Conagra Brands Inc Q4 2023 Earnings Call Summary - Thomson StreetEvents

Conagra Brands Inc Q4 2023 Earnings Call Summary

Conagra Brands Inc Q4 2023 Earnings Call Summary - Thomson StreetEvents
Conagra Brands Inc Q4 2023 Earnings Call Summary
Published Jul 13, 2023
Published Jul 13, 2023
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About This Report

  
Abstract:

Edited Brief of CAG.N earnings conference call or presentation 13-Jul-23 1:30pm GMT

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Conagra Brands Inc
Ticker
CAG.N
Time
1:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Cody T. Ross - UBS Investment Bank, Research Division - Analyst : I just want to follow up real quick on the Americold disruption, thank you for the color there. Do you expect to recover those sales in fiscal '24? If so, can you detail when? And I'll stop and pause for a second before my next one.

Question: Cody T. Ross - UBS Investment Bank, Research Division - Analyst : Understood. And then just [tangential] to that before I ask my next question, is it fair to assume that 1Q would be the high watermark for organic sales for the year just because of the shipments going from 4Q into 1Q and also the wrap around price that you detailed for 1Q?

Question: Cody T. Ross - UBS Investment Bank, Research Division - Analyst : Understood. And then just real quickly, I want to pivot to Ardent Mills. It continues to perform better than we expected. You guided JV income of $150 million for the year. And on prior calls, I think you guys noted the contribution was north of $80 million prior to the spike in wheat prices. How much visibility do you have at this point to the $150 million? And what does that assume for wheat prices?

Question: Max Andrew Stephen Gumport - BNP Paribas Exane, Research Division - Analyst : With regard to the shift in consumer behaviors that you called out, I'm curious if there's any commonalities that the impacted categories share? And then, what data points you're seeing that suggest to you it's short term in nature?

Table Of Contents

Conagra Brands Inc Q3 2024 Earnings Call Transcript – 2024-04-04 – US$ 54.00 – Edited Transcript of CAG.N earnings conference call or presentation 4-Apr-24 1:30pm GMT

Conagra Brands Inc Q3 2024 Earnings Call (Pre-Recorded) Transcript – 2024-04-04 – US$ 54.00 – Edited Transcript of CAG.N earnings conference call or presentation 4-Apr-24 10:59am GMT

Conagra Brands Inc Q1 2024 Earnings Call Summary – 2023-10-05 – US$ 54.00 – Edited Brief of CAG.N earnings conference call or presentation 5-Oct-23 1:30pm GMT

Conagra Brands Inc Q1 2024 Earnings Call Transcript – 2023-10-05 – US$ 54.00 – Edited Transcript of CAG.N earnings conference call or presentation 5-Oct-23 1:30pm GMT

Conagra Brands Inc Q4 2023 Earnings Call Transcript – 2023-07-13 – US$ 54.00 – Edited Transcript of CAG.N earnings conference call or presentation 13-Jul-23 1:30pm GMT

Conagra Brands Inc at Sanford C Bernstein Strategic Decisions Conference Transcript – 2023-06-01 – US$ 54.00 – Edited Transcript of CAG.N presentation 1-Jun-23 12:00pm GMT

Conagra Brands Inc Q3 2023 Earnings Call Summary – 2023-04-05 – US$ 54.00 – Edited Brief of CAG.N earnings conference call or presentation 5-Apr-23 1:30pm GMT

Conagra Brands Inc Q3 2023 Earnings Call Transcript – 2023-04-05 – US$ 54.00 – Edited Transcript of CAG.N earnings conference call or presentation 5-Apr-23 1:30pm GMT

Conagra Brands Inc at Consumer Analyst Group of New York (CAGNY) Virtual Conference Transcript – 2023-02-21 – US$ 54.00 – Edited Transcript of CAG.N presentation 21-Feb-23 2:00pm GMT

Conagra Brands Inc Q2 2023 Earnings Call Summary – 2023-01-05 – US$ 54.00 – Edited Brief of CAG.N earnings conference call or presentation 5-Jan-23 2:30pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Conagra Brands Inc Q4 2023 Earnings Call Summary" Jul 13, 2023. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2023-Conagra-Brands-Inc-Earnings-Call-B15626183>
  
APA:
Thomson StreetEvents. (2023). Conagra Brands Inc Q4 2023 Earnings Call Summary Jul 13, 2023. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2023-Conagra-Brands-Inc-Earnings-Call-B15626183>
  
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