Conagra Brands: An Update On Valuation And Fundamentals

2026-02-24 10:38:21 ET

Conagra Brands ( CAG ) is one of the leading consumer packaged goods food companies in the United States. I started covering the company back in June 2022 and was bullish on the firm during most of my coverage. The appeal of CAG to me was not its growth figures but the relatively defensive nature and the reliable dividend payments. Over this period, however, CAG had its ups and downs, and quite frankly a lot of downs, driven by supply chain disruptions, elevated input costs, and a changing consumer taste. So I must ask myself the question, is CAG really as defensive as it first sounds? Shall I keep being optimistic about a turnaround? Or is it time to let it go?...

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