Company Dossier · Consumer Staples
Conagra Brands
- Russell 1000
What Conagra Brands is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to August 30, 2026: $11.2 billion, down 1.8% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 30, 2026: $0.88 billion, down 23% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to August 30, 2026: $0.40 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to May 31, 2026: $0.02 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 30, 2026): sentiment -0.20 on a −1 to +1 scale (negative), confidence 0.40 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 6 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed July 15, 2026): 3 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q3 2026: $0.5 million on the open market.SEC Form 4
- 784 institutional managers reported a position at June 30, 2026 (−8 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 1.U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 7, of which 3 read positive and 0 negative.Palanor headline tone
Risk events (12 months): 1 — latest OSHA inspection, Nov 24, 2025 →
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →Conagra Brands's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$0.5B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jul 21, 2026 | $500M | 5.400% | 2031 (5y) | +107bp | 5.443% |
| Jul 15, 2025 | $500M | 5.000% | 2030 (5y) | +102bp | 5.074% |
| Jul 15, 2025 | $500M | 5.750% | 2035 (10y) | +127bp | 5.761% |
From the pricing term sheets Conagra Brands filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Conagra Brands, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralGoogle's Parent Alphabet to Sign $1 Billion Nuclear Power Deal with Constellation (CAG)
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralQ1 2027 Conagra Brands, Inc. Earnings Call (Pre-Recorded) Transcript
gurufocus.com · via Marketaux · Oct 1, 2026
- NeutralA Look at Conagra Brands Inc (CAG) After 4.9% Decline -- GF Value $24.62 vs Price $13.44
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralConagra Brands, Inc. (CAG) Q1 2027 Earnings Call Transcript
seekingalpha.com · via Marketaux · Sep 30, 2026
- PositiveConagra Brands (CAG) Shares Rise 3% Premarket After Q1 Earnings Beat Expectations
gurufocus.com · via Marketaux · Sep 30, 2026
- PositiveConagra Brands (CAG) Q1 Beats Estimates; Market Pricing Reflects Low Growth Expectations
gurufocus.com · via Marketaux · Sep 30, 2026
- PositiveIs Conagra Brands Inc (CAG) Undervalued After Q1 Earnings Beat? EPS at $0.36 vs. $0.30 Estimate, GF Score: 64/100
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (CONAGRA BRANDS, INC.)third_quarter 2026 · $0.1 million
- Sep 28, 20268-KShareholder vote resultsItem 5.07
- Sep 22, 2026Patent
- Aug 18, 2026Patent
- Jul 28, 20268-KMaterial agreement signedItem 1.01
- Jul 28, 20268-KDirector or officer changeItem 5.02
- Jul 17, 2026LobbyingLobbying report (CONAGRA BRANDS, INC.)fourth_quarter 2025 · $0.2 million
- Jul 17, 2026LobbyingLobbying report (CONAGRA BRANDS, INC.)second_quarter 2026 · $0.1 million
- Jul 15, 202610-KAnnual report (10-K)3 risk factors added, 0 removed
- Jun 23, 20268-KDirector or officer changeItem 5.02
- Apr 20, 2026LobbyingLobbying report (CONAGRA BRANDS, INC.)first_quarter 2026 · $0.1 million
- Apr 13, 20268-KDirector or officer changeItem 5.02
- Feb 18, 20268-KDirector or officer changeItem 5.02
- Jan 20, 2026LobbyingLobbying report (CONAGRA BRANDS, INC.)fourth_quarter 2025 · $0.2 million
- Nov 24, 2025Risk event
- Nov 4, 2025PatentPatent granted: MICROWAVE POPCORN BAGUS 12459722
- Oct 22, 2025LobbyingLobbying report (CONAGRA BRANDS, INC.)third_quarter 2025 · $0.1 million
- Oct 6, 20258-KDirector or officer changeItem 5.02
- Sep 23, 20258-KShareholder vote resultsItem 5.07
- Sep 22, 20258-KShareholder vote resultsItem 5.07
- Sep 19, 20258-KDirector or officer changeItem 5.02
- Aug 12, 2025Patent
- Jul 22, 20258-KMaterial agreement signedItem 1.01
- Jul 22, 2025LobbyingLobbying report (CONAGRA BRANDS, INC.)second_quarter 2025 · $0.1 million
- Jul 15, 2025PatentPatent granted: FOOD PRODUCT AND COATINGUS 12357007
- Jul 10, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Jun 30, 20258-KMaterial agreement signedItem 1.01
- Jun 18, 20258-KDirector or officer changeItem 5.02
- Apr 30, 20258-KMaterial agreement signedItem 1.01
- Apr 22, 2025LobbyingLobbying report (CONAGRA BRANDS, INC.)first_quarter 2025 · $0.1 million
- Oct 25, 2024Risk event
- Jul 11, 202410-KAnnual report (10-K)4 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Hormel Foods HRL | $12.2B | $0.8B | Jul 26, 2026 |
| Hershey Company (The) HSY | $12.2B | $2.2B | Jun 28, 2026 |
| Campbell Soup Company CPB | $9.7B | $0.7B | Aug 2, 2026 |
| J.M. Smucker Company (The) SJM | $9.2B | $1.6B | Jul 31, 2026 |
| Post Holdings POST | $8.4B | $0.6B | Jun 30, 2026 |
| Smithfield Foods SFD | $15.5B | — | Jun 28, 2026 |
| McCormick & Company MKC | $7.7B | — | Aug 31, 2026 |
| General Mills GIS | $18.3B | $1.6B | Aug 30, 2026 |