CAG · Consumer
CONAGRA BRANDS INC.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-08-08
- Capital Return ProgramImportance 60 · Surprise 74Conagra declared a quarterly dividend of $0.175 per share during the reported period. Third-party coverage stated that the company had cut its dividend in half, making the reduced payout part of its capital-allocation…
News · 2026-08-07
- Capital Return ProgramImportance 60 · Surprise 74Conagra declared a quarterly dividend of $0.175 per share during the reported period. Third-party coverage stated that the company had cut its dividend in half, making the reduced payout part of its capital-allocation…
- Revenue Performance and MixImportance 54 · Surprise 40Conagra reported total annual revenue of 195.90 billion MXN, with the United States contributing 179.48 billion MXN. Refrigerated & Frozen generated 80.60 billion MXN, down from 90.71 billion MXN in the prior year. The…
- Product Launch and TransitionImportance 31 · Surprise 42Conagra Brands Canada launched Marigold, a chef-inspired line of frozen Indian entrées and cooking sauces developed with Indian chefs and prepared in Canada. The initial portfolio includes halal-certified single-serve…
News · 2026-08-06
- Revenue Performance and MixImportance 54 · Surprise 40Conagra reported total annual revenue of 195.90 billion MXN, with the United States contributing 179.48 billion MXN. Refrigerated & Frozen generated 80.60 billion MXN, down from 90.71 billion MXN in the prior year. The…
- Product Launch and TransitionImportance 31 · Surprise 42Conagra Brands Canada launched Marigold, a chef-inspired line of frozen Indian entrées and cooking sauces developed with Indian chefs and prepared in Canada. The initial portfolio includes halal-certified single-serve…
News · 2026-08-05
- Capital Return ProgramImportance 60 · Surprise 74Conagra declared a quarterly dividend of $0.175 per share during the reported period. Third-party coverage stated that the company had cut its dividend in half, making the reduced payout part of its capital-allocation…
- Revenue Performance and MixImportance 54 · Surprise 40Conagra reported total annual revenue of 195.90 billion MXN, with the United States contributing 179.48 billion MXN. Refrigerated & Frozen generated 80.60 billion MXN, down from 90.71 billion MXN in the prior year. The…
- Macroeconomic Consumer PressureImportance 31 · Surprise 42Third-party reporting says Conagra’s fiscal 2027 pricing push is intended to support margins amid elevated inflation. The reporting also identifies frozen-food price elasticity as a risk to volumes and earnings. It…
News · 2026-08-04
- Capital Return ProgramImportance 60 · Surprise 74Conagra declared a quarterly dividend of $0.175 per share during the reported period. Third-party coverage stated that the company had cut its dividend in half, making the reduced payout part of its capital-allocation…
- Revenue Performance and MixImportance 54 · Surprise 40Conagra reported total annual revenue of 195.90 billion MXN, with the United States contributing 179.48 billion MXN. Refrigerated & Frozen generated 80.60 billion MXN, down from 90.71 billion MXN in the prior year. The…
- Product Launch and TransitionImportance 31 · Surprise 42Conagra Brands Canada launched Marigold, a chef-inspired line of frozen Indian entrées and cooking sauces developed with Indian chefs and prepared in Canada. The initial portfolio includes halal-certified single-serve…
10-K · 2026-07-15
- Goodwill and Intangible ImpairmentsImportance 96 · Surprise 100As of May 31, 2026, Conagra reported goodwill of $8.12 billion, indefinite-lived intangibles of $1.25 billion and definite-lived intangibles of $577.4 million and recorded a $2.38 billion goodwill impairment in its…
- Segment ProfitabilityImportance 67 · Surprise 66Segment operating profit for Refrigerated & Frozen declined 25.5% to $485.6 million in fiscal 2026 from $651.7 million in fiscal 2025. The decrease reflected a $133.6 million decline in gross profit driven by lower…
- Income Tax Rate ChangesImportance 59 · Surprise 82Income tax expense was $91.8 million in fiscal 2026 compared to $3.7 million in fiscal 2025, driving an effective tax rate (inclusive of equity method earnings) of approximately (5.0)% in 2026 versus 0.3% in 2025.…
- Acquisitions and DivestituresImportance 58 · Surprise 42The Company recognized a net gain of $42.2 million ($20.6 million after-tax loss) associated with the divestiture of its Chef Boyardee® and frozen fish businesses in fiscal 2026. Proceeds from those disposals generated…
- Outstanding IndebtednessImportance 58 · Surprise 42During the first quarter of fiscal 2026 Conagra issued $500.0 million of 5.00% senior unsecured notes due August 1, 2030 and $500.0 million of 5.75% senior unsecured notes due August 1, 2035, using proceeds to repay…
- Pension and Postretirement IncomeImportance 54 · Surprise 66Pension and postretirement non-service income was $45.9 million in fiscal 2026, an increase of $20.0 million versus fiscal 2025. Fiscal 2026 benefited from lower interest costs due to a partial transfer of U.S. defined…
- Liquidity and Cash PositionImportance 49 · Surprise 6Management believes existing cash balances, operating cash flows, credit facilities, and access to capital markets provide sufficient liquidity to meet debt obligations, working capital needs, planned capex and…
- Capital ExpendituresImportance 48 · Surprise 24Conagra invested capital in its operating facilities with capital expenditures of $423.4 million in fiscal 2026 and plans preliminary capital expenditures of approximately $550 million for fiscal 2027. The company…
- Equity Method Investment EarningsImportance 47 · Surprise 48The Company's share of earnings from equity method investments, primarily the Ardent Mills joint venture, decreased to $140.7 million in fiscal 2026 from $182.4 million in fiscal 2025, a decline of $41.7 million (about…
- Capital Return ProgramImportance 43 · Surprise 6The Company repurchased 0.8 million shares of common stock in fiscal 2026 for an aggregate $15.0 million under a board-authorized repurchase program with $837.6 million remaining authorization as of May 31, 2026. Cash…
- Supply Chain ConstraintsImportance 41 · Surprise 42Conagra disclosed temporary manufacturing disruptions in its Hebrew National business that negatively affected fiscal 2025 net sales by an estimated $24 million during the key grilling season and reduced gross profits…
- Guidance / OutlookImportance 35 · Surprise 30Management indicates it will continue to evaluate macroeconomic conditions and take actions to mitigate impacts on the business, including productivity initiatives, tariff mitigation, and pricing. The company expects…
- Marketing CostsImportance 19 · Surprise 6Conagra recognizes advertising, trade promotions and consumer incentives primarily as a reduction of revenue and records these liabilities based on estimated redemption and customer practices. The company had trade…
- Product Launch and TransitionImportance 18 · Surprise 14Conagra states its portfolio is continuously evolving and lists flagship brands including Birds Eye, Duncan Hines, Healthy Choice, Marie Callender’s, Reddi-wip, Slim Jim and Angie’s BOOMCHICKAPOP. Fiscal 2026 Grocery &…
- FX / Currency HeadwindsImportance 18 · Surprise 14International segment net sales in fiscal 2026 reflected a 4.2% decline in organic volume, partially offset by a 3.2% favorable impact from foreign exchange and a 1.7% increase in organic price/mix versus fiscal 2025.…
- Market Demand Trends - FoodserviceImportance 18 · Surprise 14The Foodservice segment delivered a 1.9% increase in net sales in fiscal 2026 driven by a 3.6% increase in organic price/mix, largely due to inflation-justified pricing, while organic volume declined 2.2% reflecting…
- Recent Accounting PronouncementsImportance 17 · Surprise 24Conagra discloses several recently issued FASB standards that will affect disclosures and accounting policy: ASU 2024-03 (Disaggregation of Income Statement Expenses), effective for fiscal years beginning after…
- Market Demand TrendsImportance 10 · Surprise 6Conagra cites weak consumer sentiment, inflation, commodity cost fluctuations, supply chain pressures, and trade/regulatory uncertainty as principal demand drivers impacting fiscal 2026 and expected into fiscal 2027.…