Citable filing context
CAG's research view summarizes recent SEC filing context, starting with earnings from Sep 30, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 30, 2026 | earnings | Conagra Brands reported first quarter fiscal 2027 net sales of $2.6 billion and diluted EPS of $0.36. |
| Sep 28, 2026 | other | Conagra Brands held its annual meeting of shareholders on September 23, 2026, to vote on director elections and proposals. |
| Jul 28, 2026 | debt_offering | Conagra Brands completed a public offering of $500 million in 5.400% senior notes due 2031. |
| Sep 30, 2026 | Guidance: adjusted_eps | 1.40 to 1.50 |
| Sep 30, 2026 | Guidance: adjusted_operating_margin | 10.00 to 10.50 |
| Sep 30, 2026 | Guidance: organic_net_sales_growth | -3.00 to -1.00 |
| Sep 30, 2026 | mda_quarterly | Conagra Brands reported net sales of $2,595.9 million for the first quarter of fiscal 2027, a 1.4% decrease year-over-year, driven by weak consumer sentiment and price elasticity. Gross profit fell to $618.7 million due to input cost inflation, higher logistics and fuel costs, and unfavorable operating leverage, though partially offset by supply chain productivity. Diluted EPS rose to $0.36, supported by lower income tax expenses and a surge in equity method investment earnings from Ardent Mills to $50.4 million. Segment performance was mixed: Grocery & Snacks sales fell 2.6% (organic volume down 5.4%) and Refrigerated & Frozen sales declined 2.1%, while Foodservice sales grew 3.2% on a 2.5% volume increase. To optimize operations, Conagra initiated "Project Catalyst," a multi-year transformation program, alongside ongoing frozen fried chicken supply chain restructuring. Liquidity remains supported by a $2.0 billion revolving credit facility and the issuance of $500 million in 5.40% senior notes, with plans to retire $762.5 million in notes maturing in October 2026. Key risks include ongoing consumer price sensitivity and significant litigation outlays, including $44.3 million paid in the quarter for Pam cooking spray product liability claims. |
| Jul 15, 2026 | business | Conagra Brands is a Chicago-based consumer packaged goods company operating through four primary segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. Its portfolio features well-known brands such as Birds Eye, Duncan Hines, Healthy Choice, Marie Callender’s, Reddi-wip, Slim Jim, and Angie’s BOOMCHICKAPOP. The company competes in highly saturated retail and foodservice markets, relying on product innovation, brand loyalty, and quality to maintain its competitive position. Financial performance is sensitive to commodity price volatility, including raw materials, packaging, and energy costs. Conagra manages these risks through productivity initiatives, pricing strategies, and derivative hedging. The company faces intense competition from both established branded food manufacturers and private-label alternatives. A significant concentration risk exists regarding its customer base, as Walmart and its affiliates accounted for approximately 29% of consolidated net sales in recent fiscal years. Operations are subject to extensive federal and international regulation regarding food safety, labeling, and environmental compliance. The company also maintains a significant intellectual property portfolio, including various licensing arrangements for brands like P.F. Chang’s and Wendy’s. With approximately 17,400 employees, Conagra manages a complex human capital strategy that includes significant collective bargaining representation and a focus on safety and talent development. |
Source: SEC EDGAR filing text and events; period Sep 30, 2026; filed Sep 30, 2026.
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