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Conagra Brands, Inc. Stock Price

NYSE:CAG Community·US$7.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 97 Fair Values set on narratives written by author

CAG Share Price Performance

US$15.43
-3.95 (-20.38%)
US$14.59
Fair Value
US$15.43
-3.95 (-20.38%)
5.7% overvalued intrinsic discount
US$14.59
Fair Value
Price US$15.43
AnalystConsensusTarget US$14.59
AnalystHighTarget US$19.60
AnalystLowTarget US$12.00

CAG Community Narratives

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Fair Value US$14.59 5.7% overvalued intrinsic discount

Stable Supply Chains And Productivity Will Deliver Future Success

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38users have followed this narrative
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Fair Value US$19.6 21.3% undervalued intrinsic discount

Urban Lifestyles And Wellness Trends Will Redefine Ready Meals

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5users have followed this narrative
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Fair Value US$12 28.6% overvalued intrinsic discount

Changing Consumer Habits Will Weaken Frozen And Packaged Sales

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5users have followed this narrative
US$14.59
5.7% overvalued intrinsic discount
Profit Margin
7.35%
Future PE
10.39x
Price in 2029
US$18.01

Trending Discussion

No trending discussion available.

Updated Narratives

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

Fair Value: US$12 28.6% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CAG: CEO Earnings Rebase And Dividend Reset Will Support Future Re Rating

Fair Value: US$19.6 21.3% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CAG: Inflation Pressures And Dividend Risk Will Test Future Margin Discipline

Fair Value: US$14.59 5.7% overvalued intrinsic discount
38 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with moderate growth potential.

2 Risks
3 Rewards

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
n/a
-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 Jul 23

Conagra: Six Years Of Volume Declines Can't Be Fixed With Pricing

Summary Conagra Brands trades at ~10x FY27 earnings with a 4.7% yield after a necessary dividend cut but faces persistent volume declines and margin pressure. FY27 will be another repair year: organic volumes are set to fall for a sixth consecutive year, operating margin guidance is 10–10.5%, and adjusted EPS is expected to decline. Management is raising prices and investing in advertising and supply chain, but these moves may not offset underlying demand weakness or reverse the multi-year volume slide. Despite some strategic steps and portfolio simplification plans, CAG’s valuation is not compelling relative to peers given ongoing uncertainty and leverage concerns. Read the full article on Seeking Alpha

Recent updates

No updates