PNC Financial Services Group Inc. Increases Position in Conagra Brands $CAG
PNC Financial Services Group Inc. increased its stake in Conagra Brands (NYSE:CAG) by 63.6% in the third quarter, now owning 245,174 shares valued at $4.49 million. Conagra reported Q3 EPS of $0.45, beating estimates, but revenue declined by 6.8% to $2.98 billion. The company declared a quarterly dividend of $0.35 and analysts currently hold an average "Reduce" rating with a consensus target price of $19.07.
Pekin Hardy Strauss Inc. Takes Position in Conagra Brands $CAG
Pekin Hardy Strauss Inc. has acquired a new position in Conagra Brands (NYSE:CAG) during the third quarter, purchasing 244,402 shares valued at approximately $4.475 million. Other institutional investors also modified their holdings, with Vanguard Group Inc. and State Street Corp. significantly increasing their stakes. Despite institutional interest, several Wall Street analysts have reduced price targets and assigned "underperform" or "sell" ratings for Conagra Brands, leading to a consensus rating of "Reduce" with a target price of $19.07.
Conagra Brands appoints John Mulligan, Pietro Satriano to its board of directors
Conagra Brands has appointed John Mulligan and Pietro Satriano to its Board of Directors, increasing the board's size to 12 members. These appointments aim to strengthen the company's governance and bring additional operational and financial expertise, particularly in retail operations, supply chain resilience, and C-suite leadership. The move is expected to support Conagra's strategic focus on portfolio optimization, innovation, and shareholder returns in a competitive market.
April 17th Options Now Available For Conagra Brands (CAG)
New options for Conagra Brands (CAG) with an April 17th expiration are now available. A specific call contract at the $19.00 strike price is highlighted, offering a potential 3.40% return if exercised as a covered call, or a 2.39% premium boost if it expires worthless. The article discusses the implications for investors considering this option given current stock performance and market fundamentals.
Analysts Estimate Smucker (SJM) to Report a Decline in Earnings: What to Look Out for
Analysts are predicting a year-over-year decline in earnings for J.M. Smucker (SJM) in the quarter ended January 2026, despite higher projected revenues. The company is expected to report quarterly earnings of $2.25 per share, a 13.8% decrease, on revenues of $2.31 billion, up 5.7%. While the Most Accurate Estimate is slightly higher than the Zacks Consensus Estimate, Smucker's Zacks Rank of #4 (Sell) makes a conclusive prediction about an earnings beat difficult.
Analysts’ Opinions Are Mixed on These Consumer Goods Stocks: Kenvue, Inc. (KVUE), Conagra Brands (CAG) and JBS (JBS)
Analysts have issued mixed opinions on several consumer goods stocks, with Kenvue, Inc. (KVUE) receiving a Hold rating from Barclays, Conagra Brands (CAG) securing a Buy rating from Barclays, and JBS (JBS) also getting a Buy rating from Barclays and UBS. The analysis includes price targets and highlights the consensus ratings for each company within the Consumer Goods sector.
Conagra Adds Former Chief Execs From Target and US Foods to Board
Conagra Brands Inc. has appointed John Mulligan, former COO of Target Corp., and Pietro Satriano, former chairman and CEO of US Foods Holding Corp., to its board of directors, increasing the board to 12 members. These appointments come as Conagra focuses on leveraging technology and AI to drive business and innovation, aiming to enhance supply chain resiliency and reduce costs. The company expects to benefit from Mulligan's retail expertise and Satriano's food industry experience in corporate transformation and supply chain excellence.
Analysts’ Opinions Are Mixed on These Consumer Goods Stocks: Kenvue, Inc. (KVUE), Conagra Brands (CAG) and JBS (JBS)
This article summarizes analysts' views on three consumer goods stocks: Kenvue, Inc. (KVUE), Conagra Brands (CAG), and JBS (JBS). Kenvue received a "Hold" rating from Barclays and William Blair, while Conagra Brands was rated "Buy" by Barclays and has a general "Hold" consensus. JBS garnered "Buy" ratings from Barclays and UBS, with analysts noting a "Strong Buy" consensus and significant upside potential.
Leading Companies Fueling Growth and Innovation in the Soup Market
The soup market is projected to reach $21.33 billion by 2030, growing at a CAGR of 4.4%, driven by consumer demand for convenient, healthy, and innovative options. Key trends include the rise of ready-to-eat products, plant-based varieties, and clean-label ingredients, with major players like Campbell Soup Company making strategic acquisitions to expand their portfolios. The market is segmented by type, category, packaging, and distribution channels, reflecting its diverse offerings to meet varied consumer preferences.
Marzetti to Acquire Bachan’s BBQ Sauce
The Marzetti Company is set to acquire Bachan’s, Inc., a Japanese Barbecue Sauce brand, in a deal valued at $400 million, subject to adjustments. This acquisition aims to strengthen Marzetti’s position in the clean-label, globally inspired sauces market, leveraging Bachan's $87 million in net sales from 2025. The transaction is expected to close before June 30, 2026, pending regulatory approval.
Conagra Brands Expands Board, Adds Two Independent Directors
Conagra Brands (CAG) has expanded its Board of Directors from 11 to 12 members and appointed John Mulligan and Pietro Satriano as independent directors, effective February 18, 2026. Both new directors will receive pro-rated cash retainers and restricted stock units, consistent with other non-employee directors, further solidifying Conagra's commitment to strong governance and financial oversight. Despite the new appointments, TipRanks' AI Analyst, Spark, rates CAG as a Neutral due to declining revenue and profitability, valuation concerns, and bearish technical indicators, although the high dividend yield offers some support.
Conagra Brands Announces Appointment of John Mulligan and Pietro Satriano to its Board of Directors
Conagra Brands has appointed John Mulligan, former COO of Target, and Pietro Satriano, former CEO of US Foods Holding Corp., to its board of directors, increasing the board to 12 members. Both bring extensive experience in retail, corporate governance, and the food industry, which Conagra believes will support its strategy, technology integration, and innovation agenda.
Conagra Reaffirms 2026 Outlook, Highlights Strong Cash Generation
Conagra Brands reaffirmed its fiscal 2026 guidance, maintaining a sales outlook ranging from a 1% decline to 1% growth and an adjusted operating margin of 11.0% to 11.5%. The company also increased its free cash flow conversion forecast to approximately 100% for the full year, up from 90%, reflecting strong cash generation. Despite challenges in financial performance, Conagra plans to introduce new product innovations in 2026 to support margins and market position.
CISO Global taps 30-year sales veteran to drive software push
CISO Global (NASDAQ: CISO) has appointed Michael Czerneda as Vice President of Sales, effective February 18, 2026, to spearhead the company's shift towards software-driven growth. Czerneda brings over 30 years of sales leadership experience, with a mandate to scale the sales organization, increase adoption of CISO Global's four cybersecurity software products, and expand into existing customer bases and insurance distribution channels like CAGI. This strategic hire aims to leverage his expertise to build high-performing teams and drive revenue in complex technology markets.
General Mills Shares Sink 7% on Slashed 2026 Outlook and "Weak Consumer Sentiment"
General Mills (NYSE: GIS) shares plunged over 7% after the company drastically cut its fiscal 2026 guidance, now expecting organic net sales to decline and adjusted EPS to fall by 16-20%. This downturn reflects weakening consumer sentiment, inflation fatigue, and a shift towards value brands, signaling potential industry-wide challenges for traditional consumer staples. The update, announced at the CAGNY conference, suggests the "pricing power era" for big food brands may be ending, with significant implications for competitors and the broader market.
Conagra Brands Inc. stock underperforms Tuesday when compared to competitors
Conagra Brands Inc. (CAG) stock declined by 4.40% on Tuesday, closing at $18.89, despite a generally positive trading day for the broader market. This marks the third consecutive day of losses for the stock. The S&P 500 Index and Dow Jones Industrial Average both saw slight gains.
Key facts: Conagra Brands updates fiscal 2026 guidance; shifts marketing focus
Conagra Brands has updated its fiscal year 2026 guidance, expecting organic net sales to range from -1% to +1% and an adjusted operating margin of 11.0% to 11.5%. The company also announced a strategic shift in its marketing efforts, focusing on social media platforms like TikTok and YouTube to engage younger consumers for product launches. This information was filed with the SEC on February 17, 2026.
Cheerios maker says cost of living, housing expenses changing way consumers spend
General Mills has cut its annual sales and profit forecasts, attributing the change to weak consumer sentiment and evolving consumer purchase patterns. The company noted that consumers are shifting towards healthier and lower-cost food options, partly due to the rise of GLP-1 weight-loss drugs and increased competition for protein. Additionally, Chief Executive Jeff Harmening stated that elevated cost of living and housing pressures are forcing lower- and middle-income consumers to prioritize value in their spending habits.
Fresh Del Monte Produce stock hits 52-week high at $40.80
Fresh Del Monte Produce Inc. (FDP) stock hit a 52-week high of $40.80, showcasing a 38.66% increase over the past year and a 14.64% gain in the last six months. InvestingPro data indicates the company is slightly undervalued with strong financial health, including a 2.09 current ratio, a 9% free cash flow yield, and a 2.97% dividend yield that has been maintained for 16 consecutive years. The company recently received court approval to acquire select assets from Del Monte Foods Corporation II Inc., reunifying the Del Monte brand, and formed a strategic partnership with Vietnam’s THACO Agri to expand global sourcing.
Conagra Brands Reiterates Full-Year Guidance Ahead of Conference
Conagra Brands has reiterated its full-year fiscal year 2026 guidance, expecting organic net sales growth between -1% and +1%, an adjusted operating margin of 11.0% to 11.5%, and adjusted EPS between $1.70 and $1.85. The company also improved its free cash flow conversion estimate to approximately 100% from 90%. This reiteration of guidance comes ahead of an upcoming conference, with analysts like Wells Fargo and UBS adjusting their price targets for CAG.
Familiar face: Why food and beverage companies are bringing back former CEOs
In a period of volatility for the food and beverage industry, companies like Boston Beer, Simply Good Foods, and Hormel are re-hiring former CEOs to provide stability and leverage their proven track records. This trend is driven by a desire for trusted leadership amidst economic headwinds and changing consumer preferences. While sometimes indicative of recent struggles, bringing back a familiar face can also be a strategic move to navigate challenging market conditions or prepare a company for a future internal succession.
General Mills cuts annual sales, profit forecasts as weak consumer spending hits demand
General Mills has reduced its annual sales and profit forecasts, citing weaker consumer spending as the primary reason for the decreased demand. This move indicates that the consumer staples giant is facing headwinds due to a cautious economic environment affecting purchasing habits. The revised outlook reflects challenges in the current market for General Mills and potentially other companies in the consumer goods sector.
CONAGRA BRANDS REAFFIRMS FISCAL 2026 GUIDANCE AHEAD OF 2026 CAGNY PRESENTATION
Conagra Brands Inc. is reaffirming its fiscal 2026 guidance ahead of its presentation at the 2026 Consumer Analyst Group of New York (CAGNY) conference. The company expects organic net sales change of (1)% to 1% compared to fiscal 2025, adjusted operating margin between ~11.0% and ~11.5%, and adjusted EPS between $1.70 and $1.85. Additionally, Conagra now anticipates free cash flow conversion to be approximately 100% for the full year, an increase from its previous expectation.
CONAGRA BRANDS REAFFIRMS FISCAL 2026 GUIDANCE AHEAD OF 2026 CAGNY PRESENTATION
Conagra Brands, Inc. is reaffirming its fiscal 2026 guidance ahead of its presentation at the 2026 Consumer Analyst Group of New York (CAGNY) conference. The company expects organic net sales change of (1)% to 1% compared to fiscal 2025, adjusted operating margin between ~11.0% and ~11.5%, and adjusted EPS between $1.70 and $1.85. Additionally, Conagra anticipates free cash flow conversion to be approximately 100% for the full year, an increase from its previous expectation of around 90%.
CONAGRA BRANDS REAFFIRMS FISCAL 2026 GUIDANCE AHEAD OF 2026 CAGNY PRESENTATION
Conagra Brands, Inc. (NYSE: CAG) has reaffirmed its fiscal 2026 guidance ahead of its presentation at the 2026 Consumer Analyst Group of New York (CAGNY) conference. The company expects organic net sales change of (1)% to 1%, adjusted operating margin between ~11.0% and ~11.5%, and adjusted EPS between $1.70 and $1.85. Additionally, Conagra anticipates free cash flow conversion to be approximately 100% for the full year, an increase from its previous expectation.
AlphaQuest LLC Decreases Stake in Conagra Brands $CAG
AlphaQuest LLC significantly reduced its stake in Conagra Brands (NYSE:CAG) by 95.8% in the third quarter, selling over 56,000 shares and retaining a small position. Despite a revenue decline, Conagra beat EPS expectations and announced a quarterly dividend of $0.35, representing a 7.1% yield. Analysts currently hold a "Reduce" consensus rating for the stock, with an average price target of $18.86.
Caprock Group LLC Makes New $1.21 Million Investment in Conagra Brands $CAG
Caprock Group LLC recently acquired a new stake of 63,082 shares in Conagra Brands (NYSE:CAG) worth approximately $1.21 million during the third quarter. Despite this new investment, analyst sentiment toward Conagra Brands is generally cautious, with an average rating of "Reduce" and an average price target of $18.86. The company recently announced a quarterly dividend of $0.35, but its financial fundamentals show mixed results, including negative P/E, a 6.8% year-over-year revenue decline, and conservative FY2026 EPS guidance.
Varma Mutual Pension Insurance Co Lowers Position in Conagra Brands $CAG
Varma Mutual Pension Insurance Co decreased its stake in Conagra Brands by 20.4% in the third quarter, selling 83,100 shares and ending with 325,200 shares valued at approximately $5.95 million. Despite Conagra slightly beating EPS estimates with $0.45, revenue declined by 6.8% year-over-year to $2.98 billion, and the company posted a negative net margin. Analysts have an average "Reduce" rating for Conagra with a target price of $18.86, and the company declared a quarterly dividend of $0.35, representing a 7.1% annualized yield.
Will Banquet’s New High‑Protein MEGA Breakfast Bowls Reshape Conagra Brands' (CAG) Value Portfolio Narrative?
Conagra Brands (CAG) recently launched Banquet MEGA Breakfast Bowls, a new high-protein frozen breakfast line, targeting the growing demand for convenient, protein-rich value meals. This innovation aims to support Conagra's strategy of using new products to stabilize earnings and sales, countering concerns about shifting consumer preferences towards fresher foods. However, the article notes that investors still need to monitor overall market trends and the company's ability to manage supply chain complexities and inflation.
The Truth About Conagra Brands Inc: Why Everyone Is Sleeping On This Grocery Giant
This article examines Conagra Brands Inc. (CAG), highlighting its ubiquitous presence in American households through various grocery staples. It discusses whether Conagra's stock is a worthwhile investment, emphasizing its stability as a "cash-flow king" in the consumer staples sector rather than a high-growth "moonshot rocket." The piece also touches on Conagra's brand power in the age of viral trends and contrasts it with competitors, ultimately labeling it a "utility play for your stomach" for long-term, low-drama investors.
The Truth About Conagra Brands Inc: Why Everyone Is Sleeping On This Grocery Giant
Conagra Brands Inc. (CAG) is highlighted as a stable, yet often overlooked, grocery giant that consistently performs due to recurring demand for its diverse portfolio of everyday food items. The article asserts that while it may not offer "moonshot returns," it provides steady revenue and dividends, making it attractive for long-term, low-drama investors seeking stability over viral hype. It contrasts Conagra's consistent performance and budget-friendly appeal with high-beta tech stocks and competitors, positioning CAG as a reliable anchor in a portfolio.
SPHD ETF 52-Week Price Analysis
The SPHD ETF is currently trading near its 52-week high, with a range of $43.39 to $52.38, and the latest trade at $52.36. This article provides technical analysis tools for investors and explains the ETF trading mechanism, emphasizing the importance of monitoring inflows and outflows. It also includes related analyst ratings and news for Conagra Brands (CAG), with UBS raising its price target to $20.
Advisors Asset Management Inc. Has $8.07 Million Holdings in Conagra Brands $CAG
Advisors Asset Management Inc. increased its stake in Conagra Brands (NYSE:CAG) by 21.8% in the third quarter, now holding 440,640 shares valued at $8.07 million. Several other institutional investors also adjusted their positions in the company. Conagra Brands has received mixed analyst ratings recently, with an average target price of $18.71, and the company announced a quarterly dividend of $0.35 per share.
Bunge Global SA: The Quiet Infrastructure Powering the World’s Food Supply Chain
Bunge Global SA is transforming from a traditional commodity middleman into a data-driven, asset-heavy food and agribusiness platform. The company's strategy involves offering specialized solutions in custom edible oils, plant-based proteins, and integrated risk management to address climate risks, geopolitics, and evolving consumer tastes. This shift aims to create a more stable, high-margin business, making Bunge a critical component of the global food supply chain infrastructure.
Protein-Rich Frozen Pretzel Products
J&J Snack Food Corp. has introduced new Superpretzel Protein Soft Pretzels to the US market, offering seven to ten grams of plant-based protein per serving. These frozen pretzels, available in two options, can be prepared in a microwave, oven, or air fryer and are priced between $4.29 and $5.99. The launch addresses consumer demand for protein-forward snacking while maintaining the familiar taste of Superpretzels.
Conagra Must Pay $25 Million to PAM Spray User With Popcorn Lung
A Los Angeles jury has ordered Conagra Brands Inc. to pay $25 million to a man who developed "popcorn lung" (bronchiolitis obliterans) after using its butter-flavored PAM cooking spray. Roland Esparza alleged that the spray contained harmful chemicals like diacetyl, and the jury found Conagra fully responsible for his injuries. The court ruled that the cooking spray failed to perform as safely as consumers would expect.
Marzetti buys Japanese barbecue sauce brand for $400M
The Marzetti Company is acquiring Bachan’s, a Japanese barbecue sauce brand, for $400 million in cash to expand its presence in the growing sauce category. This acquisition will allow Marzetti to own a sauce brand, addressing CEO David Ciesinski's desire for proprietary brand platforms in addition to their successful licensed products. Bachan’s, known for its globally-inspired flavors and clean-label marketing, has shown a 48% compound annual growth rate between 2022 and 2025 and is popular with millennials and Gen Z.
Hershey profits dampened by input costs
The Hershey Co. experienced a significant drop in net income during its fourth quarter and 2025 fiscal year, largely due to high input costs, inflation, commodity volatility, and tariffs, despite an increase in top-line sales. The company's net income decreased by 60% in both the fourth quarter and the full fiscal year compared to the previous year. Hershey anticipates a rebound in 2026, forecasting 4% to 5% net sales growth and substantial earnings recovery by focusing on innovation, strategic pricing, cost efficiency, and leveraging its North American Confectionery and Salty Snacks segments.
Commodity costs continue to challenge The Hershey Co.
The Hershey Co. experienced a significant drop in net income during its fourth quarter and fiscal year 2025, primarily due to rising input costs, cocoa inflation, and tariffs, despite an increase in top-line sales. The company is optimistic for 2026, forecasting net sales growth and earnings recovery with strategic investments in innovation, brand building, and its growing salty snacks and protein portfolios. Hershey is also monitoring potential headwinds like SNAP waivers and GLP-1 weight-loss medications.
Conagra Adds Protein-Packed Breakfast Bowls
Conagra Brands is expanding its Banquet line with new MEGA Breakfast Bowls, offering 30g of protein per serving. These bowls address consumer demand for high-protein breakfast options in the growing frozen breakfast category. Featuring a unique tray-in-tray steaming technology, the four new varieties (Meat Lovers, Bacon, Sausage, and Sausage & Gravy) ensure a fluffy and tender breakfast ready in minutes.
Tyson Foods shareholders re-elect board and approve key proposals at annual meeting
Tyson Foods shareholders re-elected fourteen directors to the board and approved several key proposals, including the ratification of PricewaterhouseCoopers LLP as the independent accounting firm and amendments to the 2000 Stock Incentive Plan. A non-binding advisory vote on executive compensation also passed, while three shareholder proposals were not approved. This occurred during the company's 2026 Annual Meeting held on February 5th, following a strong Q1 2026 financial performance that surpassed expectations and led to increased price targets from analysts.
Conagra Seeks Compensation From Insurers in Wake of $25M Verdict
Conagra Brands Inc. is suing Travelers Property Casualty Co. of America and Westchester Fire Insurance Co. for allegedly breaching a contract to cover their share of defense costs in a lawsuit. A jury awarded $25 million to Roland Esparza, who claimed his lung disease was linked to Conagra's Pam butter-flavored cooking spray. Conagra argues that the insurers' policies should indemnify them for the defense costs, which totaled around $850,000.
Smithfield to shutter sausage plant
Smithfield Foods Inc. is closing its dry sausage facility in Springfield, Mass., leading to 190 layoffs between April and September 2026. Production will shift to other Smithfield facilities with existing capacity. This announcement follows Smithfield's plan to purchase Nathan’s Famous Inc. for approximately $450 million.
Plato Investment Management Ltd Has $1.60 Million Stake in Kraft Heinz Company $KHC
Plato Investment Management Ltd significantly increased its stake in Kraft Heinz Company (NASDAQ:KHC) by 227% in Q3, now holding 62,052 shares valued at approximately $1.60 million. This comes amidst insider selling by Miguel Patricio and a general "Reduce" consensus rating from analysts, with a target price of $26.16. Other institutional investors similarly adjusted their holdings, while several brokerages have lowered their price targets for the stock.
Alps Advisors Inc. Makes New Investment in Conagra Brands $CAG
Alps Advisors Inc. has made a new investment in Conagra Brands (NYSE:CAG), acquiring 399,224 shares valued at approximately $7.31 million in the third quarter. Other institutional investors have also increased their stakes, with institutions now owning about 83.75% of the company. Despite a high dividend yield of 7.2% and beating EPS estimates, analysts generally rate the stock as "Reduce" with an average price target of $18.71, citing mixed revenue results and a negative net margin.
Conagra Brands, Inc. (CAG): A Bull Case Theory
This article summarizes a bullish thesis on Conagra Brands, Inc. (CAG), highlighting the company's "Fuel for Growth" initiative aimed at achieving $1 billion in cost savings, its recession resilience as a consumer staples company, an approximately 8% dividend yield, and innovation efforts. Despite recent stock depreciation due to commodity inflation and tariffs, the analysis suggests a constructive forward outlook driven by supply chain modernization and margin recovery. The report also notes a decrease in hedge fund portfolios holding CAG but points to increased potential in AI stocks for higher returns.
Tyson Foods Cleans Up Labels To Align With Guidelines And Investors
Tyson Foods is removing artificial ingredients from its prepared foods to align with updated U.S. dietary guidelines, a move aimed at meeting evolving consumer preferences and potential future government standards. This product reset positions Tyson as a "better-for-you" brand, potentially influencing market share and pricing power, although it may involve additional costs for reformulation. Investors are watching how this strategy impacts volumes, pricing, and overall brand strength amidst ongoing pressures in the beef sector.
Conagra Brands, Inc. (CAG): A Bull Case Theory
This article summarizes a bullish thesis on Conagra Brands, Inc. (CAG), highlighting the company's "Fuel for Growth" initiative aimed at cost savings, its recession resilience as a consumer staples company, and potential catalysts like innovation and an 8% dividend yield. Despite recent stock depreciation due to commodity inflation and tariffs, the thesis suggests that supply chain modernization, margin recovery, and cost efficiencies will drive future upside for Conagra. The article also notes CAG's status among hedge funds.
Coca-Cola Cuts Minute Maid Concentrates To Refocus On Fridge-Ready Juices
Coca-Cola (NYSE:KO) is discontinuing Minute Maid frozen juice concentrates in the U.S. and Canada after nearly 80 years to shift its focus towards ready-to-drink and refrigerated products. This move aligns with evolving consumer preferences for convenience and fits Coca-Cola's strategy of pruning lower-growth formats in favor of higher-traffic, fridge-ready options like Simply and Fairlife. While some long-time customers might be impacted, the company expects to simplify operations, sharpen pricing, and reposition the Minute Maid brand more effectively within its contemporary portfolio.
Here's How Much Traders Expect Coca-Cola Stock Could Move After Earnings Tuesday
Coca-Cola (KO) is scheduled to report its fourth-quarter earnings on Tuesday, with options traders anticipating a potential 3% movement in the stock price in either direction. The beverage giant's shares have already gained 13% this year, and analysts expect solid revenue and earnings growth. Investors will be watching the report for insights into consumer spending habits and the company's valuation compared to peers.
