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$CAG

3 theses
bullish 33%neutral 0%bearish 67%
Avg return (1m)
-0.6%
Win rate (1m)
33% (3 resolved)
1d3d1w1m3m6m1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 4, 9:00 AM ET
$CAGr/ValueInvestingStock Analysisbearish
u/rob-choi-investing · 33d ago1 prior · awaiting results

Conagra's operating cash flow went negative last quarter. I walked the 10-Q line by line to see how bad that is.

Conagra faces deteriorating cash generation with negative Q1 operating cash flow of $4.2M (vs. +$120.6M prior year) driven by working capital pressure and inventory build. Despite reaffirmed guidance, free cash flow is projected at $600-650M (down 30%+ year-over-year), leverage is rising to 4.0x, and the dividend was cut in half while the company still conducted share buybacks, signaling financial stress.

At post $13.36Now $14.41+7.9% since postedas of Nov 4, 9:00 AM ET
1d—
3d-1.3%
1w+1.0%
1m+9.1%
3m—
6m—
1y—
original post →
$CAGr/ValueInvestingStock Analysisbearish
u/rob-choi-investing · 47d ago1 prior · awaiting results

Conagra (CAG) after the $1.9B loss: is the dividend still covered?

Conagra's $1.9B write-down reflects real business deterioration, not just accounting. Free cash flow has fallen 40% over two years while the dividend (now $670M annually) consumes an unsustainable 68% of FY26 FCF, up from 41% in FY24. Without sustainable improvement, the dividend faces risk within the next 12-24 months.

At post $15.13Now $14.41-4.8% since postedas of Nov 4, 9:00 AM ET
1d—
3d-1.8%
1w-5.4%
1m-4.4%
3m—
6m—
1y—
original post →
$CAGr/ValueInvestingDiscussionbullish
u/orishasinc2 · 197d ago10 prior · 75% at 3mo

My type of stocks: Old, ugly, ignored, falling in value but not dead; and they even pay a dividend!

Conagra Brands is a century-old food producer now at 32-year lows with a 9.56% dividend yield, providing extreme value relative to its historical price and speculative AI/quantum plays.

At post $14.15Now $14.41+1.9% since postedas of Nov 4, 9:00 AM ET
1d-1.0%
3d-3.4%
1w-2.7%
1m-6.5%
3m+2.3%
6m+2.3%
1y—
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End of results.