Conagra Brands (CAG) Q4 2025

Q3 2026 Q2 2026 Q1 2026 Q4 2025

Earnings

Conagra Brands delivered a disappointing close to fiscal 2025, with fourth-quarter results missing on both the top and bottom lines as the packaged food giant continued to wrestle with softening consumer demand and mounting cost pressures. Adjusted E… Read more Conagra Brands delivered a disappointing close to fiscal 2025, with fourth-quarter results missing on both the top and bottom lines as the packaged food giant continued to wrestle with softening consumer demand and mounting cost pressures. Adjusted EPS came in at $0.56, falling short of the $0.58 consensus estimate by 3.45%, while net sales declined 4.3% year-over-year to $2.78 billion, also missing the $2.88 billion Wall Street expected by 3.45%. The shortfall was driven in large part by a 12.1% drop in gross profit to $707.20 million, as cost of goods sold inflation and unfavorable operating leverage overwhelmed productivity gains, compressing adjusted gross margin by 184 basis points to 25.8%. Shares fell to their lowest level since 2012 in the aftermath. The pain is unlikely to ease quickly; fiscal 2026 guidance calls for adjusted EPS of just $1.70 to $1.85, reflecting approximately 7% total COGS inflation, including an estimated 3% tariff-related impact on tin plate steel, aluminum, and Chinese goods, with organic net sales expected to range from -1% to 1%.