NYSE$CAG

ConAgra Foods Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Conagra reported fiscal Q4 2025 net sales with net income attributable to the company of $256M and diluted EPS of $0.53.

Fourth-quarter net income attributable to Conagra was $256M, or $0.53 per diluted share; adjusted EPS was $0.56. Management navigated higher inflation and supply constraints in the second half while emphasizing volume recovery and brand investment for fiscal 2026.

  • Q4 reported diluted EPS $0.53; adjusted EPS $0.56.
  • Net income attributable to Conagra $256M.
  • Grocery & Snacks and International segments cited in release.
  • Fiscal 2026 adjusted EPS outlook $1.70–$1.85.
  • Inflation, FX, and supply constraints weighed on H2.

Headline financials

Total Revenue

$2.78B

Previous: $2.91B-4.3%
EPS (adj)

$0.56

Previous: $0.61-8.2%
Capital Expenditures

-$85.1M

Previous: -$78.5M-8.4%
Net Income

$256M

Previous: -$567M+145.1%

Revenue & EPS history

ConAgra · Revenue · Quarterly

$2.78B

Q4 2025-4.3%vs Q4 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

ConAgra · $549M total across 2 segments · Q1 2024

  • Foodservice
    $289M+5.1%
  • International
    $260M+11.1%

Forward guidance

Restaurant and consumer staples operators cite comps, input costs, and promotional activity rather than numeric quarterly EPS bridges.

Tailwinds

  • Same-restaurant sales and menu innovation.
  • Pricing and trade spend to defend share.
  • Productivity and supply-chain initiatives.

Headwinds

  • Food inflation and labor costs.
  • Consumer traffic and promotional intensity.
  • FX on international operations.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.4%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.0%

Avg return

30 days after

50%

36 / 72 earnings

Positive

+20.7%

Q2 2020

Best reaction

-23.9%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-0.1%-6.2%
Q2 2026-2.6%-4.0%-4.7%
Q1 2026+5.5%+2.2%-6.1%
Q4 2025-1.3%-6.2%-6.8%
Q3 2025+1.5%-5.3%-9.6%
Q2 2025-0.9%+1.0%-5.7%
Q1 2025-10.3%-11.1%-11.5%
Q4 2024-1.6%+0.6%+4.7%
Q3 2024+7.0%+7.6%+5.3%
Q2 2024-3.7%+0.1%+0.6%
Q1 2024-0.5%+3.8%+4.8%
Q4 2023-0.2%-2.4%-5.2%
Q3 2023+2.1%-0.0%+0.6%
Q2 2023+6.0%+4.6%-5.7%
Q1 2023-2.8%+0.3%+6.4%
Q4 2022-5.6%-6.4%-3.8%
Q3 2022+0.5%+2.2%+3.6%
Q2 2022+1.8%-0.5%+1.7%
Q1 2022-2.2%-3.1%-5.5%
Q4 2021-5.7%-3.0%-6.5%
Q3 2021-2.8%-0.1%+1.9%
Q2 2021-4.6%-7.9%-3.1%
Q1 2021+3.3%+3.2%-1.7%
Q4 2020+5.8%+5.1%+10.9%
Q3 2020+5.4%+10.6%+18.5%
Q2 2020+20.7%+17.2%+14.7%
Q1 2020+1.3%-1.4%-10.0%
Q4 2019-8.3%-7.8%+0.8%
Q3 2019+15.5%+18.4%+33.3%
Q2 2019-23.9%-27.9%-25.9%
Q1 2019-5.8%-7.3%-1.8%
Q4 2018-6.3%-8.4%-2.5%
Q3 2018+0.5%+2.7%+3.1%
Q2 2018-0.2%+0.2%-1.0%
Q1 2018+1.2%+0.2%+1.0%
Q4 2017-4.3%-5.0%-8.4%
Q3 2017-0.0%-0.7%+0.4%
Q2 2017+4.7%+4.9%+3.0%
Q1 2017+9.2%+10.1%+11.5%
Q4 2016+1.7%+0.3%-1.8%
Q3 2016+1.6%
Q2 2016+3.5%
Q1 2016-6.8%
Q4 2015+2.7%
Q3 2015+5.2%
Q2 2015-0.6%
Q1 2015+5.0%
Q4 2014+3.1%
Q3 2014+1.6%
Q2 2014+5.5%
Q1 2014-3.3%
Q4 2013+4.7%
Q3 2013-2.5%
Q2 2013-0.6%
Q1 2013+7.3%
Q4 2012+3.0%
Q3 2012+1.1%
Q2 2012-1.2%
Q1 2012-1.4%
Q4 2008+0.6%
Q4 2011+0.6%
Q3 2011-0.1%
Q2 2011+0.3%
Q1 2011+0.3%
Q4 2010+1.1%
Q3 2010-0.1%
Q3 2009-0.1%
Q2 2010+0.1%
Q1 2010-0.5%
Q4 2009-0.5%
Q1 2009-0.5%
Q2 2009-0.5%

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