キューリグ・ドクターペッパーに関するコメント

If you invest, you MUST be able to identify a moat.
Here are 5 powerful moat sources:
INTANGIBLE ASSETS:
Example: Brand, Patents, Copyrights
Wide: Coca-Cola
Narrow: Dr. Pepper Snapple
None: United Airlines
SWITCHING COSTS:
It would be expensive in terms of cost, time, or training, to switch to an alternative provider.
Wide: Oracle
Narrow: Salesforce
None: Macy's
NETWORK EFFECT:
A network becomes more powerful as more users join.
Wide: CME Group
Narrow: NYSE Euronext
N...

Insider buying at Keurig Dr Pepper suggests optimism about the company's prospects. High insider ownership indicates well-aligned incentives with shareholders.

Despite Keurig Dr Pepper's positive earnings growth, its high P/E ratio is a concern. Predicted future earnings may not support the high share price for long, and the level of earnings growth could weigh down the share price. Investors are advised to consider the risks.

Carlos Laboy warns KDP's growth may be at risk if it doesn't boost its digital capabilities to compete, particularly against potential strong digital competitors like Coke in the nonalcoholic ready-to-drink industry.

The company's ROCE improvement is promising, yet underperformance compared to industry average could imply potential issues. Despite this, the stock delivered a 36% return to shareholders in the past five years, hinting that investors may not fully acknowledge the company's positive trends, making it potentially a solid long-term investment.