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NYSE · Consumer Staples

CONAGRA BRANDS INC. (CAG)

As-reported financials and recent SEC filings for CONAGRA BRANDS INC., latest fiscal period FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About CONAGRA BRANDS INC.

Conagra Brands Inc. is a branded food company headquartered in Chicago that produces and sells a variety of consumer packaged food products. Its portfolio includes well-known brands such as Birds Eye, Duncan Hines, Healthy Choice, and Slim Jim, serving retail food and foodservice customers primarily in the United States and internationally. The company operates through segments including Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice, supplying products to grocery stores, restaurants, and other foodservice establishments.

Snapshot

Revenue
$11.28B
Revenue growth (YoY)
-2.9%
Net income
$-1.92B
Diluted EPS
$-4.00
Gross margin
23.9%
Operating margin
-14.4%
Net margin
-17.0%
FCF margin
8.7%
ROE
-30.1%
P/E (TTM)
Market cap
$7.07B
Debt / equity
1.0×

Fundamentals are from SEC filings. P/E and market cap are derived from recent market prices, refreshed on a rolling basis (typically within the past week).

What changed at Conagra Brands

  • Revenue fell 2.9% to $11.3B in FY2026, after a 3.6% decline the year before.
  • Operating margin is now a 14.4% loss in FY2026, from 13.8% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $2.9B, up 3.6% from Q4 FY2025.
  • Free cash flow was $979M in FY2026, 8.7% of revenue.
  • Net income turned to a $1.9B loss in FY2026, from a $1.2B profit in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Conagra Brands’s fundamentals sit among the 113 Consumer Staples companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin23.9%
30th percentile of 97
Operating margin-14.4%
15th percentile of 100
Net margin-17.0%
13th percentile of 105
FCF margin8.7%
69th percentile of 99
Revenue growth (YoY)-2.9%
28th percentile of 110
ROE-30.1%
18th percentile of 98
Debt / equity1.02×
69th percentile of 72
Short interest3.03d
29th percentile of 111

Conagra Brands’s net margin of -17.0% ranks in the 13th percentile of the 105 Consumer Staples companies reporting it. Conagra Brands’s operating margin of -14.4% ranks in the 15th percentile of the 100 Consumer Staples companies reporting it.

1 open-market insider buy totaling $510,633 in the last 90 days. For context, about 16% of companies in the universe saw any open-market insider buying in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F (latest Q1 2026).

Conviction investors
3
+6 quant / multi-strat
Initiated / added
5
1 new, 4 added
Reduced / exited
5
4 trimmed, 1 exited
Combined position
$677.1M
reported long value
InvestorAs ofPosition valueSharesChange
Two Sigma InvestmentsquantQ1 2026$293.9M18.7MAdded
Citadel AdvisorsquantQ1 2026$174.2M11.1MAdded
AQR Capital ManagementquantQ1 2026$113.9M7.3MAdded
Millennium ManagementquantQ1 2026$71.7M4.6MAdded
Gotham Asset ManagementQ1 2026$15.6M991.1KReduced
Point72 Asset ManagementquantQ1 2026$2.9M187.4KNew
Maverick CapitalQ1 2026$2.2M142.7KReduced
D. E. ShawquantQ1 2026$2.1M136.1KReduced
Bridgewater AssociatesQ1 2026$430,80727.4KReduced

No longer held by: Renaissance Technologies (as of Q1 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
1
1 insider
Bought (90d)
$511K
open-market value
Sells (90d)
0
Signal
Net buying
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-07-17
filed 2026-07-21
Brase John PPresident and CEOBuy35.0K$14.59$511K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
49.4M
settled 2026-07-15
Change vs prior
-11.5%
vs previous settlement
Days to cover
3.03
at avg daily volume
Avg daily volume
16.3M
FINRA reported
SettlementShares shortChangeDays to cover
2026-07-1549.4M-11.5%3.03
2026-06-3055.7M+5.5%1.75
2026-06-1552.9M+7.7%3.30
2026-05-2949.1M+9.7%3.28
2026-05-1544.8M-2.6%3.37
2026-04-3046.0M+12.7%3.29
2026-04-1540.8M-5.2%2.48
2026-03-3143.0M+8.9%2.47

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$11.28B$11.61B$12.05B$12.28B$11.54B
Gross profit$2.70B$3.00B$3.33B$3.26B$2.84B
Operating income$-1.63B$1.36B$852.8M$1.08B$1.59B
Net income$-1.92B$1.15B$347.2M$683.6M$888.2M
Diluted EPS$-4.00$2.40$0.72$1.42$1.84

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$1.40B$1.69B$2.02B$995.4M$1.18B
Capital expenditure$423.4M$389.3M$388.1M$362.2M$464.4M
Free cash flow$978.7M$1.30B$1.63B$633.2M$712.9M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY2026$2.88B3.6%$-1.62B$-3.37
Q3 FY2026$2.79B-1.9%$199.8M$0.42
Q2 FY2026$2.98B-6.8%$-663.6M$-1.39
Q1 FY2026$2.63B-5.8%$164.5M$0.34
Q4 FY2025$2.78B-4.3%$256.0M$0.53
Q3 FY2025$2.84B-6.3%$145.1M$0.30
Q2 FY2025$3.20B-0.4%$284.5M$0.59
Q1 FY2025$2.79B-3.8%$466.8M$0.97

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorConsumer Staples
SIC industryFood and Kindred Products
Fiscal year endMay 30
Latest fiscal periodFY2026
SEC filings since2015
SEC CIK23217

Recent SEC filings

10-K2026-07-15
View on EDGAR →
10-Q2026-04-01
View on EDGAR →
10-Q2025-12-19
View on EDGAR →
8-K2026-07-15
View on EDGAR →
8-K2026-06-23
View on EDGAR →
8-K2026-05-07
View on EDGAR →
8-K2026-04-13
View on EDGAR →

Largest Consumer Staples peers

All Consumer Staples companies →

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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.