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.
13 matches for “Volume”; 5 quoted, at least 25 words apart.
…needs both A&P and supply chain, as well as I'm assuming some volume deleverage impacts. Are the balance sheet constraints causing you to not invest…
…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.…
…our elasticity assumptions. Our guidance has assumed higher than historical elasticities, with volumes down mid-single digits, really weighted towards Frozen. I think we've taken a…
…I do believe we're a bit out of balance today between this volume and margin. I think finding that right balance between volume growth that's…
…across the portfolio? More importantly, what sort of price elasticity assumption are you making in terms of the impact on volumes as you take that?
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…
…remarks suggest a bit of a pivot from a focus on stabilizing volumes to stabilizing margins. You discussed how past margin compression was partially driven…
…hear something importantly, though. We are not backing off our commitment to Frozen. We're making significant incremental investments in brand building, like I just talked…
…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…
…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…
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…
…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…
…also tackling some of these more modern manufacturing initiatives around technology, around AI, and really trying to simplify the way we work, even within our…
…the actions necessary to get ourselves to what I would call a healthy structural margin that we can build a foundation for profitable growth from.…
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