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Conagra Brands, Inc. Stock Price

NYSE:CAG Community·US$7.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 103 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CAG Share Price Performance

US$14.70
-4.74 (-24.38%)
​
US$14.59
Fair Value
US$14.70
-4.74 (-24.38%)
Fairly Valued intrinsic discount
US$14.59
Fair Value
Price US$14.70
AnalystConsensusTarget US$14.59
AnalystHighTarget US$19.60
AnalystLowTarget US$12.00
Wed, 17 Jun 26
Fair ValueUS$14.59
Share Pricen/a

CAG Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$14.59 Fairly Valued intrinsic discount

Stable Supply Chains And Productivity Will Deliver Future Success

0users have liked this narrative
0users have commented on this narrative
40users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$19.6 25.0% undervalued intrinsic discount

Urban Lifestyles And Wellness Trends Will Redefine Ready Meals

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$12 22.5% overvalued intrinsic discount

Changing Consumer Habits Will Weaken Frozen And Packaged Sales

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
CAG logo
Conagra Brands
22.5% overvalued intrinsic discount

Changing Consumer Habits Will Weaken Frozen And Packaged Sales

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AN
AnalystLowTarget
AnalystLowTarget
Updated 15 Jul
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CAG logo
Conagra Brands
25.0% undervalued intrinsic discount

Urban Lifestyles And Wellness Trends Will Redefine Ready Meals

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 1 Jul
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CAG logo
Conagra Brands
Fairly Valued intrinsic discount

Stable Supply Chains And Productivity Will Deliver Future Success

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 17 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
CAG logo

CAG: Dividend Reset Risk Will Define Cautious Outlook Under New Leadership

Fair Value: US$12 22.5% overvalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CAG logo

CAG: CEO Earnings Rebase And Dividend Reset Will Support Future Re Rating

Fair Value: US$19.6 25.0% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CAG logo

CAG: Inflation Pressures And Dividend Risk Will Test Future Margin Discipline

Fair Value: US$14.59 Fairly Valued intrinsic discount
40 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with moderate growth potential.

2 Risks
3 Rewards
View Full Analysis

Conagra Brands, Inc. Key Details

US$11.3b

Revenue

US$8.6b

Cost of Revenue

US$2.7b

Gross Profit

US$4.6b

Other Expenses

-US$1.9b

Earnings

Last Reported Earnings
May 31, 2026
Next Reporting Earnings
Sep 30, 2026
-4.00
23.95%
-16.99%
110.5%
View Full Analysis

About CAG

Founded
1919
Employees
17400
CEO
John Brase
WebsiteView website
www.conagrabrands.com

Conagra Brands, Inc., together with its subsidiaries, operates as a branded consumer packaged goods food company primarily in the United States. The company operates in four segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks segment primarily offers shelf stable food products through various retail channels. The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels. The International segment offers food products in various temperature states through retail and foodservice channels outside of the United States. The Foodservice segment offers branded and customized food products, including meals, entrees, sauces, and various custom-manufactured culinary products packaged for restaurants and other foodservice establishments. The company sells its products under the Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, Slim Jim, and Angie’s BOOMCHICKAPOP brands. Conagra Brands, Inc. was incorporated in 1919 and is headquartered in Chicago, Illinois.

Recent CAG News & Updates

Seeking Alpha • Sep 03

Conagra: Leadership Changes Can't Hide A 25% Profit Collapse

Summary Conagra Brands, Inc. is rated Hold, as operational recovery remains unproven despite recent share price rebound and management changes. New CAG CEO John Brase is simplifying leadership, eliminating the COO role and taking direct oversight of Refrigerated & Frozen and Grocery & Snacks. Fiscal 2026 saw significant profit declines and nearly $3 billion in impairments, exposing margin and portfolio challenges in CAG’s core segments. CAG stock trades at a premium EV/EBITDA to peers despite weaker growth and margins, with valuation not compensating for ongoing risks. Read the full article on Seeking Alpha

Recent updates

No updates

Conagra Brands, Inc. Competitors

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Market cap: US$41.7b
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Hershey

Symbol: NYSE:HSY
Market cap: US$34.6b
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Kraft Heinz

Symbol: NasdaqGS:KHC
Market cap: US$29.2b
View more competitors

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