8-K ·Filed Jun 23, 2026

CAG

CONAGRA BRANDS INC.
NEUTRAL
Impact 2/10
Horizonimmediate Processed3mo ago SEC0000023217-26-000018
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

This filing is routine and does not alter the investment thesis for CAG. Monitor the upcoming September 2026 annual meeting for any replacement director nomination. No trading action warranted based solely on this Item 5.02 filing.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
CAG ▲ +11.54% at T+60d
NEUTRAL call ✓ call won +11.54% · α vs SPY +8.70% · entry $13.61 → $15.18
Entry anchored
Jun 23, 03:59 PM ET
via exchange tick
T+1d
+1.25%
call +1.25% · α +1.10%
$13.78
settled 3mo ago
T+5d
+5.07%
call +5.07% · α +3.36%
$14.30
settled 3mo ago
T+20d
+8.96%
call +8.96% · α +7.03%
$14.83
settled 2mo ago
T+60d
+11.54%
call +11.54% · α +8.70%
$15.18
settled 15d ago

Price Chart

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Executive Summary

Director Emanuel 'Manny' Chirico informed Conagra Brands that he will not stand for reelection at the September 2026 annual meeting, remaining on the board through his current term. The departure is explicitly stated as not due to any disagreement with the board or company. This is a routine, non-CEO/CFO board member departure and has no material financial impact.

Key Facts

  • Director Emanuel 'Manny' Chirico not standing for reelection at September 2026 annual meeting
  • Will continue to serve through remainder of current term
  • Decision explicitly stated as not due to disagreement with board or company
  • No replacement named because departure occurs at end of term

Financial Impact

No financial figures provided in the filing. This is a routine board member attrition event with no stated financial impact.

Risk Factors

  • None associated with this routine board departure; the filing states no disagreement

Market Snapshot

Exchange
NYSE
Sector
Food and Kindred Products
Analyst Consensus
4% bullish (26 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000023217-26-000018
Document: 0000023217-26-000018-index-headers.html0000023217-26-000018
Document: 0000023217-26-000018-index.html0000023217-26-000018
Document: 0000023217-26-000018.txt0000023217-26-000018
14 reports for CAG
Performance horizon
67% Hit rate 4 of 6 directional calls best @ T+60▲ +9.14%Apr 1, 2026
Filters
Rows
Reports for CAG — sortable, filterable
TypeNow
Aug 11, 2026
7w ago
DEFA14A
NEUTRAL ★ 2/10
$14.93 $15.11▲ +1.21%▲ +2.26%$13.47 (−9.81%)
Aug 7, 2026
8w ago
Institutional Cluster
BEARISH ★ 6/10
$15.10 $15.48▼ −2.54%▼ −2.94%$13.47 (+10.80%)
Jul 28, 2026
9w ago
8-K
NEUTRAL ★ 5/10
$15.43 $16.27▲ +5.44%▲ +2.06%$13.47 (−12.73%)
Jul 28, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$15.43 $16.27▲ +5.44%▲ +2.06%$13.47 (−12.73%)
Jul 21, 2026
10w ago
Insider Buy
MIXED ★ 6/10
$14.83 $16.22▲ +9.37%▲ +6.48%$13.47 (−9.20%)
Jul 21, 2026
10w ago
424B5
BEARISH ★ 6/10
$14.85 $15.52▼ −4.51%▼ −1.95%$13.47 (+9.33%)
Jul 16, 2026
11w ago
Court Ruling
NEUTRAL ★ 2/10
$14.47 $15.37▲ +6.20%▲ +2.58%$13.47 (−6.95%)
Jul 15, 2026
11w ago
8-K
BEARISH ★ 8/10
$14.09 $14.96▼ −6.17%▼ −3.83%$13.47 (+4.44%)
Jul 15, 2026
11w ago
Press Release
BEARISH ★ 7/10
$14.09 $14.96▼ −6.17%▼ −3.83%$13.47 (+4.44%)
Jun 23, 2026
14w ago
8-K
NEUTRAL ★ 2/10
$13.61 $14.83▲ +8.96%▲ +7.03%$13.47 (−1.07%)
Showing 10 of 14

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