Added to YB: 2026-01-05
Pitch date: 2026-01-01
CAG [neutral]
Conagra Brands, Inc.
-0.87%
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
$8.3B
Pitch Price
$17.23
Price Target
N/A
Dividend
8.09%
EV/EBITDA
7.28
P/E
-82.72
EV/Sales
1.41
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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