Benzinga·1 day ago
Top Wall Street Forecasters Revamp Conagra Brands Expectations Ahead Of Q4 EarningsConagra Brands, Inc. (NYSE:CAG) will release its fourth quarter earnings report before the opening bell on Wednesday, July 15.
Conagra Brands, Inc.(CAG)Earnings, Financials & Key Ratios
CAG•NYSE
$14.04
5.8× P/E·Price updated Jul 7, 2026
AboutConagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company in North America. The company operates in four segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks segment primarily offers shelf stable food products through various retail channels in the United States. The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels in the United States. The International segment offers food products in various temperature states through retail and foodservice channels outside of the United States. The Foodservice segment offers branded and customized food products, including meals, entrees, sauces, and various custom-manufactured culinary products packaged for restaurants and other foodservice establishments in the United States. The company sells its products under the Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, Slim Jim, Angie's BOOMCHICKAPOP, Duke's, Earth Balance, Gardein, and Frontera brands. The company was formerly known as ConAgra Foods, Inc. and changed its name to Conagra Brands, Inc. in November 2016. Conagra Brands, Inc. was founded in 1861 and is headquartered in Chicago, Illinois.Show more
- Revenue$11.61B-3.6%
- EBITDA$1.75B+40.0%
- Net Income$1.15B+231.9%
- EPS (Diluted)2.41+234.7%
- Gross Margin25.86%-6.5%
- EBITDA Margin15.11%+45.2%
- Operating Margin11.75%+66.1%
- Net Margin9.92%+244.4%
- ROE13.21%+229.5%
CAG Price & Volume
Conagra Brands, Inc. (CAG) stock price & volume — 10-year historical chart
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Persistent Volume Contraction Strains Operational Margin Stability
Investment Thesis • Updated 2026Q3
VerdictNegative
Growth:Contracting
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:Volume elasticity and leverage
Key Thesis Takeaways
- Conagra Brands faces a challenging outlook characterized by persistent revenue contraction, which averaged -3.64% over the last ten quarters, as consumers increasingly shift toward lower-cost private label alternatives.
- The company's reliance on a $9.7 billion goodwill base and a current ratio of 0.90 suggests limited financial flexibility to navigate ongoing volume elasticity headwinds.
- While the 10.0% dividend yield may appear attractive, the inconsistency in free cash flow generation and the structural burden of $6.6 billion in total debt warrant significant caution regarding long-term capital allocation sustainability.
Verdict Logic
the company's inability to achieve meaningful operating leverage, evidenced by a 10.0% operating margin in 2026Q3, combined with a high debt-to-EBITDA ratio of 17.18, suggests significant fundamental risk.
CAG Growth Metrics
Conagra Brands, Inc. (CAG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.54%
5 Years0.99%
3 Years0.22%
TTM-4.73%
Profit CAGR
10 Years-
5 Years6.53%
3 Years9.07%
TTM-113.16%
EPS CAGR
10 Years-
5 Years6.98%
3 Years9.41%
TTM-114.71%
Return on Capital
10 Years7.49%
5 Years7.04%
3 Years6.23%
Last Year7.97%
CAG Recent Earnings
Conagra Brands, Inc. (CAG) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
Apr 1, 2026Metric
Actual
Est
EPS
$0.39-2.9%
$0.40
Rev
$2.8B+0.9%
$2.8B
Q4 2025
Dec 19, 2025Metric
Actual
Est
EPS
$0.45+3.2%
$0.44
Rev
$3.0B-0.0%
$3.0B
Q4 2025
Oct 1, 2025Metric
Actual
Est
EPS
$0.39+16.8%
$0.33
Rev
$2.6B+0.5%
$2.6B
Q3 2025
Jul 10, 2025Metric
Actual
Est
EPS
$0.56-3.4%
$0.58
Rev
$2.8B-1.8%
$2.8B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 1, 2026 | $0.39vs $0.40-2.9% | $2.8Bvs $2.8B+0.9% |
| Q4 2025 | Dec 19, 2025 | $0.45vs $0.44+3.2% | $3.0Bvs $3.0B-0.0% |
| Q4 2025 | Oct 1, 2025 | $0.39vs $0.33+16.8% | $2.6Bvs $2.6B+0.5% |
| Q3 2025 | Jul 10, 2025 | $0.56vs $0.58-3.4% | $2.8Bvs $2.8B-1.8% |
Based on last 12 quarters of dataView full earnings history →
Latest CAG News
Recent stock market news and headlines for Conagra Brands, Inc. (CAG)
The Motley Fool·Jun 28, 2026
The Hidden Danger Lurking in Some High-Yield Dividend StocksWhen 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.
Barrons·Jun 28, 2026
Conagra's 10% Dividend May Be Toast Under New CEOConagra 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.
Fool - Investing News·Jun 26, 2026
Meet the Highest-Yielding Stock in the S&P 500. Does Its 10.2% Yield Make It a No-Brainer Buy for Dividend Investors?Conagra is a consumer staples company, but that fact shouldn't lull dividend investors into a false sense of security.
PRNewsWire·Jun 24, 2026
Conagra Brands Kicks Off Summer with Exciting New IntroductionsTop 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.
Peers Comparison
Key metrics vs top competitors for Conagra Brands, Inc. (CAG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $14.04 | $6.71B | 5.82 | -3.64% | 9.92% | 13.21% | 9.97% | |
| $22.90 | $6.83B | 11.39 | 6.4% | 6.12% | 15.3% | — | |
| $113.24 | $12.08B | -87.11 | 3.72% | -1.53% | -2.44% | — | |
| $24.70 | $13.59B | 28.39 | 1.55% | 3.82% | 5.85% | — | |
| $52.22 | $14.04B | 17.82 | 1.73% | 22.05% | 24.41% | — | |
| $37.10 | $19.8B | -231.88 | -5.45% | -0.48% | -0.98% | — |
Compare CAG vs Peers
Conagra Brands, Inc. (CAG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CAG SEC Filings & Documents
Conagra Brands, Inc. (CAG) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 23, 2026·SEC
Material company update
May 7, 2026·SEC
Material company update
Apr 13, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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CAG Frequently Asked Questions
Conagra Brands, Inc. (CAG) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Conagra Brands, Inc.'s revenue?
Conagra Brands, Inc. (CAG) reported $11.18B in revenue for fiscal year 2025. This represents a 53% decrease from $23.90B in 1996.
How fast is Conagra Brands, Inc. growing?
Conagra Brands, Inc. (CAG) saw revenue decline by 3.6% over the past year.
Is CAG profitable?
Conagra Brands, Inc. (CAG) reported a net loss of $43.3M for fiscal year 2025.
Dividend & Returns
Does CAG pay dividends?
Yes, Conagra Brands, Inc. (CAG) pays a dividend with a yield of 9.97%. This makes it attractive for income-focused investors.
What is CAG's return on equity?
Conagra Brands, Inc. (CAG) has a return on equity (ROE) of 13.2%. This is reasonable for most industries.
What is Conagra Brands, Inc.'s free cash flow?
Conagra Brands, Inc. (CAG) generated $842.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.