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Conagra Brands, Inc.

NYSE•CAG
CEO: Mr. Sean M. Connolly
セクター: Consumer Defensive
業種: Packaged Foods
上場日: 1980-03-17
Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company primarily in the United States. The company operates through four segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks segment primarily offers shelf stable food products through various retail channels. The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels. The International segment offers food products in various temperature states through retail and foodservice channels outside of the United States. The Foodservice segment offers branded and customized food products, including meals, entrees, sauces, and various custom-manufactured culinary products packaged for restaurants and other foodservice establishments. The company sells its products under the Birds Eye, Marie Callender's, Duncan Hines, Healthy Choice, Slim Jim, Reddi-wip, Angie's, BOOMCHICKAPOP brands. The company was incorporated in 1919 and is headquartered in Chicago, Illinois.
連絡先情報
222 West Merchandise Mart Plaza, Suite 1300, Chicago, IL, 60654, United States
312-549-5000
www.conagrabrands.com
時価総額
$7.52B
PER (TTM)
-173.9
23.4
配当利回り
8.9%
52週高値
$27.68
52週安値
$15.04
52週レンジ
5%
順位39Top 39.1%
4.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2026 データ

売上高

$2.79B+0.00%
直近4四半期の推移

EPS

-$0.42+0.00%
直近4四半期の推移

フリーCF

$0.00+0.00%
直近4四半期の推移

2026 Q2 決算ハイライト

主なハイライト

Net Sales Decline H1 Net sales for twenty-six weeks totaled $5.61B USD, reflecting a 6.3% decrease compared to prior period results.
Significant Goodwill Impairment Recognized $968.3M goodwill and intangible asset impairment charge in Q2 2026, primarily in Refrigerated & Frozen unit.
Divestiture Proceeds Realized Secured $607.0M net proceeds from the Chef Boyardee business sale during the first quarter of fiscal 2026.
Strong Liquidity Position Revolving Credit Facility capacity remains $2.0B USD; zero borrowings outstanding as of November 23, 2025 reporting date.

リスク要因

Net Loss Reported Net loss attributable to common stockholders was $(499.1)M USD for the first half of fiscal 2026 period.
Volume Pressures Persist Organic volumes declined across Grocery & Snacks (2.3%) and Refrigerated segments due to consumption trends.
Goodwill Impairment Risk Refrigerated & Frozen goodwill written down to fair value, resulting in heightened risk of future impairment charges.
Macroeconomic Cost Inflation Expect inflation and tariffs to negatively impact Cost of Goods Sold throughout the remainder of fiscal 2026.

見通し

Debt Structure Optimization Repaid $1.0B senior notes using proceeds from new Senior Notes issuance and available cash balances.
Capital Spending Forecast Estimated capital expenditures for the full fiscal year 2026 are projected to be approximately $450.0M USD total.
Restructuring Plan Timeline Anticipate recognizing remaining costs related to the Conagra Restructuring Plan through the end of fiscal 2026.
New Credit Facility Replaced prior facility with $2.0B Amended Revolving Credit Agreement maturing on June 27, 2030.

同業比較

売上高 (TTM)

ACI stock ticker logoACI
$81.72B
+2.2%
PPC stock ticker logoPPC
$18.50B
+3.5%
CAG stock ticker logoCAG
$11.18B
-4.7%

粗利益率 (最新四半期)

EDU stock ticker logoEDU
53.3%
+1.2pp
SFM stock ticker logoSFM
36.2%
+0.6pp
SJM stock ticker logoSJM
35.8%
-5.5pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
SJM$10.19B-8.1-21.6%45.8%
ACI$9.59B10.728.5%57.0%
EDU$8.97B23.510.0%9.4%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.1%
緩やかな成長
4四半期純利益CAGR
-7.9%
収益性の低下
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年7月9日
|
EPS:$0.46
|
売上高:$2.89B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし