secwatch.observer — SEC 8-K summary
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Issuer:     CONAGRA BRANDS INC. (CAG)
CIK:        0000023217
Form:       8-K
Filed at:   2025-10-01T23:59:59+00:00
Accession:  0000023217-25-000083
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Conagra Q1 EPS $0.34 (-64.9% YoY); adj EPS $0.39; reaffirms FY26 guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/23217/000002321725000083/0000023217-25-000083-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/23217/000002321725000083/tmb-20251001x8k.htm
  HTML page:      https://secwatch.observer/filing/0000023217-25-000083

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