ConAgra Brands, Inc. (NYSE: CAG) Q4 2025 Earnings | 07/10/2025

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ConAgra Brands, Inc. reported its Q4 2025 results on July 10, 2025, reflecting a challenging quarter with both earnings and revenue coming in below analyst expectations. The company faced ongoing headwinds from inflation, foreign exchange, and supply constraints, but continued to execute on cost savings and operational efficiency initiatives. Q4 2025 Financial Highlights Net Sales: $2.78 billion, down 4.3% year-over-year Organic Net Sales: Down 3.5% Reported Operating Margin: 11.5% Adjusted Operating Margin: 13.8% Reported Diluted EPS: $0.53 Adjusted EPS: $0.56, down 8.2% year-over-year Gross Profit: $707.2 million, down 12.1% SG&A Expenses: $333.0 million, down 17.2% Net Income: Not specified for the quarter; full-year net income increased sharply due to prior-year impairment charges Full Year Fiscal 2025 Highlights Net Sales: Down 3.6% Organic Net Sales: Down 2.9% Reported Operating Margin: 11.8% (up 467 bps) Adjusted Operating Margin: 14.1% (down 188 bps) Reported Diluted EPS: $2.40 (up 233.3%) Adjusted EPS: $2.30 (down 13.9%) Segment Performance Grocery & Snacks: Net sales $1.15 billion Refrigerated & Frozen: Net sales $1.12 billion International: Net sales $230.1 million Foodservice: Net sales $279.7 million Operational and Strategic Updates Core cost of goods sold inflation remained elevated at 4%, with double-digit inflation in protein categories (chicken, beef, eggs). Productivity improved in Q4, capping a three-year, $1 billion cost savings program. SG&A expenses were lower, reflecting reduced incentive compensation and advertising spend. The company completed the sale of Chef Boyardee, Van de Kamp's, and Mrs. Paul's brands, and is phasing out artificial colors from its product portfolio. Market share performance remained strong in the first half, but the second half was impacted by inflation and supply chain challenges. Management Commentary CEO Sean Connolly emphasized the company’s focus on investing in high-potential frozen and snacks categories, prioritizing volume strength, and continuing disciplined cost management. Despite macroeconomic uncertainty, ConAgra aims to deliver sustainable growth and margin improvement over time. Fiscal 2026 Outlook Organic Net Sales Growth: (1)% to 1% Adjusted Operating Margin: ~11.0% to ~11.5% Adjusted EPS: $1.70 to $1.85 Continued focus on supply chain resiliency, cost discipline, and cash flow management About Inside Ticker: For more expert analysis and real-time updates on ConAgra Brands, Inc. (NYSE: CAG) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #ConAgraBrands #CAG #q42025 #earnings #foodindustry #snacks #frozenfoodsupplier #financialresults #growth #marginmanagement #inflation #costsavings #supplychain #BrandPortfolio #investorupdate #insideticker