10x Insights
Loading account…
Companies / Consumer Staples / Conagra Brands
CAG

Conagra Brands

Consumer StaplesFood ProductsS&P 500
Ticker CAGCHICAGO, ILFiscal year ends MayBook value per share $13.34Diluted shares 480.0M

Conagra Brands, Inc. (NYSE: CAG) is a branded packaged-food company serving retail food and foodservice customers in North America and internationally. Its products include shelf-stable, refrigerated and frozen foods, snacks, meals, sauces and customized culinary products. Major brands include Birds Eye, Duncan Hines,… From the company’s description.

In fiscal 2026, Conagra Brands reported revenue of $11.28B, down 2.9% from fiscal 2025, and a net loss of $1.92B. Its operating margin was −14.4%, and operations generated $1.40B in cash. Over the twelve months to Aug 30, 2026, revenue was $11.24B.

Fiscal year 2026 · ends 05-30Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-08-30
Sales & profitability
$11.28BFY2026
−2.9% year over year
Last 12 mo $11.24B
-14.43%FY2026
−26.2 percentage points
Last 12 mo -15.18%
$-1.92BFY2026
−266.3% year over year
Last 12 mo $-1.91B
5.45%FY2026
−7.5 percentage points
Last 12 mo -29.76%
Cash & financing
$1.40BFY2026
−17.1% year over year
Last 12 mo $1.28B
$978.70MFY2026
−24.9% year over year
Last 12 mo $877.00M
1.14FY2026
Was 0.90× a year earlier
Last 12 mo 1.21
479.0MFY2026
−0.1% year over year
Last 12 mo 480.0M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Conagra Brands does

In the company’s own words

Conagra Brands, Inc. (NYSE: CAG) is a branded packaged-food company serving retail food and foodservice customers in North America and internationally. Its products include shelf-stable, refrigerated and frozen foods, snacks, meals, sauces and customized culinary products. Major brands include Birds Eye, Duncan Hines, Healthy Choice, Marie Callender’s, Reddi-wip, Slim Jim and Angie’s BOOMCHICKAPOP. Conagra reports four segments: Grocery & Snacks, primarily U.S. shelf-stable products; Refrigerated & Frozen, primarily U.S. temperature-controlled products; International, branded foods sold through retail and foodservice channels outside the United States; and Foodservice, branded and customized products for restaurants and other foodservice establishments, primarily in the United States. Walmart and its affiliates account for about 29% of consolidated net sales in fiscal 2026. The company has approximately 17,400 employees as of May 31, 2026. Its roots date to a Midwestern flour mill, and it has transformed into a branded food company through brand development, innovation and acquisitions. Its website is http://www.conagrabrands.com.

Company details
Sector
Consumer Staples
Industry (SIC)
Food Products
Headquarters
CHICAGO, IL
Fiscal year end
May
CIK
23217
SIC
2000

Financial performance, year by year

Fiscal 2014–2026 · USD
$-3.88B$2.01B$7.89B$13.78B$19.66B2014201520162017201820192020202120222023202420252026Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Conagra Brands — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

427
funds hold it
2 of 35
superinvestors hold it
$2.74B
held by funds, at market
42.0%
of shares held by funds
10
bond issues held by funds

Superinvestors in Conagra Brands · what they did last quarter

Mark HillmanINCREASED +22.4%
Hillman Capital Management
1.8%of 13F portfolio
Tweedy BrowneNEW
Tweedy, Browne
0.1%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Conagra Brands’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.34%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.08%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.01%of fund net assets
Invesco S&P 500 Equal Weight ETF
RSP · Invesco Exchange-Traded Fund Trust
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Conagra Brands’s bonds, as funds hold them

Funds report holding 10 issues of Conagra Brands’s debt, $1.34B at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.82%, maturing 2026 to 2048.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Conagra Brands and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Conagra Brands's earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Conagra Brands's last four quarterly filings that the numbers alone won't show?”
See how it works →All research tools with a subscription. Use your own AI account.