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Feb 23
ConAgra Q3 2025 Earnings Report
Conagra reported a decline in sales and earnings as expected, citing supply constraints and legal costs.
Key Takeaways
Conagra's Q3 FY25 results were impacted by supply issues and legal charges, leading to lower net income and margins. However, strong brand resilience supported steady consumer demand, and full-year guidance remains intact.
ConAgra
ConAgra
ConAgra Revenue by Segment
ConAgra Revenue by Geographic Location
Forward Guidance
Conagra reaffirmed its FY25 guidance despite challenges, highlighting brand strength and operational recovery.
Positive Outlook
- Fiscal 2025 guidance remains unchanged
- Free cash flow conversion expected >100%
- Net debt reduced by 5.9% YoY
- Strong share gains in key product categories
- Volume recovery in frozen meals and desserts expected
Challenges Ahead
- Ongoing supply constraints in frozen meals
- Legal-related charges impacting SG&A
- Decreased organic net sales and margins
- Gross profit and EBITDA significantly down YoY
- Foreign exchange and M&A impacts hurting international sales
Revenue & Expenses
Visualization of income flow from segment revenue to net income