Conagra Brands faces weak demand, margin pressure, and a 36% YoY bottom-line decline but remains attractive for income-focused investors. CAG's defensive appeal is challenged by shifting consumer preferences, volatile sentiment, and a push for healthier diets, making demand forecasts uncertain. The company targets long-term margin improvement through AI-driven operational efficiencies, though results will take years to materialize.
Conagra Brands, Inc. (CAG) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript
Conagra Brands: A Fallen High-Yield Food Giant With Multiple Paths To Recovery
Conagra Brands: Not Out Of The Woods Just Yet -- Betting On AI To Sharpen Performance
Investors with an appetite for a good comeback story may want to look at consumer staples stocks. With the Consumer Staples Select Sector SPDR Fund NYSEARCA: XLP almost flat in 2025, it would not take much effort to find beaten-down names in the sector.
Conagra Brands is an 8% yielding stock that looks dangerous but may be deeply misunderstood. I discuss why the worst year could already be in the rearview mirror. I also explore the single risk that decides whether this is a bargain or a value trap.
CAG beat Q2 EPS estimates, but sales fell 6.8% and organic net sales dropped 3% as volumes declined amid a tough consumer backdrop.
With equilibrium still being sought in the indexes this morning, it appears we are currently in a sweet spot for a Santa Claus Rally to occur.
The headline numbers for Conagra Brands (CAG) give insight into how the company performed in the quarter ended November 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Conagra Brands (CAG) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.7 per share a year ago.
Conagra Brands, Inc. (CAG) Q2 2026 Earnings Call Prepared Remarks Transcript