$CAG

CONAGRA BRANDS INC. (CAG) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. Item 5.07 Submission of Matters to a Vote of Security Holders. ​ On September 23, 2026, Conagra Brands, Inc. (the “ Company ” ) held its Annual Meeting of Shareholders (the “ Annual Meeting ” ). The final voting results for the matters brought before that meeting are set forth be

RBC Capital reiterated a Sector Perform rating on ConAgra (CAG) with a $14.00 price target, citing freight cost concerns. The stock trades at $14.67, with InvestingPro suggesting undervaluation. RBC expects Q1 FY2027 results to meet guidance, viewing it as a trough in an investment year. ConAgra faces freight cost risks and a challenging consumer environment, with earnings due in 5 days. The company has maintained dividends for 51 years, yielding 4.77%.

Conagra, Kraft Heinz, JM Smucker, PepsiCo, and Campbell Soup warn in SEC filings that scrutiny of ultra-processed foods (UPFs) could hurt sales, raise costs, and trigger new regulations. Campbell Soup highlights potential compliance costs and demand impacts. PepsiCo notes reputational risks and state laws may limit sales. Conagra and Kraft Heinz face litigation over UPF health claims.

Conagra Brands shareholders approved proposed changes to executive pay at the annual meeting. Proxy adviser ISS recommended against the changes, citing financial performance concerns. CEO John Brase's package includes a $1.15M base salary and $7.3M in long-term incentives. The company cut its dividend in July and is reviewing non-core assets. Conagra is set to report Q1 results on September 30.

UBS kept a Neutral rating on ConAgra (CAG) with a $14.00 price target, citing cost pressures and a volatile environment in the packaged food sector. The stock is down 9.7% year-to-date. UBS expects quarterly results to meet expectations but notes concerns about the fiscal 2027 outlook. ConAgra reported adjusted earnings of $0.47 per share on $2.9 billion revenue, slightly beating estimates, but warned of a challenging year ahead. Analysts have mixed views on the stock's valuation and outlook.

Conagra Brands reports AI is influencing American snack choices, driving demand for higher-protein, bold-flavored, and health-focused snacks. The company analyzed 53M transactions, revealing the $198.2B snack sector grows 1.4x faster than the broader food market. Younger consumers, especially Gen Z, prefer bolder flavors, while AI tools guide purchasing decisions.

Conagra (CAG) is labeling products 'GLP-1 friendly' to target users of weight-loss drugs, reporting faster sales for these items. The company reported a $1.62B net loss in Q4 2026, driven by a $1.96B impairment charge, and cut its dividend by 50%. CEO John Brase expects fiscal 2027 organic sales to decline 1-3% with operating margins falling to 10-10.5%.

Campbell’s, Conagra, and McCormick plan to raise prices due to rising costs. Campbell’s expects a 4-5% increase on 60% of products. Kroger cut its sales forecast, citing inflation. Higher energy, fertilizer, and weather impacts are contributing factors. General Mills and Kraft Heinz are evaluating price adjustments.

Conagra Brands (CAG) faces an ISS recommendation to oppose executive pay, citing weak performance and unclear incentive targets. The non-binding vote on September 23 covers fiscal 2026 compensation. CEO John Brase's package includes a $1.15M salary, $7.3M in long-term incentives, and a $6M sign-on equity award. ISS objects to short-term targets being below prior-year achievements without explanation. Fiscal 2026 net sales fell 2.9% to $11.3B, and operating cash flow declined to $1.4B from $1.7B.

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.