CAG Earnings Prediction
The chart below shows how CAG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CAG sees a +1.29% change in stock price 10 days leading up to the earnings, and a +0.49% change 10 days following the report. On the earnings day itself, the stock moves by -0.63%. This data can give you a slight idea of what to expect for the next quarter's release.
CAG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.20B
-0.41%
14.32%
Gross Margin
26.56%
0.34%
-0.15%
Operating Margin
15.64%
0.90%
4.90%
Net Margin
8.90%
-0.22%
-46.74%
EPS
0.59
-1.67%
-39.18%
No Data Available
CAG Earnings Analysis
Conagra Brands, Inc. Corporation (CAG.N) Earnings Conference Call
Positive
Organic Net Sales Increase: Organic net sales were $3.2 billion in the quarter, up 30 basis points over prior year.
Operating Margin Analysis: Adjusted operating margin of 15.3% was down 57 basis points, but up 110 basis points in Q2 versus Q1.
Operating Cash Flow Performance: Conagra generated $754 million in net cash flows from operating activities in the first half of fiscal '25.
Free Cash Flow Conversion: We expect our fully year free cash flow conversion to be greater than 100%.
Adjusted EPS Forecast: We are now expecting our adjusted EPS in the range of $2.45 to $2.50.
Negative
Margin Decline Analysis: Adjusted gross margin of 26.4% and adjusted operating margin of 15.3% were down 52 and 57 basis points, respectively, over the prior year.
Earnings Per Share Decline: Adjusted earnings per share were $0.70, down $0.01 from Q2 a year ago due to a decline in adjusted operating profit, unfavorable FX rates, and lower equity earnings from Ardent Mills.
International Segment Sales Decline: Organic net sales in our International segment declined 0.7% versus the prior year, driven by volume declines of 2.4%, partially offset by a 1.7% increase in price/mix.
Food Service Sales Decline: Organic net sales in our Food service business declined 1% over prior year, as volume declines of 3.9% were partially offset by favorable price/mix of 2.9%.
Operating Margin Decline: Adjusted operating margin declined 60 basis points over the previous year to 15.3%.
CAG FAQs
How does CAG typically perform around its earnings report dates?
Is Conagra Brands, Inc. (CAG) Q2 2025 Earnings Call Summary positive or negative?
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CAG Earning Call Sentiment
Conagra Brands, Inc. (CAG) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
CAG.N
3.82%Positive
The earnings call summary indicates several challenges including inflation, FX impact, and supply chain issues, along with increased net leverage. Despite some positive aspects like volume growth in frozen foods and strategic investments, the weak guidance with flat to negative sales growth, declining margins, and no share repurchases overshadow these positives. The Q&A section provided no additional clarity or positive insights. As a result, the overall sentiment is negative, likely leading to a stock price decrease of -2% to -8% over the next two weeks.
