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Dec 19, 2025 12:00 PM

ConAgra Flags Rising Costs From Tariffs, Keeps Cautious Outlook

ConAgra Brands, Inc. (NYSE:CAG) stock fell Friday after the company posted a mixed quarter.

The packaged-food maker topped profit expectations but missed on revenue, while reaffirming its full-year outlook amid tariff pressure.

The company reported second-quarter adjusted earnings per share of 45 cents, beating the analyst consensus estimate of 44 cents.

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Quarterly sales of $2.979 billion missed the Street view $2.986 billion.

Net sales fell 6.8%, reflecting a 3.9% hit from M&A, a 3.0% organic decline, and a 0.1% lift from favorable foreign exchange.

Net sales were impacted by an approximately 100 basis point headwind, driven by changes in retailer purchasing activity around quarter-end, including the ...