{"schema_version":"secwatch.filing_event.v1","accession":"0000023217-26-000010","form_type":"8-K","ticker":"CAG","cik":"0000023217","company_name":"CONAGRA BRANDS INC.","filed_at":"2026-04-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.522466+00:00","generated_at":"2026-05-15T08:03:28.935492+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Conagra Q3 organic sales +2.4% but adjusted EPS -23.5%; narrows FY guidance to low end","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000023217-26-000010","json":"https://secwatch.observer/filing/0000023217-26-000010.json","markdown":"https://secwatch.observer/filing/0000023217-26-000010.md","text":"https://secwatch.observer/filing/0000023217-26-000010.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/23217/000002321726000010/0000023217-26-000010-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/23217/000002321726000010/tmb-20260401x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T08:03:28.935492+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"812094753b7beab7421e0f82b2cddf545fb1f16f","claim":"CONAGRA BRANDS INC. reported third quarter of fiscal year 2026, which ended on February 22, 2026 results: revenue $2.8 billion, net income $200 million, EPS $0.42 per diluted share.","evidence_excerpt":"in our fiscal year, today we are narrowing our fiscal 2026 guidance within our original range.” ​ Total Company Third Quarter Results In the quarter, net sales decreased 1.9% to $2.8 billion, reflecting: ● a 4.8% decrease from the impact of M&A, ● a 2.4% increase in organic net sales, and ● a 0.5% increase from the favorable impact of foreign exchange. ​ The 2.4%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/23217/000002321726000010/0000023217-26-000010-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter of fiscal year 2026, which ended on February 22, 2026"},{"label":"Revenue","value":"$2.8 billion"},{"label":"Net income","value":"$200 million"},{"label":"EPS","value":"$0.42 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"ab76c8f6dd3079ab87c34c27b65323fca5f15719","claim":"CONAGRA BRANDS INC. reported fiscal 2026 results: EPS approximately $1.70.","evidence_excerpt":"The company is narrowing its fiscal 2026 guidance, reflecting: ● Organic net sales change near the midpoint of its (1)% to 1% range, as compared to fiscal 2025 ● Adjusted operating margin near the high end of its ~11.0% to ~11.5% range ● Adjusted EPS of approximately $1.70, at the low end of its $1.70 to $1.85 range","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/23217/000002321726000010/0000023217-26-000010-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2026"},{"label":"EPS","value":"approximately $1.70"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}