Conagra Brands, Inc. files SEC reports that document material events for its branded packaged food business and NYSE-listed common stock. Recent Form 8-K disclosures cover quarterly operating results, financial-condition updates, Regulation FD guidance, and press-release exhibits related to the company's fiscal-year performance and outlook.
The filings also record governance and corporate-structure matters, including executive officer appointments, board appointments, director committee assignments, compensation arrangements, shareholder voting matters and amendments to the company's bylaws. These records frame Conagra's public-company reporting around results, governance, capital-market disclosure and stockholder meeting procedures.
Conagra Brands, Inc., a major North American branded food company headquartered in Chicago, reports on its fiscal year ended May 31, 2026. The portfolio spans Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice, with well-known brands such as Birds Eye, Duncan Hines, Healthy Choice, and Slim Jim.
The company had an aggregate market value of voting common stock held by non‑affiliates of approximately $8,500,625,571 as of November 21, 2025 and 478,565,642 common shares outstanding at June 28, 2026. As of May 31, 2026, Conagra carried total debt of about $7.27 billion, including $7.02 billion in senior unsecured notes, with $762.5 million maturing in October 2026, and goodwill and other intangibles of $8.12 billion and $1.83 billion, respectively. Remaining share repurchase authorization was $837.6 million.
The company employed approximately 17,400 people, about 48% covered by collective bargaining agreements, and reported an OSHA incident rate of 1.24 per 100 full‑time workers in 2026, improving for three consecutive years and remaining below the food manufacturing industry average. Conagra highlights concentrated customer exposure (Walmart represented 29% of 2026 net sales), commodity and supply‑chain volatility, regulatory and product‑liability exposure, significant leverage, climate and ESG‑related requirements, and cybersecurity and AI‑driven risks as key factors that could materially affect future performance.
Conagra Brands reported Q4 FY26 net sales of $2.9 billion, up 3.6%, with organic net sales flat as 1.6% price/mix growth offset a 1.6% volume decline. Gross margin contracted to 24.4%, and higher SG&A plus $2.0 billion of non-cash goodwill and brand impairment charges drove a net loss of $1.6 billion, or $3.37 per diluted share. Adjusted net income was $228 million, or $0.47 per share, and adjusted EBITDA was $484 million.
For fiscal 2026, net sales declined 2.9% to $11.3 billion and gross margin decreased to 23.9%. The company recorded a net loss of $1.9 billion, or $4.00 per share, compared with earnings of $2.40 a year earlier, while adjusted EPS fell to $1.72 from $2.30 and adjusted EBITDA declined to $1.84 billion. Operating cash flow was $1.4 billion and free cash flow $978.7 million, supporting an 11.9% reduction in net debt to $7.1 billion and a net leverage ratio of 3.83x.
New CEO John Brase highlighted priorities around restoring margins, increasing brand and supply-chain investment, simplifying operations, and enhancing financial flexibility. Consistent with these priorities, the board approved a quarterly dividend of $0.175 per share (annualized $0.70) and issued fiscal 2027 guidance for organic net sales down (3)% to (1)%, adjusted operating margin of 10.0%–10.5%, and adjusted EPS of $1.40–$1.50.
BlackRock, Inc. filed an Amendment No. 4 to Schedule 13G/A reporting beneficial ownership of 64,450,818 shares of Conagra Brands Inc. common stock, representing 13.5% of the class as of 06/30/2026. The filing shows sole voting power of 63,316,283 shares and sole dispositive power of 64,450,818. Item 6 identifies iShares Core S&P Small‑Cap ETF as holding more than 5% of Conagra common stock.
Conagra Brands reported that director Emanuel “Manny” Chirico has decided not to stand for reelection to the Board of Directors at the company’s 2026 Annual Meeting of Shareholders, expected in September. He will continue to serve as a director for the remainder of his current term, and the company stated that his decision was not due to any disagreement with the Board or with Conagra Brands.
Satriano Pietro reported acquisition or exercise transactions in this Form 4 filing.
CONAGRA BRANDS INC. director Pietro Satriano received a grant of 12,869 shares of common stock as a stock award. The award was recorded at a price of $0.00 per share, indicating a compensation-related grant rather than an open-market purchase.
Each restricted stock unit represents a right to receive one share of Conagra common stock on June 1, 2027, or earlier upon certain events. Following this grant, Satriano directly holds 16,097 shares of Conagra common stock.
Dowdie George reported acquisition or exercise transactions in this Form 4 filing.
CONAGRA BRANDS INC. director George Dowdie received a grant of 12,869 shares of common stock as a compensation award. Footnotes explain this represents restricted stock units, each giving a right to one share on June 1, 2027, or earlier upon certain events. After this award, Dowdie directly owns 39,259.19 shares, which includes 753.01 shares accumulated through a dividend equivalent reinvestment feature under the company’s Directors’ Deferred Compensation Plan since his last report. This filing reflects a routine equity grant rather than any open-market buying or selling.
CONAGRA BRANDS INC. director Melissa Lora reported receiving an equity award in the form of restricted stock units. She acquired 12,869 shares of common stock at a price of $0.00 per share as a grant, bringing her direct holdings to 60,675.34 shares.
Each restricted stock unit represents a contingent right to receive one share of common stock on June 1, 2027, or earlier upon certain specified events. Her reported holdings also include 2,665.1 shares accumulated through a dividend equivalent reinvestment feature under the company’s Directors’ Deferred Compensation Plan since her prior report.
Fraga Francisco reported acquisition or exercise transactions in this Form 4 filing.
CONAGRA BRANDS INC. director Francisco Fraga received an equity award of 12,869 shares of common stock on June 1, 2026. The award is in the form of restricted stock units, granted at no cash cost to him as compensation.
Each restricted stock unit represents a contingent right to receive one share of Conagra common stock on June 1, 2027, or earlier upon certain specified events. Following this grant, Fraga directly holds 31,866 shares of Conagra common stock.
BROWN THOMAS K reported acquisition or exercise transactions in this Form 4 filing.
CONAGRA BRANDS INC. director Thomas K. Brown received an equity award of 12,869 restricted stock units representing common shares on June 1, 2026 at no cost. These units are scheduled to settle into common stock on June 1, 2027, or earlier upon certain events. Following this grant, Brown directly owns 73,472 shares of common stock.
Paulonis Denise reported acquisition or exercise transactions in this Form 4 filing.
CONAGRA BRANDS INC. director Denise Paulonis received a grant of 12,869 shares of common stock as equity compensation. The award was reported at a price of $0.00 per share, indicating it is a compensation-related grant rather than an open-market purchase. Following this grant, she directly holds 36,246 common shares. A related footnote explains that each restricted stock unit represents a contingent right to receive one share of common stock on June 1, 2027, or earlier upon certain specified events.