{"filings":[{"id":1223156,"accession_number":"0000023217-26-000018","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2026-06-23T20:33:12+00:00","items":["5.02"],"status":"ready","headline":"Director Emanuel Chirico not to stand for reelection at Conagra's 2026 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Emanuel Chirico notified Conagra Brands on June 22, 2026, that he will not stand for reelection at the September 2026 Annual Meeting.","He will continue serving through the remainder of his current term.","Decision was not due to any disagreement with the Board or the Company.","No successor has been named; board will be reduced by one after the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97818,"accession_number":"0000023217-26-000015","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Conagra brands board approves amended bylaws allowing virtual shareholder meetings","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amended and Restated Bylaws approved May 5, 2026, effective same day.","New bylaws specifically allow virtual stockholder meetings under Delaware law.","Deleted outdated provisions and updated timing rules for special meetings.","Enhanced consistency in share ownership criteria and information requirements for shareholder proposals and nominations.","Bylaw amendments are procedural governance updates with no financial impact."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97817,"accession_number":"0000023217-26-000013","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Conagra appoints John Brase as President and CEO, succeeding Sean Connolly effective June 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Brase, former Smucker COO, named CEO and Board member; effective June 1, 2026.","Sean Connolly departs as CEO and director on May 31, 2026, after 11 years.","Brase receives $1.15M base salary, 150% target bonus, $7.3M annual LTI grant target.","Sign-on package: $200k cash bonus, $4M PBRSUs (cliff vest 3 yr), $2M RSUs (ratable 3 yr).","Relocation benefits up to $500k; double-trigger change-in-control agreement included."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97816,"accession_number":"0000023217-26-000010","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2026-04-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q3 organic sales +2.4% but adjusted EPS -23.5%; narrows FY guidance to low end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reported net sales $2.8B (-1.9% YoY); organic net sales +2.4% (price/mix +1.9%, volume +0.5%).","Reported diluted EPS $0.42 (+40.0%); adjusted diluted EPS $0.39 (-23.5%) on lower adjusted gross profit.","Refrigerated & Frozen organic sales +3.6% on volume recovery; Grocery & Snacks organic +1.8% on pricing.","FY2026 guidance narrowed: adj. EPS ~$1.70 (low end of $1.70-$1.85); organic sales near midpoint of -1% to 1% range.","Net debt reduced to $7.3B (-$818M YoY); net leverage 3.83x; free cash flow $581M, down $461M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":8399500000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112946,"accession_number":"0000023217-26-000005","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Conagra Brands expands board to 12, appoints John Mulligan and Pietro Satriano","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from 11 to 12 directors on February 18, 2026.","John Mulligan appointed to Board; will serve on Human Resources and Nominating/Corporate Governance Committees.","Pietro Satriano appointed to Board; will serve on Audit/Finance Committee; deemed financially literate.","Both directors are independent under NYSE standards; receive prorated cash retainer and ~$60,000 RSU grant each.","No arrangements or related-party transactions between new directors and the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112945,"accession_number":"0000023217-26-000002","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Conagra reaffirms FY26 adj EPS $1.70-$1.85; FCF conversion raised to ~100%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirms organic net sales change of (1)% to 1% compared to fiscal 2025.","Adjusted operating margin guidance maintained between ~11.0% and ~11.5%.","Adjusted EPS reaffirmed in range of $1.70 to $1.85.","Free cash flow conversion now expected ~100%, up from prior expectation of ~90%.","Company to present at CAGNY on Feb 17, previewing new 2026 innovations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129346,"accession_number":"0000023217-25-000094","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q2 net loss $664M ($1.39 diluted loss) on $968M impairment; adjusted EPS $0.45","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales fell 6.8% to $3.0B; organic net sales declined 3.0% with volume down 3.0%.","Reported operating margin (20.1)% due to non-cash goodwill/brand impairment of $968M.","Adjusted EPS $0.45 vs $0.64 last year; adjusted operating margin 11.3%.","Reaffirms FY2026 guidance: organic net sales (1)% to 1%, adjusted EPS $1.70-$1.85.","Quarterly dividend maintained at $0.35/share; net debt reduced 10.1% YoY to $7.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":5611700000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129345,"accession_number":"0000023217-25-000089","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-10-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Conagra Brands appoints Melissa Napier as SVP, Corporate Controller effective Oct 17, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Napier succeeds William E. Johnson, whose earlier announced departure takes effect Oct 17, 2025.","Napier most recently served as CFO of the Grocery & Snacks segment; joined Conagra in 2022 as Head of IR.","She brings 25+ years of food-industry finance experience including roles at US Foods, Tyson Foods, and Deloitte.","Napier will report to CFO David Marberger and serve as principal accounting officer.","FY2026 compensation (salary, annual and long-term incentives) set consistent with executive officer levels per 2025 proxy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129344,"accession_number":"0000023217-25-000083","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q1 EPS $0.34 (-64.9% YoY); adj EPS $0.39; reaffirms FY26 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.6B, down 5.8% YoY; organic net sales down 0.6%, volume down 1.2%.","Reported EPS $0.34 vs $0.97; adjusted EPS $0.39 vs $0.53; gross margin down 212 bps.","Grocery & Snacks sales -8.7% (M&A), International -18%; Refrig/Frozen nearly flat.","Net debt $7.6B, leverage 3.55x, reduced by 12.3% YoY; $15M share repurchases.","FY26 guidance reaffirmed: organic growth (1%)-1%, adj op margin ~11-11.5%, adj EPS $1.70-$1.85."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":2632600000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145914,"accession_number":"0000023217-25-000077","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K/A","filed_at":"2025-09-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Conagra Brands amends annual meeting results: say-on-pay approved by shareholders","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved advisory say-on-pay: 321.9M for, 40.9M against, 1.4M abstain, 54.5M broker non-votes.","All 11 director nominees elected; Francisco Fraga received most votes (361.2M for).","Ratification of KPMG as independent auditor for FY2026 approved with 396.4M votes for, 21.1M against.","Filing corrects earlier 8-K that misstated the vote outcome for proposal 2 (say-on-pay)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145918,"accession_number":"0000023217-25-000073","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Conagra shareholders reject say-on-pay; all directors elected at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 director nominees elected; Sean Connolly received 358.97M for, 4.44M against.","Advisory vote on executive compensation failed: 321.90M for, 40.92M against (non-binding).","Ratification of KPMG as FY2026 auditor passed: 396.41M for, 21.15M against.","Meeting held September 17, 2025; results filed September 22, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.15,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145917,"accession_number":"0000023217-25-000067","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-09-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Conagra Brands SVP & Corporate Controller Johnson resigns effective Oct 17","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William E. Johnson resigns as SVP and Corporate Controller; effective Oct 17, 2025.","Decision not due to any disagreement with Conagra on financial statements or controls.","CFO David S. Marberger will serve as principal accounting officer after Johnson's departure.","Marberger will not receive additional compensation for the interim role.","Company expects to name a long-term successor later."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145916,"accession_number":"0000023217-25-000045","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Conagra Brands closes $1B dual-tranche senior notes offering","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M of 5.000% Senior Notes due 2030 and $500M of 5.750% Senior Notes due 2035 issued.","Notes are senior unsecured, ranking equally with other senior unsecured debt.","Redeemable at any time prior to maturity at specified redemption prices.","Change of control triggering event requires repurchase at 101% of principal.","Underwriting led by BofA Securities, Goldman Sachs, and Mizuho Securities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145915,"accession_number":"0000023217-25-000039","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q4 net sales down 4.3%, adjusted EPS $0.56; FY2026 guidance weak","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $2.8B, down 4.3% (organic -3.5%); adjusted EPS $0.56 vs $0.61 prior year (down 8.2%).","FY2025 adjusted EPS $2.30, down 13.9%; reported EPS $2.40 up 233% due to prior-year impairment comp.","FY2026 guidance: adjusted EPS $1.70-$1.85; organic net sales growth (1)% to 1%.","COGS inflation expected ~7% in FY2026, including tariff impacts; net leverage ratio 3.6x.","Dividend maintained at $0.35/share quarterly; paid Aug 28 to holders of record Jul 30."],"consensus_eps_estimate":null,"consensus_eps_actual":2.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":11612800000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164205,"accession_number":"0000023217-25-000035","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Conagra Brands refinances $2B revolving credit facility, extends maturity to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $2.0B revolving credit facility matures June 27, 2030, replacing $2.0B facility set to mature Aug 2027.","Interest rate based on Term SOFR plus spread from 0.805% to 1.30% depending on debt ratings.","Facility is unsecured; covenants include max net leverage and min interest coverage ratios.","No borrowings were outstanding under prior facility on closing date June 27, 2025.","Extension option: Company may extend maturity for additional 1 or 2 years annually."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164204,"accession_number":"0000023217-25-000029","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Fran Horowitz will not stand for reelection to Conagra's board at September 2025 meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Fran Horowitz informed Conagra on June 17, 2025 of her decision not to stand for reelection.","She will continue serving until the 2025 Annual Meeting of Shareholders in September.","Decision was not due to any disagreement with the Board or the Company.","No replacement or board size change announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164203,"accession_number":"0000023217-25-000024","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Conagra sells Chef Boyardee shelf-stable business to Hometown Food for $600M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sale price $600M cash; business contributed ~$450M net sales in FY2024.","Divestiture includes Milton, Pa. manufacturing facility; Conagra licenses frozen skillet meals back.","Estimated ~4% dilutive to adjusted EPS for FY2025 if closed at start; proceeds to pay down debt.","Expected to close in Q1 of Conagra's FY2026, subject to regulatory approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164202,"accession_number":"0000023217-25-000019","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Conagra extends $300M BofA term loan to Oct 2025 and adds $200M Mizuho loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Extended $300M unsecured Bank of America term loan to Oct 29, 2025; interest at Term SOFR+0.875% or Base Rate.","New $200M unsecured term loan from Mizuho Bank, also due Oct 29, 2025; same interest rate structure.","Mizuho loan includes financial covenants: max net leverage ratio and min interest coverage ratio.","Loans are unsecured; total $500M in short-term debt extended/added with no prepayment penalty.","Proceeds for general corporate purposes; voluntary prepayment permitted without premium or penalty."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164201,"accession_number":"0000023217-25-000011","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q3 adjusted EPS $0.51 (down 26%), net sales $2.8B (down 6.3%); guidance reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reported EPS $0.30 (down 53%); adjusted EPS $0.51 (down 26%); both below prior year.","Net sales $2.8B, down 6.3% driven by 5.2% organic decline; volume down 3.1%.","Gross margin contracted 331bps to 25.0%; adjusted gross margin 24.8%, down 389bps.","Refrigerated & Frozen sales down 7.2% due to supply constraints; segment op profit down 53%.","Fiscal 2025 guidance unchanged: organic net sales ~ -2%, adj EPS ~$2.35, FCF conversion >100%."],"consensus_eps_estimate":0.3368,"consensus_eps_actual":1.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":8831000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181988,"accession_number":"0000023217-25-000004","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Conagra cuts FY2025 EPS guidance to ~$2.35 on supply constraints, FX headwinds","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Organic net sales growth revised from near (1.5%)–flat to ~(2.0%) vs FY24.","Adjusted operating margin lowered to ~14.4% from prior ~14.8%.","Adjusted EPS cut to ~$2.35 from $2.45–$2.50 range.","Net leverage ratio expected at ~3.55x vs prior ~3.4x.","Long-term financial targets remain unchanged; other metrics reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198644,"accession_number":"0001558370-24-016370","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q2 organic sales up 0.3%; adj. EPS $0.70, down 1.4%; updates FY25 guidance lower","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reported net sales -0.4% to $3.2B; organic net sales +0.3% driven by volume +0.4%.","Reported diluted EPS $0.59 (down 1.7%); adjusted EPS $0.70 (down 1.4%).","Updated FY25 guidance: organic net sales near midpoint of -1.5% to flat; adj. EPS $2.45-$2.50.","Segment: Grocery & Snacks net sales +2.0%; Refrigerated & Frozen profit down 53.4% due to impairments.","Net debt $8.4B, net leverage 3.54x; free cash flow $539M (down $102M YoY)."],"consensus_eps_estimate":0.5863,"consensus_eps_actual":1.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":5990000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198643,"accession_number":"0001558370-24-013121","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q1 adj. EPS down 19.7%; organic sales -3.5%; reaffirms FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reported net sales $2.8B, -3.8%; organic net sales -3.5%; volume -1.6%, price/mix -1.9%.","Adjusted diluted EPS $0.53 vs $0.66 prior year, -19.7%; GAAP EPS $0.97 includes $210.4M tax benefit.","Hebrew National manufacturing disruptions impacted Q1 sales by ~$27M and gross profit by ~$11M.","Reaffirms FY2025 guidance: organic net sales (-1.5%) to flat, adj. EPS $2.60-$2.65, adj. operating margin 15.6%-15.8%.","Net debt $8.6B, net leverage 3.60x; share repurchases of $64M in quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":2794900000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214670,"accession_number":"0001558370-24-012964","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2024-09-23T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Conagra shareholders reject say-on-pay; approve officer exculpation charter amendment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Say-on-pay failed: 206.2M against (55.3%), 166.7M for, 1.2M abstain; 49.1M broker non-votes.","Officer exculpation amendment approved: 333.8M for, 39.0M against, 1.3M abstain.","All 11 director nominees elected; vote tallies ranged from 340.4M to 371.6M for each.","Ratification of KPMG as FY2025 auditor passed: 415.7M for, 6.8M against, 0.7M abstain.","Charter amendment effective Sep 18, 2024; exculpates officers per Delaware law."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214669,"accession_number":"0001558370-24-009749","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2024-07-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q4 reports $1.18 loss per share on $957M impairment; adjusted EPS $0.61; FY2025 guidance issued","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 reported net sales down 2.3% to $2.9B; reported diluted EPS loss of $1.18, adjusted EPS $0.61.","Full year FY2024 net sales $12.1B (-1.8%), reported EPS $0.72 (down 49.3%), adjusted EPS $2.67 (down 3.6%).","Recorded $957M non-cash goodwill and brand impairment charges in Q4, driving reported operating margin negative.","Board maintains quarterly dividend at $0.35/share ($1.40 annualized); payable Aug 29, record Aug 1.","FY2025 guidance: organic net sales (1.5%) to flat, adjusted EPS $2.60-$2.65, adjusted operating margin 15.6%-15.8%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":12050900000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233798,"accession_number":"0001558370-24-008513","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2024-05-21T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Conagra Brands amends bylaws to allow shareholder special meetings and update proxy rules","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Bylaw amendments approved by Board on May 15, 2024, effective immediately.","Shareholders granted the ability to call special meetings of stockholders.","Advance notice provisions modified to reflect the universal proxy rules.","Amendments also update for recent changes to Delaware statutory law.","Full text of amended bylaws filed as Exhibit 3.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233797,"accession_number":"0001558370-24-006398","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Conagra EVP and Co-COO Darren Serrao departing effective May 26, 2024; reporting structure to be reorganized","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Darren Serrao, EVP and Co-Chief Operating Officer, will leave Conagra effective May 26, 2024, the end of the fiscal year.","Serrao had been with the company for nine years; no replacement has been named.","Conagra will reorganize its reporting structure to better align resources with business priorities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233796,"accession_number":"0001558370-24-006204","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2024-04-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Conagra enters $300M 1-year unsecured term loan with Bank of America","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$300M unsecured term loan; matures April 29, 2025; prepayable without premium or penalty.","Interest at Term SOFR + 1.15% or base rate + 0.15%, at Company's election.","Customary covenants for investment grade (max net leverage, min interest coverage); proceeds for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233795,"accession_number":"0001437749-24-011000","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2024-04-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q3 adjusted EPS $0.69, down 9.2%; FY guidance reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.0B, down 1.7% vs prior year; organic net sales down 2.0%.","Diluted EPS $0.64 (-9.9%); adjusted EPS $0.69 (-9.2%).","Grocery & Snacks net sales +3.4%; Refrigerated & Frozen -8.1%.","Raising FY2024 adj. operating margin guidance to ~15.8%; reaffirming adj. EPS $2.60-$2.65.","Paid quarterly dividend of $0.35 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":1.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":9145000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233794,"accession_number":"0001437749-24-011036","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K/A","filed_at":"2024-04-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q3: net sales $3.0B (-1.7%), adjusted EPS $0.69 (-9.2%), reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.0B, down 1.7% YoY; organic net sales down 2.0% on volume decline of 1.8%.","Diluted EPS $0.64 (down 9.9%); adjusted EPS $0.69 (down 9.2%).","Refrigerated & Frozen segment sales down 8.1% (vol -3.3%, price/mix -4.8%).","Adjusted operating margin guidance raised to ~15.8%; organic sales and adj. EPS guidance reaffirmed.","Paid quarterly dividend of $0.35 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":1.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":9145000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":251796,"accession_number":"0001437749-24-000509","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2024-01-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q2 EPS falls 24.1% to $0.60; cuts FY2024 guidance on slower volume recovery","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.2B, down 3.2% YoY; organic net sales down 3.4% driven by 2.9% volume decline and 0.5% price/mix decrease.","Adjusted EPS $0.71 (down 12.3%); operating margin fell 261 bps to 14.0%; adjusted operating margin 15.9% (down 108 bps).","Grocery & Snacks down 4.1%; Refrigerated & Frozen down 5.8%; International net sales up 8.1% but op. profit down 84% on impairment.","FY2024 guidance lowered: organic net sales -1% to -2% YoY; adjusted EPS $2.60-$2.65; adjusted operating margin ~15.6%.","Management cites slower volume recovery; volumes in domestic retail improved, cutting decline in half vs Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":1.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":6112100000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269325,"accession_number":"0001437749-23-027741","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2023-10-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q1 adjusted EPS $0.66, +15.8% YoY; reaffirms FY2024 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales flat at $2.9B; organic net sales -0.3% (volume -6.6%, price/mix +6.3%).","Diluted EPS $0.67 vs loss of $0.16 prior year; adjusted EPS $0.66 (+15.8%).","Adjusted gross margin +272 bps to 27.6%; adjusted operating margin +297 bps to 16.7%.","Segment adjusted operating profit growth: Grocery & Snacks +3.8%, Refrig/Frozen +14.7%, International +57.8%, Foodservice +87.5%.","Reaffirmed FY2024: adj. EPS $2.70-$2.75, adj. op. margin 16.0-16.5%, organic sales growth ~1%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":2904000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286307,"accession_number":"0001437749-23-026333","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2023-09-19T23:59:59+00:00","items":["5.02","5.07","5.03","9.01"],"status":"ready","headline":"Conagra shareholders approve 2023 Stock Plan (17.4M shares) and pass special-meeting proposal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved 2023 Stock Plan authorizing 17.4M new shares plus recycled shares from prior plan.","Non-binding shareholder proposal to allow special meetings passed with ~78% of votes cast.","Advisory vote on executive compensation received 30% against, but passed; 1-year frequency also approved.","All 11 director nominees elected; Ruth Ann Marshall and Richard Lenny each had >9% against votes.","Bylaws amended to issue shares only in uncertificated form, effective Sept 14, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286306,"accession_number":"0001437749-23-021179","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2023-07-31T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Conagra names William Eric Johnson as Corporate Controller, succeeding retiring Robert Wise","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Johnson appointed SVP, Corporate Controller (principal accounting officer) effective July 29, 2023.","He replaces Robert Wise, who retired as Corporate Controller on July 28, 2023.","Johnson joined Conagra in Sept 2019 as Assistant Controller; prior roles at Kiewit Corp and KPMG.","No family relationships with directors/executives and no material interests in transactions.","Compensation for FY2024 set by HR Committee consistent with executive officer determinations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286305,"accession_number":"0001193125-23-198810","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2023-07-31T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Conagra Brands issues $500M of 5.300% Senior Notes due 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M aggregate principal of 5.300% Senior Notes due October 1, 2026.","Notes are senior unsecured obligations, ranking equally with other senior unsecured debt; effectively junior to secured debt and subsidiaries.","Interest payable semi-annually beginning April 1, 2024.","Underwriters include BofA Securities, Goldman Sachs, Mizuho, Wells Fargo.","Redeemable at any time prior to maturity; 101% put upon change of control."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286304,"accession_number":"0001437749-23-020337","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2023-07-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Conagra grants CEO Sean Connolly $10M retention performance shares and RSUs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Sean Connolly awarded $8,000,000 target performance shares and $2,000,000 restricted stock units.","Awards vest over three years; forfeiture if retirement before second anniversary; prorated after year 2.","Awards excepted from CEO's 2018 retirement arrangement, requiring continued service for vesting.","Performance shares pay out 0%-200% of target based on financial measures over three-year period.","Chairman Richard Lenny cited CEO's transformational leadership and high integrity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286303,"accession_number":"0001437749-23-019832","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2023-07-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q4 adj. EPS falls 4.6% to $0.62; dividend raised 6% to $1.40/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $0.08 (down 75.8% YoY) on $3.0B net sales (+2.2% organic); price/mix +9.9%, volume -7.7%.","Full year FY2023 net sales $12.3B (+6.4%); adjusted EPS $2.77 (+17.4%); operating margin 8.8%.","FY2024 guidance: organic sales growth ~1%, adj. EPS $2.70-$2.75, adj. operating margin 16%-16.5%.","Board approved 6% dividend increase to $1.40 annual ($0.35 quarterly), payable Aug 31, 2023.","Q4 operating margin declined 544 bps to 1.9% due to $345M brand impairment charges; adjusted margin down 39 bps to 14.6%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":12277000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306130,"accession_number":"0001437749-23-018119","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2023-06-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Conagra Brands' principal accounting officer Robert Wise to retire; William Johnson to succeed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert G. Wise, SVP Corporate Controller and principal accounting officer, will retire by July 28, 2023.","William E. Johnson, currently Assistant Controller, expected to be appointed as his successor.","Johnson joined Conagra in 2019; prior roles include Director of Internal Audit at Kiewit and 12 years at KPMG.","Wise has been with the company since 2003 and led the corporate controller group since 2012."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306129,"accession_number":"0001437749-23-009426","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2023-04-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q3 EPS $0.71 beats; raises FY2023 adjusted EPS guidance to $2.70-$2.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $3.1B (+5.9% YoY); organic net sales +6.1%; adjusted EPS $0.76 (+31%).","Operating margin improved 355 bps to 15.9%; adjusted operating margin 16.9% (+321 bps).","Grocery & Snacks net sales +3.7%; Refrigerated & Frozen +5.6%; Foodservice +17.3%.","FY2023 guidance raised: adjusted EPS $2.70-$2.75 (14-17% growth); organic net sales growth 7%-7.5%.","Dividend of $0.33 per share paid in quarter; net leverage ratio ~3.65x."],"consensus_eps_estimate":null,"consensus_eps_actual":1.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":9303700000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":325322,"accession_number":"0001437749-23-000399","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2023-01-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q2 adj EPS $0.81 beats, net sales +8.3%; raises FY2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.79 (+38.6%), adjusted EPS $0.81 (+26.6%); net sales $3.3B (+8.3% organic +8.6%).","Operating margin 16.6% (+320 bps), adjusted 17.0% (+237 bps); gross margin 27.8% (+316 bps).","FY2023 guidance raised: organic net sales growth 7-8%, adjusted operating margin 15.3-15.6%, adjusted EPS $2.60-$2.70.","Repurchased ~2.8M shares for ~$100M; quarterly dividend $0.33/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":6217200000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343089,"accession_number":"0001437749-22-023728","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2022-10-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q1: adjusted EPS $0.57 beats; GAAP loss $0.16 on $386M impairment; reaffirms FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.9B (+9.5% YoY); organic net sales +9.7% driven by 14.3% price/mix partially offset by 4.6% volume decline.","GAAP diluted loss per share $0.16 due to $386M non-cash goodwill and brand impairment, largely from higher discount rate; adjusted EPS $0.57 vs $0.50 prior year.","Refrigerated & Frozen segment had operating loss of $216M on impairment; adjusted operating profit +8% to $176M. Impairment includes $244M for Bird's Eye brand.","Company reaffirmed FY2023 guidance: organic net sales growth 4-5%, adjusted operating margin ~15%, adjusted EPS growth 1-5%.","Ardent Mills JV earnings $49M (+$29M YoY) driven by favorable wheat market conditions. Quarter-end dividend increased to $0.33/share."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":2904300000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359645,"accession_number":"0001193125-22-251382","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2022-09-26T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Conagra shareholders approve written consent; all director nominees elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved charter amendment to allow action by written consent (358.3M for, 12.1M against).","All 10 director nominees elected; Ruth Ann Marshall received lowest support (334.5M for, 36.3M against).","Shareholder proposal to separate Chair and CEO roles defeated (137.9M for, 231.5M against).","KPMG ratified as auditor for FY2023 (417.0M for, 5.5M against).","Advisory vote on named executive officer compensation approved (347.3M for, 22.7M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359644,"accession_number":"0001193125-22-246361","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2022-09-16T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"Conagra borrows full $500M under delayed-draw term loan facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Borrowed $500M on Sept 14, 2022 under Term Loan Agreement dated Aug 26, 2022.","Proceeds to fund repayment/redemption of long-term debt maturing in FY2023 and general corporate purposes.","Facility is a delayed draw term loan; full $500M aggregate principal drawn."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359643,"accession_number":"0001193125-22-231861","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2022-08-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Conagra enters $500M term loan and $2.0B revolver, extends debt maturities","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $500M unsecured term loan (delayed draw) matures Aug 26, 2025; proceeds to fund debt maturing in FY2023.","New $2.0B unsecured revolver (expandable to $2.5B) matures Aug 26, 2027; replaces $0-outstanding facility due July 2024.","Term loan interest at Term SOFR + 0.10% + 0.90%-1.375% spread based on debt ratings.","Revolver facility fee 0.07%-0.20% p.a.; interest at Term SOFR + 0.10% + 0.93%-1.30% spread.","Both facilities carry customary covenants: max net leverage and min interest coverage ratios."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359642,"accession_number":"0001193125-22-200921","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2022-07-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Conagra appoints Denise Paulonis to Board, increasing size to 13 directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 12 to 13 directors; Denise Paulonis appointed effective August 1, 2022.","Ms. Paulonis will serve on Audit & Finance Committee; deemed independent and an audit committee financial expert.","Compensation includes prorated cash retainer and $137,500 in restricted stock units granted on Sept 1, 2022.","No arrangement or transactions with the company requiring disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359641,"accession_number":"0001437749-22-017097","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2022-07-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Q4 adj EPS up 20.4% to $0.65; full-year EPS down 30.8%; guides FY23 adj EPS growth 1-5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales +6.2% to $2.9B; organic net sales +6.8% driven by price/mix +13.2% offset by volume -6.4%.","Q4 diluted EPS $0.33 (down 48.4% YoY); adjusted EPS $0.65 (up 20.4% YoY).","Full-year FY22 net sales +3.1% to $11.5B; diluted EPS $1.84 (down 30.8%); adjusted EPS $2.36 (down 10.6%).","FY23 guidance: organic net sales growth 4-5%; adj operating margin ~15%; adj EPS growth 1-5%.","Grocery & Snacks adj operating profit +17%; Refrigerated & Frozen adj op profit -6.4%; Foodservice +53%; International -25.7%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":11535900000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":378442,"accession_number":"0001193125-22-104342","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2022-04-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Conagra Brands EVP, General Counsel & Corporate Secretary Colleen Batcheler resigns effective April 30, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Colleen Batcheler, EVP, General Counsel and Corporate Secretary, resigned effective April 30, 2022.","Batcheler is leaving to pursue an opportunity outside the consumer packaged goods industry.","No successor has been announced as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":378441,"accession_number":"0001193125-22-102996","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2022-04-12T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Scott Ostfeld resigns from Conagra Brands board; board reduced to 12","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Scott Ostfeld, a JANA Partners partner and board member since Feb 2019, resigned effective April 12, 2022.","He is leaving to take a board seat at another packaged food company; JANA retains a significant investment in Conagra.","Board size reduced from 13 to 12 directors following his departure.","Ostfeld's resignation was not due to any disagreement with Conagra's operations, policies, or practices.","CEO Sean Connolly and chair Rick Lenny thanked Ostfeld for his constructive service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":378440,"accession_number":"0001564590-22-013753","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2022-04-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Conagra Brands reports Q3 FY2022 results via press release; details not in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["8-K filed under Item 2.02 and 9.01 with press release as Exhibit 99.1.","Exhibit content not provided; actual earnings figures unavailable from filing text.","Furnished, not filed; not incorporated by reference into other SEC filings.","Ticker: CAG; date of report April 7, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":1.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":8625900000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":396712,"accession_number":"0001193125-22-055836","cik":23217,"company_name":"CONAGRA BRANDS INC.","ticker":"CAG","form_type":"8-K","filed_at":"2022-02-28T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Conagra Brands appoints George Dowdie to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 12 to 13 directors; 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specific financial data not provided.","Ticker CAG; results are furnished, not filed, per SEC regulations."],"consensus_eps_estimate":null,"consensus_eps_actual":1.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":5712200000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6377567215.075286,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-01-06T23:59:59+00:00|396711"}