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Conagra Brands (CAG) investor relations material
Conagra Brands Q1 2026 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 (Q&A) earnings summary1 Oct, 2025
Executive summary
Service levels recovered to 98%, supporting resumed merchandising, innovation rollouts, and positive consumer response, especially in frozen and snacks, with market share gains and improved top-line performance.
Value-seeking behavior among lower-income consumers persists, shaping innovation and marketing strategies.
Supply chain objectives were met, and divestitures of Chef Boyardee and frozen seafood reduced net debt.
Inflationary pressures and weak consumer sentiment are expected to persist, but FY26 guidance is reaffirmed.
Financial highlights
Q1 FY26 organic net sales were $2,611M, down 0.6% year-over-year, with adjusted EPS at $0.39, down 26.4%.
Gross margin declined 153 bps to 24.4%; adjusted operating margin was 11.8%, down 244 bps.
Free cash flow for Q1 was $(26)M, down from $136M a year ago.
Net debt reduced by over $400 million in Q1 and by $1.1 billion on a rolling 12-month basis, now at $7.6 billion.
Inventory build in Q1 was planned to restore service levels after prior supply disruptions.
Outlook and guidance
FY26 guidance reaffirmed: organic net sales growth of (1)% to 1%, adjusted operating margin ~11.0%-11.5%, and adjusted EPS of $1.70-$1.85.
Q2 organic net sales projected to decline low single digits; full-year margin moderately below guidance in Q2 but expected to recover in H2.
Inflation outlook for the year in the low 7% range, with core inflation pressure from animal proteins and stable tariff impact.
Debt paydown target of $700 million for fiscal 2026 remains on track, with additional benefit expected from tax legislation.
Detail tariff mitigation strategies.
Is Q1 volume decline a concern for FY26 guidance?
Reconcile negative FCF with net debt reduction.
What are the FY27 margin expansion levers?
What is the outlook for Frozen Entrees recovery?
How does value-seeking shape innovation strategy?
Chicken plant modernization margin impact?
How does value-seeking shape innovation pipeline?
Tax legislation benefit to debt paydown?
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Next Conagra Brands earnings date
Q2 2026 Prepared Remarks18 Dec, 2025
Next Conagra Brands earnings date
Q2 2026 Prepared Remarks18 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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