Conagra Brands, Inc. (CAG) Q4 2026 Earnings Call Prepared Remarks Transcript

seekingalpha.com - 2026-07-15 20:57:56

John Brase, who took over the company in June, is plotting a turnaround for the food giant.

wsj.com - 2026-07-15 15:28:00

Conagra Brands' stock was up a bit on Thursday, but the company's results and forecast were the latest dose of bad news for the packaged-food industry.

marketwatch.com - 2026-07-15 14:07:00

CAG tops fourth-quarter earnings and sales estimates as revenues rise, but margin pressure and inflation weigh on profits.

zacks.com - 2026-07-15 13:36:09

Conagra Brands, Inc. (CAG) Q4 2026 Earnings Call Transcript

seekingalpha.com - 2026-07-15 12:27:58

The headline numbers for Conagra Brands (CAG) give insight into how the company performed in the quarter ended May 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

zacks.com - 2026-07-15 10:31:07

Conagra Brands (CAG) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.56 per share a year ago.

zacks.com - 2026-07-15 09:40:16

The packaged food company announced fiscal 2027 profit guidance and cut its annual dividend.

barrons.com - 2026-07-15 09:14:00

Conagra Brands NYSE: CAG reported fourth-quarter fiscal 2026 results that were within its original full-year guidance ranges, while newly appointed CEO John Brase outlined a plan to restore margins, increase investment and simplify the packaged foods company's operations.

marketbeat.com - 2026-07-15 09:04:01

Stock futures are pointing to a higher open as investors digest a flurry of earnings reports from major companies; oil prices are higher as the U.S. and Iran continue to trade strikes; PayPal shares are surging following a report that Stripe and Advent International have made a joint offer to buy the payments giant; ASML shares are gaining after the maker of chip manufacturing equipment reported strong results and lifted its sales forecast; and Morgan Stanley, Johnson & Johnson, Conagra and United are among the other big names reporting earnings today. Here's what you need to know today.

investopedia.com - 2026-07-15 09:01:00

The maker of Orville Redenbacher's popcorn and Slim Jim swung to a loss in the fiscal fourth quarter and cut its dividend, as its new chief executive aims to strengthen the company with a more conservative spending strategy.

wsj.com - 2026-07-15 08:19:00

Conagra Brands forecast annual ‌profit below Wall Street estimates on Wednesday, signaling that elevated commodity costs and cautious ​consumer spending would continue to weigh ​on its business.

reuters.com - 2026-07-15 07:49:58

CHICAGO, July 15, 2026 /PRNewswire/ -- Today Conagra Brands, Inc. (NYSE: CAG) reported results for the fourth quarter and full fiscal year 2026, which ended on May 31, 2026. All comparisons are against the prior year fiscal period, unless otherwise noted.

prnewswire.com - 2026-07-15 07:30:00

CHICAGO, July 15, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) today announced that its Board of Directors approved a quarterly dividend payment of $0.175 per share of CAG common stock to be paid on September 2, 2026 to stockholders of record as of the close of business on July 30, 2026. Conagra Brands, Inc. has paid consecutive quarterly dividends since January 1976.

prnewswire.com - 2026-07-15 07:30:00

CAG readies for Q4 results as revenue growth prospects face pressure from higher commodity, protein and tariff-related costs.

zacks.com - 2026-07-14 09:21:03

Food and snack companies are facing headwinds that could result in dividend cuts.

barrons.com - 2026-07-14 02:00:00

Besides Wall Street's top-and-bottom-line estimates for Conagra Brands (CAG), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended May 2026.

zacks.com - 2026-07-10 10:16:11

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.

benzinga.com - 2026-07-08 13:13:02

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.

zacks.com - 2026-07-08 11:01:13

Conagra Brands, Inc. (NYSE:CAG) will release its fourth quarter earnings report before the opening bell on Wednesday, July 15.

benzinga.com - 2026-07-06 09:00:06

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.

fool.com - 2026-06-28 10:15:00

Conagra Brands' new CEO inherits slowing growth, heavy debt and the S&P 500's highest dividend yield, leaving investors increasingly focused on whether the payout will be cut.

barrons.com - 2026-06-28 01:00:00

Conagra is a consumer staples company, but that fact shouldn't lull dividend investors into a false sense of security.

fool.com - 2026-06-26 20:15:00

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.

prnewswire.com - 2026-06-24 08:00:00

NEW YORK, June 23, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600:  Honeywell Aerospace Inc. (NASD: HONA) will be added to the S&P 500 & 100 on Monday, June 29. Honeywell Aerospace will replace Conagra Brands Inc. (NYSE: CAG) in the S&P 500, and Conagra Brands will replace Grid Dynamics Holdings Inc.(NASD: GDYN) in the S&P SmallCap 600 effective prior to the opening of trading on Tuesday, June 30.

prnewswire.com - 2026-06-23 18:10:00

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.

seekingalpha.com - 2026-06-23 04:58:57

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.

seekingalpha.com - 2026-06-21 21:45:29

Conagra Brands (CAG) remains a strong sell as fundamentals deteriorate, with a 63% five-year stock-price decline and a 10% dividend yield signaling distress. CAG faces persistent sales declines, eroding free cash flow, and high net debt—now at 9x FCF—making its current dividend unsustainable. I expect a dividend cut is imminent, likely catalyzed by the new CEO and upcoming July 2026 earnings, as high debt maturities loom.

seekingalpha.com - 2026-06-20 08:39:21

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.

prnewswire.com - 2026-06-09 07:45:00

Mid-Day Stocks: Stocks are trading lower on Wednesday, as oil and yields move higher. Once again, it was "Welcome back, my friends to the show that never ends." On cue, the never-say-die stock market shook off early worries and all the major indices closed higher on Tuesday. Like the proverbial broken record, the S&P 500... Here Are Wednesday's Top Wall Street Analyst Research Calls: Boyd Gaming, Chipotle Mexican Grill, Conagra, Dollar General, MGM Resorts International, Omnicom Group, Yum! Brands, and More

247wallst.com - 2026-06-03 13:08:00

Investors turn to dividend-yielding stocks in turbulent markets. Benzinga offers latest analyst ratings and news for high-yielding energy stocks.

feeds.benzinga.com - 2026-06-03 09:23:12

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.

marketbeat.com - 2026-06-03 07:25:17

Conagra's dividend yield is 9.8%, and investors should tread with caution.

fool.com - 2026-05-31 14:15:00

Two beaten-down names paying very attractive dividends are moving from the watch list onto our to-buy list. Both face current headwinds, but their underlying business models remain competitively positioned, which should help deliver long-term total return outperformance. However, they do face very real headwinds and risks that I detail in this article.

seekingalpha.com - 2026-05-23 13:05:00

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.

seekingalpha.com - 2026-05-20 03:46:13

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.

seekingalpha.com - 2026-05-18 08:32:43

In consumer goods, the highest yields often signal distress, so the strongest choices are companies whose cash flow clearly supports their payouts. Philip Morris and British American Tobacco pair high yields with credible growth in alternative products, for the strongest blend of income and business momentum.

fool.com - 2026-05-18 08:30:00

Meat Snacks, Seeds, Sweet & Salty Offerings Highlight Dynamic Portfolio CHICAGO, May 18, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), one of North America's leading branded food companies, is prepping a collection of satisfying snacks and tempting sweets for the bright lights of Las Vegas and the National Confectioners Association's 2026 Sweets & Snacks Expo. Meat snacks, sweet treats, and salty snacks comprise the company's $3.3 billion1  snacks portfolio, highlighted by several industry-leading brands.

prnewswire.com - 2026-05-18 08:00:00

Conagra has a huge 9.9% dividend yield, while General Mills' yield is 7.2%. Dividend investors should tread with caution with one of these food makers, but the other could be a long-term opportunity.

fool.com - 2026-05-17 12:15:00

I highlight the top ten ReFa/Ro dividend dogs for April 2026, all offering dividends from $1,000 invested that exceed their share price. Analyst 1-year targets project 23.15% to 71.69% net gains for these high-yield stocks by April 2027, with an average estimated gain of 46.15%. Five lowest-priced ReFa/Ro dogs are expected to outperform, delivering 21.96% higher gains versus the full top ten, per analyst targets.

seekingalpha.com - 2026-05-17 11:54:18

Let's capitalize on analyst incompetence—and bank yields up to 18.3%, with upside to boot!

forbes.com - 2026-05-17 11:00:10

AVNS, BKR and CAG have been added to the Zacks Rank #5 (Strong Sell) List on May 15th, 2026.

zacks.com - 2026-05-15 07:06:12

Conagra Brands' Q3 adjusted gross margin slides 112 bps to 23.7%, even as organic sales return to growth, showing costs still bite.

zacks.com - 2026-05-13 10:40:44

Conagra Charitable Donation Will Fund 100 Scholarships CHICAGO, May 12, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), one of North America's leading branded food companies, is celebrating America's 250th birthday with a poignant and meaningful partnership. Conagra Brands is teaming up with Folds of Honor, a charitable organization that ensures families who've sacrificed so much for our country and communities receive the education and opportunities they deserve.

prnewswire.com - 2026-05-12 08:00:00

In investing, it's OK to be wrong once. You cannot be wrong twice. This means when you've picked a loser, you need to bail. We revisit Buffett's rule No. 1, analyze five duds, and explain what investors can do.

seekingalpha.com - 2026-05-07 11:25:47

CHICAGO, May 4, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) today announced the publication of its Fiscal 2025 Citizenship Report, highlighting key initiatives and actions that support Conagra's employees, the communities it serves and the health of the planet. Conagra's Citizenship approach is centered around four pillars—Good Food, Responsible Sourcing, Better Planet and Stronger Communities—that guide how the company creates value while operating responsibly.

prnewswire.com - 2026-05-04 12:00:00

Conagra Brands (CAG) reported earnings 30 days ago. What's next for the stock?

zacks.com - 2026-05-01 12:30:16

Blue Owl Capital Inc. and Conagra Brands, Inc. offer 10% yields amid poor sentiment, with turnaround potential if management executes successfully. OWL trades at 10.4x earnings, well below its 24.4x average, and boasts 100% fee-related earnings backed by $223B in permanent capital. CAG faces margin pressure from consumer trade-downs but trades at 8x earnings, with analysts expecting EPS stabilization and possible growth by FY2028.

seekingalpha.com - 2026-04-29 07:30:00

Wages cover the bills. Dividends buy back your time.

247wallst.com - 2026-04-27 09:05:57

Consumer staples are boring and reliable. And they typically pay generous dividends.

forbes.com - 2026-04-26 09:40:16