CAG
Conagra Brands, Inc. · Consumer Staples · Packaged Foods
Last
$14.31
−$0.16 (−1.12%) 4:00 PM ET
After hours $14.27 −$0.04 (−0.28%) 2:02 AM ET
Prev close $14.47
Open $14.69
Day high $14.86
Day low $14.23
Volume 11,893,912
Avg vol 21,718,132
Mkt cap
$6.92B
P/E ratio
-3.58
FY Revenue
$11.28B
EPS
-4.00
Gross Margin
23.92%
Sector
Consumer Staples
AI report sections
CAG
Conagra Brands, Inc.
Conagra Brands combines solid free cash flow generation and a high dividend yield with recently negative earnings and pressured growth. The share price has rebounded in the near term and is trading above key moving averages, yet remains deeply below its 12‑month high, reflecting ongoing recovery risk. Valuation multiples appear moderate relative to cash flow, but leverage, tight liquidity, and elevated short activity underscore a cautious risk profile.
AI summarized at 1:50 PM ET, 2026-02-03
AI summary scores
INTRADAY: 63 SWING: 66 LONG: 44
Volume vs average
Intraday (cumulative)
−19% (Below avg)
Vol/Avg: 0.81×
RSI
58.57 (Neutral)
Neutral (40–60)
MACD momentum
Intraday
-0.00 (Weak)
MACD: -0.01 Signal: -0.01
Short-Term
+0.06 (Strong)
MACD: 0.18 Signal: 0.12
Long-Term
+0.08 (Strong)
MACD: 0.06 Signal: -0.02
Intraday trend score 56.10

Latest news

CAG 12 articles Positive: 1 Neutral: 0 Negative: 11
Negative The Motley Fool • Manali Pradhan, Cfa
Americans Are Cutting Back on Spending. Here's Why That Might Not Matter for SpaceX Investors.

While American consumers are becoming more cautious with spending, SpaceX investors should focus on different risks. The article argues that consumer weakness is not the primary concern for SpaceX since Starlink's demand is tied to connectivity needs rather than discretionary spending. Instead, investors should monitor SpaceX's premium valuation (110x trailing sales), declining Starlink pricing power (ARPU fell from $86 to $66), Starship execution risks, and heavy AI infrastructure spending.

SPCX AMZN COST BYND consumer spending SpaceX Starlink valuation risk
Sentiment note

In Q3 fiscal 2026, Conagra's sales dropped 1.9% and adjusted earnings per share fell 23.5%, showing that certain food categories are experiencing weakness amid consumer spending pressures.

Negative The Motley Fool • Reuben Gregg Brewer
Meet the Highest-Yielding Stock in the S&P 500. Does Its 10.2% Yield Make It a No-Brainer Buy for Dividend Investors?

Conagra Brands offers the highest dividend yield in the S&P 500 at 10.2%, but this ultra-high yield signals significant risk. The company faces declining earnings (down 20% YoY), substantial debt obligations, industry headwinds, and a newly appointed CEO who may cut the dividend to focus on debt reduction. Conservative dividend investors should be cautious despite the attractive yield.

CAG dividend yield Conagra Brands consumer staples dividend cut risk debt obligations new CEO earnings decline
Sentiment note

The company faces multiple red flags including a 10.2% yield suggesting market expectations of a 50%+ dividend cut, adjusted earnings down 20% YoY, $4.5 billion in debt due 2026-2029, weak brand portfolio, and a newly appointed CEO likely to reset operations including potential dividend cuts. These factors indicate significant financial stress and downside risk for dividend investors.

Negative The Motley Fool • Reuben Gregg Brewer
Is This Ultimate High‑Yield Stock Actually Going to $0?

Conagra Brands offers an unusually high 9.8% dividend yield, but the Motley Fool warns investors to exercise caution. The company faces weak financial performance with declining organic sales, reduced earnings guidance, and leverage concerns. While bankruptcy is unlikely, the company's position as a second-tier competitor in packaged foods makes it vulnerable to economic downturns and changing consumer habits.

CAG high-yield dividend packaged food earnings decline dividend risk consumer staples debt concerns economic uncertainty
Sentiment note

The company exhibits weak financial performance with declining organic sales (-2.9% in fiscal 2025), significant earnings drops (nearly 14% decline), reduced earnings guidance, elevated leverage relative to peers, and a history of dividend cuts. The high dividend yield reflects market concerns about sustainability. The company is positioned as a second-tier competitor vulnerable to economic headwinds and changing consumer behavior.

Negative The Motley Fool • Micah Zimmerman
4 Brilliant High-Yield Stocks to Buy Now and Hold for the Long Term

The article examines four high-yield consumer goods stocks suitable for long-term income portfolios. Philip Morris International and British American Tobacco offer strong dividend growth supported by smoke-free product transitions. Hormel Foods is a turnaround story with a 60-year dividend history but elevated payout ratios. Conagra offers the highest yield but carries dividend sustainability risks. The author emphasizes distinguishing between yields reflecting healthy businesses versus those signaling distress.

PM BTI HRL CAG high-yield stocks dividend stocks consumer goods alternative tobacco products
Sentiment note

Highest yield (9.7-9.9%) but carries significant risk. Payout ratio of 80%, no dividend increase last year, and weak frozen/packaged food volumes. GLP-1 drug impact and potential dividend cut risk make this a high-risk, deep-value play.

Negative The Motley Fool • Reuben Gregg Brewer
This 7.2% Yield Is Safe and On Stronger Ground Than It Seems

Consumer staples companies Conagra and General Mills face business headwinds that have pushed their stock prices down and dividend yields up to 9.9% and 7.2% respectively. While both companies cover their dividends through cash flow with ~80% payout ratios, General Mills is the safer choice due to its stronger financial position, superior brand portfolio, 127-year dividend history, and better interest coverage ratio, making its 7.2% yield more sustainable despite current market challenges.

GIS CAG dividend yield consumer staples dividend safety payout ratio financial strength brand portfolio
Sentiment note

While offering a higher 9.9% yield, Conagra is less attractive due to material one-time charges, lower interest coverage ratio (3.5x), weaker brand portfolio of secondary brands, previous dividend cut in 2006, and lower gross margins (24.25%), making its dividend less secure despite adequate current coverage.

Negative Investing.com • Brett Owens
From Kleenex to Fish Fingers: A 5-Pack of Staples Stocks Yielding up to 11%

The article examines five consumer staples stocks offering high dividend yields (up to 11%) despite sector challenges. While staples traditionally provide defensive value, recent inflation concerns and private-label competition have pressured these stocks. The five highlighted companies—Kimberly-Clark, Nomad Foods, Conagra Brands, Cal-Maine Foods, and Flowers Foods—offer attractive yields but face headwinds including input cost inflation, GLP-1 adoption impacts, and earnings pressures that could threaten dividend sustainability.

KMB NOMD CAG CALM consumer staples dividend stocks high yield inflation
Sentiment note

Extremely cheap valuation (9x forward P/E) and 9%+ yield are offset by significant structural challenges: GLP-1 adoption, SNAP cuts, private-label competition, and input costs. Dividend payout exceeds 80% of profits with little room to maneuver. New CEO appointment suggests management change needed, with precedent for dividend cuts (34% cut in 2006).

Negative The Motley Fool • Rick Munarriz
Forget This 9.4% Yielding Dividend Stock: 1 Rock‑Solid Income Stock That's Much Safer

While Conagra Brands offers an attractive 9.4% dividend yield, the stock has plummeted 42% over the past year amid declining revenue, falling operating profits, and goodwill impairments. Target, with a lower 3.5% yield, presents a safer alternative with a new CEO driving a 35% stock gain, improving margins, and an impressive 54-year dividend increase streak. The article recommends Target over Conagra for income investors seeking stability.

CAG TGT dividend stocks income investing Conagra Brands Target dividend yield stock performance
Sentiment note

Stock down 42% in one year, hit 17-year low, declining revenue for three consecutive fiscal years, falling operating profits, multiple goodwill impairments, trailing gross margin at 14-year low, stopped dividend increases in 2023, payout ratio unsustainable at 82%, and facing headwinds from GLP-1 weight loss drugs reducing consumer demand.

Positive The Motley Fool • Micah Zimmerman
$1,000 and a Rocky Market: These 6 Cheap Stocks Are Exactly Where I'd Start

During market volatility, consumer goods stocks with durable demand and strong fundamentals offer attractive entry points. The article recommends six undervalued consumer stocks suitable for long-term investors with $1,000 to deploy: Post Holdings, Utz Brands, Hormel Foods, Bath & Body Works, Conagra Brands, and Clorox. These companies benefit from steady consumer demand and offer resilience during economic uncertainty.

POST UTZ HRL BBWI consumer stocks market volatility value investing dividend stocks
Sentiment note

Successfully using AI to rationalize brand portfolio and focus on high-performing categories. Attractive 9% dividend yield with strong positioning in frozen meals and shelf-stable staples for home consumption trends.

Negative The Motley Fool • Eric Volkman
Why Conagra Stock Flopped Today

Conagra Brands announced a CEO change, replacing Sean Connolly with John Brase effective June 1, 2026. The leadership transition caused the stock to drop 4% as investors grew concerned about the company's recent struggles and its portfolio of packaged foods that are falling out of favor with health-conscious consumers. Brase brings extensive food industry experience from J.M. Smucker and Procter & Gamble.

CAG SJM PG CEO replacement leadership change packaged foods stock decline succession planning
Sentiment note

Stock dropped 4% on CEO replacement announcement. Company has been struggling with poor performance and an outdated product portfolio of packaged foods that doesn't appeal to health-conscious consumers. The unexpected leadership change signals investor concern about the company's direction.

Negative Benzinga • Lekha Gupta
Conagra Stock Hits 52-Week Low - Here's Why

Conagra Brands (CAG) shares fell 4.78% to a new 52-week low of $14.45 following the announcement of a leadership transition. John Brase will become CEO on June 1, 2026, replacing Sean Connolly. The stock decline comes after the company missed earnings expectations with adjusted EPS of 39 cents versus 40 cents consensus, and sales declined 1.9% year-over-year. The company also narrowed its fiscal 2026 guidance slightly below analyst estimates. CAG has declined 45.19% over the past 12 months and shows weak technical indicators with bearish short-term trends.

CAG SJM PG FTXG leadership transition CEO change earnings miss 52-week low
Sentiment note

Stock hit 52-week low with 4.78% decline on announcement day. Company missed earnings expectations (39¢ vs 40¢ consensus), reported declining sales (-1.9% YoY), and narrowed full-year guidance below analyst estimates. Technical indicators show bearish trends with stock trading 18.1% below 50-day SMA. 12-month decline of 45.19% reflects ongoing market challenges.

Negative The Motley Fool • David Jagielski, Cpa
These 3 Beaten-Down Stocks Haven't Been This Cheap in Over a Decade

Nike, Kimberly-Clark, and Conagra Brands have all declined significantly over the past five years and are trading at valuations not seen in over a decade. While these stocks present potential buying opportunities at low valuations, each faces substantial headwinds: Nike struggles with competition and margin pressure, Kimberly-Clark faces uncertainty from its planned Kenvue acquisition, and Conagra battles weak growth and concerns about dividend sustainability.

NKE KMB CAG KVUE beaten-down stocks low valuations turnaround opportunities consumer goods
Sentiment note

Stock declined nearly 60% over five years amid weak growth, GLP-1 drug headwinds, rising food costs, and elevated oil prices. High dividend yield of 9% is questioned as potentially unsustainable. Described as riskiest of the three stocks.

Negative The Motley Fool • Reuben Gregg Brewer
Rising Food Prices Could Force the Fed's Hand. Here Is the Chain Reaction Investors Are Not Talking About Enough

Middle East geopolitical conflict has driven up oil and natural gas prices, which will ripple through the economy via transportation costs and fertilizer prices. This could trigger food inflation that forces the Federal Reserve to act. Companies like Amazon, Walmart, and Conagra are already facing margin pressure from higher transportation and ingredient costs, which they will likely pass on to consumers through price increases.

AMZN WMT CAG food inflation energy prices transportation costs fertilizer prices Federal Reserve
Sentiment note

Already experiencing significant margin pressure with adjusted operating margin down 210 basis points year-over-year in Q3 2026. Will need to raise prices quickly to protect margins amid rising ingredient and transportation costs.

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