Conagra Brands

Q4 FY2026 EarningsQ4 FY26 results were mixed with a slight top-line miss and adjusted EPS meeting consensus: revenue was $2.88B vs. $2.89B expected, while adjusted EPS of $0.47 matched the mid-point of expectations. Reported results were heavily impacted by a $1.96B non-cash goodwill and brand impairment charge, resulting in a GAAP loss of $3.37 per share. Management provided cautious FY27 guidance with adjusted EPS of $1.40-$1.50 and organic sales declining 1%-3%, both notably below long-term targets, accompanied by a strategic dividend reduction to $0.70 annualized.