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Conagra(CAG) - 2025 Q4 - Earnings Call Presentation

FY25 Performance - FY25 innovation launches generated over $300 million in retail sales[14] - FY25 innovation launches saw a 27% dollar growth compared to FY24 launches[15] - FY25 innovation launches experienced a 36% velocity improvement compared to FY24 launches[15] - Conagra's share of volume sales sold on promotion in Q2 FY25 reached 31%[20] - Conagra's domestic retail organic volume consumption grew by 0.7% in Q2 FY25[25] - 67% of Conagra's portfolio held or gained volume share in Q2 FY25[28] - Net debt reduced by $364 million year-over-year, reaching $8 billion in Q4 FY25[78] FY26 Outlook - FY26 organic net sales are projected to grow between -1% and +1%[83] - FY26 adjusted operating margin is expected to be approximately 110% to 115%[83] - FY26 adjusted EPS is forecasted to be in the range of $170 to $185[83] - Net M&A is expected to subtract approximately $540 million from reported net sales in FY26, while the 53rd week is projected to add approximately $200 million[87]