Jim Cramer Highlights How Conagra Reflects Consumer Habits

Conagra Brands, Inc. (NYSE:CAG) is one of the stocks on Jim Cramer’s game plan this week. Cramer mentioned the importance of the company’s numbers for a better read on economic data, as he remarked:

“Finally, Friday, we have a bunch of good reads on a slew of different industries… Conagra Brands got a lot of stuff in their freezer case. Can show… whether people are cooking at home in ever larger numbers.”

Photo by Adam Nowakowski on Unsplash

Conagra Brands, Inc. (NYSE:CAG) makes packaged foods, including pantry staples, frozen meals, snacks, and foodservice items. Some of its well-known brands include Marie Callender’s, Slim Jim, Birds Eye, and BOOMCHICKAPOP. Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc.  stated the following regarding Conagra Brands, Inc. (NYSE:CAG) in its third quarter 2025 investor letter:

“Our position in Conagra Brands, Inc. (NYSE:CAG) was sold during the quarter. Conagra has bolstered its food portfolio over the years through M&A, however industry challenges impacting leading traditional brands have yet to abate. The frozen food category, approximately 1/3 of CAG’s sales, has struggled amidst intense competition from challenger brands while volumes continue to decline following inflationary price increases. While the stock’s valuation is attractive at 11x forward earnings, the entire food industry has de-rated over the past several years. In addition, the current dividend payout ratio is 80% versus the company’s target of 50-55% which places the dividend at risk.”

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