secwatch.observer — SEC 8-K summary
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Issuer:     CONAGRA BRANDS INC. (CAG)
CIK:        0000023217
Form:       8-K
Filed at:   2025-07-10T23:59:59+00:00
Accession:  0000023217-25-000039
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/23217/000002321725000039/0000023217-25-000039-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/23217/000002321725000039/tmb-20250710x8k.htm
  HTML page:      https://secwatch.observer/filing/0000023217-25-000039

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