Added to YB: 2026-01-05
Pitch date: 2026-01-01
CAG [neutral]
Conagra Brands, Inc.
-16.33%
current return
Author Info
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Company Info
Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company primarily in the United States.
Market Cap
$6.2B
Pitch Price
$16.48
Price Target
N/A
Dividend
10.76%
EV/EBITDA
6.96
P/E
-131.20
EV/Sales
1.21
Sector
Food Products
Category
N/A
Conagra Brands: A 'defensive' consumer stock with an aggressive balance sheet
CAG (overview): Food producer down ~50% from $20B peak. Q2 wrote down ~$1B assets, sales at 5yr lows despite inflation. $10B intangibles vs $8B equity = negative tangible book. $7.6B debt, 9x FCF leverage. Demographic decline + brand erosion + margin pressure = no longer defensive. Dividend cut likely imminent.
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