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CACAG

Conagra Brands, Inc.

$CAG·$7.2B·Packaged Foods·Consumer Defensive
$14.11-0.4%YTD-17.8%1Y-21.5%
Price updated 12m ago·X counts updated 27d ago
CACAG
$CAGConagra Brands, Inc.
$14.11-0.35%43 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CAG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

43X posts · last 7 days
No mention history yet

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CAG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-29

The move has stalled — likely just drifts unless something new shows up.

Conagra Brands: -18% YTD at 21% of 52w range — Q4 EPS beat 3% but three new EVPs joined post-annual meeting Sept 23 signal transition.

Conagra Brands is the packaged-food major (Birds Eye, Marie Callender's, Slim Jim, Duncan Hines, Reddi-wip) at $14.16 with $7.2B market cap. -18% YTD, -22% TTM at 21% of 52w range. Q4 EPS $0.47 beat 3% but Q1 EPS -$3.37 reflects annual-cycle noise. Multiple new EVP appointments in September (Held, Dexter, Raine, Elliott) signal management transition.

The tension in one line:

  • Beat cadence intact: Q4 EPS $0.47 +3%, Q3 $0.39 -3%, Q2 $0.45 +3.2%, Q1 $0.39 +17% — three of four positive beats; 2027 analyst EPS $1.45 implies 10x forward.
  • Value/dividend framing: 13.6% FCF yield underwrites the setup, Barron's 'Safer September DiviDog' framing captures the income-defensive angle.
  • Management transition: EVP Chief Admin Officer Amy Held (Sept 17), EVP President Grocery & Snacks Jill Dexter (Sept 9), EVP Chief Growth Officer Burke Elliott (Sept 9) all filed initial Form 3s — a broad C-suite refresh under CEO leadership.

The bull path is Sept 30 Q1 print ($0.28 EPS est) beating on organic revenue growth. The bear path is another category-decline quarter driving further multiple compression. 2028 EPS $1.50 implies 9x forward — deep value if turnaround executes.

What to watch: Sept 30 Q1 print ($0.28 EPS est) — organic revenue growth trajectory, gross-margin, and any FY27 guide revision. New EVP hires strategic priorities. Category-share commentary vs GIS/K.

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

management transition

Read the AI verdict on $CAG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Packaged food manufacturer selling grocery and frozen brands including Healthy Choice, Slim Jim, Birds Eye, and Angie's Boomchickapop.

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

Volume pressure from GLP-1 drug adoption (users reporting lower appetite and calorie intake) is a structural emerging headwind for snack, confection, and beverage categories. Pricing power from 2021–2023 input cost pass-throughs is normalizing as commodity costs moderate, shifting the growth requirement back to volume — precisely where GLP-1 headwinds are sharpening.

What this means for $CAG

Partial — REIT cash flows tied to occupancy, rent growth, and cap rate environment; Conagra Brands, Inc.

Industry benchmark

13-name peer basket
+21.0%YTD
+13.8%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 $0.28

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.1.3×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.21%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.-5.8%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.-10.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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.

+ 33 other (14 inkinds · 10 exempts · 9 awards) in window

See when $CAG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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-KShareholder voteSep 288-K — Item 5.07: Shareholder vote
AI summary

Conagra Brands held its Annual Meeting on September 23, 2026, at which shareholders voted on routine governance matters. All 11 director nominees were elected with 'For' votes ranging from ~281 million to ~287 million out of ~384 million total shares voted (including 92.4 million broker non-votes). This is a routine annual meeting disclosure with standard vote outcomes; no contested elections or significant shareholder proposals are visible from the excerpt.

3New insider — initial holdingsSep 173
AI summary

Amy C. Held, newly appointed EVP & Chief Admin. Officer of Conagra Brands (CAG), filed a Form 3 initial beneficial ownership statement dated September 17, 2026 (event date September 14, 2026). No securities are currently beneficially owned per this initial filing. This is a routine Form 3 for a new senior officer; immaterial to CAG's float or stock price.

3New insider — initial holdingsSep 93
AI summary

Burke Elliott Raine, EVP and Chief Growth Officer at Conagra Brands (CAG), filed a Form 3 initial beneficial ownership statement dated September 9, 2026 (event date September 8, 2026). Reported direct ownership: 43,970 common shares plus RSU tranches totaling 78,951 shares vesting between May 2027 and July 2029 across four grants. This is a standard Form 3 for a new senior executive, reflecting a long-term RSU compensation structure; immaterial to CAG's overall float.

3New insider — initial holdingsSep 93
AI summary

Jill Kristen Dexter, EVP & President G&S (Grocery & Snacks) at Conagra Brands (CAG), filed a Form 3 initial beneficial ownership statement dated September 9, 2026 (event date September 8, 2026). Reported direct ownership: 11,715 common shares plus three RSU tranches totaling 32,283 shares vesting between July 2027 and July 2029. This is a routine Form 3 for a new officer; immaterial to CAG equity.

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.

+ 16 other (6 13Gs · 3 proxys · 3 8-Ks · 1 ARS) in window

Recent news

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

Conagra Brands's Next Earnings Report on Sep. 30 2026 Could Send the Stock Soaring. Here's Why.fool.com·1d agoConagra Brands Readies for Q1 Earnings: What to Expect From CAG Stock?zacks.com·1d agoBuy 5 Barron's Better Bets (Than T-Bills) Out Of 11 'Safer' September DiviDogsseekingalpha.com·3d agoConagra Brands: The Next Earnings Report Could Change Everythingseekingalpha.com·4d agoInsights Into Conagra Brands (CAG) Q1: Wall Street Projections for Key Metricszacks.com·4d ago

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Voices on X · last 7 days

No standout posts about $CAG on X in the last 7 days.

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