Added to YB: 2026-04-24
Pitch date: 2026-04-22
CAG [neutral]
Conagra Brands, Inc.
-0.83%
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
$7.0B
Pitch Price
$14.53
Price Target
N/A
Dividend
9.64%
EV/EBITDA
7.33
P/E
-146.53
EV/Sales
1.27
Sector
Food Products
Category
N/A
Show full summary:
Corporate dark arts: one bizarre case study, one false signal, and three setups to watch - $CAG
CAG (quick overview): New CEO gets $4M PSUs vesting at $20-30/share (vs ~$14 today; 12.5-29% IRR) but package not meaningfully aligned—$1.15M salary + 150% bonus + $7.3M annual equity = >$10M/yr base comp. PSUs too small vs total pay to drive real motivation unlike RELY CEO ($350K salary, $70M+ PSU upside). Signal lacks teeth.
Read full article (2 min)