Is Conagra (CAG) Using Mega Protein Breakfast Bowls to Redefine Its Frozen Food Moat?

Simply Wall St.02-04 13:31

Conagra Brands has launched Banquet MEGA Breakfast Bowls, a frozen breakfast line offering 30g of protein per bowl across four varieties that use tray-in-tray steaming technology for improved texture ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2608537813?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/5122000-choice1-main-header/1585186630654","is_english":true,"pubTime":"2026-02-04 13:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2608537813","market":"sg","top_or_hot":-1,"title":"Is Conagra (CAG) Using Mega Protein Breakfast Bowls to Redefine Its Frozen Food Moat?","media":"Simply Wall St.","content":"<div>\n<p>Conagra Brands has launched Banquet MEGA Breakfast Bowls, a frozen breakfast line offering 30g of protein per bowl across four varieties that use tray-in-tray steaming technology for improved texture ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-cag/conagra-brands/news/is-conagra-cag-using-mega-protein-breakfast-bowls-to-redefin\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Conagra (CAG) Using Mega Protein Breakfast Bowls to Redefine Its Frozen Food Moat?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Conagra (CAG) Using Mega Protein Breakfast Bowls to Redefine Its Frozen Food Moat?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 13:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-cag/conagra-brands/news/is-conagra-cag-using-mega-protein-breakfast-bowls-to-redefin><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Conagra Brands has launched Banquet MEGA Breakfast Bowls, a frozen breakfast line offering 30g of protein per bowl across four varieties that use tray-in-tray steaming technology for improved texture ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-cag/conagra-brands/news/is-conagra-cag-using-mega-protein-breakfast-bowls-to-redefin\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CAG","symbol_name":"康尼格拉","start_time":0,"source_url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-cag/conagra-brands/news/is-conagra-cag-using-mega-protein-breakfast-bowls-to-redefin","article_id":"2608537813","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/5122000-choice1-main-header/1585186630654"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-cag/conagra-brands/news/is-conagra-cag-using-mega-protein-breakfast-bowls-to-redefin","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608537813","pubTimestamp":1770183093,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Conagra Brands has launched Banquet MEGA Breakfast Bowls, a frozen breakfast line offering 30g of protein per bowl across four varieties that use tray-in-tray steaming technology for improved texture and flavor.\nThis move taps into consumer demand in the US$626 million breakfast bowls category, where protein is the top purchase driver and larger portion sizes are a meaningful differentiator.\nWe’ll now examine how this emphasis on high-protein frozen breakfast innovation shapes Conagra’s...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"CAG":"康尼格拉","BK4524":"宅经济概念","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4212":"包装食品与肉类"},"translate_title":"康尼格拉(CAG)是否正在使用巨型蛋白质早餐碗来重新定义其冷冻食品护城河？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CAG":1.5},"content_text":"Conagra Brands has launched Banquet MEGA Breakfast Bowls, a frozen breakfast line offering 30g of protein per bowl across four varieties that use tray-in-tray steaming technology for improved texture and flavor. This move taps into consumer demand in the US$626 million breakfast bowls category, where protein is the top purchase driver and larger portion sizes are a meaningful differentiator. We’ll now examine how this emphasis on high-protein frozen breakfast innovation shapes Conagra’s broader investment narrative. Uncover the next big thing with financially sound penny stocks that balance risk and reward.AdvertisementWhat Is Conagra Brands' Investment Narrative?For Conagra to make sense in a portfolio, you have to believe its big, established brands can still earn their place in crowded supermarket freezers while the company works through muted growth and recent losses. The launch of Banquet MEGA Breakfast Bowls fits squarely into management’s focus on higher-protein, all-day breakfast and frozen innovation, but on its own it is unlikely to move the needle against the larger issues that have weighed on the stock, such as weak demand, margin pressure, and a dividend that is not covered by earnings. The recent share price bounce and analysts’ cautious stance suggest the near term story still hinges more on restoring profitability, improving cash flow coverage of debt and dividends, and proving that innovation like these breakfast bowls can translate into sustainable, higher quality earnings. However, one key cash flow pressure point is easy to miss and investors should not ignore it.\n\nConagra Brands' shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.Exploring Other PerspectivesCAG 1-Year Stock Price Chart Eleven Simply Wall St Community members see Conagra’s fair value anywhere from about US$16.50 to over US$75, reflecting very different expectations. Against that wide spread, the current focus on protein-heavy frozen launches and the company’s recent losses and weak cash flow coverage give plenty of reasons to compare several viewpoints before deciding where you stand.Explore 11 other fair value estimates on Conagra Brands - why the stock might be worth over 3x more than the current price!Build Your Own Conagra Brands NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Conagra Brands research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free Conagra Brands research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Conagra Brands' overall financial health at a glance.Ready To Venture Into Other Investment Styles?Our daily scans reveal stocks with breakout potential. Don't miss this chance:Outshine the giants: these 25 early-stage AI stocks could fund your retirement.Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.Find companies with promising cash flow potential yet trading below their fair value.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608537813","isCrawlerRequest":true}