SJM

Conagra Brands incoming CEO on knife edge

Published: Apr 15, 2026   |  Read Original Article ↗

Article Summary

SELL
  • Conagra Brands Inc. (NYSE: CAG) announced the appointment of John Brase as president and CEO, replacing Sean Connolly, who is stepping down after 11 years at the helm.
  • The company's share price dropped 4.4% on Monday and has declined almost 18% this year alone, with the past 12 months losing 44% of its value and 62% in five years.
  • Analysts believe the board may have lost patience after years of declining performance and the sudden appointment of Brase, who has no CEO experience, suggests a lack of internal succession planning or a need for a fresh look.
  • The appointment raises questions about whether J.M.
  • Smucker Co. still has a succession plan in place.
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Growth Stock Metric Rating
SJM Rating
36.5
SELL

Growth Stock Scoring Breakdown

METRIC VALUE WEIGHT ANALYSIS
Sales Growth TTM ? 1.6% 25% 20.0 ptsMinimal (1.6%) - Very weak
EPS Growth Next 5Y ? 2.8% 25% 10.0 ptsVery Weak (2.8%) - Minimal expectations
Target Price Upside ? 31.7% 20% 85.0 ptsLarge Upside (31.7%) - Target: $121.87 vs Current: $92.56
Gross Margin % ? 33.3% 15% 40.0 ptsModerate (33.3%) - Adequate margins
Drawdown from 52-Wk High ? -22.5% 15% 40.0 ptsMild Pullback (-22.5%) - Light entry opportunity
Disclaimer: This rating is for informational purposes only and is not financial advice. All data sourced from Finviz. Always conduct your own research and consult with a financial advisor before making investment decisions. Past performance does not guarantee future results.

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About SJM

Consumer Defensive Packaged Foods 8,000 employees Orrville, OH, United States
  • The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide.
  • The company operates through four segments: U.S.
  • Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, and Sweet Baked Snacks. It offers coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat and dog food, fruit and specialty spreads, cookies, frozen sandwiches and snacks, hot beverages, portion control products, toppings and syrups, baking mixes and ingredients, and flour.
  • The company provides its products under the Folgers, Café Bustelo, Dunkin', Jif, Smucker's, Smucker's Uncrustables, Meow Mix, Milk-Bone, Pup-Peroni, Canine Carry Outs, Hostess, 1850, Robin Hood, and Five Roses brands.
  • The company sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, distributors, drug stores, military commissaries, mass merchandisers, supermarket chains, national mass retailers, convenience stores, vending channels, and foodservice distributors and operators.
  • The J. M. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.
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