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CACAG

Conagra Brands, Inc.

$CAG·$7.2B·Packaged Foods·Consumer Defensive
$14.51-3.5%YTD-12.8%1Y-20.5%
Mentions · last 7 days
2026-07-24: 26 posts2026-07-25: 16 posts2026-07-26: 19 posts2026-07-27: 31 posts2026-07-28: 50 posts2026-07-29: 59 posts2026-07-30: 53 posts256
Price updated 5h ago·X counts updated 1d ago
CACAG
$CAGConagra Brands, Inc.
$14.51-3.46%256 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CAG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptCooling offAI verdict · as of 2026-07-31

Catching its breath after a run — could pick back up or fade from here.

Conagra cut its dividend 50%, raised $500M in senior notes, and is rebuilding leadership — Sep 30 print with sub-1x sales.

Conagra Brands is the mid-tier packaged-food conglomerate (Marie Callender's, Slim Jim, Duncan Hines) trading at 0.64x sales with a dividend that just got cut in half. The turnaround is real; the question is whether the balance-sheet reset comes before or after the operating turn.

  • The mechanics are ugly: latest quarterly revenue $2.88B (+3.6% YoY, modest growth), but gross margin at 24% and operating margin at -91% (impaired-asset writedown), EPS -$3.37 — meaning the business is bleeding, and the necessary 50% dividend cut is the market's confirmation that management has finally acknowledged the reality.
  • The capital structure is being fixed: Conagra just closed a $500M offering of 5.400% Senior Notes due 2031 (July 28) — meaning the refinancing is priced and executable, giving management runway to execute the turnaround without a distress situation.
  • Leadership is transitional: multiple insider F-InKind exercises (routine post-vest tax) plus an executive/director departure on July 28 — turnaround at CAG needs specific 100-day CEO agenda commentary before the multiple expands, and the leadership vacuum caps near-term upside.

The Sep 30 Q1 FY27 print is the direct catalyst — a smaller loss with explicit gross-margin-recovery commentary and any post-dividend-cut capital-allocation framework restarts the turnaround. Another impaired-asset writedown or continued revenue softness in the frozen/snacks segments drops shares to $12. This is a value-plus-turnaround setup where the dividend cut is the reset, not the end — the 13.6% FCF yield gives the equity structural support while the operating turn proves itself.

What to watch: Sep 30 Q1 FY27 earnings — a smaller loss with explicit gross-margin-recovery commentary and post-dividend-cut capital-allocation framework restarts the turnaround. An impaired-asset writedown or continued frozen/snacks softness drops shares to $12.

On the calendar: 2026-09-30 — Q1 FY27 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Conagra Brands, Inc., a prominent manufacturer of packaged food products, conducts its business across North America through its various subsidiary companies. The firm organizes its extensive operations into four distinct segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks division primarily distributes non-perishable food items through various retail channels within the United States. In contrast, the Refrigerated & Frozen segment focuses on supplying temperature-sensitive food products to comparable U.S. retail outlets. Its International division caters to markets outside the United States, offering food products in all temperature states to both retail consumers and professional food service operators globally. Domestically, the Foodservice segment specializes in providing both proprietary and custom-engineered culinary offerings, such as prepared meals, entrees, sauces, and other specially manufactured gastronomic items, tailored for restaurants and institutional food providers throughout the United States. Conagra maintains an extensive portfolio of well-recognized brands, including Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, Slim Jim, Angie's BOOMCHICKAPOP, Duke's, Earth Balance, Gardein, and Frontera. The company, which traces its origins back to 1861, was formerly known as ConAgra Foods, Inc. until its rebranding to Conagra Brands, Inc. in November 2016. Its main corporate offices are located in Chicago, Illinois.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $CAG.

Packaged Foods · Consumer Defensive

No material change from last week — WEST's private-label coffee co-packing benefits from consumer switching from branded to value coffee, while DAR's food waste conversion to bio-based..

Industry benchmark

16-name peer basket
+13.4%YTD
+0.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-10.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-14.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
13.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-24.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 15, 2026$0.47$0.46+2.9%
Q1 2026Apr 1, 2026$0.39$0.40-2.9%
Q3 2025Dec 19, 2025$0.45$0.44+3.2%
Q3 2025Oct 1, 2025$0.39$0.33+16.8%
Next earningsWed, Sep 30·consensus EPS $0.31

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$2.9B+3.6%24.3%-91.2%$-3.37$397.3M
Q3 FY26$2.8B-1.9%23.6%10.0%$0.42$468.8M
Q2 FY26$3.0B-6.8%23.4%12.5%$-1.39$138.8M
Q1 FY26$2.6B-5.8%24.3%13.2%$0.34$-26.2M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.3B$11.1B – $11.3B$1.70$1.69 – $1.7112
FY27$10.8B$10.7B – $11.0B$1.45$1.32 – $1.7010
FY28$10.8B$10.6B – $11.1B$1.50$1.34 – $1.8211
FY29$10.9B$10.7B – $11.5B$1.57$1.35 – $1.8710
FY30$10.9B$10.8B – $11.2B$1.62$1.59 – $1.685

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 475.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 32 other (14 inkinds · 10 exempts · 8 awards) in window

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  • Real-time open-market buys and sells from Form 4 filings
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Conagra Brands, Inc (CAG) completed an offering for $500,000,000 of senior notes (5.400% Senior Notes due 2031) via Item 1.01, filed 2026-07-28. This is a debt transaction — non-dilutive to equity but increases total leverage. Investors should assess coupon rate, maturity, stated use of proceeds, and impact on interest coverage.

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change
AI summary

Conagra Brands, Inc (CAG) disclosed an executive/director departure (Item 5.02, filed 2026-07-28). ure of Directors departed from Directors or Certain Officers. Compensation and transition details are in the exhibits. Leadership changes can signal strategic shifts; investors should assess continuity and the appointee's background.

424B5Prospectus supplement (offering)Jul 22424B5
AI summary

CAG (CAG) filed a 424B5 prospectus supplement to offer $500,000,000 of senior notes (5.400% Senior Notes due 2031) under its existing shelf. This is an active offering — debt issuance or dilution is happening now. Senior notes are non-dilutive to equity but increase leverage. Investors should assess size, use of proceeds, and impact on the capital structure.

424B5Prospectus supplement (offering)Jul 21424B5
AI summary

CAG (CAG) filed a 424B5 prospectus supplement to offer an undisclosed amount of senior notes under its existing shelf. This is an active offering — debt issuance or dilution is happening now. Senior notes are non-dilutive to equity but increase leverage. Investors should assess size, use of proceeds, and impact on the capital structure.

8-KOfficer or director changeJun 238-K — Item 5.02: Officer or director change
AI summary

Conagra Brands, Inc (CAG) disclosed an executive/director departure (Item 5.02, filed 2026-06-23). ure of Directors departed from Directors or Certain Officers. Compensation and transition details are in the exhibits. Leadership changes can signal strategic shifts; investors should assess continuity and the appointee's background.

3New insider — initial holdingsJun 13
AI summary

Brase John P filed a Form 3 (initial statement of beneficial ownership) for CONAGRA BRANDS INC. (CAG). Filer's relationship to issuer: Director, President, 10%+ Owner. Form 3 must be filed within 10 days of becoming a new 10%+ owner or executive/director. This is an administrative ownership disclosure — no open-market transaction has occurred.

8-KCharter amendmentMay 78-K — Item 5.03: Charter amendment
8-KOfficer or director changeApr 138-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 12 other (4 13Gs · 2 earnings 8-Ks · 2 3s · 2 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Q3 Estimates Increase for Tech and Finance, Fall for Consumer Stapleszacks.com·2d agoConagra EVP Bartell Sells 6,045 Shares for Tax Withholding, According to Latest SEC Filingfool.com·4d agoConagra Brands Provides Senior Leadership Updateprnewswire.com·4d agoConagra Brands: A Necessary 50% Dividend Cut, But Turnaround Will Take Timeseekingalpha.com·4d agoConagra Brands: The Dividend Cut Makes Me Even More Bullishseekingalpha.com·5d ago

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