Revenue distribution by sectors:

• Ready meals: approx. 40%
• Snacks: approx. 30%
• Frozen foods: approx. 20%
• Spices and sauces: approx. 10%

TOP 3 markets and their percentage shares:

• USA: approx. 75%
• Canada: approx. 10%
• Mexico: approx. 5%

Conagra Brands, Inc. generates the majority of its revenue in the food industry, with ready meals and snacks being the most significant segments. The main market for Conagra is the USA, attributed to its strong brand presence and wide product range. Canada and Mexico are also important markets, but they have a smaller share of the total revenue compared to the US market. Conagra benefits from its ability to adapt to consumer trends and develop innovative products that resonate well in these markets.

Production Sites: USA, Canada, Mexico

Conagra Brands, Inc. primarily produces its products in North America, with a variety of production facilities in the USA. Additionally, the company also operates production plants in Canada and Mexico to efficiently serve the North American demand.

This geographical distribution of production sites enables Conagra to optimize logistics and reduce supply chain costs, while ensuring a quick response to market demands.

Revenue Growth: Estimated at 3-5% annually (2025) Profit Margin: Target of 15% (2025)

Conagra Brands, Inc. pursues a strategy focused on innovation and brand strengthening to secure future growth. The company is investing in the development of new products, particularly in the healthy and sustainable food sector, to meet changing consumer preferences.

Another key focus is on optimizing the supply chain and increasing efficiency to enhance profit margins. Through strategic acquisitions and partnerships, Conagra plans to expand its market presence and tap into new customer segments.

Additionally, the company is leveraging digital transformation and e-commerce to improve direct access to consumers and increase market penetration. These measures are intended to help maintain stable revenue growth in the coming years.

Main raw materials: Wheat, Corn, Soybeans, Palm Oil

Countries of origin:

• Wheat: USA, Canada
• Corn: USA, Argentina
• Soybeans: USA, Brazil
• Palm Oil: Indonesia, Malaysia

Conagra Brands, Inc. sources a variety of raw materials for the production of their food products. The main raw materials are wheat, corn, soybeans, and palm oil.

Wheat and corn are mainly imported from the USA, with Canada also being a significant supplier of wheat. Argentina additionally supplies corn to diversify the supply.

Soybeans are sourced from both the USA and Brazil to benefit from different harvest times and market conditions.

Palm oil, commonly used in many processed foods, is mainly imported from Indonesia and Malaysia, the two largest producers worldwide.

These import strategies enable Conagra to optimize costs and ensure supply security.

Market share in the food industry: Approximately 4% (estimated, 2025)
EBIT margin: 15% (2024)
R&D expenses as a percentage of revenue: 1.5% (2024)

Conagra Brands, Inc. has a moderate competitive advantage in the food industry. The company holds a solid market share of about 4%, making it a significant player in the sector. The 15% EBIT margin indicates that Conagra operates efficiently and is able to control its costs, which is an indicator of a certain competitive advantage.

Another aspect is the investment in research and development, which stands at 1.5% of revenue. This shows that Conagra is investing in innovations to differentiate itself from the competition, although this percentage is relatively low compared to other industries.

In summary, Conagra Brands has a stable, but not outstanding, competitive advantage supported by efficient operations and a strong brand presence. To strengthen this advantage, the company could increase its investments in innovations to further differentiate itself from the competition.

Institutional Investor Share: approximately 80% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

Conagra Brands, Inc. has traditionally had a high proportion of institutional investors, indicating confidence in the company's stability and growth potential. The institutional investor share typically stands at around 80%, which also represents a realistic estimate for 2025.

Regarding insider transactions, there were no significant buys or sells in the last year, suggesting a stable outlook from the company's management regarding future developments. Such transactions are often used as indicators of internal assessments of company performance.

Market share of Conagra Brands, Inc.: Estimated around 4-5% (2025)

Top competitors and their market shares:

1. Nestlé S.A.: around 15%
2. The Kraft Heinz Company: around 10%
3. General Mills, Inc.: around 8%
4. The Kellogg Company: around 7%
5. Unilever N.V.: around 6%
6. Conagra Brands, Inc.: around 4-5%
7. Campbell Soup Company: around 4%
8. Mondelez International, Inc.: around 3%

Conagra Brands, Inc. has a moderate market share compared to its larger competitors like Nestlé and The Kraft Heinz Company. Conagra's moat lies primarily in its wide product range and strong brand recognition in the USA. The company has invested in diversifying its portfolio and improving product quality in recent years.

However, compared to its competitors, Conagra's moat is less pronounced. Companies like Nestlé and Unilever have a stronger global presence and a wider range of products, giving them a significant competitive advantage. Conagra must continue to invest in innovation and brand strengthening to enhance its position and establish a more sustainable moat.

Revenue Growth: 3.5% (2024) Profit Growth: 4.2% (2024) Dividend Yield: 3.6% (2024)

Conagra Brands, Inc. recorded a moderate revenue growth of 3.5% in 2024. This reflects stable demand for their products, despite a competitive market in the packaged food sector. The profit growth of 4.2% indicates that the company was able to effectively manage its cost structure and improve its margins.

The dividend yield of 3.6% is attractive to investors seeking regular returns. This yield is above the average of many comparable companies in the industry, making Conagra an interesting option for income-oriented investors.

Overall, the financial stability and the ability to pay out consistent dividends suggest that Conagra Brands could be a solid investment, especially for investors who value dividends and seek a certain level of security in a volatile market environment.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Continuous payout in recent years

Conagra Brands, Inc. is known for its stable dividend policy and has regularly distributed dividends to its shareholders in recent years. The estimated dividend yield of 3.5% for 2025 indicates an attractive payout, especially compared to other companies in the food industry.

The company has a solid financial foundation and demonstrates strong operational performance, supporting the reliability of dividend payments. Historically, Conagra has consistently increased its dividends or maintained them at a stable level, indicating a sustainable payout policy.