Conagra Brands

Conagra Brands Inc Q3FY26 (CAG) Inflation & volumes weigh on margins

Highlights of the report

Conagra Brands Inc Q3FY26 -CAG has a strong but low-growth profile with 94% U.S. household reach, free cash flow conversion of about 105% and net debt reduction of around $800mn, but performance is constrained by mature categories and weak underlying demand.

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Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company primarily in the United States.

In FY26, CAG expects organic sales to be in the range of -1% to 1%. The adj. operating margin is expected to be in the range of 11.0% to 11.5% and adj. EPS is expected to be in the range of $1.70 to $1.80.

The stock gave returns of -15.2% for 3 months as weak volumes and high inflation pressured margins.

 Executive Summary

• CrispIdea Forecast

– Income Statement

– Balance Sheet

– Cash Flow

– Common Size Ratio Analysis

– CrispIdea Segment Forecast

• Valuation & Historical Performance

– P/E Analysis

– CrispIdea Valuation

– Peer Comparison

– Ratio Analysis

– Economic Value-Added Analysis

– Du Pont Analysis

– CrispIdea Forecast Relative to Consensus

– Consensus Momentum

– Segment Performance

– Key Developments

– M&A Deals

• Ownership

• Stock Price Performance

• Crispidea Coverage

Report details

Conagra Brands Inc Q3FY26 (CAG) Inflation & volumes weigh on margins

Price

$216.00

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