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Conagra Brands
Conagra Brands (CAG) investor relations material
Conagra Brands Consumer Analyst Group of New York Conference (CAGNY) 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Consumer Analyst Group of New York Conference (CAGNY) 2026 summary17 Feb, 2026
Business Performance and Portfolio Strategy
Achieved a return to growth, with 75% of frozen and snacks portfolio holding or gaining share over the past year and in the latest 13 weeks.
Portfolio is highly focused, U.S.-centric, with 92% of sales domestic and 81% of revenue from brands ranked #1 or #2 in their categories.
Focused on three consumer domains: frozen, snacks (growth drivers), and staples (high margin, cash flow generators).
Health and wellness prioritized, with 65% of portfolio qualifying as Clean Label and all products dye-free by end of next year; 100% of frozen portfolio free from artificial colors by 2027.
Innovation and digital A&P investments, including S.R.P., drive brand relevance, household penetration, and category vitality.
Consumer Insights and Market Trends
Middle class is shrinking, with growth driven by lower- and upper-income consumers; Gen Z and active adults are reshaping food preferences.
Gen Z and millennial parents demand bold, portable, health-focused foods, while families and active adults seek convenience and adventurous eating.
E-commerce, social commerce, and emerging channels (e.g., TikTok, YouTube) are rapidly growing, especially among Gen Z, lower-income, and young families.
Value, taste, convenience, and health are key purchase drivers, with demand for high protein, fiber, clean ingredients, and GLP-1-friendly products.
GLP-1 usage is rising, influencing demand for portion-controlled, nutrient-dense frozen meals and snacks.
Innovation and Brand Development
Launched and expanded provocative products: Mega lineup, protein-rich meals, global flavors, and clean-label options, with $1.4B average annual retail sales from new launches over five years.
New products target trends like high protein, no seed oils, plant-based diets, and bold flavors (e.g., pickle, spicy, churro, tallow fat).
Partnerships and licensing (e.g., Buffalo Wild Wings, Dr Pepper, Dolly Parton, Peanuts) fuel category excitement.
Insurgent brands and new launches (e.g., Rebel Roots, Sweetwood Smokehouse) address emerging consumer segments.
Digital and in-store marketing strategies focus on cultural moments, value, and relevance to younger consumers.
GLP-1 impact on frozen/snack demand drivers?
Project Catalyst: AI leverage for financial performance
Shrinking middle class: brand strategy implications
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Next Conagra Brands earnings date
Q3 20262 Apr, 2026
Conagra Brands
Next Conagra Brands earnings date
Q3 20262 Apr, 2026
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Frequently asked questions
Consumer Packaged Goods
Conagra Brands, Inc. (formerly known as ConAgra Foods) is an American holding company that owns a variety of different brands that produce consumer packaged goods. Its repertoire of products includes both frozen and refrigerated meals, snacks, and condiments, with a focus on convenient food options that take little to no time to prepare. Conagra's brands are sold in the US and select international markets, and amongst its portfolio, one finds classic brands such as Chef Boyardee and Slim Jim. The company is headquartered in Chicago, Illinois, and its shares are traded on the NYSE.
From Flour Mills to a Public Company
Conagra Brands has its origins in the conglomeration of four Nebraska flour mills, which constituted the initial structure of what would become Consolidated Mills in 1919. The company initially focused on milling grain and expanded its operations into poultry and livestock feed. In 1971, Consolidated Mills changed its name to ConAgra, a portmanteau of 'Consolidated' and 'Agriculture. The company continued to grow organically over the years while acquiring various food businesses along the way and diversifying its product offerings. In 2016, reflecting a shift toward a more contemporary image and a focus on brand-centric food offerings, the company updated its name to Conagra Brands. Today, the company competes in the food industry with names such as Kraft Heinz, General Mills, Kellogg, and similar businesses.
Frozen and Refrigerated Food
Conagra Brands has a substantial footprint in the frozen and refrigerated food segment, offering an extensive selection of products designed for convenience. The lineup includes frozen single-serve and family-sized entrees, such as Healthy Choice's low-calorie meals and Marie Callender's homestyle dishes. The company offers plant-based items with Gardein, offering meat-free burgers, sausages, and meatless nuggets.
Other Products
Beyond the frozen and refrigerated aisles, Conagra Brands' portfolio spans a wide range of pantry staples and snacks. They offer well-known snack options, including Slim Jim meat sticks and Orville Redenbacher's gourmet popping corn, satisfying a variety of snacking occasions. In the condiment space, Conagra produces Hunt's tomato ketchup and barbecue sauces, as well as PAM cooking sprays for baking and grilling. The shelf-stable pantry items feature an array of choices from Rosarita refried beans to Chef Boyardee canned pasta, serving as quick meal or side dish. This, as well as the names in the previous paragraph, is just a snapshot of some of the products that Conagra offers through its subsidiaries.
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