CAG Stock Recent News

CAG's Q4 earnings are likely to have been impacted by cost inflation, weak foodservice demand and FX headwinds.

Conagra Brands (CAG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Conagra Brands, Inc. CAG will release earnings results for the fourth quarter, before the opening bell on Thursday, July 10.

Conagra Brands + General Mills +1.295 (+2.56%) 10 Jul

CHICAGO , June 30, 2025 /PRNewswire/ -- Today Conagra Brands, Inc. (NYSE: CAG) announced that it has completed the divestiture of the Van de Kamp's® and Mrs. Paul's® brands to High Liner Foods.

When the economy is barreling toward a recession, investors' first line of defense might be to abandon ship altogether.

Conagra Brands offers stable free cash flow, attractive dividend yield, and ongoing portfolio optimization. Current valuation appears cautious, but free cash flow yield suggests the stock may be undervalued. Key risks include supply chain disruptions, commodity price volatility, and potential tariff impacts, but strategic investments and divestitures support long-term growth.

CHICAGO , June 25, 2025 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) announced that it will reach an important milestone in the company's long-standing portfolio modernization strategy by completing the removal of certified Food, Drug & Cosmetic colors ("FD&C colors") from its U.S. frozen product portfolio by the end of 2025. This milestone represents yet another important achievement in Conagra's multi-year journey to innovate and modernize products to meet evolving consumer trends.

Initiating Strong Buy with $35 PT as the market over-discounts Conagra's resilient cash flow and margin defensiveness amid structural headwinds and negative sentiment. Our thesis hinges on underestimated productivity gains, disciplined capital allocation, and brand share resilience, positioning CAG for margin normalization and equity re-rating. We model conservative FY26 EPS of $1.85, factoring in persistent inflation, tariff risk, and supply chain drag, supporting a 19x P/E valuation versus Street optimism.

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