NYSE:CAG

ConAgra Foods (CAG)

14.34
+0.04 (0.28%)
as of Jul 2, 2026, 8:00:00 pm Market Open.
37 watching
0
Investor Insights
star iconJul 2, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

ConAgra Foods is facing considerable skepticism from experts ahead of their upcoming earnings report. With a substantial dividend yield of 7.7%, many analysts are raising red flags about its sustainability, especially as the company is projected to report declining earnings. The overall growth trajectory appears weak, and the high dividend is leading to concerns about possible desperation for attracting investors. Additionally, issues related to profit margins further complicate the outlook. Given these factors, the company has to deliver an unexpected positive result to halt its severe stock decline, making it a risky choice for potential investors.

consensus icon
Consensus
Negative
valuation icon
Valuation
Overvalued
review icon
Similar
KraftHeinz, KHC
DON'T BUY

He bets their frozen food sales are strong because of stay-at-homers, but it yields only 2.4% and is cheaper than peer Pepsico. He's on the sidelines because it lacks longer-term consistency. They report Thursday.

PARTIAL BUY

Arguably one of the leaders in the tier 2 brands. Made a huge acquisition in 2012, which hasn’t worked out well. Have had several write-downs since then because of that, and have had to reduce prices to increase sales. As a result, margins have been hammered. Over the last year or so, the stock has done quite well because a private equity firm stepped in. The company has indicated 10% year-over-year EPS growth over the next 3 years. Not a bad time to start some buying, but be careful in the short term. The stock had a considerable run up, and on a valuation basis it is not cheap. As a buyer, take a half position and wait for a pullback.

PARTIAL SELL

Thinks they have done all the right things with the acquisitions they have been making and their focus. It is all ceramic strategic assets. Within the food business, there is a secular push towards people wanting to lead healthier lives. If you own, consider taking some profits.

COMMENT

Just made a major acquisition. His issues with this and others in this area are that there is inflation pressure on the cost side. They are not getting a follow through on the pricing side so their margins are being squeezed and he fears for flattish earnings growth. 2.9% dividend yield.

BUY
Reasonable PE, a little more debt than he would like but it is on his watch list.
PAST TOP PICK
(Was a Top Pick April 28/03. Up 2 1/2%.) Still likes. Still remains at the bottom of its 20-year range. 2 X book value.
WEAK BUY
Very solid company, but not too interested in this one.
PAST TOP PICK
(Was a top pick on Mar 19/03. Up 8%.) Still likes.
TOP PICK
Got hit when Ahold cameunder investigation. Was oversold. Starting to come back.
TOP PICK
This is a top pick for a short trade only based on an expected trading bounce.
Showing 16 to 25 of 25 entries