CAG Conagra Brands

Q4 2025 10-Q

Filed: Dec 19, 2025Period ending Nov 23, 2025

Consumer Staples

Food and Kindred ProductsSEC EDGAR

Conagra Brands (CAG) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Dec 19, 2025 for the fiscal period ending Nov 23, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q4 2025 10-Q

Management Discussion & Analysis

• Quarterly revenue $2,979.1M, down 6.8% YoY from $3,195.1M; Grocery & Snacks down 8.5% to $1,209.1M, Foodservice down 1.3% to $288.4M
• Operating profit margin decline: Grocery & Snacks $231.2M (-21.8%), Refrigerated & Frozen $127.5M (-35.6%), total segment decline across all segments

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Risk Factors

• New risk: Significant goodwill impairment $771.3M in Refrigerated & Frozen segment triggered by sustained market cap decline and lowered sales projections
• Updated legal risk: Cooking spray product liability settlements totaling $96.7M paid with additional $88.7M expected through early fiscal 2027

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Quarterly Financial Summary
XBRL

Revenue

$3.0B

▼ -6.8% YoY▲ +13.2% QoQ

Net Income

-$664M

▼ -333.3% YoY▼ -503.4% QoQ

Net Margin

-22.3%

▼ -3118bp YoY▼ -2852bp QoQ

Source: XBRL data from Conagra Brands Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

Other Conagra Brands Quarterly Reports

Q3 2025 10-Q

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