ConAgra Brands (CAG): FY26 Q4 earnings call, Jul 15, 2026
On its Jul 15, 2026 earnings call (FY26 Q4), ConAgra Brands said 9 of the 18 words Polymarket listed; Parrot’s count agreed with all 18 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
18 words · 9 settled yes · our count agreed on 18 of 18- Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Margin 5+ times | Yes | 19 | 19 | ✓ | 85%transcripts from the transcript model | Hear it 3:47, Margin +5 times | – |
| Volume | Yes | 13 | 13 | ✓ | 96%transcripts from the transcript model | Hear it 1:50, Volume | – |
| Frozen | Yes | 12 | 12 | ✓ | 96%transcripts from the transcript model | Hear it 3:48, Frozen | – |
| Frozen 5+ times | Yes | 12 | 12 | ✓ | 85%transcripts from the transcript model | Hear it 3:48, Frozen +5 times | – |
| Inflation | Yes | 11 | 11 | ✓ | 96%transcripts from the transcript model | Hear it 4:34, Inflation | – |
| Fiscal | Yes | 9 | 9 | ✓ | 95%transcripts from the transcript model | Hear it 0:01, Fiscal | – |
| Project | Yes | 6 | 6 | ✓ | 76%transcripts from the transcript model | Hear it 14:31, Project | – |
| AI / Artificial Intelligence | Yes | 2 | 2 | ✓ | 54%transcripts from the transcript model | Hear it 13:45, AI / Artificial Intelligence | – |
| Health / Healthy | Yes | 1 | 1 | ✓ | 68%transcripts from the transcript model | Hear it 9:39, Health / Healthy | – |
| Diesel | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Flavor | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – | |
| California | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Collaboration | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Farm-to-table / Farm to table | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Flywheel | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Hydroponics | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Omnichannel | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Vision | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Fiscal”; 5 quoted, at least 25 words apart.
Good morning, welcome to the Conagra Brands fourth quarter fiscal 2026 earnings Q&A call. All participants will be in listen only mode. Should you need…
…even with the dividend cut, leverage is still expected to rise in fiscal 2027, given the business reinvestment needs both A&P and supply chain, as…
…over time. It's also unlocking some meaningful investments in the business in fiscal 2027. We talked about the $40 million increase in brand building, which…
…significant incremental investments in brand building, like I just talked about, in fiscal 2027, and we have probably our strongest innovation pipeline in place to…
…tracking the most. There's a lot of variables that go into any fiscal year. You have a guidance range. If you're going to hit the…
Where the listed words were said
…of that question from Andrew, specifically, your plan to stabilize and improve margins in the Frozen business, which I think you're looking to do via…
…couple of years, as you're well aware, we've invested significantly to drive volume improvement, that's yielded solid results, it's also resulted in significant margin compression.…
…key variables? It might be price elasticities in certain key brands in Frozen, for example. Would love to understand how you're thinking about the key…
…with significant runway for growth, we see you're leaning into investments in Frozen and meat snacks today. Then you also talked about the potential to…
…of productivity above 4%, we're going to also have to lean on inflation-justified pricing where necessary just to give us the fuel that we need…
…structural margin that we can build a foundation for profitable growth from. I think we've threaded that balance right as we think about fiscal 2027.
…after simplification, both in our organization and how we get work done. Project Catalyst would be a nice enabler of that, also as we think…
…when it comes to developing an advanced foundation in both technology and AI. Maybe most importantly, we've got a deep, talented team and a great…
Agents: this page as TSV at /api/v1/appearances/conagra-brands:2026-07-15:earnings_call · words: /api/v1/brief?appearance=conagra-brands:2026-07-15:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP