Company Earnings Reports - Conagra Brands Inc. is expected to report quarterly earnings of 33 cents per share on revenue of $2.62 billion [2] - Nike Inc. reported quarterly earnings of 49 cents per share, exceeding the analyst consensus estimate of 27 cents per share, with sales of $11.720 billion, surpassing the estimate of $11.000 billion [2] - RPM International Inc. is anticipated to post earnings of $1.88 per share on revenue of $2.06 billion [2] - Acuity Inc. is expected to report quarterly earnings of $4.84 per share on revenue of $1.23 billion [2] Stock Performance - Conagra shares gained 0.2% to $18.35 in after-hours trading [2] - Nike shares surged 4.5% to $72.85 in after-hours trading [2] - RPM shares increased by 0.5% to $118.50 in after-hours trading [2] - Acuity shares rose 1.4% to $349.22 in after-hours trading [2] - Ryvyl Inc. shares jumped 77.8% to $0.53 following a $75 million merger agreement with RTB Digital [2]

Group 1 - Conagra Brands, Inc. is set to release its first-quarter earnings results on October 1, with analysts expecting earnings of 33 cents per share, a decrease from 53 cents per share in the same period last year [1] - The projected quarterly revenue for Conagra Brands is $2.62 billion, down from $2.79 billion in the previous year [1] - On July 10, Conagra Brands reported fourth-quarter financial results that were worse than expected and provided FY26 adjusted EPS guidance below estimates, leading to a 0.8% decline in share price to close at $18.04 [2] Group 2 - Analyst Chris Carey from Wells Fargo maintained an Equal-Weight rating and reduced the price target from $20 to $19 [4] - Evercore ISI Group's David Palmer maintained an In-Line rating and decreased the price target from $24 to $23 [4] - Morgan Stanley's Megan Alexander maintained an Equal-Weight rating and increased the price target from $20 to $21 [4] - UBS analyst Bryan Adams maintained a Neutral rating and cut the price target from $20 to $19 [4] - Stifel's Matthew Smith maintained a Hold rating and reduced the price target from $26 to $21 [4]

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Company Overview - Conagra Brands, Inc. (CAG) has a market cap of $8.7 billion and is a leading North American packaged foods company with a diverse portfolio including brands like Birds Eye, Healthy Choice, Slim Jim, Reddi-wip, and Marie Callender's [1] - The company operates across four segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice, focusing on innovative food products that cater to changing consumer preferences [1] Financial Performance - Conagra Brands is set to announce its Q1 2026 results on October 1, with analysts expecting an adjusted EPS of $0.33, a decrease of 37.7% from $0.53 in the same quarter last year [2] - For fiscal 2026, analysts forecast an adjusted EPS of $1.73, representing a 24.8% decrease from $2.30 in fiscal 2025, but anticipate an 8.7% year-over-year growth to $1.88 in fiscal 2027 [3] Stock Performance - Shares of Conagra Brands have declined over 44% in the past 52 weeks, underperforming the S&P 500 Index's 15.4% return and the Consumer Staples Select Sector SPDR Fund's 5.9% decline [4] - Following the release of weak Q4 2025 results, shares fell 4.4%, with adjusted EPS of $0.56 missing consensus estimates and net sales of $2.8 billion down 4.3% year-over-year [5] Analyst Sentiment - The consensus view on CAG stock is cautious, with a "Hold" rating from 17 analysts; two recommend "Strong Buy," 12 suggest "Hold," one advises "Moderate Sell," and two "Strong Sells" [6] - The average analyst price target for Conagra Brands is $20.47, indicating a potential upside of 13.2% from current levels [6]

Core Insights - Investors are increasingly turning to dividend-yielding stocks during market turbulence, favoring companies with high free cash flows and substantial dividend payouts [1] Group 1: Conagra Brands, Inc. (NYSE: CAG) - Conagra Brands has a dividend yield of 7.74% [7] - Morgan Stanley analyst Megan Alexander maintained an Equal-Weight rating and raised the price target from $20 to $21 on Sept. 24, 2025, with an accuracy rate of 65% [7] - UBS analyst Bryan Adams maintained a Neutral rating and reduced the price target from $20 to $19 on Sept. 24, 2025, with an accuracy rate of 66% [7] - Conagra Brands will release its fiscal 2026 first quarter results on Wednesday, Oct. 1, 2025 [7] Group 2: Target Corporation (NYSE: TGT) - Target Corporation has a dividend yield of 5.23% [7] - Evercore ISI Group analyst Greg Melich maintained an In-Line rating and cut the price target from $106 to $105 on Sept. 23, 2025, with an accuracy rate of 78% [7] - UBS analyst Michael Lasser maintained a Buy rating and reduced the price target from $135 to $130 on Aug. 21, 2025, with an accuracy rate of 79% [7] - On Sept. 22, Target received notice of an unsolicited mini-tender offer by TRC Capital Corporation to purchase up to 1,500,000 shares at $89.00 per share [7] Group 3: The Campbell's Company (NASDAQ: CPB) - The Campbell's Company has a dividend yield of 4.84% [7] - Morgan Stanley analyst Megan Alexander maintained an Equal-Weight rating and raised the price target from $32 to $33 on Sept. 5, 2025, with an accuracy rate of 65% [7] - TD Cowen analyst Robert Moskow maintained a Hold rating and increased the price target from $29 to $31 on Sept. 4, 2025, with an accuracy rate of 65% [7] - On Sept. 3, Campbell Soup reported fourth-quarter EPS above estimates [7]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Conagra Brands, Inc. (NYSE: CAG) - Conagra Brands has a dividend yield of 7.74% [7] - Morgan Stanley analyst Megan Alexander maintained an Equal-Weight rating and raised the price target from $20 to $21 on Sept. 24, 2025, with an accuracy rate of 65% [7] - UBS analyst Bryan Adams maintained a Neutral rating and reduced the price target from $20 to $19 on Sept. 24, 2025, with an accuracy rate of 66% [7] - Conagra Brands will release its fiscal 2026 first quarter results on Wednesday, Oct. 1, 2025 [7] Group 2: Target Corporation (NYSE: TGT) - Target has a dividend yield of 5.23% [7] - Evercore ISI Group analyst Greg Melich maintained an In-Line rating and cut the price target from $106 to $105 on Sept. 23, 2025, with an accuracy rate of 78% [7] - UBS analyst Michael Lasser maintained a Buy rating and reduced the price target from $135 to $130 on Aug. 21, 2025, with an accuracy rate of 79% [7] - On Sept. 22, Target received notice of an unsolicited mini-tender offer by TRC Capital Corporation to purchase up to 1,500,000 shares at $89.00 per share [7] Group 3: The Campbell's Company (NASDAQ: CPB) - Campbell's Company has a dividend yield of 4.84% [7] - Morgan Stanley analyst Megan Alexander maintained an Equal-Weight rating and raised the price target from $32 to $33 on Sept. 5, 2025, with an accuracy rate of 65% [7] - TD Cowen analyst Robert Moskow maintained a Hold rating and increased the price target from $29 to $31 on Sept. 4, 2025, with an accuracy rate of 65% [7] - On Sept. 3, Campbell Soup reported fourth-quarter EPS above estimates [7]

Group 1 - Conagra Brands, Inc. is facing challenges due to 7% inflation and issues with tin can supply, which are negatively impacting its margins [2] - The company has a portfolio of well-known brands, including Slim Jim, Marie Callender's, and Duncan Hines, but is struggling to pass on price increases to consumers [2] - Despite these challenges, Conagra has indicated that it can maintain its dividend payments, although concerns about the sustainability of dividends are raised [2] Group 2 - Jim Cramer emphasizes the importance of growth in stocks over high dividends, suggesting that high dividends may indicate underlying problems within the company [1] - The overall sentiment is that while Conagra has potential, other sectors, particularly AI stocks, may offer better investment opportunities with less risk [2]

Core Insights - Conagra Brands, Inc. (CAG) is expected to report a decline in both revenue and earnings for the first quarter of fiscal 2026, with revenues estimated at $2.61 billion, reflecting a 6.5% decrease from the previous year [1][10] - The earnings consensus has dropped to 33 cents per share, indicating a 37.7% decline compared to the same quarter last year [2][10] Group 1: Financial Performance Expectations - The consensus estimate for revenues is $2.61 billion, which represents a 6.5% drop from the prior-year quarter [1][10] - Earnings per share are projected at 33 cents, down 37.7% from the year-ago quarter [2][10] - The company has a negative trailing four-quarter earnings surprise of 3.6% on average [2] Group 2: Challenges Impacting Performance - Conagra Brands faced significant challenges in fiscal 2025, including persistent inflation, foreign exchange headwinds, and supply constraints, which are expected to continue affecting results in the first quarter of fiscal 2026 [3] - Elevated costs in raw materials, packaging, labor, and logistics, particularly for proteins and tinplate steel due to tariffs, are likely to pressure margins [4] - A projected 300-basis-point contraction in adjusted gross margin is anticipated for the quarter [4] Group 3: Segment Performance - The International segment is expected to see a 7.6% decline in sales due to volatile currency movements, volume softness, and competitive pressures [5] - Despite challenges, Conagra's strengths in innovation and brand support, particularly in frozen meals and snacks, continue to show positive consumer response [6] Group 4: Earnings Prediction Model - The current model does not predict an earnings beat for Conagra Brands, as it holds a Zacks Rank of 4 (Sell) and an Earnings ESP of +6.95% [7]

Core Insights - Conagra Brands, Inc. is set to release its quarterly earnings on October 1, 2025, with analysts estimating an earnings per share (EPS) of $0.33 and projected revenues of approximately $2.62 billion [1][2] Financial Performance Expectations - Despite the revenue projections, a decline in earnings is anticipated for the quarter ending August 2025, indicating that Conagra may not meet the conditions for an earnings beat, which could lead to significant stock price fluctuations [2] Valuation Metrics - The company's price-to-earnings (P/E) ratio is around 7.69, suggesting a low valuation relative to its earnings, while the price-to-sales ratio of about 0.76 indicates that investors are paying less than a dollar for every dollar of sales, appealing to value-focused investors [3] - The enterprise value to sales ratio is approximately 1.47, and the enterprise value to operating cash flow ratio stands at around 10.11, providing insights into how the market values Conagra's cash-generating capabilities [4] - An earnings yield of approximately 13.01% reflects the return on investment for shareholders [4] Debt and Liquidity Position - Conagra's debt-to-equity ratio is about 0.93, indicating a moderate level of debt relative to equity, while the current ratio of approximately 0.71 suggests potential challenges in covering short-term liabilities with short-term assets [5] - Management's discussion during the earnings call will be critical for assessing the sustainability of immediate price changes and future earnings projections [5]

Company Overview - Conagra Brands (CAG) is expected to report a year-over-year decline in earnings, with a projected earnings per share (EPS) of $0.33, reflecting a decrease of 37.7% compared to the previous year [3] - Revenues for the quarter are anticipated to be $2.61 billion, down 6.5% from the same quarter last year [3] Earnings Expectations - The upcoming earnings report is scheduled for October 1, and the stock may experience upward movement if the reported numbers exceed expectations [2] - Conversely, if the results fall short, the stock may decline [2] Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] - The Most Accurate Estimate for Conagra Brands is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +6.95% [11] Historical Performance - In the last reported quarter, Conagra Brands was expected to post earnings of $0.59 per share but delivered $0.56, resulting in a surprise of -5.08% [12] - Over the past four quarters, the company has only beaten consensus EPS estimates once [13] Industry Context - In the Zacks Food - Miscellaneous industry, Lamb Weston (LW) is also expected to report earnings of $0.54 per share, indicating a year-over-year decline of 26% [17] - Lamb Weston’s revenue is projected to be $1.61 billion, down 2.5% from the previous year [18]