CAG Conagra Brands

company

SEC Filings & Insider Trading Activity 2026

Management Discussion & Analysis

• • Revenue $11.28B, down 2.9% YoY; Grocery & Snacks $4.61B (-5.9%), Refrigerated & Frozen $4.64B (-0.4%), International $913.9M (-4.4%), Foodservice $1.12B (+1.9%)
• • Segment operating profit declines: Refrigerated & Frozen worst at $485.6M (-25.5%), Grocery & Snacks $885.0M (-13.0%), Foodservice $114.3M (-12.8%), International best at $134.4M (-6.7%)
• • Operating margin approx. 19.7% in Grocery & Snacks ($885M/$4.61B) vs lower due to input cost inflation and operating leverage; overall diluted loss per share $(4.00) vs EPS $2.40 prior year
• • Cash flow: Operating cash flow $1.40B down from $1.69B; Investing cash inflow $262.6M vs outflow $542.2M; Financing cash outflow $1.52B vs $1.16B, including $669.7M dividends and $15.0M repurchases
• • Fiscal 2027 outlook notes possible price increases due to input cost inflation, consumer price sensitivity may impact volumes; capital expenditures ~$550M planned; risks include inflation, supply chain, geopolitical issues, and evolving consumer preferences

Risk Factors

• • FDA directive to phase out petroleum-based synthetic dyes in food, plus new state ingredient and labeling laws, may raise reformulation and compliance costs
• • Geopolitical exposure to Russia-Ukraine conflict and Middle East tensions causing ingredient shortages, tariffs, and supply chain volatility despite no direct operations there
• • Supply chain disruptions from labor shortages, transportation issues, and dependence on contract manufacturers may constrain production and sales volumes
• • Competition intensifies from private label products and e-commerce entrants, with Walmart accounting for 29% of sales, increasing pricing pressure
• • High leverage with $7.27B debt and $762.5M due Oct 2026 could restrict liquidity, refinancing ability, and limit capital for growth or dividends

Business Overview

• • Core business: branded consumer packaged foods with retail and foodservice focus across Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice segments
• • New leadership: John P. Brase appointed CEO in June 2026, bringing CPG experience from J.M. Smucker and Procter & Gamble
• • Strategic emphasis: accelerated enterprise-wide supply chain transformation under new EVP & Chief Transformation Officer Alexandre O. Eboli, leveraging AI and digital technologies
• • Workforce size: approximately 17,400 employees as of May 31, 2026, with 48% unionized, maintaining stable employee relations
• • OSHA incident rate improved to 1.24 per 100 full-time workers in fiscal 2026, below food manufacturing sector average and down from 1.32 in 2025

What are the latest CAG SEC filings in 2026?

Conagra Brands (CAG) has filed a 10-K annual report on July 15, 2026, a 10-Q quarterly report on April 1, 2026, an 8-K current report on July 28, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CAG file its most recent 10-K annual report?

Conagra Brands (CAG) filed its most recent 10-K annual report on July 15, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CAG 10-Q quarterly reports?

Conagra Brands (CAG)'s most recent 10-Q quarterly report was filed on April 1, 2026. SignalX displays every CAG 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CAG filed recently?

Conagra Brands (CAG)'s most recent 8-K was filed on July 28, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CAG insider trading activity (Form 4)?

SignalX aggregates every CAG Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CAG file with the SEC?

Conagra Brands (CAG) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CAG filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Conagra Brands (CAG).

What is CAG's SEC CIK number?

Conagra Brands (CAG)'s SEC CIK (Central Index Key) number is 23217. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 23217 to look up all CAG filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CAG return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Conagra Brands (CAG) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.