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Stock Ratings / Consumer Staples / CAG / earnings
LW (78) CPB (63) INGR (63) DAR (55) ⌘ Pro Terminal →

ConAgra Brands Inc. (CAG) Next Earnings Date & Expected ±6% Move

$14.57 +3.41% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $14.63

ConAgra Brands Inc. (CAG) carries a Roarable Rating of D (Sell) with 49/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (49/100 · D) historically underperformed SPY in 71% of rolling 90-day windows →
ROARABLE D • SELL / AVOID Cap $6.96B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on CAG Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is CAG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, ConAgra Brands Inc. (NYSE: CAG) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $14.57 (+3.41% 1D, market cap $6.96B). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 13/20. Across 146 tracked Consumer Staples issuers, CAG ranks #77 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does CAG compare to LW and CPB in the Consumer Staples sector?
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Within the Consumer Staples sector (Packaged Foods), CAG carries a Roarable D (49/100 RQD), trailing P/E of N/A, gross margin of 23.9%, and ROIC of -10.0%. By comparison, LW (Lamb Weston Holdings Inc.) holds a B+ grade (78/100 RQD, P/E 25.3x, ROIC 14.8%, cap $7.45B) and CPB (The Campbell's Company) posts a C grade (63/100 RQD, P/E 10.4x, ROIC 10.8%, cap $6.39B). Among the 5-stock peer group, INGR leads on earnings multiple (8.3x) while INGR leads on capital efficiency (16.1% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for CAG?
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Per CAG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-05-31, CIK 0000023217), ConAgra Brands Inc. generated $11.28B in revenue (-2.9% YoY), -$1.92B in net income, and $978.7M in free cash flow against $19.54B in total assets and $5.15B in total debt. Key quantitative strengths: Established market leader in Consumer Staples with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $14.63 (+0.42%)🧬 Cannibal Buyback (-1.52% YoY Shares)⚙️ Cash Engine: 9/20 (D) • 8.7% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (49/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-5.4% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D
025507510049
2-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk D
Cash (9)Whales (9)SEC (8)Macro (10)CEO (13)
Each axis scored 0–20
12M PRICE TARGET CONE-4% Base Target
$21 Bull$14 Base$11 Bear
📬 FREE CAG RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for CAG)Realized 20D OHLCV Swing Band: ±6%
Deterministic 5-Pillar Attribution (49/100 Composite)
🔍 WHY CAG SCORES 49/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+13/20 pts (27% of score)

SEC Form 4 / 13F Thermometer: 65% Net Buy • Cannibal Buyback (-1.52% YoY Shares)

▲ #2 Bullish Driver: Macro Regime Fit+10/20 pts (20% of score)

FRED Regime × Technicals: 26% of 52W Range • RSI-14 at 53.6 (NEUTRAL RANGE)

▼ #1 Drag / Risk Factor: SEC 10-K Forensic Risk8/20 pts (-12 pt drag)

Balance-sheet & 10-K footnote risk deducts 12 pts from forensic ceiling

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
41
Grade D$13.84+1.4% Next Q
Q2 (-2Q)
44
Grade D$14.04-0.9% Next Q
Q3 (-1Q)
46
Grade D$13.92+4.7% Next Q
Current
49
Grade D$14.57-5.4% Hist 90D α
Trajectory: D (41) → D (49)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a CAG Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While CAG currently carries a cautious 49/100 (D) rating due to SEC 10-K Forensic Risk (8/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Staples with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($14.56) and Max Pain ($15.30) forces dealer call-delta covering toward $21.34.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-1.52% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $CAG• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “CAG Beats Next Quarter EPS Consensus (Nov 29, 2026) & Holds Above 200D SMA”
YES 49%NO 51%Trade / Inspect Odds →
NEXT EST. WINDOW: Nov 29, 2026 (~26 DAYS)

Historical OHLCV Volatility ±6% Swing Band

±$0.87 Expected Swing
$13.70 (-6%)Spot $14.57$15.44 (+6%)
MODEL EARNINGS SETUP GAUGE

CAG Quantitative Pre-Earnings Setup: 49/100

Trailing EPS: $-4.01 • YoY Revenue Growth: -2.9%

Model Bullish Setup (49/100)Model Risk Weight (51/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252026-05-31$11.28B-$1.92B$978.7M23.9%
FY 20242025-05-25$11.61B$1.15B$1.30B25.9%
FY 20232024-05-26$12.05B$347.7M$1.47B23.9%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring CAG)

  • ✓Walkthrough of CAG's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
CAG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +5.20%📐 HORIZONTAL RANGE
2026-11-03O $14.09H $14.57L $14.09C $14.57VOL 10.72M
RES: $18.30SUP: $12.69SMA50: $14.56SMA200: $15.25
$18.06$16.56$15.06$13.56$12.06RES $18.30SUP $12.69$14.572026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CAG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 CAG Butterfly Map → + Track CAG →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
16.8%/yr Implied 5Y Growth

vs. -2.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CAG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CAG. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for CAG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (CAG)

Consumer Staples Rank #77 of 146 ⚔️ LW vs CAG Full Matrix →

1. Head-to-Head Consumer Staples Peer Comparison (CAG vs. LW, CPB, INGR, DAR)

Industry: Packaged Foods (41 Tracked Issuers)

Across 146 tracked Consumer Staples securities in the Roarable RQD universe, ConAgra Brands Inc. (CAG) ranks #77 by composite RQD confidence (49/100, grade D) and #38 by equity capitalization ($6.96B). Within this direct 5-issuer industry benchmark cohort, INGR leads on earnings valuation at 8.3x trailing P/E, while INGR leads on capital efficiency and profitability with 16.1% ROIC and 25.3% gross margin. LW currently holds the highest overall quantitative score in the immediate peer group at 78/100 (B+) compared with CAG at 49/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
CAG ACTIVE
ConAgra Brands Inc.
D 49/100 — 23.9% -10.0% +3.41% $6.96B Benchmark Subject
LW
Lamb Weston Holdings Inc.
B+ 78/100 25.3x 20.6% 14.8% +1.48% $7.45B /lw-vs-cag →
CPB
The Campbell's Company
C 63/100 10.4x 30.4% 10.8% +2.00% $6.39B /cpb-vs-cag →
INGR
Ingredion Incorporated
C 63/100 8.3x 25.3% 16.1% +1.44% $6.12B /ingr-vs-cag →
DAR
Darling Ingredients Inc.
D+ 55/100 138.6x 24.0% 3.1% +1.05% $8.79B /dar-vs-cag →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-05-31 • CIK 0000023217

In its most recent audited fiscal period (FY2025, filed 2026-05-31), ConAgra Brands Inc. (CAG) reported GAAP revenue of $11.28B (-2.9% vs. FY2024 revenue of $11.61B , and -6.4% cumulative change since FY2023) , GAAP net income of -$1.92B, operating cash flow of $1.40B, and free cash flow of $978.7M (-24.9% YoY). On the balance sheet, CAG closed FY2025 with $19.54B in total assets against $5.15B in total debt (Altman Z-Score: 1.06, Piotroski F-Score: 4/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2026-05-31 $11.28B -$1.92B $1.40B $978.7M $19.54B $5.15B
FY2024 (FY) 2025-05-25 $11.61B $1.15B $1.69B $1.30B $21.02B $5.50B
FY2023 (FY) 2024-05-26 $12.05B $347.7M $2.02B $1.47B $14.46B $3.38B

3. CAG Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is CAG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, ConAgra Brands Inc. (NYSE: CAG) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $14.57 (+3.41% 1D, market cap $6.96B). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 13/20. Across 146 tracked Consumer Staples issuers, CAG ranks #77 in composite RQD confidence.

How does CAG compare to LW and CPB in the Consumer Staples sector?

Within the Consumer Staples sector (Packaged Foods), CAG carries a Roarable D (49/100 RQD), trailing P/E of N/A, gross margin of 23.9%, and ROIC of -10.0%. By comparison, LW (Lamb Weston Holdings Inc.) holds a B+ grade (78/100 RQD, P/E 25.3x, ROIC 14.8%, cap $7.45B) and CPB (The Campbell's Company) posts a C grade (63/100 RQD, P/E 10.4x, ROIC 10.8%, cap $6.39B). Among the 5-stock peer group, INGR leads on earnings multiple (8.3x) while INGR leads on capital efficiency (16.1% ROIC).

What are the biggest fundamental strengths and SEC risk factors for CAG?

Per CAG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-05-31, CIK 0000023217), ConAgra Brands Inc. generated $11.28B in revenue (-2.9% YoY), -$1.92B in net income, and $978.7M in free cash flow against $19.54B in total assets and $5.15B in total debt. Key quantitative strengths: Established market leader in Consumer Staples with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is CAG trading relative to its 50-day, 200-day, and 52-week technical levels?

CAG last traded at $14.57 (+3.41% on volume of 10,718,771 shares), positioning the stock +0.07% above its 50-day simple moving average ($14.56) and -4.46% below its 200-day simple moving average ($15.25). Across its 52-week range of $12.53 to $20.32, CAG sits at the 26.2% percentile with a 14-day RSI of 53.6 (NEUTRAL RANGE) and an implied next-earnings move of ±6.0% ($13.70 to $15.44).

CAG Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is CAG's next earnings date?

Based on SEC filing cadence, ConAgra Brands Inc. (CAG)'s next quarterly reporting window is estimated around Nov 29, 2026.

How much is CAG stock expected to move on earnings?

Volatility modeling currently projects a ±6% event move for CAG, spanning a range between $13.7 and $15.44.

Direct Sub-Reports: CAG RQD Cockpit CAG 12M Forecast CAG Earnings & Move CAG Dividends & DRIP CAG Insiders & 13F CAG Whale Options CAG Profit Sankey CAG News & Why
ROARABLE RATING BRIEF • RQD 49/100 (D) ✓ STAGE-C NUMBER FIREWALL VERIFIED

CAG — ConAgra Brands Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:18:52Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, CAG scores 48 out of 100, a letter grade of D, with the verdict "Roarable Sell — Underperform / Distribution Warning." The five pillars are: Fundamental Cash Engine at 9/20 (ROIC of -10%; FCF yield of 14.55%); Whale 13F Flow at 8/20 (institutional accumulation and options positioning); Insider Conviction at 13/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit at 10/20 (Beta of 1.07; sector sensitivity); and Forensic Balance Sheet at 8/20 (Altman Z of 1.06; Piotroski F of 4/9; Debt/Equity of 0.59). For a prospective investor, the weakest pillars are Fundamental Cash Engine and Forensic Balance Sheet, which together suggest that reported losses and a low Altman Z reading weigh against the company's free-cash-flow yield. The upside case rests mainly on the 14.55% FCF yield and the 9.96% dividend yield, while the downside case rests on negative ROIC, negative EPS, and a distressed-range Altman Z. Valuation tradeoffs are visible in the 23x forward P/E set against negative trailing EPS of -4.01, meaning the forward multiple depends on earnings recovering from a loss-making base. This is an educational reading of the scores, not personalized advice.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$11281.6M$-1628.4M$-1916.2MN/A$978.7M$46.6M$5152.3M
FY 2024$11612.8M$1364.6M$1152.5MN/A$1302.6M$37.4M$5497.8M
FY 2023$12050.9M$852.8M$347.7MN/A$1473.3MN/A$3383.9M

Per the SEC financials, revenue declined from $12050.9M in FY 2023 to $11281.6M in FY 2025, and operating income moved from $852.8M to $-1628.4M over the same span. Per the market data, operating margin is -14.4%, net margin is -17%, and ROIC is -10%. The Altman Z-Score is 1.06 and the Piotroski F-Score is 4/9, per the Roarable RQD rating, with Debt/Equity of 0.59 in the same source. Free cash flow remained positive at $978.7M in FY 2025, while debt stood at $5152.3M.

Open Questions

  • What is the trailing P/E and EV/EBITDA, given both are marked unavailable while trailing EPS is -4.01?
  • What drove the move from FY 2024 operating income of $1364.6M to an FY 2025 operating loss of $-1628.4M, and how much of that is recurring?
  • Are there any upstream or downstream supply-chain dependencies, since the Butterfly graph reports none?
  • What is the consensus analyst rating and price target, given no analyst data is provided?
  • Who are the 13F institutional holders and Form 4 insiders driving the flow pillar, since holder data is absent?

CAG Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for ConAgra Brands Inc. (CAG) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to CAG Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

CAG Bull vs. Bear Conversation Board — What's Your Call at $14.57?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON CAG 🐻 50% BEARISH CONVICTION
1. Pick Your Side on CAG:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $15.22 (+8.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is CAG (D • RQD 48/100) a Buy at $14.09?

Welcome to the CAG (ConAgra Brands Inc.) Roar Pit. Current RQD Composite is 48/100 (Roarable Sell — Underperform / Distribution Warning) in Packaged Foods. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

RE RedlineAuditor Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $11.13 (-21.0%)
Spot @ $14.09

Pump the brakes on CAG — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on CAG, but look at what you are paying: current EV/EBITDA multiples with 23.9% gross margins. Unless ConAgra Brands Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

CA CashFlowKing Verified K Arena Trader 🐂 BULLISH 🎯 Target: $17.47 (+24.0%)
Spot @ $14.09

CAG cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on CAG, the market is fixating on short-term headline noise in Packaged Foods and ignoring the balance sheet and cash flow trajectory. At $14.09 (52-wk range $12.53 - $20.32), any beat on forward guidance forces shorts and underweight funds to chase.

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