Conagra (CAG -0.20%) is a large consumer-staples company with a portfolio of well-known food brands. Selling branded food products is usually a pretty stable business, but lately consumers have changed the way they're spending.Conagra is watching the trends, preparing for a return to normal consumer behavior. It's starting to see some silver linings on the dark clouds it's been facing.Conagra thinks this time is a little differentThe financial world tends to rhyme more than it exactly repeats. So each new e ...

JHVEPhoto/iStock Editorial via Getty Images Dear Subscribers, In this article, I'm going to take a look at Conagra (NYSE:CAG). Conagra is a company that I started investing in when the business dropped "hard" some month/s back. The company is in the sector of Packaged Foods & Meats with a market cap of over $13.7B even at this valuation. While it's no longer at any trough-sort of valuation, which it was when you could buy it below $26.5, where I initiated my initial position, it's still an interesting compa ...

美国冷冻食品市场趋势 - 美国冷冻食品部门的创新和变革驱动力有五大关键趋势[1] - 2024年美国冷冻食品市场可能出现的全球风味、厨房电器使用演变和早餐食品激增等新趋势[2] - Conagra Brands的Future of Frozen Food 2024报告利用了销售数据、消费行为数据和社交媒体趋势预测等多方面数据来识别美国冷冻食品部门的五大趋势[3] - 美国冷冻食品行业将随着产品创新、口味实验和消费者享用冷冻食品的方式和时间的变化而不断发展[4]

JHVEPhoto Written by Nick Ackerman. Conagra Brands, Inc. (NYSE:CAG) recently posted its latest quarterly results for Q2 of fiscal year 2024. The company lives in the future, with a fiscal year-end at the end of May. The results were mixed compared to analysts' expectations, with revenue coming in a bit shy of the target. However, the miss was, as some would call it, a "rounding error," as it was a miss of $20 million on revenue of over $3.2 billion. That said, the company had also lowered its guidance o ...

文章核心观点 - 康佳集团与多莉·帕顿合作推出全新的杜肯·海恩斯产品系列,包括蛋糕粉、松饼粉等,并将在2024年推出冷冻食品等更多新品[2][3][4] - 这次合作有助于康佳集团巩固在既有品类的地位,同时也为公司带来了进军南方烹饪和舒适食品等新品类的机会[3] - 多莉·帕顿是公认的最受尊敬和最受尊崇的多才多艺的艺人之一,她的个人品牌和形象将有助于提升杜肯·海恩斯品牌的知名度和美誉度[9][10][11] 公司相关 - 康佳集团是北美领先的品牌食品公司之一,总部位于芝加哥,旗下拥有众多知名品牌如Birds Eye、Duncan Hines、Healthy Choice等[9] - 康佳集团致力于满足消费者不断变化的食品偏好,通过创新来提升公司的产品组合[9] - 这次与多莉·帕顿的合作是一个多年、多品类的协议,由IMG公司提供许可服务[5][13] 行业相关 - 多莉·帕顿是公认的最受尊敬和最受尊崇的多才多艺的艺人之一,在音乐、电影、电视等领域都有出色的成就[9][10][11] - 多莉·帕顿拥有庞大的粉丝群,在YouGov数据库中排名第一,是所有测量的音乐艺人中粉丝基数最大的[11] - 多莉·帕顿的个人品牌和形象在食品行业具有很高的认知度和美誉度,有助于提升杜肯·海恩斯品牌的影响力[11]

Conagra Brands, Inc.运营情况 - 公司正在应对复杂的运营环境，整体消费放缓对公司销量造成压力[1] - 公司预计在2024财年下半年进行额外的品牌建设投资，可能对利润率产生负面影响[1] - 公司管理层在第二季度财报中降低了2024财年的指引，预计净销售额将下降1-2%[2] Conagra Brands, Inc.财务状况 - Conagra在2024财年第二季度遭遇了价格/混合影响，有可能导致下半年价格/混合水平低于去年同期水平[5] - 公司预计2024财年的成本商品销售净通胀率将达到近3%，并计划在下半年加大品牌建设投资[9] Conagra Brands, Inc.市场表现 - Conagra在创新方面取得了成功，冷冻品类市场份额不断增长[11]

TORONTO, Jan. 16, 2024 (GLOBE NEWSWIRE) -- Iconic popcorn snacks from Conagra Brands, Inc., Orville Redenbacher® and Angie's® BOOMCHICKAPOP®, are here to help Canadians break up the winter doldrums by embracing fun with popcorn during this year's National Popcorn Day on January 19th. Arriving during the cold, dark days of January when Canadians need a pop of fun the most, this year's National Popcorn Day theme has been designated "Top Your Pop" by Orville Redenbacher® and Angie's® BOOMCHICKAPOP®. Canadians ...

任命David Marberger为董事会成员 - Levi Strauss & Co. (LS&Co.) (NYSE: LEVI)宣布任命David Marberger为董事会成员，并加入董事会的审计委员会[1] - Marberger拥有超过30年的财务和领导经验，目前担任Conagra Brands, Inc. (NYSE: CAG)的执行副总裁兼首席财务官[1] - Marberger曾在Prestige Brands担任首席财务官，还曾在Godiva Chocolatier和Tasty Baking Company担任财务高管[2] - Marberger表示很荣幸能加入Levi Strauss & Co.的董事会，并期待与董事会和管理团队密切合作，推动公司的业绩[3] - Marberger拥有宾夕法尼亚大学沃顿商学院的工商管理硕士学位和马萨诸塞大学的工商管理学士学位[4]

业绩总结 - Q2期间，公司的顶线销量取得了进展[7] - Q2期间，公司冷冻单人份食品的市场份额创下了记录[10] - Q2报告显示有机净销售下降了3.4%，主要由于销量和价格/产品组合的影响[20] - Q2调整后的每股收益为$0.71，较去年同期下降了12.3%[25] - 新的Fiscal 2024指导预计有机净销售额将下降1%至2%[27] 用户数 - 消费者对公司的产品做出了积极的反应，销量进展正在进行中[11] 未来展望 - 更新2024财年指导，有机净销售增长预期从+1%调整为(1)%至(2)%，调整后的每股收益预期从$2.70至$2.75调整为$2.60至$2.65[18] - 预计到FY26年底将达到3.0倍的净杠杆比率目标[28] 新产品和新技术研发 - 在冷冻食品领域的有针对性投资带来了强劲的增长[9] 市场扩张和并购 - 国际和餐饮部门在Q2的有机净销售增长分别为+5.6%和+4.3%[12] - 食品和餐饮部门的净销售分别增长了8.1%和4.3%[22] 其他新策略 - 自由现金流为641百万美元，净杠杆比率为3.55x[14]

At this point, investors are back to looking for inflation-proof stocks to shield their portfolios. After closing 2023 on a bullish note, as an early Santa Claus rally sent markets back to all-time highs, we’re entering 2024 on a muted note. The trading year began with two consecutive down days, putting a damper on reinvigorated bullish enthusiasm and sowing unease among traders.A big pivot point for economic developments will be the holiday sales data. If we see renewed consumer enthusiasm and generally lo ...