Conagra Brands Inc. (CAG)
Conagra Swings to Loss, Cuts Dividend Under New CEO
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.
Conagra Brands Q4 Earnings on the Horizon: Key Factors to Note
CAG readies for Q4 results as revenue growth prospects face pressure from higher commodity, protein and tariff-related costs.
Countdown to Conagra Brands (CAG) Q4 Earnings: Wall Street Forecasts for Key Metrics
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.
Analysts Estimate Conagra Brands (CAG) to Report a Decline in Earnings: What to Look Out for
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.
Conagra's 10% Dividend May Be Toast Under New CEO
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.
Conagra Brands: The Market Is Pricing In More Fear Than The Fundamentals Justify
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.
Conagra Brands: Mirror, Mirror On The Wall, Who's Going To Cut The Dividend After All?
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.
Tomato Prices Are Spiking, and These 2 Food Stocks Could Feel the Squeeze
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.
Conagra: The 10.4% Dividend Yield May Be In Trouble
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.
Conagra Brands: This Selloff Has Gone Too Far, I'm Buying (Rating Upgrade)
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.
Conagra Brands' Gross Margin Under Strain: Is Recovery Losing Steam?
Conagra Brands' Q3 adjusted gross margin slides 112 bps to 23.7%, even as organic sales return to growth, showing costs still bite.
Conagra Brands (CAG) Down 8.7% Since Last Earnings Report: Can It Rebound?
Conagra Brands (CAG) reported earnings 30 days ago. What's next for the stock?
