
Stock Movers KDP Sees Boost From JDE Peet’s; Planet Fitness Shares Fall; Hims’ Falls on Fears Over Copycat Drugs
Feb 24, 2026
Keurig Dr Pepper projects stronger 2026 sales tied to a planned JDE Peet’s acquisition. Planet Fitness saw shares slip after guidance that may miss Wall Street’s expectations. Hims & Hers faces legal and regulatory uncertainty over copycat weight-loss drugs.
AI Snips
Chapters
Transcript
Episode notes
Keurig Dr Pepper Sees Sales Lift From JDE Peet’s
- Keurig Dr Pepper expects FY2026 net sales of $25.9–$26.4 billion driven by the planned JDE Peet’s buyout.
- The company plans to raise $1.5 billion to reduce leverage after taking on acquisition debt, easing investor concerns.
Host Lists Familiar KDP Brands To Illustrate Scale
- The host lists KDP brands to illustrate the company's diverse portfolio, naming Dr. Pepper, Keurig, Snapple, Canada Dry, Crush, and Mott's Applesauce.
- This inventory point emphasizes KDP's broad consumer reach beyond sodas.
Planet Fitness Growth Beats But Misses Expectations
- Planet Fitness reported higher Q4 revenue, added 1.1 million members, and opened new gyms but shares fell about 5%.
- Market disappointment came because guidance for 2026 adjusted EBITDA growth of 9–10% and ~9% revenue growth fell short of Wall Street's loftier expectations.
