CAG Earnings

CAG reported its FY2026Q2 earnings on 2025-12-19, showcasing a revenue of 2.98B against an estimate of 3.19B, resulting in a -6.76% surprise. The EPS was 0.45, surpassing the expected 0.44 by 2.27% . The stock experienced a -2.53% price change on the earnings day and a -4.04% change over the next five days, reflecting market reactions to the results.

Following CAG's FY2026Q2 earnings announcement on 2025-12-19, the stock price moved by -2.53% on the day of the release. Over the subsequent five days, it saw a -4.04% change. Historically, CAG's stock price tends to shift by an average of +1.10% in the 10 days leading up to earnings and -1.20% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate CAG’s annual revenue to reach 2.89B, while the EPS is projected at 0.56. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates Revise Upward by 0.67% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between CAG's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were No Change by 0%, while EPS estimates moved Revise Upward by 0.67% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CAG's stock price typically moves by +1.10% in the 10 days before its earnings and -1.20% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 0.56 and revenue of 2.89B.

The earnings call summary reveals a mixed sentiment. Conagra missed EPS expectations, which is negative, but management expressed optimism about future consumption and margin improvements. The Q&A highlighted concerns over supply chain issues and competitive pressures, but also indicated strong cash flow and consumer demand. No guidance was provided, which is neutral. Considering these factors, the overall sentiment is neutral, with potential for slight negative bias due to the EPS miss.