康尼格拉(CAG)
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Conagra Brands Announces Quarterly Dividend Payment
Prnewswire· 2024-10-01 19:30
CHICAGO, Oct. 1, 2024 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) today announced that its Board of Directors approved a quarterly dividend payment of $0.35 per share of CAG common stock to be paid on November 27, 2024 to stockholders of record as of the close of business on October 31, 2024.  Conagra Brands, Inc. has paid consecutive quarterly dividends since January 1976.About Conagra BrandsConagra Brands, Inc. (NYSE: CAG), is one of North America's leading branded food companies. We combine a 100-ye ...
Conagra: Keeping My Expectations Low Ahead Of Earnings
Seeking Alpha· 2024-10-01 01:50
Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years ...
Conagra Brands (CAG) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2024-09-27 22:16
Wall Street analysts expect Conagra Brands (CAG) to post quarterly earnings of $0.59 per share in its upcoming report, which indicates a year-over-year decline of 10.6%. Revenues are expected to be $2.84 billion, down 2.2% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company reveals its earnings, it is vital to tak ...
Analysts Estimate Conagra Brands (CAG) to Report a Decline in Earnings: What to Look Out for
ZACKS· 2024-09-25 23:02
Conagra Brands (CAG) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended August 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 2. ...
Conagra Brands Stock Gains 12% in 3 Months: Hold Steady or Exit Now?
ZACKS· 2024-09-10 22:42
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 ...
Conagra Brands to Release Fiscal 2025 First Quarter Earnings on October 2, 2024
Prnewswire· 2024-09-04 19:30
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 ...
Conagra Brands: Positive Valuation But With Some Risks
Seeking Alpha· 2024-08-30 15:45
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]
How Will the Sale of 51.8% Interest in Agro Tech Foods Aid CAG Stock?
ZACKS· 2024-08-30 01:16
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]
Conagra Brands Completes Divesture of Its 51.8% Ownership Stake in Agro Tech Foods Limited
Prnewswire· 2024-08-28 13:30
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 (CAG) Troubled by Slowdown in Consumption Trends
ZACKS· 2024-08-21 21:25
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 ...