Jim Cramer Shares Key Insight About Conagra (CAG)

We have recently shared Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. Conagra Brands, Inc. (NYSE:CAG) is one of the stocks discussed by Jim Cramer.

Conagra Brands, Inc. (NYSE:CAG) is one of the biggest packaged foods companies in America. Its shares are down by 42% over the past year and by 17.5% year-to-date. Cramer regularly discussed Conagra Brands, Inc. (NYSE:CAG) and other packaged food firms in 2025. Back then, the CNBC TV host commented on them in the context of a weak market as consumers were pressured by inflation. He asserted on multiple occasions that big players in the sector might have to merge in order to overcome the headwinds that they were facing. BTIG discussed Conagra Brands, Inc. (NYSE:CAG)’s stock on April 13th as it initiated coverage to set a Neutral rating without a price target. According to BTIG, the food company can benefit from the growing trend of healthy food and snacks. However, it added that Conagra Brands, Inc. (NYSE:CAG) might suffer from a large brand portfolio. A couple of days earlier, BNP Paribas had downgraded the shares as it cut the rating to Neutral from Outperform and reduced the price target to $16 from $19. In his latest remarks about Conagra Brands, Inc. (NYSE:CAG), Cramer maintained that the industry has to consolidate:

“By the way Proctor is 3% yield, 2.99% yield, a lot of the packaged goods companies, people don’t trust the yields anymore. Conagra, because they think they’re too high. You know, General Mills, we have to see some combinations.”

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey on Google News.