公司概况 - 公司为北美领先的包装食品企业，市值达87亿美元 [1] - 公司拥有多元化的标志性品牌组合，包括Birds Eye、Healthy Choice、Slim Jim等 [1] - 业务运营分为四个部门：杂货与零食、冷藏与冷冻、国际以及食品服务 [1] 近期财务表现与预期 - 预计2026财年第一季度调整后每股收益为0.33美元，较去年同期0.53美元下降37.7% [2] - 在过去四个季度中，公司一次超越华尔街盈利预期，三次未达预期 [2] - 2025财年第四季度调整后每股收益为0.56美元，同比下降8.2%，且低于共识预期 [5] - 2025财年第四季度净销售额为28亿美元，同比下降4.3%，主要受有机销售额下降3.5%拖累 [5] 未来财务展望 - 管理层对2026财年调整后每股收益的指引为1.70美元至1.85美元，远低于2025财年的2.30美元 [5] - 分析师预测公司2026财年调整后每股收益为1.73美元，较2025财年下降24.8% [3] - 预计2027财年调整后每股收益将同比增长8.7%，达到1.88美元 [3] 股价表现与市场情绪 - 公司股价在过去52周内下跌超过44%，表现逊于同期标普500指数15.4%的回报率和必需消费品ETF 5.9%的跌幅 [4] - 在公布疲软的2025财年第四季度业绩后，公司股价于7月10日单日下跌4.4% [5] - 分析师整体评级为“持有”，17位分析师中2位建议“强力买入”，12位建议“持有”，1位建议“适度卖出”，2位建议“强力卖出” [6] - 平均目标价为20.47美元，暗示较当前水平有13.2%的潜在上行空间 [6]

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.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

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.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

Conagra Brands, Inc. (NYSE:CAG) is one of the stocks Jim Cramer shared his opinions on. Inquiring about the stock, a caller noted the company’s upcoming earnings report, recent decline in share price, and attractive dividend. Cramer commented: “No, you see, we want growth in stocks. We don’t want dividends, particularly that are that high, because maybe something’s wrong. We like to buy stocks for growth. That’s really the only elixir that will protect you from inflation and will protect…. your portfolio ...

Key Takeaways Conagra expects Q1 revenues of $2.61 billion, down 6.5% from the prior-year quarter's reported figure. Earnings are projected at 33 cents per share, a 37.7% decline from the year-ago quarter's level. Inflation, tariffs and soft demand likely to weigh on results, though frozen meals and snacks show strength.Conagra Brands, Inc. (CAG) is likely to witness a top and bottom-line decline when it reports first-quarter fiscal 2026 earnings on Oct. 1. The Zacks Consensus Estimate for revenues is pegge ...

Conagra Brands, Inc. (NYSE:CAG) Earnings Preview: Key Financial InsightsConagra Brands, Inc. (NYSE:CAG) is a major player in the packaged foods industry, known for its wide range of products including frozen, refrigerated, and shelf-stable foods. As the company prepares to release its quarterly earnings on October 1, 2025, Wall Street analysts have set their sights on an earnings per share (EPS) estimate of $0.33, with projected revenues of around $2.62 billion.Despite these projections, Conagra is expected ...

Conagra Brands (CAG) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended August 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 1. ...

市场整体情绪 - 纽约证券交易所（NYSE）有209只股票创下52周新高，而仅有43只股票创下52周新低 [1] - 纳斯达克（Nasdaq）有393只股票创下52周新高，70只股票创下52周新低 [1] - 市场短期共识看涨，但长期受关税影响存在不确定性 [1] Conagra Brands (CAG) 公司表现 - 公司是昨日纽交所创52周新低的43只股票之一，该股目前处于10年低点 [2] - 在过去12个月中，该股共创下46次52周新低 [2] - 基于2026年每股收益预测1.87美元计算，其远期市盈率低于10倍，而标普500必需消费品板块的远期12个月市盈率为22.1倍 [3] - 短期技术指标显示该股为强力卖出评级，更可能是一个价值陷阱而非价值投资机会 [3] Conagra Brands (CAG) 财务与股东价值 - 过去20年，公司股价下跌5.5%，而同期标普500指数上涨442%，这体现了价值的毁损 [4] - 过去10年，公司股价下跌42%，但包含股息在内的年化总回报率为0.78% [4] - 在覆盖该股的17位分析师中，仅有两位给予买入评级（评级分为2.94/5），目标价为20.60美元，较当前股价高出约13% [5] - 公司2005财年（截至5月）营收为113.8亿美元，2025财年营收为116.1亿美元，20年间仅增长2.3亿美元，增长表现糟糕 [5] - 营收增长乏力部分原因可归咎于多年来的资产剥离 [6]

Valued at a market cap of $8.9 billion, Conagra Brands, Inc. (CAG) is a prominent consumer packaged foods company headquartered in Chicago, Illinois. It boasts a broad portfolio of over 70 iconic brands, including Birds Eye, Duncan Hines, Slim Jim, Healthy Choice, and Reddi-Wip. The company operates across grocery, snacks, frozen, refrigerated, international, and foodservice segments, serving both retail and foodservice customers. Companies worth between $2 billion and $10 billion or more are typically cl ...

作者背景与研究方法 - 作者为英国股票分析师 拥有10年金融行业经验 专注于中盘股的价值投资研究[2] - 采用基本面与技术面结合的分析方法 涵盖财务指标 同业对标 技术信号及现金流折现模型[2] - 研究领域集中于消费必需品 可选消费 工业及医疗保健行业的中盘股[2] 研究立场与独立性 - 作者声明未持有任何提及公司的股票或衍生品头寸[3] - 明确表示未获得除Seeking Alpha外任何形式的报酬[3] - 强调研究内容仅提供信息参考 不构成个性化投资建议[2][3] 内容定位与目标 - 研究重点在于发掘被低估或市场关注度较低的股票投资机会[2] - 旨在为读者提供独立分析公司的框架和方法论支持[2] - 内容覆盖基础面被低估企业的价值发现与基本面分析[2]