earnings
confidence high
sentiment negative
materiality 0.75
Conagra Q3 adjusted EPS $0.51 (down 26%), net sales $2.8B (down 6.3%); guidance reaffirmed
CONAGRA BRANDS INC.
2025-Q3 EPS
reported $1.87
vs consensus $0.34
▲ beat
(+455.2%)
- 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%.