CAG · Conagra Brands, Inc.

Summary

Conagra Brands, Inc. issued a press release on February 16, 2026, reaffirming its fiscal 2026 guidance ahead of the CAGNY conference presentation, including organic net sales change of (1)% to 1%, adjusted operating margin of ~11.0% to ~11.5%, adjusted EPS of $1.70 to $1.85, and free cash flow conversion of approximately 100%. Item 7.01 information is not deemed filed under the Exchange Act.

Key takeaways

• Reaffirmed FY2026 organic net sales guidance: (1)% to 1% vs. fiscal 2025
• Reaffirmed FY2026 adjusted operating margin: ~11.0% to ~11.5%
• Reaffirmed FY2026 adjusted EPS: $1.70 to $1.85
• Raised FY2026 free cash flow conversion expectation to ~100% from prior ~90%
• CAGNY presentation scheduled for February 17, 2026 at ~9 AM Eastern with live webcast
• Preview of new innovations for calendar year 2026 launch