CAG · 10-K · 2026A · Full report

Market Demand Trends - Foodservice

CONAGRA BRANDS INC. · 2026-07-15 · Importance 18 · Surprise 14

The 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 soft but generally stable commercial traffic. The inclusion of a 53rd week contributed a 2.0% uplift to fiscal 2026 net sales versus fiscal 2025. Management estimates fiscal 2025 Foodservice sales were modestly reduced (~$3 million) by temporary manufacturing disruptions in the Hebrew National business. The segment shows price-led revenue resilience but continued sensitivity in volumes driven by commercial traffic.

Key facts