Conagra Brands Q4 sales fall 4.3%, adjusted EPS down 8.2%; FY2026 EPS guided $1.70-$1.85
Conagra Brands reported fourth quarter fiscal 2025 results, with net sales down 4.3% to $2.8 billion and adjusted EPS down 8.2% to $0.56. The company guided fiscal 2026 adjusted EPS to $1.70 to $1.85, below its fiscal 2025 adjusted EPS of $2.30, which points to lower earnings ahead for shareholders.
Key points
- Fourth quarter net sales decreased 4.3% to $2.8 billion; organic net sales decreased 3.5%
- Reported diluted EPS was $0.53 versus a $1.18 loss a year earlier, which reflected prior-year impairment charges; adjusted EPS was $0.56
- Fiscal 2026 guidance: organic net sales growth of (1)% to 1%, adjusted operating margin of ~11.0% to ~11.5%, and adjusted EPS of $1.70 to $1.85
- Company expects total cost of goods sold inflation of approximately 7% in fiscal 2026, including an estimated 3% impact from tariffs before mitigating actions
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:57 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 10, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.