Conagra Brands Inc. (CAG)
Conagra shares fall as sales decline, overshadowing first-quarter profit beat
Conagra Brands Inc (NYSE:CAG) shares fell 4.6% after the packaged food maker reported a 1.4% drop in first-quarter revenue to $2.6 billion, with organic net sales down 1.1%, even as adjusted earnings topped Wall Street estimates. Revenue was slightly ahead of the $2.59 billion analysts expected.
Conagra Brands Shareholders Back Board, Governance Proposal as Brase Maps Growth Plan
Conagra Brands NYSE: CAG shareholders elected all 11 director nominees, approved executive compensation, ratified KPMG LLP as the company's independent auditor for fiscal 2027, and approved a shareholder proposal limiting the board's authority to issue blank-check preferred stock at the company's 2026 annual meeting.
AI is changing how Americans choose snacks, says Conagra
Americans are increasingly asking AI what to snack on, according to Conagra Brands , a shift the Slim Jim meat stick-maker says is helping fuel demand for higher-protein foods, bold flavours and products tailored to specific health goals.
Conagra: Conservative Guidance, Turnaround Initiatives, And Low Valuations Create An Attractive Setup
Conagra is rated a Buy, with low investor expectations, conservative guidance, and visible turnaround catalysts supporting an attractive risk-reward profile. CAG's near-term margin pressure is offset by upcoming pricing actions, productivity gains, and targeted reinvestment in brands, supply chain, and innovation. Management's conservative FY27 volume outlook, especially for frozen, leaves room for upside as recent share gains and product velocity outpace assumptions.
2 Big Food Dividends Were Just Cut. 3 More Quietly Stopped Growing.
Conagra and Campbell's already made their moves, but several other legacy food giants are sending quieter signals that income investors have learned to recognize too late. Three warning patterns separate a frozen payout from the next cut.
Brown-Forman B (BF.B) Q1 Earnings Meet Estimates
Brown-Forman B (BF.B) came out with quarterly earnings of $0.38 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.36 per share a year ago.
The Only Play On Conagra
Conagra Brands faces ongoing declines in margins, sales, and earnings, with FY '27 guidance signaling further deterioration. New CEO John Brase halved the dividend to 4.3%, freeing capital for debt reduction, core brand investment, and productivity initiatives. Management plans to divest non-core brands, simplify operations, and target a net leverage of 3.0, though FY27 net leverage is expected to rise to 4.0.
New Strong Sell Stocks for August 25th
OZK, COLB and CAG have been added to the Zacks Rank #5 (Strong Sell) List on August 25th, 2026.
Jim Cramer Says One Group of Stocks is ‘So Hated' Right Now. Is it Time to Buy?
CNBC's Jim Cramer, host of Mad Money, posted on X on Monday, “Hard to believe the drug stocks are so out of sync with food stocks.
Why Is Conagra Brands (CAG) Up 6.4% Since Last Earnings Report?
Conagra Brands (CAG) reported earnings 30 days ago. What's next for the stock?
Is Conagra Stock Worth Buying as Low Valuation Meets Weak Growth?
Conagra's low valuation offers downside support, but falling sales, margins and earnings keep its fiscal 2027 reset-and buy case-under pressure.
Can Conagra's Fiscal 2027 Pricing Plan Ease Margin Pressure Ahead?
Conagra's fiscal 2027 pricing push may support margins, but high inflation and frozen-food elasticity threaten volumes and earnings.
