ConAgra Brands (CAG): FY27 Q1 earnings call, Sep 30, 2026

Wed, Sep 30Earnings callSpeaker-labelled transcriptConAgra Brands

No Kalshi or Polymarket word markets were listed for ConAgra Brands’s Sep 30, 2026 earnings call (FY27 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.

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

Peter Galboanalystqa

…Thanks for the question. Dave, just wanted to touch on the updated inflation guidance for the year, having moved kind of to the higher end…

Dave Marbergercompanyqa

…But as we went through Q1, obviously, we've seen the acceleration in inflation around logistics, our transportation costs really driven by the driver shortage and…

Dave Marbergercompanyqa

…to see, is a little bit more than offset by basically the doubling of inflation in transportation versus where we planned it for the year.

Dave Marbergercompanyqa

…I think it's important because I think there's some confusion on this inflation. We would expect our inflation rate in Q2 and Q3 to be…

Dave Marbergercompanyqa

…kind of our corrugated aluminum. We have a lot of areas where we're still seeing high inflation, which we will have all during fiscal 2027.

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