Conagra's frozen and grocery portfolio is squeezed by private label trade-down and GLP-1 driven calorie reduction. Volume declines persist despite pricing normalizing. Healthy Choice and Birds Eye face natural/organic premium competition. Debt load from past acquisitions constrains M&A. Center-store food categories structurally challenged in current consumer environment.
Thesis reviewed May 29, 2026
Conagra Brands Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →🌾Agriculture21REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| FMC | FMC Corporation | 27 | -6% | ↓49% | AVOID |
| CAG | Conagra Brands Inc. | 27 | -10% | ↓49% | AVOID |
| DOLE | Dole plc | 27 | +13% | ↓49% | EARLY |
| ADM | Archer-Daniels-Midland Company | 27 | +4% | ↓49% | NEUTRAL |
| HUL | Hindustan Unilever Ltd. | 27 | +3% | ↓49% | NEUTRAL |
| GIS | General Mills Inc. | 27 | -9% | ↓49% | AVOID |
| NTR | Nutrien Ltd. | 27 | +11% | ↓49% | EARLY |
Investors who hold CAG may also have indirect exposure through these country funds.
Conagra Q3 organic volumes down 4.2%, worse than peers
Private label share gains accelerate in frozen meals
Conagra trims FY guidance on weaker grocery demand
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | Buy | Unknown amount | Jun 16, 26 | ||
| Gilbert CisnerosCA | Buy | $1k–$15k | May 15, 26 | ||
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Apr 14, 26 | -6.0% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 13, 26 | -12.1% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Feb 10, 26 | -27.0% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | -31.1% |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Dec 19, 25 | -16.8% |
| Gary C Peters | Buy | $1k–$15k | Nov 14, 25 | -18.1% | |
| Sheldon Whitehouse | Sell | $1k–$15k | Jul 30, 24 | -51.1% |