ConAgra Brands (CAG): FY26 Q1 earnings call, Oct 1, 2025

Wed, Oct 1Earnings callSpeaker-labelled transcriptConAgra Brands

No Kalshi or Polymarket word markets were listed for ConAgra Brands’s Oct 1, 2025 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

13 matches for “Inflation”; 5 quoted, at least 25 words apart.

Sean Connollycompanyprepared

…Hines saw a volume decline of 8% due to elasticities following our inflation-driven cocoa pricing actions. When you look at the total Snacks picture on…

Sean Connollycompanyprepared

…but we remain focused on managing our margin levers, including the steel inflation-driven pricing that we expect to implement late in Q2. Moving to Slide…

Sean Connollycompanyprepared

…continue to navigate a challenging environment as we're still dealing with persistent inflation and tariffs, both of which have drifted higher than our original expectations.…

Sean Connollycompanyprepared

…exposures to steel, aluminum, and China-related tariffs are unchanged. Combined, our total inflation was previously approximately 7%, but has now nudged higher to be in…

Sean Connollycompanyprepared

…sweet treats within our snacks portfolio where we're dealing with sustained cocoa inflation. We're highly focused on delivering strong productivity and cash flow. Overall, we're…

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