Keurig Dr. Pepper, Inc. (KDP) in Fidelity Select Consumer Staples Portfolio Q2 2024

Strategic Positioning in Beverages with Strong Market Dynamics

Apr 15, 2025

Summary

Significant player in the soft drinks and non-alcoholic beverages sector.
Benefiting from industry consolidation and high barriers to entry.
Potential risks from changing consumer preferences and price sensitivity.
Top holding and overweight in the fund's portfolio.
Focus on sustainable earnings and revenue growth.

Keurig Dr. Pepper, Inc. (KDP, Financial) was highlighted as a top holding in the Fidelity Select Consumer Staples Portfolio Q2 2024. The company is a significant player in the soft drinks and non-alcoholic beverages sector, benefiting from industry consolidation and high barriers to entry. The fund manager noted the potential for sustainable earnings and revenue growth, although changing consumer preferences and price sensitivity could pose challenges.

"As we start July, Keurig Dr. Pepper and Coca-Cola are the fund's top holdings and overweights." — Fidelity Select Consumer Staples Portfolio, Q2 2024 Fund Letter

Read full letter at gurufocus fidelity select consumer staples portfolio q2 2024 review 2024 Q2 page.

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