Conagra Brands, Inc. (CAG) Had To “Eat” The Tariff, Says Jim Cramer

We recently published 10 Stocks Jim Cramer Discussed As He Commented On Latest Tariffs. Conagra Brands, Inc. (NYSE:CAG) is one of the stocks Jim Cramer recently discussed.

Conagra Brands, Inc. (NYSE:CAG) is a food products company, which, like its peers, has struggled on the stock market in 2025. The firm’s shares have lost close to 30% in 2025 and are down by 10% over the past month. Conagra Brands, Inc. (NYSE:CAG)’s latest share price dip came in July after the stock fell by 4.4% after the firm’s fiscal fourth quarter earnings report. The result saw it miss analyst EPS and revenue estimates of $0.58 and $2.83 billion by posting $0.56 and $2.78 billion. Conagra Brands, Inc. (NYSE:CAG) also missed analyst fiscal 2026 guidance by a wide margin as its midpoint EPS of $1.775 was nowhere close to the $2.18 analysts had penciled in. The miss was due to tariffs, and here’s what Cramer said:

“Overlooked was the Conagra, which does not have great brands historically had to eat the tariff on tin cans and their inflation rate’s gonna be 7% and that’s why that stock got so many different price target cuts.

“No, no that was a call which just said look out for next week’s CPI. It’s gonna be bad.”

A worker assembling a meal in a food production facility.

Previously, Cramer mentioned that Conagra Brands, Inc. (NYSE:CAG) was removing dyes from its products:

“Conagra, and . . . Nestle, are all taking the dyes out. The synthetic dyes.”

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Disclosure: None. This article is originally published at Insider Monkey.