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Conagra Brands (DE:CAO)
XETRA:CAO

Conagra Brands (CAO) Price & Analysis

3 Followers

CAO Stock Chart & Stats

€13.76
€0.38(2.84%)
At close: 4:00 PM EDT
€13.76
€0.38(2.84%)

Bulls Say, Bears Say

Bulls Say
Cash GenerationPositive operating and free cash flow, including 119% FY26 conversion, gives Conagra internal funding capacity while earnings recover. Although momentum weakened, recurring cash generation can support debt reduction, brand investment, and resilience through a multi-quarter turnaround.
Branded Food PortfolioA broad portfolio of established brands across frozen, refrigerated, shelf-stable foods, snacks, and condiments provides category diversification and consumer recognition. This supports retailer distribution, product innovation, and the potential for pricing and mix improvement over time.
Operational Improvement PlanManagement’s plan addresses several core performance levers at once: margin restoration, brand investment, portfolio simplification, and capital allocation. Reaffirmed guidance and reported measurable progress provide evidence that the turnaround has an active execution framework beyond short-term cost cutting.
Bears Say
Persistent Volume DeclinesSix consecutive years of volume declines indicate a durable demand and competitiveness challenge rather than a single weak quarter. Continued reliance on pricing and mix to offset lower units can restrict market-share progress, pressure retailer relationships, and make revenue recovery more difficult.
Profitability CompressionThe shift from positive earnings to large losses, alongside materially lower operating-margin guidance, shows that Conagra’s profit base has weakened substantially. Even with relatively steady gross margin, operating costs or charges are overwhelming gross profit, limiting reinvestment and recovery flexibility.
Leverage And Cost PressureInflation exceeding targeted productivity creates an ongoing risk that cost savings and pricing will not fully protect margins. At the same time, leverage and refinancing uncertainty constrain financial flexibility, while reinvestment needs compete with debt reduction for available cash.

Conagra Brands News

CAO FAQ

What was Conagra Brands’s price range in the past 12 months?
Conagra Brands lowest stock price was €10.71 and its highest was €17.07 in the past 12 months.
    What is Conagra Brands’s market cap?
    Conagra Brands’s market cap is €5.97B.
      When is Conagra Brands’s upcoming earnings report date?
      Conagra Brands’s upcoming earnings report date is Jan 01, 2027 which is in 92 days.
        How were Conagra Brands’s earnings last quarter?
        Conagra Brands released its earnings results on Sep 30, 2026. The company reported €0.362 earnings per share for the quarter, beating the consensus estimate of €0.251 by €0.111.
          Is Conagra Brands overvalued?
          According to Wall Street analysts Conagra Brands’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Conagra Brands pay dividends?
            Conagra Brands does not currently pay dividends.
            What is Conagra Brands’s EPS estimate?
            Conagra Brands’s EPS estimate is 0.32.
              How many shares outstanding does Conagra Brands have?
              Conagra Brands has 478,565,640 shares outstanding.
                What happened to Conagra Brands’s price movement after its last earnings report?
                Conagra Brands reported an EPS of €0.362 in its last earnings report, beating expectations of €0.251. Following the earnings report the stock price went down -5.562%.
                  Which hedge fund is a major shareholder of Conagra Brands?
                  Currently, no hedge funds are holding shares in DE:CAO
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Conagra Brands

                    Conagra Brands, Inc., a prominent manufacturer of packaged food products, conducts its business across North America through its various subsidiary companies. The firm organizes its extensive operations into four distinct segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks division primarily distributes non-perishable food items through various retail channels within the United States. In contrast, the Refrigerated & Frozen segment focuses on supplying temperature-sensitive food products to comparable U.S. retail outlets. Its International division caters to markets outside the United States, offering food products in all temperature states to both retail consumers and professional food service operators globally. Domestically, the Foodservice segment specializes in providing both proprietary and custom-engineered culinary offerings, such as prepared meals, entrees, sauces, and other specially manufactured gastronomic items, tailored for restaurants and institutional food providers throughout the United States. Conagra maintains an extensive portfolio of well-recognized brands, including Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, Slim Jim, Angie's BOOMCHICKAPOP, Duke's, Earth Balance, Gardein, and Frontera. The company, which traces its origins back to 1861, was formerly known as ConAgra Foods, Inc. until its rebranding to Conagra Brands, Inc. in November 2016. Its main corporate offices are located in Chicago, Illinois.

                    Conagra Brands (CAO) Earnings & Revenues

                    CAO Company Deck

                    CAO Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Negative
                    The call presented a mixed picture: management outlined concrete, credible actions (dividend reduction freeing ~$1B, $40M increase in brand spend, targeted >4% productivity, and strong free cash flow conversion of 119%) and clear strategic priorities (portfolio simplification, supply chain investments, pricing, and innovation). However, the company faces persistent top-line challenges (organic volumes down mid-single-digits for a sixth consecutive year), material margin compression (from ~16% historically to a guided 10%–10.5%), inflation that still outpaces productivity, a $40M tariff headwind concentrated in Q1, elevated near-term CapEx, and near-term leverage/refinancing risk. Overall, while management has a plan and financial flexibility to act, the near-term operating and macro pressures and sustained volume declines make the outlook cautiously negative.View all DE:CAO earnings summaries

                    CAO Net sales Breakdown

                    33.98%33.98%30.20%18.16%8.24%9.43%
                    33.98% Frozen
                    30.20% Staples
                    18.16% Snacks
                    8.24% International
                    9.43% Foodservice
                    tipranks

                    CAO Stock 12 Month Forecast

                    Average Price Target

                    €12.22
                    ▼(-11.23% Downside)
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<span style=\"color:#912767\" class=\"mb3 mt2 fonth8_semibold\"> Strong Sell</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 26, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#912767","enabled":true,"symbol":"circle"}},{"y":15.101,"date":1759276800000,"info":" <span style=\"color:#912767\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Sell</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 21, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#912767","enabled":true,"symbol":"circle"}},{"y":13.943,"date":1761955200000,"info":" <span style=\"color:#912767\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Sell</span>\n  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style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 22, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#912767","enabled":true,"symbol":"circle"}},{"y":14.888,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 26, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":15.791,"date":1772323200000,"info":" <span style=\"color:#912767\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Sell</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 8</span>\n      ","marker":{"lineColor":"#912767","enabled":true,"symbol":"circle"}},{"y":11.073,"date":1780272000000,"info":" <span style=\"color:#912767\" class=\"mb3 mt2 fonth8_semibold\"> Strong Sell</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 18, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 10</span>\n      ","marker":{"lineColor":"#912767","enabled":true,"symbol":"circle"}},{"y":11.795,"date":1782864000000,"info":" <span style=\"color:#912767\" class=\"mb3 mt2 fonth8_semibold\"> Strong Sell</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 11</span>\n      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