NYSEConsumer StaplesPackaged FoodsSnapshot 2026-07-31
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Create your account →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: fringe margins under pressure (0q confirmed)
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 broken — Achieve adjusted EPS of $1.70 to $1.85 for fiscal 2026: FY26 EPS guidance low: $1.70 vs target $1.70; Q4 FY26 reported non-GAAP EPS: $0.47.
View ThesisRevenue is contracting — down about 3% 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 RiskConagra Brands must improve its operating margin to justify its current price. The company reported a significant miss, with an operating margin of -14.4% versus the target of 11.5%. It trades at 8.8 times P/E, below the peer median of 11.8 times. This suggests the market expects modest growth, which may not be achieved. The primary risk is a potential guidance cut, with a 24% chance of missing estimates. Peer multiples imply a price about 12% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. 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 Jul 2026).
Based on 9 Wall Street analysts offering 12-month price targets for CAG in the last 4 months.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-08-01. 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.
Threatens: Maintain disciplined capital expenditures around $450 million annually
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 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $14.51
The last 12 months of price, then the range of analyst 12-month targets from today’s $14.51.
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.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Dividend cut impacts capital allocation and investor confidence.
Threatens: Achieve organic net sales growth of (1)% to 1% for fiscal 2026
Indicates ongoing struggles with organic net sales growth.
Rating downgrade suggests concerns about future performance.
Threatens: Achieve organic net sales growth of (1)% to 1% for fiscal 2026
Volume declines threaten organic net sales growth objective.
Threatens: Maintain disciplined capital expenditures around $450 million annually
Dividend cut impacts capital allocation and investor confidence.
Threatens: Maintain disciplined capital expenditures around $450 million annually
Dividend cut impacts capital allocation and investor confidence.
Threatens: Maintain adjusted operating margin near 11.0% to 11.5% for fiscal 2026
Price increases may hurt sales and margins.
Threatens: Maintain disciplined capital expenditures around $450 million annually
Dividend cut impacts capital allocation strategy.
