[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 73.3K followers Created: 2025-07-10 11:36:06 UTC $CAG | Conagra Brands Q4 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $0.59) 🔴; -XXX% YoY 🔹 Revenue: $2.78B (Est. $2.85B) 🔴; -XXX% YoY 🔹 Gross Profit: $717M; -XXXX% YoY FY26 Guidance: 🔹 EPS: $XXXX - $XXXX (Est. $2.19) 🔴 🔹 Organic Net Sales Growth: (1)% to +1% 🔹 Adj. Operating Margin: ~11.0% - XXXX% 🔹 Cost of Goods Sold Inflation: ~7% (includes X% from tariffs) 🔹 Free Cash Flow Conversion: ~90% 🔹 CapEx: ~$450M 🔹 Adjusted Effective Tax Rate: ~23% Segment Performance: Grocery & Snacks: 🔹 Net Sales: $1.2B; DOWN -XXX% YoY   🔸 Organic Net Sales: DOWN -XXX% YoY   🔸 Price/Mix: -1.7%, Volume: -XXX% 🔹 Adj. Operating Profit: $226M; DOWN -XXXX% YoY Refrigerated & Frozen: 🔹 Net Sales: $1.1B; DOWN -XXX% YoY   🔸 Price/Mix: -2.3%, Volume: -XXX% 🔹 Adj. Operating Profit: $171M; DOWN -XXXX% YoY International: 🔹 Net Sales: $230M; DOWN -XXXX% YoY   🔸 Organic Net Sales: +0.8% (Price/Mix: +4.7%, Volume: -3.9%) 🔹 Adj. Operating Profit: $35M; UP +22.7% YoY Foodservice: 🔹 Net Sales: $280M; DOWN -XXX% YoY   🔸 Organic Net Sales: -XXX% (Price/Mix: +3.3%, Volume: -7.6%) 🔹 Adj. Operating Profit: $32M; DOWN -XXXX% YoY CEO Sean Connolly Commentary: 🔸 "Fiscal 2025 was more challenging than anticipated, with higher inflation and supply constraints weighing in H2. In FY26, we expect elevated inflation to persist, including ~3% cost increase from tariffs. We remain focused on frozen and snacks investments, volume strength, and supply chain resiliency to deliver sustainable growth and stronger margins over time." XXXXX engagements  **Related Topics** [cag](/topic/cag) [cash flow](/topic/cash-flow) [tariffs](/topic/tariffs) [inflation](/topic/inflation) [$717m](/topic/$717m) [$285b](/topic/$285b) [$278b](/topic/$278b) [eps](/topic/eps) [Post Link](https://x.com/wallstengine/status/1943273019352453393)
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Wall St Engine @wallstengine on x 73.3K followers
Created: 2025-07-10 11:36:06 UTC
$CAG | Conagra Brands Q4 Earnings Highlights
🔹 Adj. EPS: $XXXX (Est. $0.59) 🔴; -XXX% YoY 🔹 Revenue: $2.78B (Est. $2.85B) 🔴; -XXX% YoY 🔹 Gross Profit: $717M; -XXXX% YoY
FY26 Guidance: 🔹 EPS: $XXXX - $XXXX (Est. $2.19) 🔴 🔹 Organic Net Sales Growth: (1)% to +1% 🔹 Adj. Operating Margin: ~11.0% - XXXX% 🔹 Cost of Goods Sold Inflation: ~7% (includes X% from tariffs) 🔹 Free Cash Flow Conversion: ~90% 🔹 CapEx: ~$450M 🔹 Adjusted Effective Tax Rate: ~23%
Segment Performance: Grocery & Snacks: 🔹 Net Sales: $1.2B; DOWN -XXX% YoY   🔸 Organic Net Sales: DOWN -XXX% YoY   🔸 Price/Mix: -1.7%, Volume: -XXX% 🔹 Adj. Operating Profit: $226M; DOWN -XXXX% YoY
Refrigerated & Frozen: 🔹 Net Sales: $1.1B; DOWN -XXX% YoY   🔸 Price/Mix: -2.3%, Volume: -XXX% 🔹 Adj. Operating Profit: $171M; DOWN -XXXX% YoY
International: 🔹 Net Sales: $230M; DOWN -XXXX% YoY   🔸 Organic Net Sales: +0.8% (Price/Mix: +4.7%, Volume: -3.9%) 🔹 Adj. Operating Profit: $35M; UP +22.7% YoY
Foodservice: 🔹 Net Sales: $280M; DOWN -XXX% YoY   🔸 Organic Net Sales: -XXX% (Price/Mix: +3.3%, Volume: -7.6%) 🔹 Adj. Operating Profit: $32M; DOWN -XXXX% YoY
CEO Sean Connolly Commentary: 🔸 "Fiscal 2025 was more challenging than anticipated, with higher inflation and supply constraints weighing in H2. In FY26, we expect elevated inflation to persist, including ~3% cost increase from tariffs. We remain focused on frozen and snacks investments, volume strength, and supply chain resiliency to deliver sustainable growth and stronger margins over time."
XXXXX engagements
Related Topics cag cash flow tariffs inflation $717m $285b $278b eps