Conagra sets Q1 FY2027 print on Sep 30 as EPS seen down 28% to $0.28
Resolved · earnings · Occurred · Assessed · 1 sources
This assessment is dated 2026-09-29. Check what remains unresolved below before relying on it.
Does the new outlook change what the company is worth?
Packaged food volume elasticity and promotional spending dictate CAG operating margins at a $2.59B revenue base.
| Question | What the evidence establishes |
|---|---|
| What was reported? | Reported factConagra Brands reports Q1 fiscal 2027 earnings on September 30, 2026. |
| What else was confirmed? | Reported factConsensus estimates project net sales of $2.59 billion. |
| Does the valuation support acting? | Interpretation5 stored valuation assumptions for CAG; the latest is dated 2026-09-29. |
| What would change the assessment? | UnknownConagra Q1 FY2027 Earnings Release — Earnings report release and webcast scheduled for September 30, 2026. |
What would this event cost your holdings?
Apply your own hypothetical returns to current holding values. The calculator does not infer security effects from this event.
Test this event against my holdingsReported facts
- · Conagra Brands reports Q1 fiscal 2027 earnings on September 30, 2026.
- · Consensus estimates project net sales of $2.59 billion.
- · Adjusted EPS consensus stands at $0.28, representing a 28% decline from the year-ago quarter.
Public research record
Research framework · page evidenceCompleted event assessment
operating margin compression from promotional spending and volume decline
| Type | Claim | Scope |
|---|---|---|
| Assumption | Conagra Brands reports Q1 fiscal 2027 earnings on September 30, 2026. | 2026-09-29 |
| Interpretation | operating margin compression from promotional spending and volume decline | CAG |
Countercase, invalidators, and sources
Stronger gross margin realization and volume stabilization allow CAG to beat the $0.28 EPS consensus.
- · Conagra Q1 FY2027 Earnings Release — Earnings report release and webcast scheduled for September 30, 2026.
- Conagra Brands's Next Earnings Report on Sep. 30 2026 Could Send the Stock Soaring. Here's Why. · 2026-09-29
What remains unresolved
- Base path
- Results align closely with $2.59B sales and $0.28 EPS as trade spending offsets price realization.
- Adverse path
- Deeper volume loss to private-label competitors leads to an earnings miss and full-year guidance cut.
- Supportive path
- Stronger gross margin realization and volume stabilization allow CAG to beat the $0.28 EPS consensus.
- · Conagra Q1 FY2027 Earnings Release — Earnings report release and webcast scheduled for September 30, 2026.this week
Evidence
- Conagra Brands's Next Earnings Report on Sep. 30 2026 Could Send the Stock Soaring. Here's Why.2026-09-29
“Conagra Brands is set to report Q1 fiscal 2027 earnings on September 30, 2026. While analyst expectations are modest with consensus estimates for $2.59B in net sales and $0.28 adjusted EPS (28% below year-ago)...”
Supports: Conagra reports Q1 FY2027 on Sep 30 with consensus estimates for $2.59B sales and $0.28 EPS (down 28% YoY).