$CAG

Proxy adviser ISS recommends Conagra Brands shareholders vote against proposed executive pay changes, citing declining financial performance and unclear targets. Conagra, which owns brands like Hunt’s and Slim Jim, cut its dividend and is reviewing assets under new CEO John Brase. ISS notes CEO pay increased despite poor performance and criticizes stock-based compensation. Conagra's AGM is on September 23.

Tyson Foods, MGP Ingredients, Conagra, Flowers Foods, and General Mills shares fell due to U.S. cattle shortages and margin pressures. Tyson cut its 2026 adjusted operating income outlook to $2.1B-$2.3B, citing beef-segment losses. The company is closing plants and exploring sales to restructure. Other firms also saw declines. Tyson's stock is down 11% YTD and 24.8% from its 52-week high.

Conagra Brands (NYSE: CAG) will report its fiscal 2027 first quarter earnings on September 30, 2026. The Chicago-based food company will host a live investor call at 9:30 a.m. ET, with pre-recorded materials and transcripts available on its investor relations website. Conagra generated over $11 billion in net sales for fiscal 2026, with brands including Birds Eye and Slim Jim.

General Mills and Conagra reported fiscal 2026 results. General Mills saw net sales decline 5% and North America Retail profit drop 20%, despite hitting elasticity targets. Conagra reported organic net sales down 0.4%, with volume and price/mix contributing negatively. Freshpet grew net sales 15.5% with volume up 15.7% and price/mix at negative 0.2%. Circana's outlook indicates US retail food and beverage growth is driven by price increases, not volume.

Lucid Group (LCID), Beyond Air (XAIR), and Conagra Brands (CAG) hit 52-week lows. LCID's outlook weakened due to lower revenue expectations and a stock offering, with analysts cutting price targets. XAIR received a Nasdaq compliance notice, while CAG faces earnings pressure from inflation and a recent CEO change.

Conagra Brands (CAG) shares are up about 6.4% since its last earnings report. In its fiscal 2026 fourth quarter, the company reported adjusted EPS of 47 cents, above the Zacks estimate of 46 cents, and net sales of $2,882.1 million, slightly above $2,876 million. Net sales rose 3.6% y/y, while adjusted gross margin fell to 24.5%.

Simply Wall St reports Conagra Brands Canada launched Marigold, a chef-inspired line of halal-certified Indian-style frozen entrées and vegetarian cooking sauces, developed with Indian chefs and initially released in Canada before rolling out nationwide. The article links the product to Conagra’s frozen-meals strategy and discusses risks and analyst forecast figures for 2029 revenue of $11.3B and earnings of $834.3M.

Bank of America analysts said US packaged food price cuts over the past year did not lift sales volumes, leading companies to pursue different revenue strategies. The bank highlighted Mondelez (MDLZ) and J.M. Smucker, and discussed peers including Kraft Heinz, Hershey, Conagra, General Mills, McCormick, Campbell Soup, and PepsiCo’s Frito-Lay. It also linked a pricing-led shift to potential factory closures.

Argus lowered its price target for Conagra Brands (CAG) to $13.00, according to the Aug 12, 2026 analyst note. The company is a US-focused packaged foods business, with 91% of fiscal 2025 revenue from the United States, per the article.

Conagra Brands (CAG) shares rose about 4% after the company, led by CEO John Brase, announced on July 15 it would cut its annual dividend from $1.40 to $0.70 per share. Conagra said the change frees about $335 million yearly for debt reduction and turnaround investment, though sales decline and leverage remain risks.