<p>康尼格拉品牌公司是一家领先的包装食品公司，以其多样化的品牌组合而闻名，已发布 2026 财年第一季度的 10-Q 报告。该报告突出了公司在通货膨胀和消费者趋势变化等挑战性市场条件下的财务表现和运营活动。</p>
<p><strong>财务亮点</strong></p>
<ul>
<li><strong>净销售额</strong>：26.326 亿美元，比 2025 财年第一季度下降 5.8%，主要受消费趋势下降和资产剥离的影响。</li>
<li><strong>毛利润</strong>：6.406 亿美元，由于净销售额下降、输入成本通胀以及剥离业务的利润减少而下降。</li>
<li><strong>营业利润</strong>：3.474 亿美元，受到杂货与零食、冷藏与冷冻以及餐饮服务部门的营业利润下降的影响。</li>
<li><strong>净收入</strong>：1.645 亿美元，因所得税费用增加和营业收入下降而显著低于去年。</li>
<li><strong>每股收益（摊薄）</strong>：0.34 美元，低于 2025 财年第一季度的 0.97 美元，反映了净收入的下降。</li>
</ul>
<p><strong>业务亮点</strong></p>
<ul>
<li><strong>收入部门</strong>：</li>
</ul>
<ul>
<li>杂货与零食部门的净销售额下降 8.7%，主要由于消费趋势下降和 Chef Boyardee®业务的剥离。
<ul>
<li>冷藏与冷冻部门的净销售额略微下降 0.9%，受到输入成本通胀和冷冻鱼业务出售的影响。</li>
<li>国际部门的净销售额下降 18.0%，受消费趋势下降和不利外汇汇率的影响。</li>
<li>餐饮服务部门的净销售额下降 0.8%，反映出商业流量趋势疲软。</li>
</ul>
</li>
</ul>
<ul>
<li><strong>地区表现</strong>：国际部门因不利外汇汇率影响，下降 1.3%，主要是由于美元相对于墨西哥比索的强势。</li>
<li><strong>销售单位</strong>：</li>
</ul>
<ul>
<li>杂货与零食部门的有机销量下降 1.6%。
<ul>
<li>冷藏与冷冻部门的有机销量增长 0.5%。</li>
<li>国际部门的有机销量下降 5.2%。</li>
<li>餐饮服务部门的有机销量下降 3.6%。</li>
</ul>
</li>
</ul>
<ul>
<li><strong>新产品发布</strong>：公司完成了对 Sweetwood Smoke &amp; Co.的收购，贡献了 1060 万美元的非有机净销售额，表明在烟熏肉棒类别的战略扩展。</li>
<li><strong>未来展望</strong>：公司预计在 2026 财年将继续面临通货膨胀和关税对销售成本的影响。尽管预计消费者趋势会随着时间改善，但疲软的消费者信心可能会在短期内对销量产生负面影响。公司计划继续评估宏观经济环境，并采取措施减轻对其业务的负面影响。</li>
</ul>
<p>SEC 备案：CONAGRA BRANDS INC. [ CAG ] - 10-Q -2025 年 10 月 1 日</p>

康尼格拉

<p>康尼格拉品牌公司发布了 2026 财年第一季度的 10-Q 报告，显示净销售额下降 5.8%，至 26.326 亿美元，主要归因于消费减少和资产剥离。毛利润降至 6.406 亿美元，净收入下降至 1.645 亿美元，稀释后每股收益为 0.34 美元。食品杂货和零食部门销售额下降 8.7%，国际部门则面临 18.0% 的下降。公司预计将继续面临来自通货膨胀和关税的挑战，这将影响未来的业绩</p>

<p>Conagra Brands Inc., a leading packaged foods company known for its diverse portfolio of brands, has released its 10-Q report for the first quarter of fiscal 2026. The report highlights the company's financial performance and operational activities amidst challenging market conditions, including inflation and changing consumer trends.</p>
<div class="lb-trans"><p>康尼格拉品牌公司是一家领先的包装食品公司，以其多样化的品牌组合而闻名，已发布 2026 财年第一季度的 10-Q 报告。该报告突出了公司在通货膨胀和消费者趋势变化等挑战性市场条件下的财务表现和运营活动。</p>
</div><p><strong>Financial Highlights</strong></p>
<div class="lb-trans"><p><strong>财务亮点</strong></p>
</div><ul>
<li><strong>Net Sales</strong>: $2,632.6 million, reflecting a decrease of 5.8% compared to the first quarter of fiscal 2025, driven by lower consumption trends and divestitures.</li>
<li><strong>Gross Profit</strong>: $640.6 million, decreased due to lower net sales, input cost inflation, and a reduction in profit from divested businesses.</li>
<li><strong>Operating Profit</strong>: $347.4 million, impacted by lower segment operating profits in Grocery &amp; Snacks, Refrigerated &amp; Frozen, and Foodservice segments.</li>
<li><strong>Net Income</strong>: $164.5 million, significantly lower than the previous year due to higher income tax expense and lower operating income.</li>
<li><strong>Earnings per share — diluted</strong>: $0.34, down from $0.97 in the first quarter of fiscal 2025, reflecting the decrease in net income.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>净销售额</strong>：26.326 亿美元，比 2025 财年第一季度下降 5.8%，主要受消费趋势下降和资产剥离的影响。</li>
<li><strong>毛利润</strong>：6.406 亿美元，由于净销售额下降、输入成本通胀以及剥离业务的利润减少而下降。</li>
<li><strong>营业利润</strong>：3.474 亿美元，受到杂货与零食、冷藏与冷冻以及餐饮服务部门的营业利润下降的影响。</li>
<li><strong>净收入</strong>：1.645 亿美元，因所得税费用增加和营业收入下降而显著低于去年。</li>
<li><strong>每股收益（摊薄）</strong>：0.34 美元，低于 2025 财年第一季度的 0.97 美元，反映了净收入的下降。</li>
</ul>
</div><p><strong>Business Highlights</strong></p>
<div class="lb-trans"><p><strong>业务亮点</strong></p>
</div><ul>
<li><strong>Revenue Segments</strong>:</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>收入部门</strong>：</li>
</ul>
</div><ul>
<li>The Grocery &amp; Snacks segment experienced an 8.7% decrease in net sales, primarily due to lower consumption trends and the divestiture of the Chef Boyardee® business.
<ul>
<li>The Refrigerated &amp; Frozen segment saw a slight decrease of 0.9% in net sales, impacted by input cost inflation and the sale of the frozen fish business.</li>
<li>The International segment faced an 18.0% decline in net sales, influenced by lower consumption trends and unfavorable foreign exchange rates.</li>
<li>The Foodservice segment's net sales decreased by 0.8%, reflecting soft commercial traffic trends.</li>
</ul>
</li>
</ul>
<div class="lb-trans"><ul>
<li>杂货与零食部门的净销售额下降 8.7%，主要由于消费趋势下降和 Chef Boyardee®业务的剥离。
<ul>
<li>冷藏与冷冻部门的净销售额略微下降 0.9%，受到输入成本通胀和冷冻鱼业务出售的影响。</li>
<li>国际部门的净销售额下降 18.0%，受消费趋势下降和不利外汇汇率的影响。</li>
<li>餐饮服务部门的净销售额下降 0.8%，反映出商业流量趋势疲软。</li>
</ul>
</li>
</ul>
</div><ul>
<li><strong>Geographical Performance</strong>: The International segment was negatively impacted by a 1.3% decrease due to unfavorable foreign exchange rates, primarily due to the strength of the US dollar relative to the Mexican Peso.</li>
<li><strong>Sales Units</strong>:</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>地区表现</strong>：国际部门因不利外汇汇率影响，下降 1.3%，主要是由于美元相对于墨西哥比索的强势。</li>
<li><strong>销售单位</strong>：</li>
</ul>
</div><ul>
<li>The Grocery &amp; Snacks segment reported a 1.6% decrease in organic volume.
<ul>
<li>The Refrigerated &amp; Frozen segment saw a 0.5% increase in organic volume.</li>
<li>The International segment experienced a 5.2% decrease in organic volumes.</li>
<li>The Foodservice segment reported a 3.6% decrease in organic volume.</li>
</ul>
</li>
</ul>
<div class="lb-trans"><ul>
<li>杂货与零食部门的有机销量下降 1.6%。
<ul>
<li>冷藏与冷冻部门的有机销量增长 0.5%。</li>
<li>国际部门的有机销量下降 5.2%。</li>
<li>餐饮服务部门的有机销量下降 3.6%。</li>
</ul>
</li>
</ul>
</div><ul>
<li><strong>New Product Launches</strong>: The company completed the acquisition of Sweetwood Smoke &amp; Co., which contributed $10.6 million in inorganic net sales, indicating a strategic expansion in the smoked meat sticks category.</li>
<li><strong>Future Outlook</strong>: The company anticipates continued challenges from inflation and tariffs impacting costs of goods sold in fiscal 2026. While consumer trends are expected to improve over time, weak consumer sentiment is likely to negatively impact volumes in the near term. The company plans to continue evaluating the macroeconomic environment and take actions to mitigate negative impacts on its business.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>新产品发布</strong>：公司完成了对 Sweetwood Smoke &amp; Co.的收购，贡献了 1060 万美元的非有机净销售额，表明在烟熏肉棒类别的战略扩展。</li>
<li><strong>未来展望</strong>：公司预计在 2026 财年将继续面临通货膨胀和关税对销售成本的影响。尽管预计消费者趋势会随着时间改善，但疲软的消费者信心可能会在短期内对销量产生负面影响。公司计划继续评估宏观经济环境，并采取措施减轻对其业务的负面影响。</li>
</ul>
</div><p>SEC Filing: CONAGRA BRANDS INC. [ CAG ] - 10-Q - Oct. 01, 2025</p>
<div class="lb-trans"><p>SEC 备案：CONAGRA BRANDS INC. [ CAG ] - 10-Q -2025 年 10 月 1 日</p>
</div>

康尼格拉品牌公司 SEC 10-Q 季度报告