ConAgra Brands (CAG): FY26 Q2 earnings call, Dec 19, 2025

No Kalshi or Polymarket word markets were listed for ConAgra Brands’s Dec 19, 2025 earnings call (FY26 Q2). 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.

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

Dave Marbergercompanyqa

…tariff timing that was more Q1. We've had some favorability in chicken inflation. Although we're seeing some offsets with beef and pork. And importantly, our…

Sean Connollycompanyqa

…have done on frozen and snacks is we did not take pricing. Inflation-justified pricing to protect margins. We kept pricing where it was so that…

Sean Connollycompanyqa

…already back to growth. Without lowering list price. We just deferred taking inflation-justified pricing because we were focused on moving volume. So it's a little…

Sean Connollycompanyqa

…on the overall year. So I would say our original kind of inflation guidance of 7% and net of five and a half is still…

Peter Galboanalystqa

…to 7% because that's the margin impact. That you see on the bridge. So we were first inflation around a little bit south of seven.

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