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Conagra Will Report First Quarter Earnings September 30

The Chicago-based food producer faces analyst scrutiny over revenue and EPS forecasts ahead of the call.

Updated on Sept. 22, 2026 in Corporate Finance

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Conagra Brands will release its first-quarter financial results on September 30, with analysts monitoring revenue and earnings per share forecasts. AI Illustration. Upload story photo >

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Conagra Brands will release its first quarter earnings before the market opens on September 30, 2026. Analysts currently project quarterly earnings of 28 cents per share on $2.59 billion in revenue.

Why it matters

Operators should monitor these results for signals regarding consumer demand for packaged goods and internal cost controls. The earnings report follows a period of mixed analyst price targets for the Chicago-based firm.

Conagra Brands is expected to report quarterly earnings of 28 cents per share against 39 cents in the prior year, alongside a revenue consensus of $2.59 billion compared to $2.63 billion previously. The company's stock closed at $14.86 on September 21, 2026.

The players

Conagra Brands

A Chicago-headquartered food company managing a large portfolio of consumer packaged goods brands.

Amy Held

The executive vice president and chief administrative officer appointed to lead core corporate functions.

The details

Investors are weighing the company's performance against varying analyst outlooks, including recent adjustments to price targets from firms like Deutsche Bank and Evercore ISI Group. Operationally, the market is looking for how new leadership under Amy Held, who joined as chief administrative officer on August 4, 2026, aligns with these financial projections. The earnings release will provide the first public metric-driven look at the firm's strategic path for the remainder of the fiscal year.

Timeline

  1. May 18, 2026: Wells Fargo lowered its Conagra price target.

  2. July 16, 2026: JP Morgan and RBC Capital updated their respective price targets.

  3. August 4, 2026: Amy Held began her tenure as chief administrative officer.

  4. September 14, 2026: Evercore ISI Group reduced its price target for the company.

  5. September 30, 2026: Conagra is scheduled to release its first quarter earnings.

Market Landscape

This earnings event aligns with the standard quarterly reporting cycle for consumer packaged goods companies as they recalibrate against shifting analyst sentiment. It follows a period of volatile price target revisions from major financial institutions throughout the summer.

Operators should watch for commentary on cost-containment measures and any shifts in inventory turnover during the September 30 call. These metrics offer insight into broader pricing pressures currently affecting mid-market food distribution.

The takeaway

The upcoming earnings call will clarify whether the company can meet reduced revenue expectations amid wider analyst skepticism. Review the final report on September 30 to track how current administrative changes influence the firm's cost structure.

Further reading

For broader trends in industry valuation, see the latest Corporate Finance reporting.

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