Conagra Brands, Inc. (CAG) has seen its shares gain 12.3% in the past three months compared with the industry’s 7% growth. The branded consumer foods company has also surpassed the broader Zacks Consumer Staples sector and the S&P 500’s respective growth of 7.6% and 0.1%.Although Conagra Brands has outpaced the industry and market at large, this momentum masks underlying headwinds that could weigh on its performance. The company is grappling with elevated costs as well as challenging industry trends includi ...

CHICAGO, Sept. 4, 2024 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) will release its fiscal 2025 first quarter results on Wednesday, October 2, 2024. A press release and supplemental materials, including pre-recorded remarks, will be issued that morning prior to a 30-minute live question-and-answer session with the investment community at 9:30 a.m. ET.The pre-recorded remarks, transcript, press release, presentation slides, and live audio Q&A can be accessed at conagrabrands.com/investor-relations under ...

文章核心观点 - 公司正在大力投资以加强产品组合 [2] - 公司宣布将在2024年夏季推出50多款新产品,主要集中在冷藏和冷冻类别 [7] - 公司支付有吸引力的股息,过去5年股息增长率达10.49% [8] - 公司通过收购Sweetwood Smoke & Co.扩大了产品组合 [6] 根据相关目录分别进行总结 财务分析 - 公司2024财年净销售额为120.51亿美元,较上一年度下降1.8% [3] - 其中,杂货和零食类别销售额下降0.5%,冷藏和冷冻类别销售额下降5.6% [5] - 国际类别销售额增长7.6%,表明公司有机会在海外市场拓展 [5] - 公司毛利率、营业利润率和净利润率均有所下降,主要是由于销售费用和利息费用的增加 [15][16][17][18] - 公司短期偿付能力较弱,流动比率和速动比率较低 [12][14] - 公司资产负债率较高,财务杠杆较大 [13] 股息分析 - 公司过去5年股息增长率达10.49%,目前股息收益率为4.51% [8] - 公司目前的派息率为52.43%,未来股息增长空间可能有限 [8] - 但新产品的推出可能带来收益增长,从而支持未来股息的增长 [8] 产品组合和新产品 - 公司通过收购Sweetwood Smoke & Co.扩大了产品组合,进军健康/蛋白质零食市场 [6] - 公司计划在2024年夏季推出50多款新产品,主要集中在冷藏和冷冻类别,有望带动销售增长 [7] 风险因素 - 新产品能否受到消费者欢迎存在不确定性,如果销售不佳可能会对公司业绩产生负面影响 [23] - 公司短期偿付能力较弱,存在一定财务风险 [14] - 近期毛利率、营业利润率和净利润率下降趋势需要密切关注 [15][16][17][18]

文章核心观点 - 康佳集团正在转型为一家纯粹的消费品包装食品公司,通过创新和有机增长扩大其食品业务,并通过收购进入相邻类别 [1][2][3] - 公司正在进行剥离业务以优化其整体组合,最近完成了出售Agro Tech Foods 51.8%股权的交易 [2] - 公司在创新、广告投资等方面保持了良好的势头,在关键的冷冻和零食品类中获得了市场份额增长 [3][4] - 但公司也面临着行业放缓、成本通胀等挑战,特别是餐饮服务业务受到了不利影响 [6][7] 公司概况 - 康佳集团正在转型为一家纯粹的消费品包装食品公司,通过创新和有机增长扩大其食品业务,并通过收购进入相邻类别 [1] - 公司正在进行剥离业务以优化其整体组合,最近完成了出售Agro Tech Foods 51.8%股权的交易 [2] - 这次出售是一项重要的战略举措,有助于提升股东价值,Agro Tech Foods的业绩将不再并入康佳集团的财务报表 [2] 业务表现 - 公司在创新、广告投资等方面保持了良好的势头,在关键的冷冻和零食品类中获得了市场份额增长 [3][4] - 国际业务保持了良好的势头,第四季度净销售额同比增长6.4%,有机销售增长推动了销量增长 [4] - 但公司也面临着行业放缓、成本通胀等挑战,特别是餐饮服务业务受到了不利影响 [6][7] 未来展望 - 尽管面临挑战,但公司股价在过去3个月内上涨了8.2%,优于行业3.1%的涨幅 [8] - 公司正在采取措施应对经营挑战,最近的剥离交易有助于维持股价的良好表现 [8] - 投资者需谨慎考虑消费者行为和成本通胀等不确定因素 [8]

CHICAGO, Aug. 28, 2024 /PRNewswire/ -- Today Conagra Brands, Inc. (NYSE: CAG) announced that all conditions for the previously announced sale by one of its subsidiaries of its 51.8% ownership stake in Agro Tech Foods Limited (ATFL), a food company based in India, have been fulfilled and the transaction has been completed. This transaction is the latest step in Conagra's strategy to continuously reshape its portfolio to maximize shareholder value. Effective with the sale, Conagra Brands no longer consolidate ...

Conagra Brands, Inc. (CAG) has not been in its best shape lately, witnessing challenging industry trends, including a slowdown in consumption. This was reflected in the company’s fourth-quarter fiscal 2024 results as well as management’s guidance for fiscal 2025. Conagra has been making solid brand-building investments. While these strategic investments are crucial for long-term growth, they may weigh on short-term profitability.Estimates Lose SheenThe Zacks Consensus Estimate for the current quarter and fi ...

文章核心观点 - 消费品股票在经济波动中往往表现出抗风险能力,特别是那些提供日用品的公司[1][2][3] - 本文将重点分析3家在当前经济挑战中表现良好的消费品公司[3] 可口可乐(KO) - 可口可乐产品线多样化,不仅包括碳酸饮料,还有果汁、运动饮料、水和咖啡等,这使其在消费品行业保持主导地位[5] - 可口可乐拥有强大的品牌忠诚度,即使面临通胀和供应链中断等挑战,其财务表现仍然强劲,最近一季度业绩超出分析师预期[6][7] - 可口可乐预计2024年有机收入增长9%-10%,可比汇率中性每股收益增长13%-15%,体现其定价能力和品牌实力[8] 康佳格品牌(CAG) - 康佳格是一家主要提供包装食品的公司,产品线包括众多知名品牌,在经济不确定时期深受消费者青睐[10][11] - 康佳格不断拓展更健康的产品选择,如植物性和有机产品,并专注于方便冷冻和包装食品,这些都符合消费者需求[11] - 尽管面临挑战,但康佳格仍能保持稳健的财务表现,在2024财年取得进展,包括国内零售业务的连续量增长和冷冻及零食市场份额提升[12] 系科(SYY) - 系科是全球最大的食品服务分销公司之一,能够快速调整业务以应对需求变化,如疫情期间支持超市和医疗机构的需求[17] - 系科的规模和广泛的分销网络为其带来竞争优势,能够与供应商谈判到有利价格并传递给客户[17] - 系科最近报告了强劲的财务业绩,2024财年收入达790亿美元,同比增长3.3%,2025财年预计收入和利润将继续增长[18][19]

Conagra Brands, Inc. (CAG) , a leading snacks, frozen foods and alternative-protein supplier, recently unveiled a deal to acquire Sweetwood Smoke & Co, maker of FATTY Smoked Meat Sticks. This move appears apt, given the growing trend in the snacking industry, as consumers increasingly seek high-protein, on-the-go options.Inside the HeadlinesConagra Brands' acquisition of Sweetwood Smoke & Co. is a strategic move as part of its portfolio optimization strategy aimed at speeding up growth. This acquisition not ...

CHICAGO, Aug. 9, 2024 /PRNewswire/ -- Today Conagra Brands, Inc. (NYSE: CAG) announced that it has acquired Sweetwood Smoke & Co., maker of FATTY Smoked Meat Sticks. Financial terms were not disclosed.FATTY Smoked Meat Sticks are protein-packed, better-for-you snacks for people on the go, made with high-quality pork and beef smoked with real hickory wood."The acquisition of FATTY Smoked Meat Sticks is another step in reshaping our portfolio for faster growth," said Sean Connolly, president and chief executi ...

CHICAGO, July 16, 2024 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), one of North America's leading branded food companies, today announced it has been recognized as one of the "Best Places to Work for Disability Inclusion" by The Disability Equality Index®, the world's most comprehensive benchmarking tool for Fortune 1000 scope companies to measure disability workplace inclusion inside their organizations and to assess performance across industry sectors.Established in 2015, the Disability Equality Ind ...