During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Below are the ratings of the most accurate analysts for three high-yielding stocks in the consumer staples sector.Altria Group Inc (NYSE:MO)Kraft Heinz Co (NASDAQ:KHC)Conagra Brands Inc (NYSE:CAG)Photo via Shutterstock ...

Chemicals giant LyondellBasell recently slashed its dividend in half. As a result, it lost its crown as the highest-yielding dividend stock in the S&P 500. Taking its place at the top is Conagra (NYSE: CAG) with its 7.4%-yielding payout. Here's a look at whether the high-yielding food stock can do a better job satisfying investors' hunger for sustainable dividend income than its predecessor. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, cal ...

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclaimers and disclosures [1][2] Group 1 - There is no stock, option, or similar derivative position in any of the companies mentioned [1] - The article expresses personal opinions and is not receiving compensation beyond Seeking Alpha [1] - The authors are not licensed or certified by any institute or regulatory body [2]

Core Insights - The article emphasizes the importance of understanding past performance as it relates to future investment decisions, highlighting that historical data does not guarantee future results [2][3] Group 1 - The article discusses the role of analysts in providing insights and opinions on various companies and industries, noting that these opinions may vary and are subject to change [3] - It mentions that the information presented is believed to be factual and up-to-date, but does not guarantee accuracy or completeness [2][3] - The article clarifies that no specific investment recommendations are being made, and it is not an offer to buy or sell securities [2][3] Group 2 - The article indicates that analysts may not be licensed or certified, which could affect the reliability of their opinions [3] - It highlights that the views expressed may not reflect the overall stance of the platform, suggesting a diversity of opinions among contributors [3] - The content serves an illustrative and educational purpose, rather than providing specific financial advice [2]

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Core Viewpoint - Despite high market uncertainty, certain consumer stocks are still considered undervalued and have potential for long-term gains [1] Group 1: Conagra Brands - Conagra Brands has seen a rally since early 2026 but remains down over 20% in the past year due to inflation and changing consumer habits [4] - The company has initiated "Project Catalyst," an AI-based initiative aimed at revamping its core business, though its success remains to be seen [5] - Potential recovery catalysts include selling underperforming brands and acquiring faster-growing ones, alongside a high dividend yield of 7.6% at current prices [6] Group 2: Macy's - Macy's shares have surged nearly 75% over the past six months due to cost-cutting measures, store closures, and targeting affluent customers [7] - The stock trades at a low valuation of 12 times forward earnings compared to competitors like Kohl's at nearly 20 times [8] - The recent bankruptcy of competitor Saks Global may provide Macy's with further opportunities for valuation expansion [9] Group 3: Signet Jewelers - Signet Jewelers' shares have increased by 80% over the past year, driven by successful changes under CEO J.K. Symancyk [10] - The company has embraced lab-grown diamonds and differentiated its retail brands, leading to better-than-expected quarterly results, although earnings growth for the fiscal year is estimated at only 4% [11] - Forecasts for the current fiscal year suggest earnings growth could reach 19.7%, indicating potential for valuation expansion from its current low of 8.5 times forward earnings [12]

Core Viewpoint - Conagra Brands offers a substantial 7% dividend yield, attracting dividend investors, but faces significant risks that may affect its attractiveness as an investment [3][5][6] Investment Considerations Buy Conagra Brands? - The primary reason to consider buying Conagra is its high dividend yield of 7%, appealing to dividend-focused investors [3] - As a consumer staples company, Conagra is viewed as a safe investment during market volatility, providing essential products at reasonable prices [3] Sell Conagra Brands? - The dividend payout ratio is concerning, especially since the company reported a loss, with the ratio previously exceeding 100%, indicating potential risks to the dividend's safety [5][6] - In the fiscal second quarter of 2026, Conagra reported a loss of $1.39 per share, primarily due to non-cash goodwill and brand impairment charges, which, if excluded, would have resulted in earnings of $0.45 per share, covering the $0.35 quarterly dividend [6] Hold Conagra Brands? - Investors who have benefited from the stock's price increase in 2026 may consider taking profits and reallocating to higher-quality competitors like Coca-Cola, despite the potential loss of yield [9] - Conagra's organic sales declined by 3% in the fiscal second quarter of 2026, contrasting with Coca-Cola's 5% increase, highlighting challenges in maintaining sales amid changing consumer preferences [10]

Core Insights - Conagra Brands has appointed John Mulligan and Pietro Satriano to its board of directors, expanding the board to 12 members, which is expected to enhance the company's leadership and governance [1][1][1] Group 1: Appointments - John Mulligan brings extensive experience from his role as former COO of Target Corporation, where he also served as CFO and held various executive positions [1][1] - Pietro Satriano, former CEO of US Foods Holding Corp., has a strong background in the food industry and corporate transformation, and he currently serves on the boards of CarMax, Inc. and Metro, Inc. [1][1] Group 2: Company Overview - Conagra Brands is one of North America's leading branded food companies, with a history of over 100 years and a focus on innovation and collaboration [1][1] - The company reported nearly $12 billion in net sales for fiscal 2025, indicating a strong market presence [1][1]

Core Viewpoint - Conagra Brands has maintained its annual guidance, but the lack of growth and disappointing projections have led to a decline in share price by over 4% following the business update [1][3]. Financial Guidance - The company anticipates a net sales decline of 1% to a growth of 1% for fiscal 2026 compared to 2025 [2]. - Adjusted operating margin is expected to be around 11% to 11.5% [2]. - Projected non-GAAP net income is estimated to be between $1.70 to $1.85 per share, significantly lower than the $2.30 per share earned in 2025, which was nearly 14% below the 2024 figure [3]. Market Trends - Current consumer trends favor fresher and healthier food options, which poses challenges for Conagra, a company focused on packaged products [4]. - The unchanged sales guidance has not positively influenced investor sentiment [3].

PresentationAndrew LazarBarclays Bank PLC, Research Division All right. If we could just find our seats, we'll kick off our next presentation. We're thrilled to welcome back Conagra Brands to the CAGNY stage. Please first join me in thanking Conagra for again generously sponsoring yesterday evening's reception. Conagra is in a very different place this year, having moved past much of the supply chain issues from a year ago, and now seeing underlying business momentum moving in the right direction. So too i ...