{"filings":[{"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","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5, 2026, effective same day.","New bylaws specifically allow virtual stockholder meetings under Delaware law.","Deleted outdated provisions and updated timing rules for special meetings.","Enhanced consistency in share ownership criteria and information requirements for shareholder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,"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","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,"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","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,"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","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,"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%","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}