---
schema_version: "secwatch.filing_event.v1"
accession: "0000023217-25-000039"
form_type: "8-K"
ticker: "CAG"
cik: "0000023217"
company_name: "CONAGRA BRANDS INC."
filed_at: "2025-07-10T23:59:59+00:00"
generated_at: "2026-05-18T08:48:28.723866+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Conagra Q4 net sales down 4.3%, adjusted EPS $0.56; FY2026 guidance weak

## Summary
- 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.

## SEC filing metadata
- accession: 0000023217-25-000039
- form_type: 8-K
- ticker: CAG
- cik: 0000023217
- company_name: CONAGRA BRANDS INC.
- filed_at: 2025-07-10T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/23217/000002321725000039/0000023217-25-000039-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/23217/000002321725000039/tmb-20250710x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000023217-25-000039
- JSON: https://secwatch.observer/filing/0000023217-25-000039.json
- Plain text: https://secwatch.observer/filing/0000023217-25-000039.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.