Conagra Brands (CAG)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-07-08
$13.77-1.85%
Close 2026-07-08 · 1-day change
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Track CAG free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
CAG's new product rollout must drive organic sales growth to justify its price. Revenue performance has been steady, but the latest earnings report missed expectations. CAG trades at 7.7× P/E, below the peer median of 13.1×. If CAG cuts guidance on the next call, it could negatively impact the stock. Peer multiples imply a price about 30% above where it trades; this read is provisional.
Trailing returns as of 2026-07-08. CAG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering CAG (as of Jul 2026).
Based on 9 Wall Street analysts offering 12-month price targets for CAG in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. Current price $13.77. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
New product rollout could enhance organic sales growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-08. EPS is implied from price ÷ P/E. Not investment advice.
Current $13.77
The last 12 months of price, then the range of analyst 12-month targets from today’s $13.77.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
New product lineup aligns with growth objectives.
New products can drive organic sales growth.
Threatens: Maintain operating margin near 11.5% for fiscal 2026
Cost pressures threaten operating margin objective.
Guidance cut raises concerns about future performance.
Rating and price target cuts indicate significant challenges.
Price target reduction reflects negative sentiment.
Dividend cut speculation poses significant risk.