CAG

General Mills, Inc. GIS screens cheaply, but the valuation debate is not simple. The stock’s low multiple reflects a company still working through weak category demand, cautious consumers and pressured margins.The question is whether cash generation and cost savings can carry the stock until sales improve. For now, the answer depends on how quickly topline stabilization becomes visible. GIS trades at roughly 11.5X forward 12-month earnings. That is below the Zacks sub-industry at about 14.5X, the broader sector near 17.1X and the S&P 500 at about 21.2X.The discount also shows up against General Mills’ own history. Its forward price-to-earnings multiple is below a five-year median near 15.0X, while its trailing enterprise value-to-EBITDA multiple of 9.6X sits under a five-year median of 12.1X.That makes GIS cheaper than many consumer staples alternatives on earnings. Conagra Brands, Inc. CAG is a relevant packaged food peer for investors weighing demand softness and promotional intensity across center-store categories. General Mills, Inc. price-consensus-eps-surprise-chart | General Mills, Inc. Quote The discount exists for clear reasons. Fiscal 2026 organic net sales fell 2%, while total net sales declined 5% to $18.4 billion, partly reflecting divestitures and acquisitions.North America Retail remains a key pressure point. The segment’s full-year net sales fell 11% to $10.6 billion and organic net sales declined 3%, even though the company held or gained pound share in 65% of its top 10 U.S. categories.Promotional activity is another drag. Consumers bought more on promotion and less at everyday prices, limiting the benefit of volume recovery. The Kraft Heinz Company KHC, a global food and beverage company with many mature brands, offers another comparison point for investors evaluating how large food companies manage value, pricing and brand support. General Mills expects free cash flow conversion of approximately 95% of adjusted after-tax earnings in fiscal 2027. That target matters because cash flow gives management room to fund dividends, repurchases and reinvestment without relying only on near-term profit growth.The company returned $1.3 billion through dividends and $500 million through net share repurchases in fiscal 2026. That record of cash return helps separate GIS from a weaker value-trap profile.Cash flow also supports brand spending. General Mi...

Wall Street analysts expect Conagra Brands (CAG) to post quarterly earnings of $0.46 per share in its upcoming report, which indicates a year-over-year decline of 17.9%. Revenues are expected to be $2.88 billion, up 3.4% from the year-ago quarter. The current level reflects an upward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock. While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights. Bearing this in mind, let's now explore the average estimates of specific Conagra Brands metrics that are commonly monitored and projected by Wall Street analysts. The consensus estimate for 'Sales- Grocery & Snacks' stands at $1.15 billion. The estimate indicates a year-over-year change of -0.2%. The average prediction of analysts places 'Sales- Foodservice' at $306.25 million. The estimate points to a change of +9.5% from the year-ago quarter. According to the collective judgment of analysts, 'Sales- International' should come in at $233.68 million. The estimate suggests a change of +1.6% year over year. Analysts predict that the 'Sales- Refrigerated & Frozen' will reach $1.19 billion. The estimate suggests a change of +5.7% year over year. Analysts expect 'Price/Mix - Foodservice' to come in at 3.2%. The estimate is in contrast to the year-ago figure of 3.3%. Analysts forecast 'Price/Mix - International' to reach 0.8%. Compared to the current estimate, the company reported 4.7% in the same quarter of the previous year. Based on the collective assessment of analysts, 'Adjusted Operating Profit (loss)- Grocery & Snacks' should arrive at $215.69 million. Compared to the present estimate, the company reported $225.60 million in the same quarter last year. The combined assessment of analysts suggests that '...

Wall Street expects a year-over-year decline in earnings on higher revenues when Conagra Brands (CAG) reports results for the quarter ended May 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on July 15, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This company is expected to post quarterly earnings of $0.46 per share in its upcoming report, which represents a year-over-year change of -17.9%. Revenues are expected to be $2.88 billion, up 3.4% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.22% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is si...

Conagra Brands, Inc. (CAG), headquartered in Chicago, Illinois, operates as a consumer-packaged goods food company. Valued at $6.4 billion by market cap, the company offers meals, entrees, condiments, sides, snacks, specialty potatoes, milled grain ingredients, dehydrated vegetables and seasonings, and blends and flavors. The packaged food company is expected to announce its fiscal fourth-quarter earnings for 2026 before the market opens on Wednesday, Jul. 15. Ahead of the event, analysts expect CAG to report a profit of $0.46 per share on a diluted basis, down 17.9% from $0.56 per share in the year-ago quarter. The company beat the consensus estimates in two of the last four quarters while missing the forecast on two other occasions. Palantir Stock Crashes to a 52-Week Low: Why It’s Time to Buy the Dip. Corning Stock Skyrockets on AI-Related Demand, Spurring Unusual Call Option Buying Nasdaq Futures Gain After Brutal Tech Selloff, Micron Earnings in Focus Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For the full year, analysts expect CAG to report EPS of $1.70, down 26.1% from $2.30 in fiscal 2025. Its EPS is expected to fall 4.7% year over year to $1.62 in fiscal 2027. CAG stock has considerably underperformed the S&P 500 Index’s ($SPX) 20.8% gains over the past 52 weeks, with shares down 36.6% during this period. Similarly, it notably underperformed the State Street Consumer Staples Select Sector SPDR ETF’s (XLP) 3.8% gains over the same time frame. On Apr. 1, CAG shares closed down by 1.3% after reporting its Q3 results. Its revenue was $2.79 billion, surpassing analyst estimates of $2.76 billion. The adjusted EPS of $0.39 missed analyst expectations by 2.6%. Analysts’ consensus opinion on CAG stock is cautious, with a “Hold” rating overall. Out of 17 analysts covering the stock, one advises a “Strong Buy” rating, 11 give a “Hold,” one recommends a “Moderate Sell,” and four suggest a “Strong Sell.” CAG’s average analyst price target is $13.93, indicating a potential upside of 2.4% from the current levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational p...

Conagra Brands' (CAG) fiscal fourth-quarter results are largely expected to meet Wall Street's estim

CHICAGO, June 9, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) will release its fiscal 2026 fourth quarter and full year results on Wednesday, July 15, 2026. A press release and supplemental materials, including pre-recorded remarks, will be issued that morning prior to a 30-minute live question-and-answer session with the investment community at 9:30 a.m. ET. The pre-recorded remarks, transcript, press release, presentation slides, and live audio Q&A can be accessed at conagrabrands.com/investor-relations under Events & Presentations. The live audio Q&A can also be accessed by dialing 1-877-883-0383 for participants in the U.S. and 1-412-902-6506 for all other participants using passcode: 4873871. Please dial in 10 to 15 minutes prior to the call start time. About Conagra BrandsConagra Brands, Inc. (NYSE: CAG), is one of North America's leading branded food companies. We combine a 100-year history of making quality food with agility and a relentless focus on collaboration and innovation. The company's portfolio is continuously evolving to satisfy consumers' ever-changing food preferences. Conagra's brands include Birds Eye®, Duncan Hines®, Healthy Choice®, Marie Callender's®, Reddi-wip®, Slim Jim®, Angie's® BOOMCHICKAPOP®, and many more. As a corporate citizen, we aim to do what's right for our business, our employees, our communities and the world. Headquartered in Chicago, Conagra Brands generated fiscal 2025 net sales of nearly $12 billion. For more information, visit www.conagrabrands.com. For more information, please contact:MEDIA: [email protected] INVESTORS: [email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/conagra-brands-to-release-fiscal-2026-fourth-quarter-and-full-year-earnings-on-july-15-2026-302795197.html

US food producers including General Mills (GIS) and J.M. Smucker (SJM) may see their fiscal 2027 ear

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Conagra Brands (CAG) is back in focus after its latest quarterly report, where revenue came in slightly ahead of estimates, but earnings missed, margins tightened, and full year adjusted EPS guidance was cut. See our latest analysis for Conagra Brands. That weaker quarter and cut to adjusted EPS guidance have coincided with fading momentum, with the share price down 7.28% over 30 days and 26.38% over 90 days. This has contributed to a 33.49% decline in 1 year total shareholder return and a 53.19% drop over 5 years. If this kind of reset in expectations has you looking beyond packaged foods, it could be a moment to scan for other opportunities using our screener for 20 top founder-led companies With Conagra shares falling sharply and the stock now trading at a reported discount to both analyst targets and some intrinsic value estimates, the key question is whether this reset is an entry point or if the market is correctly pricing limited future growth. At a last close of $13.76 against a narrative fair value of $16.01, Conagra Brands is framed as undervalued, with that gap pinned to future margin and cash conversion expectations. Read the complete narrative. Want to see how modest revenue assumptions can still support a higher fair value? The narrative leans heavily on margin repair and richer earnings power. Curious which profit and valuation hurdles it assumes Conagra clears to close that price gap? Result: Fair Value of $16.01 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on inflation and tariffs remaining manageable, as well as on Conagra avoiding further profit margin pressure from supply chain costs or regulatory changes. Find out about the key risks to this Conagra Brands narrative. While the narrative fair value of $16.01 points to upside, the current P/S of 0.6x looks very similar to the US Food industry average of 0.7x and below a fair ratio of 0.8x. That hints at some potential upside, but also suggests the discount may not be as clear cut. For investors weighing how much confidence to place in this type of comparison, See what the numbers say about this price — find out in our valuation breakdown. With mixed signals on value and sentiment, it makes sense to look at the un...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Conagra Brands is in focus after an updated fair value estimate moved from US$18.75 to US$16.01, a reduction of about 15% in the modelled target. This shift lines up with a split analyst narrative, where more cautious views emphasize earnings risk and balance sheet pressure, while supportive voices point to guidance reaffirmation and valuation support. As you read on, you will see how these competing arguments shape the evolving story and what to watch if you are tracking this stock. Stay updated as the Fair Value for Conagra Brands shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Conagra Brands. At the 2026 CAGNY conference, Bernstein highlighted Conagra’s reaffirmed guidance and higher free cash flow conversion expectations, which stood out against cuts at some peers and supported a more constructive view on execution. Morgan Stanley and Wells Fargo both lifted their Conagra price targets in February 2026, to US$19 and US$20 respectively, reflecting research that pointed to modestly higher estimates and sector-level recalibration. From late March into April 2026, several firms including Deutsche Bank, TD Cowen, JPMorgan, BofA, UBS, Barclays, RBC Capital, Goldman Sachs, Evercore ISI, Stifel and Morgan Stanley cut price targets, signaling increased caution on valuation and earnings risk. Wells Fargo shifted its rating on Conagra to Underweight in March 2026 with a reduced price target of US$15, citing higher leverage, a tight dividend payout profile and earnings risk as factors that could pressure the stock relative to peers. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! We've flagged 2 risks for Conagra Brands. See which could impact your investment. Target plans to require all cereals on its shelves to be made without certified synthetic colors by the end of May, a policy that could influence product formulations for packaged food suppliers such as Conagra Brands. Conagra's Board approved Amended and Restated Bylaws effective May 5, 2026, allowing virtual stockholder meetings under Delaware law an...

CHICAGO, May 4, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) today announced the publication of its Fiscal 2025 Citizenship Report, highlighting key initiatives and actions that support Conagra's employees, the communities it serves and the health of the planet. Conagra's Citizenship approach is centered around four pillars—Good Food, Responsible Sourcing, Better Planet and Stronger Communities—that guide how the company creates value while operating responsibly. "Our Citizenship work is integral to how we run and grow our business—strengthening our brands, supporting our people and communities, and operating responsibly," said Sean Connolly, president and chief executive officer of Conagra Brands. "We're striving to make measurable progress and help build a more sustainable and resilient future." "We're focused on embedding sustainability into our strategy and operations by prioritizing the issues where we can have the greatest impact and being transparent about our progress," said Christine Daugherty, vice president of sustainability, Conagra Brands. "This year's report includes an updated view of our priority topics, reflecting the issues that matter most to our stakeholders and our business." Highlights from the Fiscal 2025 report across Conagra's four Citizenship pillars include: Good Food: Conagra is dedicated to making safe, delicious and nutritious foods that fulfill the needs of modern consumers, while providing them with access to the information they want and need to make informed decisions about what they eat. Advanced consumer choice by introducing new front-of-pack communication on select products—including Healthy Choice being the first major brand to communicate "GLP-1 Friendly" on the front of pack in fiscal 2025. 100% of Conagra production facilities completed Global Food Safety Initiative (GFSI)-recognized certification, reinforcing a strong food safety culture and recall readiness. Expanded product transparency with approximately 7,500 SmartLabel® pages live across more than 3,600 unique products, providing easier access to detailed product information. Responsible Sourcing: Conagra approaches the sourcing of ingredients and packaging materials thoughtfully. The company considers the potential environmental and social impacts of its products throughout their lifecycle and seeks to support circularity through regenerative agricult...

A month has gone by since the last earnings report for Conagra Brands (CAG). Shares have lost about 8.7% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Conagra Brands due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Conagra Brands before we dive into how investors and analysts have reacted as of late. Conagra Brands reported third-quarter fiscal 2026 results, wherein the top and bottom lines declined year over year, and earnings missed the Zacks Consensus Estimate despite the company posting organic sales growth. Results reflected improving volume trends, particularly in frozen and snacks categories, partly offset by inflationary pressures, divestiture impacts and margin contraction. Conagra narrowed its guidance for fiscal 2026. Conagra’s adjusted earnings per share (EPS) for the quarter were 39 cents, missing the Zacks Consensus Estimate of 40 cents. The bottom line dropped 23.5% year over year, primarily due to lower adjusted gross profit and continued cost inflation pressures. Net sales decreased 1.9% year over year to $2,787.8 million, but came in slightly above the Zacks Consensus Estimate of $2,767 million. The decline reflected a 4.8% headwind from M&A, partly offset by a 2.4% increase in organic net sales and a 0.5% favorable currency impact. Organic net sales rose 2.4%, backed by a 1.9% improvement in price/mix and a 0.5% rise in volumes. Management highlighted gains in volume share across categories such as frozen meals, vegetables, snacks, hot cocoa, seeds and pudding. Our model suggested organic sales would increase 1.2% in the third quarter. Adjusted gross profit declined 6.3% to $660 million, while adjusted gross margin contracted 112 basis points to 23.7%, as productivity gains were more than offset by inflation, unfavorable operating leverage and divestiture-related impacts. Our model projected adjusted gross margin contraction of about 160 basis points to 23.2%. Adjusted SG&A expenses increased 6.4% to $364 million, reflecting higher advertising and promotional investments. Adjusted EBITDA declined 14.9% to $437 million. Grocery & Snacks: Net sales declined 6.3% year over year to about $1.2 billion due to an 8.1% M&A he...

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