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Revenue by Segment
Shows sales performance across various business divisions, indicating which segments are growing, stable, or declining, and where strategic focus might be needed.
Foodservice is the standout growth story—now recovered past pre‑pandemic levels—while Refrigerator & Frozen and Grocery & Snacks show pronounced seasonality but have trended below their 2021–22 peaks, consistent with the persistent mid‑single‑digit volume pressure management warned about (notably weighted to frozen). Management’s mid‑Q2 pricing, a $40M brand spend lift aimed at frozen, and ~$100M of insourcing CapEx could shore up frozen momentum over time, but near‑term margin compression, tariffs, and reinvestment needs keep downside risk to volumes and profits.
CAG Revenue by Segment
| Date | International | Grocery and Snacks | Refrigerator and Frozen | Foodservice |
|---|---|---|---|---|
| Sep 30, 2026 | $218.10M | $1.05B | $1.05B | $272.90M |
| Jun 30, 2026 | $244.40M | $1.15B | $1.18B | $302.20M |
| Mar 31, 2026 | $226.80M | $1.17B | $1.13B | $260.70M |
| Dec 31, 2025 | $230.40M | $1.21B | $1.25B | $288.40M |
| Sep 30, 2025 | $212.30M | $1.08B | $1.08B | $264.50M |
| Jun 30, 2025 | $230.10M | $1.15B | $1.12B | $279.70M |
| Mar 31, 2025 | $223.90M | $1.25B | $1.12B | $256.10M |
| Dec 31, 2024 | $243.40M | $1.32B | $1.34B | $292.20M |
| Sep 30, 2024 | $259.10M | $1.18B | $1.09B | $266.70M |
| Jun 30, 2024 | $266.80M | $1.17B | $1.17B | $291.40M |
| Mar 31, 2024 | $271.70M | $1.29B | $1.20B | $272.80M |
| Dec 31, 2023 | $279.60M | $1.30B | $1.34B | $294.90M |
| Sep 30, 2023 | $252.80M | $1.20B | $1.15B | $289.30M |
| Jun 30, 2023 | $250.60M | $1.20B | $1.22B | $303.30M |
| Mar 31, 2023 | $260.00M | $1.20B | $1.30B | $275.00M |
| Dec 31, 2022 | $258.70M | $1.35B | $1.42B | $282.80M |
| Sep 30, 2022 | $233.50M | $1.19B | $1.21B | $274.90M |
| Jun 30, 2022 | $230.80M | $1.16B | $1.23B | $287.40M |
| Mar 31, 2022 | $241.20M | $1.20B | $1.24B | $234.90M |
| Dec 31, 2021 | $262.20M | $1.26B | $1.29B | $246.30M |
| Sep 30, 2021 | $236.60M | $1.08B | $1.10B | $239.80M |
| Jun 30, 2021 | $228.90M | $1.08B | $1.19B | $232.80M |
| Mar 31, 2021 | $240.90M | $1.13B | $1.20B | $194.00M |
| Dec 31, 2020 | $249.80M | $1.29B | $1.25B | $212.10M |
| Sep 30, 2020 | $219.00M | $1.13B | $1.13B | $195.10M |
| Jun 30, 2020 | $265.70M | $1.47B | $1.36B | $192.70M |
| Mar 31, 2020 | $220.90M | $1.02B | $1.08B | $234.40M |
| Dec 31, 2019 | $234.30M | $1.14B | $1.17B | $275.70M |
| Sep 30, 2019 | $204.40M | $977.60M | $959.10M | $249.60M |
| Jun 30, 2019 | $224.00M | $1.02B | $1.10B | $267.40M |
| Mar 31, 2019 | $228.30M | $1.13B | $1.09B | $254.70M |
| Dec 31, 2018 | $218.30M | $1.00B | $906.70M | $258.20M |
| Sep 30, 2018 | $193.80M | $770.70M | $635.20M | $234.70M |
| Jun 30, 2018 | $208.90M | $802.50M | $690.70M | $264.10M |
| Mar 31, 2018 | $223.40M | $838.30M | $688.50M | $244.30M |
| Dec 31, 2017 | $220.30M | $900.40M | $758.10M | $294.60M |
| Sep 30, 2017 | $190.90M | $745.80M | $615.70M | $251.80M |
