The earnings call presented a mixed outlook. The company demonstrated strong cash flow and successful debt repayment, along with positive growth in the snacking segment. However, challenges such as ongoing supply chain constraints, persistent inflation, and potential consumption weakness due to inventory levels were highlighted. Although there is strong consumer demand, external factors pose risks to cost structures.
Company Guidance
During the Conagra Brands third quarter fiscal 2025 earnings call, guidance was provided for the remainder of the fiscal year and touched upon expectations for fiscal 2026. Key metrics included a strong free cash flow conversion of 125% and the repayment of half a billion dollars of debt over the last twelve months. Conagra also highlighted a 4% productivity target and anticipated that inflation would remain a wildcard. The company expects improvements in gross margins and shipment volumes in Q4, despite persistent supply chain challenges. Dave Marberger, CFO, mentioned the priority of using cash flow to continue paying down debt and achieving a leverage target of three times by the end of the next fiscal year. Additionally, Conagra plans to address ongoing supply and inventory issues, with measures already in place to improve service levels, and expects no repeat of the supply constraints experienced in the second half of the current fiscal year. The call also noted that the company had adjusted its CapEx guidance for the year by $40 million due to timing but expected it to return to normal levels next year.
Strong Cash Flow and Debt Repayment
Free cash flow conversion was at 125%, with half a billion dollars of debt paid down in the last twelve months.
Snacking Segment Growth
Snack volumes were up 4% in Q3, driven by strong performance in protein and fiber-rich snacks like meat snacks and popcorn.
Strong Consumer Pull for Products
Overall consumer pull remains strong, with continued growth in frozen foods and healthy snacking categories.
Modernization Efforts
Ongoing multiyear effort to modernize the supply chain, including significant investments in maintenance capital.
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Conagra Brands (CAG) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CAG Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 03, 2025
$26.38
$26.78
+1.52%
Dec 19, 2024
$27.00
$26.45
-2.04%
Oct 02, 2024
$31.89
$29.32
-8.06%
Jul 11, 2024
$27.76
$27.34
-1.51%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Conagra Brands (CAG) report earnings?
Conagra Brands (CAG) is schdueled to report earning on Jul 10, 2025, TBA Not Confirmed.
What is Conagra Brands (CAG) earnings time?
Conagra Brands (CAG) earnings time is at Jul 10, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.