--- title: "Keurig Dr Pepper Stock And 2 Food Producers Built For Tariff Pressure" type: "News" locale: "en" url: "https://longbridge.com/en/news/294582145.md" description: "Amidst new Trump administration tariffs on imported goods, investors are focusing on domestic food producers like Keurig Dr Pepper, J.M. Smucker, and Archer-Daniels-Midland. These companies rely heavily on U.S. agriculture and manufacturing, potentially insulating them from import duties. While management employs pricing strategies and cost cuts to offset input costs, challenges remain regarding coffee margin pressure, debt loads, and earnings volatility." datetime: "2026-08-01T11:33:48.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294582145.md) - [en](https://longbridge.com/en/news/294582145.md) - [zh-HK](https://longbridge.com/zh-HK/news/294582145.md) --- # Keurig Dr Pepper Stock And 2 Food Producers Built For Tariff Pressure Tariff headlines are back on the front page, with new Trump administration duties of 10 to 12.5% on imported spices and other goods reshaping the cost picture for many food companies. For investors, that puts fresh attention on domestic food producers that rely more on U.S. agriculture and less on imported ingredients, although exposure varies by business. This article looks at three stocks from a Domestic Food Producers screener that appear positively exposed to the current tariff story. You will see how each company sits within this trade backdrop and where potential opportunities and risks may lie. ## Keurig Dr Pepper (KDP) **Overview:** Keurig Dr Pepper is a large beverage company that sells well known soft drinks, coffees, teas and ready to drink beverages, and also makes the Keurig single serve coffee brewers and K Cup pods used in homes and offices across the U.S. and internationally. **Operations:** Keurig Dr Pepper generates most of its revenue from U.S. Refreshment Beverages at about US$10.7b, followed by U.S. Coffee at about US$4.0b and International operations at about US$2.3b. **Market Cap:** US$43.0b Tariff headlines put Keurig Dr Pepper in focus because much of its US$10.7b refreshment beverage revenue comes from domestic production, which can soften the impact of higher duties on imported inputs like coffee beans. Management has flagged that 2025 tariff effects should be manageable and is already using pricing, cost cuts and product mix to offset green coffee and brewer charges. However, the U.S. Coffee segment still faces sales and margin pressure. At the same time, analysts point to strong brands, an expanding energy drink platform and published forecasts calling for double digit revenue and earnings growth. That combination of tariff resilience, balance sheet risk and debated valuation makes Keurig Dr Pepper a stock many investors are watching closely in the context of the evolving trade story. Growth expectations for Keurig Dr Pepper are colliding with questions about tariff resilience and coffee margin pressure, which makes the published analyst forecasts for Keurig Dr Pepper a useful way to see what the market might be missing. NasdaqGS:KDP Earnings & Revenue Growth as at Aug 2026 ## J. M. Smucker (SJM) **Overview:** J. M. Smucker is a long established U.S. food company that sells branded coffee, peanut butter, jams, pet food and snacks, and sweet baked goods under labels such as Folgers, Café Bustelo, Dunkin’, Jif, Smucker’s, Uncrustables, Meow Mix, Milk-Bone and Hostess, reaching shoppers across supermarkets, club stores, dollar stores, online retailers and foodservice channels. **Operations:** J. M. Smucker generates most of its revenue from U.S. Retail Coffee at about US$3.3b, U.S. Retail Frozen Handheld and Spreads at about US$1.9b and U.S. Retail Pet Foods at about US$1.6b, within a largely U.S. focused business that reported about US$8.6b of sales in the United States. **Market Cap:** US$13.1b J. M. Smucker gives you a way to consider tariff volatility through a business that relies heavily on U.S. manufacturing yet still has meaningful exposure to imported green coffee. Management expects tariffs on coffee to be a headwind but is already leaning on pricing, productivity savings and SKU rationalization to protect earnings, while using cash generation to reinvest in brands like Uncrustables, Milk-Bone and Hostess. At the same time, the company carries a sizeable debt load, has a history of losses and faces volume pressure where price increases test consumer loyalty. That mix of potential earnings recovery, tariff insulation on many products and balance sheet and execution risks is what makes J. M. Smucker a company investors are watching closely. J. M. Smucker’s tariff exposed coffee and heavily U.S. based brands could be setting up a very different earnings story from what many expect. Get the full picture in the 2 key rewards and 3 important warning signs NYSE:SJM Revenue & Expenses Breakdown as at Aug 2026 ## Archer-Daniels-Midland (ADM) **Overview:** Archer-Daniels-Midland is a large agricultural processor and nutrition company that buys crops from farmers, turns them into oils, starches, sweeteners and animal feed, and supplies plant based proteins, flavors and other specialty ingredients to food and beverage companies worldwide. **Operations:** Archer-Daniels-Midland generates most of its revenue from Ag Services and Oilseeds at about US$63.7b, followed by Carbohydrate Solutions at about US$11.5b, Nutrition at about US$7.6b and Other activities at about US$0.5b, partly offset by about US$2.6b of intersegment eliminations. **Market Cap:** US$38.9b Archer-Daniels-Midland gives investors a way to think about the new tariffs through a company that is deeply tied into U.S. agriculture and may benefit when trade flows shift and domestic sourcing becomes more valuable. Policy support for biofuels, plans to expand North American oilseed crush capacity and cost savings in Nutrition are moving in the same direction. At the same time, reported earnings have been under pressure, margins are thin at about 1.3% and the P/E multiple is high relative to peers. Analysts still expect earnings growth, but dividend coverage, earnings volatility and regulatory uncertainty on both trade and biofuels are important caveats. A key consideration for investors is whether the tariff backdrop and policy support justify paying a premium for Archer-Daniels-Midland’s position in the food supply chain. Archer-Daniels-Midland sits at the center of tariffs, biofuels policy and thin 1.3% margins. The real question is whether the current P/E makes sense once you unpack the analysis report for Archer-Daniels-Midland NYSE:ADM P/E Ratio as at Aug 2026 The three food stocks in this article are only a starting point, and the full screener has identified 6 more companies with equally compelling domestic food production narratives inside the Domestic Food Producers screener. Use Simply Wall St to analyze these businesses, filter for the specific tariff, supply chain and balance sheet catalysts that matter to you, and identify the highest conviction ideas for your watchlist. ## Take Control of Your Investment Journey If Keurig Dr Pepper or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market. ## Seeking Alternatives Before The Crowd Moves Fresh ideas move first. Breakout stories build momentum, quiet winners stay under the radar for now, and tired stocks keep dropping. Before the edge disappears, act early. - Spot strong cash generators that the market has not fully priced yet by scanning the curated 55 high quality undervalued stocks while the gap between price and quality still matters. - Look for the next wave of automation by focusing on hand picked industrial and tech operators inside the 35 robotics and automation stocks before changes in their order books alter expectations. - Search for potential income ideas that aim to keep paying when others pause by screening for curated 9 dividend fortresses before yields are affected by fresh demand. _This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._ ### **New:** Manage All Your Stock Portfolios in One Place We've created the **ultimate portfolio companion** for stock investors, **and it's free.** • Connect an unlimited number of Portfolios and see your total in one currency • Be alerted to new Warning Signs or Risks via email or mobile • Track the Fair Value of your stocks Try a Demo Portfolio for Free ### Related Stocks - [KDP.US](https://longbridge.com/en/quote/KDP.US.md) - [ADM.US](https://longbridge.com/en/quote/ADM.US.md) - [SJM.US](https://longbridge.com/en/quote/SJM.US.md) ## Related News & Research - [ADM To Expand North America Crush Capacity Amid Strong Biofuel Demand](https://longbridge.com/en/news/294371079.md) - [27,503 Shares in Archer Daniels Midland Company $ADM Acquired by Dai ichi Life Insurance Company Ltd](https://longbridge.com/en/news/293897029.md) - [Are tariffs the new normal?](https://longbridge.com/en/news/294375494.md) - [Apple beats June-quarter targets, gets earnings boost from tariff refunds](https://longbridge.com/en/news/294418501.md) - [Tightness in the Near-Term Supply Outlook Boosts Coffee Prices](https://longbridge.com/en/news/294101394.md)