Why is CAG down?
Down 35% over three years while the S&P 500 rose 80%.
“The 3.0% decrease in organic net sales was driven by flat price/mix and a 3.0% decrease in volume.”
−3Long-term trend
CAG's Quality Score fell 2 points on Tue, Nov 10, to -3. Buying slipped from its highest in 20 days (2 chart checks stopped).
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Down 35% over three years while the S&P 500 rose 80%.
“The 3.0% decrease in organic net sales was driven by flat price/mix and a 3.0% decrease in volume.”
−3Long-term trend
| Since its 2023 high | Down 63% |
| Latest filing | 8-K, Sep 30 |
After its last 4 reports it closed -2.3% on average, higher 0 of 4 times.
CAG is #8 of 11 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 3 | ||
| 4 | ||
| Open for its score | ||
| Open for its score | ||
| 8 |
Net income over four quarters: CAG -$1.91B, CPB $403M.
Expected to report Fri Dec 18, before the open (in 38 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $2.6B; a profit of $0.36 a share.
| Line | Q1 FY27 | Q1 FY26 |
|---|---|---|
| Frozen | $878M | $899M |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Sep 30)
| Measure | Figure |
|---|---|
| Adjusted EPS | $1.40 to $1.50 |
Sales grew 0.2% a year over 5 years, fiscal 2021 to 2026.
Pays $1.05 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Sep 30, 2026 | -1.0% | -4.9% | -4.8% |
| Jul 15, 2026 | -3.3% | -0.4% | +5.0% |
| Apr 1, 2026 | +1.0% | -1.3% | -0.9% |
Sales grew in four of the last seven years, to $11B in 2026. It lost money in 2026 after a profit in 2025.
RSI 57.3, MACD above signal, above its 50-day, below its 200-day. Not scored.
Its dividends come to 57% of its free cash flow.
| Dividend | $1.05 a share a year |
| Paid out | About $501M a year |
| Free cash flow | $877M |
| Record | Cut 50% |
One insider bought $511K across 1 filing in the last 6 months. No open-market sales on record. The newest:
9 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: CAG is under 0.1% of VYM, under 0.1% of SPYI, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.
Conagra Brands Inc is a packaged food company that operates predominantly in the United States (91% of fiscal 2025 revenue). The majority of its revenue comes from frozen food, including brands like Marie Callender's, Healthy Choice, Banquet, and Birds Eye. Conagra also sells snacks, shelf-stable staples, and refrigerated food through brands like Duncan Hines, Hunt's, Slim Jim, Vlasic, Orville Redenbacher's, Reddi-wip, and Wish-Bone. The company sells through the USA retail channel, with just 9% of fiscal 2025 revenue coming from international markets and 9% from foodservice.
“We experience intense competition for sales of our food items in our major markets.”
CAG scores -3 today, which Breakaway calls Poor. It is #8 of 11 in Food and Kindred Products by Quality Score, with 2 of 14 chart checks firing. Down 35% over three years while the S&P 500 rose 80%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
CAG scores -3 today, which Breakaway calls Poor (below zero). That is #8 of 11 in Food and Kindred Products by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind CAG's -3.
One insider bought $511K across 1 filing in the last 6 months. No open-market sales on record. The newest is John P. Brase, President and CEO, who bought $511K on Jul 17.
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Insider and Congress trades, the chart, and the financials, in one score.
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