KDP 最新10-Q变化
将 KDP 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-04-23 与上一份 10-Q · 2025-10-28
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +37 | −67 | ~8 | 9 |
| 市场风险(第3项) | 文字有新增/删除 | +15 | −18 | ~2 | 10 |
| 控制与程序 | 文字有新增/删除 | +15 | −18 | ~2 | 10 |
| 法律诉讼 | 文字有新增/删除 | +15 | −18 | ~2 | 10 |
| 风险因素 | 本季全文重述 | +27 | 0 | 0 | 0 |
| 其他信息 | 文字有新增/删除 | +15 | −18 | ~2 | 10 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-04-23
On January 15, 2026, we commenced a tender offer to acquire all of the issued and outstanding ordinary shares of JDE Peet's for a cash offer price of €31.85 per share, without interest. We substantially completed the tender offer on April 1, 2026.
During the first quarter of 2026, we completed a series of transactions in order to obtain funding for the consideration of the JDE Peet's Acquisition:
Refer to Notes 2, 3, 4, 5, and 19 of the Notes to our unaudited Condensed Consolidated Financial Statements for further information about these transactions and the closing of the JDE Peet's Acquisition.
We have incurred acquisition, integration, and financing costs associated with the acquisition of JDE Peet's and planned Separation, which include costs to obtain proceeds to close the JDE Peet's acquisition and costs to manage the FX risk associated with the purchase price. These costs were primari…
Gross profit increased 5.7% to $2,098 million for the first quarter of 2026. This performance primarily reflected the gross profit impact of net sales growth (14 percentage points), partially offset by a net unfavorable impact from changes in ingredients, materials, and productivity, inclusive of ta…
相对上期删除的文字 · 来源:10-Q · 2025-10-28
This Quarterly Report does not constitute an offer, or any solicitation of any offer, to buy or subscribe for any securities in JDE Peet's. Any offer will be made only by means of an offer memorandum approved by the Dutch Authority for the Financial Markets. This Quarterly Report is not for release,…
Announcement of JDE Peet's Acquisition and Intended Separation of Beverage and Coffee Portfolios
On August 24, 2025, we entered into the JDE Peet's Acquisition Agreement. Refer to Note 2 of the Notes to our Unaudited Consolidated Financial Statements for additional information.
On August 25, 2025, we announced our intention to separate our beverage and coffee portfolios into two independent, publicly traded companies, subsequent to the closure of the JDE Peet's Acquisition.
References in tables below to percentage changes that are not meaningful are denoted by "NM".
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-04-23
AP Pour Holdings, L.P., together with its affiliates, who are party to the Preferred Investment Agreement
Bridge Credit AgreementThe bridge credit agreement entered into on August 24, 2025, amended on December 18, 2025 and terminated on March 30, 2026
Certificate of DesignationsCertificate of Designations, Preferences and Rights of Series A Convertible Perpetual Preferred Stock
Delayed Draw Term Loan AgreementThe delayed draw term loan agreement entered into by KDP on December 18, 2025 and amended on March 6, 2026
The committee managing the business of the Pod Manufacturing JV
相对上期删除的文字 · 来源:10-Q · 2025-10-28
One or more affiliated investment funds of Apollo Management Holdings, L.P. who are party to the Preferred Investment Agreement
Bridge Credit AgreementBridge credit agreement entered into on August 24, 2025, among KDP, the lenders party thereto, and Morgan Stanley Senior Funding, Inc., as administrative agent
GHOSTGHOST Lifestyle LLC, a Delaware limited liability company, and a portfolio of energy beverages
GHOST TransactionsThe series of transactions by which KDP acquired 60% of the interests in GHOST effective December 31, 2024, agreed to purchase the remaining 40% of the interests in GHOST in 2028, and obtained the rights to distribute GHOST products effective March 3, 2025
The planned acquisition of JDE Peet's, which was announced on August 25, 2025
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-04-23
AP Pour Holdings, L.P., together with its affiliates, who are party to the Preferred Investment Agreement
Bridge Credit AgreementThe bridge credit agreement entered into on August 24, 2025, amended on December 18, 2025 and terminated on March 30, 2026
Certificate of DesignationsCertificate of Designations, Preferences and Rights of Series A Convertible Perpetual Preferred Stock
Delayed Draw Term Loan AgreementThe delayed draw term loan agreement entered into by KDP on December 18, 2025 and amended on March 6, 2026
The committee managing the business of the Pod Manufacturing JV
相对上期删除的文字 · 来源:10-Q · 2025-10-28
One or more affiliated investment funds of Apollo Management Holdings, L.P. who are party to the Preferred Investment Agreement
Bridge Credit AgreementBridge credit agreement entered into on August 24, 2025, among KDP, the lenders party thereto, and Morgan Stanley Senior Funding, Inc., as administrative agent
GHOSTGHOST Lifestyle LLC, a Delaware limited liability company, and a portfolio of energy beverages
GHOST TransactionsThe series of transactions by which KDP acquired 60% of the interests in GHOST effective December 31, 2024, agreed to purchase the remaining 40% of the interests in GHOST in 2028, and obtained the rights to distribute GHOST products effective March 3, 2025
The planned acquisition of JDE Peet's, which was announced on August 25, 2025
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-04-23
AP Pour Holdings, L.P., together with its affiliates, who are party to the Preferred Investment Agreement
Bridge Credit AgreementThe bridge credit agreement entered into on August 24, 2025, amended on December 18, 2025 and terminated on March 30, 2026
Certificate of DesignationsCertificate of Designations, Preferences and Rights of Series A Convertible Perpetual Preferred Stock
Delayed Draw Term Loan AgreementThe delayed draw term loan agreement entered into by KDP on December 18, 2025 and amended on March 6, 2026
The committee managing the business of the Pod Manufacturing JV
相对上期删除的文字 · 来源:10-Q · 2025-10-28
One or more affiliated investment funds of Apollo Management Holdings, L.P. who are party to the Preferred Investment Agreement
Bridge Credit AgreementBridge credit agreement entered into on August 24, 2025, among KDP, the lenders party thereto, and Morgan Stanley Senior Funding, Inc., as administrative agent
GHOSTGHOST Lifestyle LLC, a Delaware limited liability company, and a portfolio of energy beverages
GHOST TransactionsThe series of transactions by which KDP acquired 60% of the interests in GHOST effective December 31, 2024, agreed to purchase the remaining 40% of the interests in GHOST in 2028, and obtained the rights to distribute GHOST products effective March 3, 2025
The planned acquisition of JDE Peet's, which was announced on August 25, 2025
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-04-23
2025 Revolving Credit AgreementKDP’s revolving credit agreement, which was executed in March 2025 and amended in September 2025
Annual Report on Form 10-K for the year ended December 31, 2025
AP Pour Holdings, L.P., together with its affiliates, who are party to the Preferred Investment Agreement
Athletic BrewingAthletic Brewing Holding Company, LLC, an equity method investment of KDP
Bridge Credit AgreementThe bridge credit agreement entered into on August 24, 2025, amended on December 18, 2025 and terminated on March 30, 2026
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-04-23
AP Pour Holdings, L.P., together with its affiliates, who are party to the Preferred Investment Agreement
Bridge Credit AgreementThe bridge credit agreement entered into on August 24, 2025, amended on December 18, 2025 and terminated on March 30, 2026
Certificate of DesignationsCertificate of Designations, Preferences and Rights of Series A Convertible Perpetual Preferred Stock
Delayed Draw Term Loan AgreementThe delayed draw term loan agreement entered into by KDP on December 18, 2025 and amended on March 6, 2026
The committee managing the business of the Pod Manufacturing JV
相对上期删除的文字 · 来源:10-Q · 2025-10-28
One or more affiliated investment funds of Apollo Management Holdings, L.P. who are party to the Preferred Investment Agreement
Bridge Credit AgreementBridge credit agreement entered into on August 24, 2025, among KDP, the lenders party thereto, and Morgan Stanley Senior Funding, Inc., as administrative agent
GHOSTGHOST Lifestyle LLC, a Delaware limited liability company, and a portfolio of energy beverages
GHOST TransactionsThe series of transactions by which KDP acquired 60% of the interests in GHOST effective December 31, 2024, agreed to purchase the remaining 40% of the interests in GHOST in 2028, and obtained the rights to distribute GHOST products effective March 3, 2025
The planned acquisition of JDE Peet's, which was announced on August 25, 2025
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议