Every material Form 8-K Conagra Brands filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Conagra reported second quarter fiscal 2026 net sales down 6.8% to $3.0 billion and a GAAP diluted loss of $1.39 per share, driven by $968 million in non-cash goodwill and brand impairment charges. Adjusted EPS was $0.45, and the company reaffirmed its fiscal 2026 adjusted EPS guidance of $1.70 to $1.85, but lowered its adjusted equity earnings outlook to about $170 million from about $200 million.
Net sales were $3.0 billion, down 6.8%; organic net sales fell 3.0%
GAAP net loss attributable to Conagra was $664 million; goodwill impairment charges were $771.3 million and other intangible impairment charges were $197.0 million
Adjusted EPS was $0.45; prior-year second quarter GAAP diluted EPS was $0.59
Fiscal 2026 adjusted EPS guidance of $1.70 to $1.85 was reaffirmed; adjusted equity earnings expectation was cut to about $170 million from about $200 million
Conagra Brands appointed Melissa Napier as Senior Vice President, Corporate Controller and principal accounting officer, effective upon the previously announced departure of William E. Johnson on October 17, 2025. Napier currently serves as CFO of the company's Grocery & Snacks segment and previously led Investor Relations, so the change moves a finance executive into the company's principal accounting role.
Melissa Napier appointed SVP, Corporate Controller, reporting to CFO David Marberger.
Appointment effective upon the previously announced departure of William E. Johnson on October 17, 2025.
Napier joined Conagra in April 2022 as Head of Investor Relations and became CFO of Grocery & Snacks in January 2025.
Board appointment made October 2, 2025; the filing does not disclose a compensation figure for the new role.
Conagra Brands reported first-quarter fiscal 2026 results with net sales down 5.8% to $2.6 billion and adjusted EPS down 26.4% to $0.39, though organic sales fell only 0.6%, mostly because of divested businesses. The company reaffirmed its fiscal 2026 adjusted EPS guidance of $1.70 to $1.85 while noting elevated cost inflation and tariff pressure, so shareholders face weaker recent profits with the full-year outlook unchanged.
Net sales fell 5.8% to $2.6 billion, with a 5.1% decline from the unfavorable impact of M&A and organic net sales down 0.6%.
Adjusted EPS was $0.39 versus $0.53 a year earlier; GAAP diluted EPS was $0.34 versus $0.97, which included a prior-year $0.44 tax valuation allowance benefit.
Fiscal 2026 guidance reaffirmed: organic net sales growth of (1)% to 1%, adjusted operating margin of about 11.0% to 11.5%, and adjusted EPS of $1.70 to $1.85.
Net debt was $7.6 billion, down 12.3% from a year earlier, and the company now expects total cost of goods sold inflation in the low 7% range.
Conagra Brands' Senior Vice President and Corporate Controller, William E. Johnson, informed the company on September 17, 2025 that he will resign to pursue another opportunity, effective October 17, 2025. The filing states the decision does not involve any disagreement on financial statements, internal controls, operations, policies, or practices. CFO David S. Marberger will serve as principal accounting officer until a long-term successor is named.
William E. Johnson, Senior Vice President and Corporate Controller, resigns; separation date expected October 17, 2025
Johnson will remain in his role and as principal accounting officer until departure
CFO David S. Marberger becomes principal accounting officer effective October 17, 2025, with no additional compensation
Filing states no disagreements with the company on financial statements, internal controls, operations, policies, or practices
Conagra Brands completed a public offering of $500 million of 5.000% Senior Notes due 2030 and $500 million of 5.750% Senior Notes due 2035, both dated July 22, 2025. The notes are senior unsecured obligations, and the filing states the company's use of proceeds is not described in this 8-K.
2030 Notes: $500 million, 5.000% interest, mature August 1, 2030
2035 Notes: $500 million, 5.750% interest, mature August 1, 2035
Interest on both series is payable beginning February 1, 2026
Holders can require repurchase at 101% of principal plus accrued interest upon a Change of Control Triggering Event
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.
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
Conagra Brands entered a Third Amended and Restated Revolving Credit Agreement with Bank of America and other lenders on June 27, 2025, providing a $2.0 billion unsecured revolving credit facility. The new facility replaces the prior facility, which had an August 26, 2027 maturity, and no borrowings were outstanding under it at closing.
Maximum aggregate principal outstanding at any one time: $2.0 billion
Facility matures June 27, 2030, with possible one- or two-year extensions
Borrowing spread ranges from 0.805% to 1.30% per annum based on senior unsecured debt ratings
Quarterly facility fee ranges from 0.07% to 0.20% per annum
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Conagra Brands filing is on SEC EDGAR ↗. 8-K briefs of other companies →