Core Insights - Conagra Brands (CAG) stock has significantly declined over the past few years, with a drop of over 57% from its 2023 peak due to declining sales and margins [3][5] - The company is launching "Project Catalyst" to reengineer its core business using AI, data, and automation to improve margins and cut costs [1][2] Financial Performance - Revenue growth has slowed from a 6.42% year-over-year increase in FY 2023 to a decline of 1.84% in FY 2024, worsening to a decline of 3.64% in FY 2025 [3] - Diluted EPS before non-recurring items fell from $2.67 in FY 2024 to $2.30 in FY 2025, with expectations of a 24.78% decline in full-year EPS [4] Market Outlook - Analysts do not foresee a quick recovery, with a mean price target of $19.27, slightly above the current price of about $17 [6] - The broader packaged food industry is facing similar margin pressures, making recovery challenging for Conagra [5]

Group 1 - Conagra Brands, Inc. (NYSE:CAG) is recognized as one of the 13 Best January Dividend Stocks to Invest in [1] - Wells Fargo has reduced its price target for Conagra to $18 from $19 while maintaining an Equal Weight rating, reflecting updates to their 2026 Food Sector models [2] - Conagra reported a net loss of $663.6 million for the quarter, a significant decline from a profit of $284.5 million a year earlier, although adjusted earnings of $0.45 per share exceeded estimates by $0.01 [5] Group 2 - The company is facing challenges such as uneven demand for pantry staples, pressured consumer spending, and intense competition, which contributed to a loss driven by a $968 million non-cash impairment [3] - Conagra's shares fell nearly 38% in 2025 due to supply chain disruptions, higher input costs, and softer demand, with shifts in consumer preferences towards healthier food adding further risk [4] - The company operates across various segments including Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice, with a portfolio of well-known consumer brands [6]

Core Insights - The article discusses the potential of three dividend stocks: Conagra Brands, Realty Income, and Oneok, which are expected to maintain their dividends and experience price appreciation in the coming years [3]. Conagra Brands - Conagra Brands has seen a year-to-date decline of over 37% due to high inflation and low growth impacting its fiscal performance [4]. - The company faces concerns regarding its $0.35-per-share quarterly dividend, which translates to an 8.0% forward yield, amid fears of a potential dividend cut [5]. - The recently announced "Project Catalyst," which leverages AI technology for operational improvements, could enhance profitability, secure the dividend, and drive stock recovery [6]. - Currently trading at 10 times forward earnings, Conagra's shares could rise with earnings growth and valuation expansion if the turnaround plan is successful [6][7]. Realty Income - Realty Income, a REIT known for monthly dividend payments, has experienced modest gains in 2025 due to uncertainty surrounding potential interest rate cuts by the Federal Reserve [8]. - If interest rates decline further in 2026, Realty Income could see a significant re-rating to the upside, enhancing its cash flow and securing its dividend [7]. Oneok - Oneok, a midstream energy company, is expected to benefit from increased cash flow, indicating a secure dividend and potential share price growth [7].

Core Viewpoint - Conagra Brands, Inc. (NYSE:CAG) is currently facing challenges, with a recent price target cut by UBS and a decline in net sales reported for fiscal Q2 2026 [1][2]. Financial Performance - For fiscal Q2 2026, Conagra reported a net sales drop of 6.8%, with organic net sales decreasing by 3.0% [2]. - The reported diluted net loss per share was $1.39, primarily due to non-cash goodwill and brand impairment charges, while adjusted earnings per share (EPS) stood at $0.45 [3]. - The operating margin for the quarter was reported at 20.1%, with an adjusted operating margin of 11.3% [2]. Sales Dynamics - The decline in organic net sales was attributed to flat price/mix and a 3.0% decrease in volume, alongside a headwind of approximately 100 basis points from changes in retailer purchasing activity [4]. - Price/mix was further impacted by a 60 basis point headwind related to changes in estimates for fiscal 2025's trade expense accrual and an unfavorable product mix [5]. Guidance and Outlook - Conagra reaffirmed its fiscal 2026 guidance, expecting an adjusted operating margin between approximately 11.0% and 11.5%, and adjusted EPS between $1.70 and $1.85 [5]. Company Overview - Conagra Brands operates in three segments: Grocery & Snacks, Refrigerated & Frozen, and International, with a brand portfolio that includes Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, and BOOMCHICKAPOP [6].

Company Overview - Conagra Brands, Inc. (NYSE:CAG) is a consumer packaged goods company [2] Earnings Report and Analyst Reactions - After reporting its second-quarter earnings in December, RBC Capital reduced its share price target for Conagra from $22 to $20 while maintaining a Sector Perform rating, citing one-time and transient issues that are expected to resolve in upcoming quarters [2] - Evercore ISI also lowered its price target from $23 to $22, keeping an In Line rating, noting turmoil in Conagra's frozen food business due to high prices and tariffs, but anticipating improvement in the second half of fiscal year 2026 [2] - Goldman Sachs cut its price target from $18 to $16 on November 25th, maintaining a Sell rating on the shares [2] Jim Cramer's Commentary - Jim Cramer commented that Conagra's recent quarter performance was "just okay" and highlighted concerns regarding rising cattle prices impacting the company [3] - Cramer has previously expressed reluctance to invest in companies with stagnant revenues over the years [2][3]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Conagra Brands Inc (CAG) - Conagra Brands has a dividend yield of 8.20% [6] - Deutsche Bank analyst Steve Powers maintained a Hold rating and reduced the price target from $19 to $18, with an accuracy rate of 66% [6] - Morgan Stanley analyst Megan Alexander maintained an Equal-Weight rating and lowered the price target from $21 to $19, with an accuracy rate of 67% [6] - Recent news indicates that Conagra Brands posted mixed quarterly results on December 19 [6] Group 2: Altria Group Inc (MO) - Altria Group has a dividend yield of 7.19% [6] - B of A Securities analyst Lisa Lewandowski maintained a Buy rating and raised the price target from $64 to $72, with an accuracy rate of 58% [6] - Barclays analyst Gaurav Jain maintained an Underweight rating and increased the price target from $49 to $57, with an accuracy rate of 57% [6] - Recent news includes the retirement of CEO Billy Gifford and the appointment of Sal Mancuso as his successor on December 11 [6] Group 3: Flowers Foods Inc (FLO) - Flowers Foods has a dividend yield of 9.11% [6] - DA Davidson analyst Brian Holland maintained a Neutral rating with a price target of $15, with an accuracy rate of 53% [6] - Jefferies analyst Rob Dickerson maintained a Hold rating and reduced the price target from $23 to $20, with an accuracy rate of 64% [6] - Recent news shows that Flowers Foods posted in-line quarterly earnings on November 6 [6]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Conagra Brands Inc (NYSE:CAG) - Conagra Brands has a dividend yield of 8.20% [6] - Deutsche Bank analyst Steve Powers maintained a Hold rating and reduced the price target from $19 to $18, with an accuracy rate of 66% [6] - Morgan Stanley analyst Megan Alexander maintained an Equal-Weight rating and lowered the price target from $21 to $19, with an accuracy rate of 67% [6] - Recent news indicates that Conagra Brands posted mixed quarterly results on December 19 [6] Group 2: Altria Group Inc (NYSE:MO) - Altria Group has a dividend yield of 7.19% [6] - B of A Securities analyst Lisa Lewandowski maintained a Buy rating and raised the price target from $64 to $72, with an accuracy rate of 58% [6] - Barclays analyst Gaurav Jain maintained an Underweight rating and increased the price target from $49 to $57, with an accuracy rate of 57% [6] - Recent news includes the retirement of CEO Billy Gifford and the appointment of Sal Mancuso as his successor on December 11 [6] Group 3: Flowers Foods Inc (NYSE:FLO) - Flowers Foods has a dividend yield of 9.11% [6] - DA Davidson analyst Brian Holland maintained a Neutral rating with a price target of $15, with an accuracy rate of 53% [6] - Jefferies analyst Rob Dickerson maintained a Hold rating and reduced the price target from $23 to $20, with an accuracy rate of 64% [6] - Recent news shows that Flowers Foods posted in-line quarterly earnings on November 6 [6]

Core Insights - Conagra Brands Inc reported mixed results for Q2, with earnings per share of 45 cents, exceeding the analyst consensus estimate of 44 cents, while sales of $2.979 billion fell short of the $2.986 billion estimate [1][2] Financial Performance - The company reaffirmed its fiscal 2026 adjusted EPS guidance of $1.70 to $1.85, compared to the analyst estimate of $1.75 [2] - Conagra projected organic net sales for fiscal 2026 to change between a 1% decline and flat growth compared to fiscal 2025 [2] - The adjusted operating margin outlook was maintained at approximately 11.0% to 11.5% [2] Market Reaction - Conagra shares fell 0.8% to trade at $17.21 following the earnings announcement [3] - Analysts adjusted their price targets for Conagra post-earnings, with B of A Securities lowering the target from $18 to $17, RBC Capital from $22 to $20, Evercore ISI Group from $23 to $22, and TD Cowen from $19 to $18 [4]

Core Insights - Conagra Brands Inc reported mixed results for Q2, with earnings per share of 45 cents, exceeding the analyst consensus of 44 cents, while sales of $2.979 billion fell short of the $2.986 billion estimate [1][2] Financial Performance - The company reaffirmed its fiscal 2026 adjusted EPS guidance of $1.70 to $1.85, compared to the analyst estimate of $1.75 [2] - Conagra projected organic net sales for fiscal 2026 to change between a 1% decline and flat growth compared to fiscal 2025 [2] - The adjusted operating margin outlook was maintained at approximately 11.0% to 11.5% [2] Market Reaction - Following the earnings announcement, Conagra shares fell by 0.8%, trading at $17.21 [3] - Analysts adjusted their price targets for Conagra, with B of A Securities lowering it from $18 to $17, RBC Capital from $22 to $20, Evercore ISI Group from $23 to $22, and TD Cowen from $19 to $18 [4]

Core Insights - The company is preparing to release its top investment picks for 2026, emphasizing the timeliness of joining to access these opportunities [1] - Significant resources are allocated to research, with an annual investment exceeding $100,000 to identify high-yield strategies [1] - The company has received approximately 200 five-star reviews from satisfied members, indicating a positive reception and effectiveness of its investment approach [2]