Conagra Q4 Earnings Miss Estimates, Sales Decline 4.3% Y/Y
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 10 2025
0mins
Source: NASDAQ.COM
Conagra Brands Q4 Results: Conagra Brands reported a decline in both net sales and earnings for fiscal Q4 2025, missing estimates due to tough market conditions, with adjusted EPS at 56 cents and net sales of $2.78 billion, down 4.3% year-over-year.
Future Outlook: For fiscal 2026, Conagra aims to focus on snacks and frozen foods while expecting organic net sales growth between -1% to +1%, with projected adjusted earnings between $1.70 and $1.85 per share, reflecting a decrease from the previous year.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CAG?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on CAG
Wall Street analysts forecast CAG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CAG is 18.92 USD with a low forecast of 16.00 USD and a high forecast of 22.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
1 Buy
12 Hold
1 Sell
Hold
Current: 17.830
Low
16.00
Averages
18.92
High
22.00
Current: 17.830
Low
16.00
Averages
18.92
High
22.00
About CAG
Conagra Brands, Inc. is a branded food company. The Company’s segments include Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks segment includes branded, shelf-stable food products sold in various retail channels in the United States. The Refrigerated & Frozen segment includes branded, temperature-controlled food products sold in various retail channels in the United States. The International segment includes branded food products in various temperature states, sold in various retail and foodservice channels outside the United States. The Foodservice segment includes branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products that are packaged for sale to restaurants and other foodservice establishments primarily in the United States. Its brands include Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, Slim Jim, and Angie's BOOMCHICKAPOP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Analysis of Conagra Brands' Dividend Appeal
- Dividend Yield Highlight: Conagra Brands boasts an impressive 8% dividend yield, which is over seven times that of the S&P MidCap 400 index, indicating its appeal in the consumer goods sector despite a market cap of $8.4 billion.
- Poor Market Performance: While the dividend is attractive, Conagra has struggled among its peers, with share price erosion leading to the high yield, reflecting challenges in adapting to healthier eating trends.
- Dividend History Consideration: Conagra is neither a Dividend King nor a Dividend Aristocrat, having experienced several dividend cuts since the 21st century, although it has shown a positive trend in recent years, warranting cautious evaluation.
- Insufficient Advertising and R&D Investment: Conagra's spending on advertising and R&D is lower than its competitors, resulting in a lack of brand strength in the frozen food market, and without a strategic shift, it may struggle to enhance its dividend appeal.
Continue Reading
Analysis of Conagra Brands' Dividend Appeal
- Attractive Dividend Yield: Conagra Brands boasts an 8% dividend yield, which is over seven times that of the S&P MidCap 400 index; however, this yield is primarily a result of declining share prices, prompting investors to carefully assess its long-term sustainability.
- Poor Market Performance: Amid a consumer shift towards healthier eating, Conagra has underperformed its peers, diminishing the appeal of its dividend, and its brands like Healthy Choice and Marie Callender's do not hold leading positions in the frozen food market.
- Dividend History Concerns: While Conagra has recently shown commitment to increasing dividends, it has a history of cuts since the early 2000s and does not qualify as a
Continue Reading