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May 25
ConAgra Q4 2025 Earnings Report
Conagra reported a decrease in revenue and gross profit, but posted positive net income in Q4 2025.
Key Takeaways
Conagra Brands saw a decline in both net sales and gross profit for Q4 2025, driven by lower consumption trends and inflationary pressures. Despite these headwinds, the company posted positive net income and gained market share in several categories.
Revenue declined 4.3% YoY to $2.78 billion.
Net income was $256 million, reversing a loss in the prior-year quarter.
Adjusted EPS was $0.56, slightly above GAAP EPS of $0.53.
Conagra gained volume share in frozen desserts, popcorn, whipped topping, and pudding.
ConAgra
ConAgra
ConAgra Revenue by Segment
ConAgra Revenue by Geographic Location
Revenue by Segment
Grocery & Snacks Revenue
CapyFin.comRefrigerated & Frozen Revenue
CapyFin.comInternational Revenue
CapyFin.comFoodservice Revenue
CapyFin.comRevenue by Geographic Location
Total Revenue
CapyFin.com Forward Guidance
For FY26, Conagra expects modest organic net sales growth and margin pressure from tariffs and inflation.
Positive Outlook
- Focus on high-potential frozen and snacks categories.
- Targeted pricing actions to mitigate cost pressures.
- Planned investments to enhance supply chain resiliency.
- Equity earnings contribution expected to be ~$200M.
- 53rd week expected to add $0.05 to adjusted EPS.
Challenges Ahead
- Continued elevated inflation in FY26.
- Tariff-related cost increases of ~3% in cost of goods sold.
- Core inflation expected around 4%.
- Macro uncertainty and foreign exchange headwinds expected to persist.
- Total cost of goods sold inflation projected at ~7%.
Revenue & Expenses
Visualization of income flow from segment revenue to net income