Conagra Brands, Inc. (formerly ConAgra Foods) is an American consumer packaged goods holding company headquartered in Chicago, Illinois. Conagra makes and sells products under various brand names that are available in supermarkets, restaurants, and food service establishments.
| Revenue (TTM) | $11.18B |
| Gross Profit (TTM) | $2.71B |
| EBITDA | $1.73B |
| Operating Margin | 10.60% |
| Return on Equity | -0.51% |
| Return on Assets | 4.20% |
| Revenue/Share (TTM) | $23.36 |
| Book Value | $17.06 |
| Price-to-Book | 0.84 |
| Price-to-Sales (TTM) | 0.59 |
| EV/Revenue | 1.264 |
| EV/EBITDA | 15.08 |
| Quarterly Earnings Growth (YoY) | 39.00% |
| Quarterly Revenue Growth (YoY) | -1.90% |
| Shares Outstanding | $478.44M |
| Float | $475.02M |
| % Insiders | 0.68% |
| % Institutions | 89.61% |
Volatility is currently expanding
One of America's biggest inflation stories has quietly reversed. Wholesale egg prices have fallen back to levels not seen since before the bird flu-driven supply crunch, as inventories rebuild and production normalizes.
Conagra Brands (CAG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
When I was a younger investor, I tended to buy stocks with dividend yields of 10% or more. Overall, thanks to diversification, I made out OK, but I was burned more than once by dividend cuts.
Top Frozen Brands Lead the Way with Dozens of New Meals and Side Dishes CHICAGO, June 24, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), one of North America's leading branded food companies, is introducing an extensive lineup of new food arriving on shelves this month. These introductions across the company's portfolio of frozen foods and grocery staples deliver on consumers desire for taste, convenience and value.
Conagra Brands remains undervalued, trading at an 8x forward P/E, a 47% discount to peers. I maintain my bullish rating, viewing CAG as a defensive, dividend-paying stock despite recent price weakness and inconsistent earnings. Recent earnings disappointed with declines in both top and bottom lines, reflecting ongoing operational challenges.
Conagra Brands trades near its 52-week low with a compelling ~10.6% forward yield, reflecting deeply discounted valuation. Despite a weak EPS trajectory and rising leverage, operational recovery in the Frozen and Snacks segments is genuine, defending volume share at scale. Free cash flow remains sufficient to cover the dividend through FY2026, providing headroom despite current strain.
CHICAGO, June 9, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) will release its fiscal 2026 fourth quarter and full year results on Wednesday, July 15, 2026. A press release and supplemental materials, including pre-recorded remarks, will be issued that morning prior to a 30-minute live question-and-answer session with the investment community at 9:30 a.m.
Summertime is finally here, which means it's time for baseball, barbeques, and beverages. But in 2026, it's also time to break out the credit card as sky-high prices on commodities like oil and beef are squeezing consumers.
Conagra Brands, Inc. (CAG) faces persistent operational and strategic challenges, with shares down 22% YTD despite a sector rally and a new CEO recently appointed. CAG's 10.4% dividend yield appears covered by operating cash flow, but long-term safety is questionable without a credible growth or innovation strategy. Organic growth remains inconsistent, with recent gains driven by price/mix rather than volume, and margin compression persists amid commodity inflation and tariffs.
I upgrade Conagra Brands to Strong Buy, backed by an irrationally high margin of safety and significant turnaround potential. CAG's narrowed guidance, robust FCF conversion (~105%), and accelerated net debt reduction ($800M) reinforce its financial position in a tough macro setting. Portfolio optimization, Project Catalyst, and a new CEO from SJM position CAG for enhanced operational efficiency and strategic adaptation.
