Stock Movers RH Falls, Keurig DR Pepper Tumbles, Verint Sinks After Thoma Bravo Deal
Aug 25, 2025
The podcast dives into the recent dip in RH shares following a significant tariff investigation announcement affecting furniture imports. Keurig DR Pepper’s stock also takes a hit after its $18.4 billion acquisition of JDE Peet’s to revitalize its coffee division. The conversation shifts to Verint Systems, whose shares plummet after a buyout by Thoma Bravo for $1.23 billion, showcasing the evolving landscape of the software industry and the impact of strategic acquisitions. Market reactions to these developments reveal a lot about industry vulnerabilities.
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Keurig's Big Coffee Bet Sparks Sell-Off
- Keurig Dr Pepper agreed to buy JDE Peet's for about $18.4 billion and will split into two U.S.-listed companies after the deal closes.
- Markets reacted negatively as coffee faces environmental and trade pressures that complicate a large coffee industry acquisition.
Watch Post-Deal Structure Closely
- Expect complex M&A to trigger volatile stock reactions and investor skepticism in uncertain sectors.
- Watch post-deal plans like spin-offs closely, as they shape long-term value realization.
Host Banter About Bankers Benefiting
- Paul Sweeney and Red Brown joked that bankers and lawyers always get paid for deal work and eventual splits.
- They noted the 2018 combination being effectively undone by the new transaction and potential future reversals.