Latest news with #ConagraBrands
Yahoo
a day ago
- Business
- Yahoo
Stifel Reduces PT on Conagra Brands (CAG) Stock
Conagra Brands, Inc. (NYSE:CAG) is one of the Best Mid Cap FMCG Stocks to Buy Now. Stifel analyst Matthew Smith reduced the price objective on the company's stock to $21 from $26, while keeping a 'Hold' rating, as reported by The Fly. Conagra Brands, Inc. (NYSE:CAG)'s EPS miss compared to estimates was due to the lower-than-expected sales and margin performance, according to the firm's analyst. Notably, the company posted diluted EPS of $0.53 for Q4 2025, and adjusted EPS decreased 8.2% to $0.56. A worker assembling a meal in a food production facility. Furthermore, the contraction in gross margin was due to lower sales, inflation, and negative operating leverage. These factors more than offset the increased productivity savings, opines the analyst. Conagra Brands, Inc. (NYSE:CAG)'s gross margin fell 228 bps to 25.4% in Q4 2025, and adjusted gross margin declined 184 bps to 25.8%. In FY 2026, Conagra Brands, Inc. (NYSE:CAG) expects elevated inflation and macroeconomic uncertainty to persist. However, it is focused on proactively managing the business through investments in its high-potential frozen and snacks domains, prioritizing volume strength, and further enhancing the supply chain resiliency, while at the same time, maintaining disciplined cost management and emphasis on cash flow. Conagra Brands, Inc. (NYSE:CAG) opines that such actions can enable the company to deliver sustainable growth and stronger margins over time. Conagra Brands, Inc. (NYSE:CAG) operates as a consumer-packaged goods food company. While we acknowledge the potential of CAG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Jim Cramer Highlights Short-Term Upside for Conagra
Conagra Brands, Inc. (NYSE:CAG) is one of the stocks that Jim Cramer looked at. When a caller inquired about the company, Cramer commented: 'Conagra, okay, here's what's going to happen with Conagra: In the next two days, Conagra's going to be up because we're involved in a rotation, and then on day three, I think you'd want to exit stage right on Conagra.' bluebay/ Conagra Brands (NYSE:CAG) produces and sells a wide range of packaged food products, including shelf-stable, refrigerated, frozen, and customized items for retail and foodservice. The company markets its products under well-known brands like Birds Eye, Healthy Choice, and Slim Jim. On July 11, Cramer suggested against buying the company stock, as he said: 'Very tough, very tough situation. Conagra's got 7% inflation. They got problem with tin cans. They can't, it's killing them… The margins aren't that good. The brands aren't enabling them to be able to take any price. I have to tell you, the one thing that was important was that, on the conference call, they did say that they think they have no problem paying the dividend. A company that has to answer about whether it has a problem paying the dividend or not is a company that I say [don't buy, don't buy, don't buy].' While we acknowledge the potential of CAG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
4 days ago
- Business
- Yahoo
Jim Cramer Highlights Short-Term Upside for Conagra
Conagra Brands, Inc. (NYSE:CAG) is one of the stocks that Jim Cramer looked at. When a caller inquired about the company, Cramer commented: 'Conagra, okay, here's what's going to happen with Conagra: In the next two days, Conagra's going to be up because we're involved in a rotation, and then on day three, I think you'd want to exit stage right on Conagra.' bluebay/ Conagra Brands (NYSE:CAG) produces and sells a wide range of packaged food products, including shelf-stable, refrigerated, frozen, and customized items for retail and foodservice. The company markets its products under well-known brands like Birds Eye, Healthy Choice, and Slim Jim. On July 11, Cramer suggested against buying the company stock, as he said: 'Very tough, very tough situation. Conagra's got 7% inflation. They got problem with tin cans. They can't, it's killing them… The margins aren't that good. The brands aren't enabling them to be able to take any price. I have to tell you, the one thing that was important was that, on the conference call, they did say that they think they have no problem paying the dividend. A company that has to answer about whether it has a problem paying the dividend or not is a company that I say [don't buy, don't buy, don't buy].' While we acknowledge the potential of CAG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
CNBC
7 days ago
- Business
- CNBC
Lightning Round: Dover is a better industrial play than Modine, says Jim Cramer
'Mad Money' host Jim Cramer weighs in on stocks including: Conagra Brands, SoundHound AI, Modine Manufacturing, and Entergy.
Yahoo
22-07-2025
- Business
- Yahoo
RBC Maintains Neutral View on Conagra (CAG) as Q4 Miss Highlights Growth Pressures
Conagra Brands Inc. (NYSE:CAG) is one of the most oversold S&P 500 stocks so far in 2025. The stock has declined around 30%–32% both YTD and over the past year, largely reflecting broader consumer weakness and persistent inflation, which continue to cloud the outlook for packaged food companies. Investor sentiment took a further hit following the company's Q4 FY 2025 results (fiscal year ended May), released on July 10. The numbers confirmed ongoing softness: net sales dropped 4.3% year-over-year, with organic sales falling 3.5%. While lower volumes were the primary driver of this decline, unfavorable price/mix also played a part. A busy supermarket with shelves full of packaged foods. Margins came under pressure, too. Adjusted operating margin contracted by 100 basis points to 13.8%, contributing to an 8% year-over-year decline in earnings per share, which came in at $0.56. Reacting to the results, RBC Capital's Nik Modi lowered Conagra's price target from $25 to $22, maintaining a Sector Perform rating. In his note to clients, Modi acknowledged the firm's Q4 miss and called attention to a cautious FY 2026 outlook, shaped by ongoing cost inflation and the impact of tariffs. Interestingly, Conagra appears to be leaning into the downturn by continuing to invest in its brands, improving supply chain flexibility, and supporting volume recovery, despite the near-term strain this puts on margins and sentiment. According to Modi, these investments are critical for rebuilding momentum, even if they come at a short-term cost. The market may remain cautious in the near term, but it may stabilize and recover depending on how effectively Conagra navigates these headwinds and how soon its investments begin to yield results. Conagra Brands Inc. (NYSE:CAG) is one of North America's leading branded food companies with a portfolio that includes brands such as Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, and Slim Jim. While we acknowledge the potential of CAG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Harvard University Stock Portfolio: Top 10 Stock Picks and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
