Conagra's revenue has contracted in every one of the last ten reported quarters (-0.4% to -6.8%), and gross margin has compressed roughly 450 bps from 28.3% in 2024Q3 to 23.8% in 2027Q1, placing it well below peers such as General Mills (33.6%) and Campbell Soup (30.4%) — suggesting the pricing-driven growth cycle has…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has declined year-over-year in all ten reported quarters (-1.4% in 2027Q1) as gross margin eroded 450 bps to 23.8%, trailing peers, while net income has swung between +$466.8M and -$663.6M, underscoring poor earnings visibility driven by recurring non-operating items.
Conagra Brands' affordable product lineup ensures sustained demand, particularly during economic downturns.
The company exhibits defensive characteristics, making it resilient during inflationary periods.
Conagra Brands' stock performance shows low correlation with broader market trends, offering diversification benefits.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 30, 2026 | $0.41+44.4% vs $0.28 | $2.6B+0.4% vs $2.6B |
Q3 2026 Jul 15, 2026 | $0.47+2.9% vs $0.46 | $2.9B-0.2% vs $2.9B |
Q2 2026 Apr 1, 2026 | $0.39-2.9% vs $0.40 | $2.8B+0.9% vs $2.8B |
Q4 2025 Dec 19, 2025 | $0.45+3.2% vs $0.44 | $3.0B-0.0% vs $3.0B |
A flashy dividend yield can mask serious cracks in a company's finances, and four well-known names are showing the same warning signs that preceded Whirlpool's sudden payout suspension earlier this year.
Two packaged-food giants both bleed red ink on paper, both offer yields that would make most retirees salivate, yet one has already slashed its payout while the other keeps insisting it won't.
Five household grocery names faced the same brutal pressures, but their dividends went in three different directions. The balance sheet details behind each decision reveal which income payouts are built to last and which still carry hidden risk.
A 30% yield sounds like a windfall until you see what is hiding behind it. These five dividend stocks all flash warning signs that income investors tend to overlook until after the cut arrives.
Benchmark CAG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Conagra Brands, Inc. (CAG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $15.24 | $7.29B | -3.84 | -2.85% | -16.95% | -26.28% | 9.17% | |
| $23.13 | $6.9B | 17.45 | -4.96% | 4.14% | 9.98% | 6.77% | |
| $130.55 | $13.92B | 60.92 | 3.72% | 2.51% | 4.06% | 3.34% | |
| $21.95 | $12.08B | 35.30 | 1.55% | 2.82% | 4.32% | 5.24% | |
| $48.40 | $13.01B | 8.75 | 1.73% | 19.39% | 20.93% | 3.7% | |
| $35.51 | $18.95B | -21.35 | -5.45% | -4.89% | -10.67% | 6.77% |
Conagra Brands, Inc. (CAG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Conagra Brands, Inc. (CAG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 30, 2026·SEC
Sep 28, 2026·SEC
Jul 15, 2026·SEC
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Conagra Brands, Inc. (CAG) stock FAQ — growth, dividends, profitability & financials explained
Conagra Brands, Inc. (CAG) reported $11.28B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 54% less than the $24.45B of fiscal year 1997.
Conagra Brands, Inc. (CAG) revenue fell by 1.8% over the trailing twelve months, compared with the twelve months before.
No. Conagra Brands, Inc. (CAG) reported a net loss of $1.91B over the trailing twelve months.
Yes. Conagra Brands, Inc. (CAG) pays a dividend that yields 9.17% at the current price, a high yield.
Conagra Brands, Inc. (CAG) had a return on equity (ROE) of -26.3% over the trailing twelve months. A negative ROE means the company lost money over the period.
Conagra Brands, Inc. (CAG) generated $877.0M in free cash flow over the trailing twelve months.
