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Conagra Brands (CAG) investor relations material
Conagra Brands J.P. Morgan U.S. Opportunities Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan U.S. Opportunities Forum summary12 Nov, 2025
Industry trends and consumer behavior
Significant cost inflation over the past five years led to price increases and strained consumers, resulting in lower volumes and value-seeking behaviors.
Most consumer behavior shifts are transitory, driven by budget constraints, but some, like health and wellness trends, may be more structural.
Channel shifting has favored retailers with more small brands, impacting brand mix and requiring strategic responses.
Innovation and agility are key to responding to evolving consumer preferences and channel dynamics.
Strategic initiatives and innovation
Expansion in frozen entrees, especially chicken-based meals, is a major priority, with new baked and fried chicken lines coming online.
Acquisitions like FATTY Smoked Meat Sticks and organic launches such as Vlasic Pickle Balls target growth in alternate channels.
Innovation performance is strong, with new products and capabilities expected to drive growth into 2026 and 2027.
Financial performance and outlook
2024 guidance includes 7% overall inflation, with protein costs rising and tariffs, especially on tin plate and steel, remaining a headwind.
Margin recovery is expected as in-house production increases and inflationary pressures ease, particularly in the second half of the fiscal year.
Pricing actions are targeted by category, prioritizing volume in frozen and snacks, and margin in grocery, especially canned foods.
No broad-based price rollbacks are planned if commodity costs fall, as recent pricing did not fully offset inflation.
Deflation impact on frozen/snack margins?
Future portfolio: grocery segment and Ardent Mills?
Innovation shift if value-seeking persists?
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Next Conagra Brands earnings date
Q2 2026 Prepared Remarks19 Dec, 2025
Next Conagra Brands earnings date
Q2 2026 Prepared Remarks19 Dec, 2025
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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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