Conagra Brands (CAG)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-30
$14.57+3.41%
Close 2026-10-30 · 1-day change
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-30
Research Workspace
Put CAG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve adjusted EPS of $1.70 to $1.85 for fiscal 2026: Comparison needs review.
View ThesisRevenue is contracting — down about 2% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskCAG’s case rests on portfolio simplification and margin gains, not revenue growth. Revenue shifted from 3.6% growth to a 1.4% decline year over year, despite the latest EPS beat. Q1 FY2027 non-GAAP EPS beat consensus by 32.3%, but weak cash backing clouds reported profits. CAG trades at 8× P/E versus the 13× peer median and its 9× historical multiple. The price reflects less growth than our forecast, though the peer comparison indicates value support. The specific risk is reduced sales after Celeste’s exit, alongside fiscal 2027 organic sales guidance of a 3% to 1% decline. Our model puts the next-quarter miss probability near 22%. Peer multiples imply a price about 16% above where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. CAG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering CAG (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for CAG in the last 4 months.
Continue this research
Compare CAG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CAG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put CAG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Achieve organic net sales change of (3)% to (1)% for fiscal 2027
Discontinuation may negatively affect organic net sales growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $14.57
The last 12 months of price, then the range of analyst 12-month targets from today’s $14.57.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Achieve organic net sales change of (3)% to (1)% for fiscal 2027
Closure may impact organic net sales negatively.
Threatens: Achieve organic net sales change of (3)% to (1)% for fiscal 2027
Discontinuation may impact organic net sales growth.
Earnings call provides updates on performance and objectives.
Struggling turnaround impacts growth objectives.
Threatens: Reduce net debt and maintain net leverage ratio near 4.0x
Guidance for Q2 organic sales down 2% threatens growth objective.
Threatens: Maintain adjusted operating margin near 11.0% to 11.5% for fiscal 2026
Increased prices may impact operating margin negatively.
Threatens: Achieve organic net sales growth of (1)% to 1% for fiscal 2026
Freight costs may hinder organic net sales growth.
