the podcast on YouTube!
- Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights!
- Join an upcoming live event - case interviews demos, expert panels, and more.
- Email us (team@managementconsulted.com) with questions or feedback.