Value stocks are generally companies that trade at a price lower than their fundamental value or what their performance suggests they should be worth.
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 the economy is barreling toward a recession, investors' first line of defense might be to abandon ship altogether.
Conagra Brands offers stable free cash flow, attractive dividend yield, and ongoing portfolio optimization. Current valuation appears cautious, but free cash flow yield suggests the stock may be undervalued. Key risks include supply chain disruptions, commodity price volatility, and potential tariff impacts, but strategic investments and divestitures support long-term growth.
Initiating Strong Buy with $35 PT as the market over-discounts Conagra's resilient cash flow and margin defensiveness amid structural headwinds and negative sentiment. Our thesis hinges on underestimated productivity gains, disciplined capital allocation, and brand share resilience, positioning CAG for margin normalization and equity re-rating. We model conservative FY26 EPS of $1.85, factoring in persistent inflation, tariff risk, and supply chain drag, supporting a 19x P/E valuation versus Street optimism.
Conagra Brands, Inc. CAG has seen its share price plummet 11.9% in three months compared with the industry's 1.1% decline. This decline can be traced to broader market dynamics and specific challenges faced by the company.
Analysts at BofA Securities downgrade the packaged food maker on rising meat costs.
Dividend stocks are a favorite among investors for good reason. They provide a steady stream of passive income and offer a promising avenue for total return.
Conagra trades below peers, with value appeal and long-term growth drivers in snacking and innovation, though near-term headwinds persist.
The Zacks Food-Miscellaneous industry is navigating a difficult consumer landscape and rising operational costs. However, strategic brand-building and cost-savings position MDLZ, KHC, MKC and CAG well for growth.
Conagra Brands has agreed to sell the nearly century-old brand to private-equity firm Brynwood Partners for $600 million.
I give a 'Sell' rating for Conagra Brands due to expected margin pressures from tariffs and input cost inflation, risking earnings growth. CAG's 3Q25 earnings were weak, with organic sales declining 5.2% y/y and gross margin contracting by 390 bps y/y to 24.8%. Tariffs on key inputs like tinplate steel and palm oil pose significant risks, with limited time for the Company to mitigate these impacts.