APRIL 13, 2026   |   READ ONLINE

Editor’s note: Whitney Tilson called the 2000 crisis – and starred in an Emmy-winning 60 Minutes episode on the 2008 financial crisis. CNBC nicknamed him “The Prophet” for his string of prescient calls. Please give his urgent message to you today your full attention.

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Dear Reader, 

I don’t know if you’ve seen this yet… 

But one of the most powerful men on Wall Street, JPMorgan CEO Jamie Dimon, has warned “civil unrest” is coming, as a direct result of AI. 

He’s not alone. 

Earlier this year, a report from Citrini Research forecasting what life could look like a few years from now wiped hundreds of billions of dollars out of the stock market. 

Already, some stocks (like Gartner) have collapsed as much as 70%. 

But we’re now approaching the final, most dramatic phase of this crisis. 

The next six months are going to change everything. 

And it’s crucial you take these urgent steps to prepare your money. 

Regards, 

Whitney Tilson
Editor, Stansberry’s Investment Advisory

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Special Report

Conagra Stock Yields Nearly 9% After a 60% Decline—Time to Buy?

Reported by Thomas Hughes. Published: 4/2/2026. 

KEY POINTS

• Conagra is on track to return to growth and may effect the turnaround as early as the subsequent fiscal quarter.
• Cash flow is solid and signals safety for capital returns, including the high-yielding dividend.
• Institutions are scooping up this stock as it trades at deep-value levels.
• Special Report: This Elon-approved AI income stream could make you $30k-$50k a year (From InvestorPlace)

Down more than 60% from its highs, Conagra (NYSE: CAG) stock certainly carries risk. The factors that weighed on sentiment could persist, and the share price may fall further. Still, signs of a stabilizing business, healthy cash flow and an attractive valuation suggest this could be a good buying opportunity. While fiscal Q3 2026 results were mixed and guidance was cautious, the market reaction was not decisively bearish: an early drop was followed by accelerated buying that confirmed support at a key price level.

That target is the recent lows near $15 — a level not seen since 2009 — putting the stock at deep-value territory relative to earnings. The company isn’t growing in 2026, but it is generating enough cash flow to cover capital returns, which is a major investor focus this year.

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Technical signs of support include a price candle with a long lower wick, elevated trading volume, and bullish crossovers in the stochastic and MACD. Taken together with the fundamental picture, these indicators point to a Strong Buy and raise the possibility of a price rebound in Q3.

Conagra presents value on several fronts. At about a 9X price multiple, it trades well below the consumer staples average and its own long-term trend. The 10-year historical average is closer to 18X, with peaks in the 40X range — implying meaningful upside as earnings recover.

With the share price so depressed, the dividend yields nearly 9% as of early April. Investors should not expect an immediate increase, but a future raise would be a catalyst for higher shares. Note that buybacks could be scaled back until the company fully transitions back to growth, which management expects in fiscal 2027.

Analysts responded cautiously but generally viewed the results favorably. While headwinds remain, strength in core categories and solid free cash flow were seen as signs of financial health — positive for continued capital returns. There were no immediate price-target cuts after the release, leaving the bearish trend intact for now, but sentiment could shift in coming quarters. Analysts also noted management’s elevated inflation assumptions, which help explain the conservative guidance and leave room for upside if inflation moderates or the business outperforms.

Institutional activity looks consistent with a market bottom and potential rebound. Institutions own more than 80% of the stock and have been net buyers over the past year. Selling has occurred but has trailed buying by roughly two-to-one on a trailing 12-month basis and in Q1. The likely outcome is continued accumulation, which could accelerate as the year progresses and additional earnings reports arrive.

Organic Strength Underpins the CAG Stock Price Bottom

Conagra delivered a solid quarter despite headwinds and the effect of divestitures. The company reported $2.79 billion in quarterly revenue, down 1.9% year-over-year. Divestitures accounted for roughly 480 basis points of the decline, which was partially offset by about 240 basis points of organic growth. Organic expansion was driven by a 1.9% price/mix improvement and a 0.5% increase in volume. Segment-wise, Grocery was the main drag (down more than 6%), while Refrigerated rose 1.6%, International increased 1.3% and Foodservice grew 1.8%.

Guidance was a sticking point: management narrowed its revenue range and trimmed EPS expectations, though it otherwise painted a constructive outlook. The company expects business to be roughly flat in Q4 and to generate sufficient earnings to continue executing its strategy. Management forecasts a return to growth the following quarter and says capital returns remain secure. The free-cash-flow outlook was most encouraging, with management targeting a conversion rate above 100%.

The biggest competitive threat is the ongoing shift to private-label products, which offer lower prices and increased grocery-store shelf penetration. Private labels compete effectively on value, but they generally lack the brand recognition and perceived quality of names like Birds Eye, Banquet and Duncan Hines. Potential catalysts for Conagra include increased use of AI and other efficiency tools the company is deploying to reduce costs and improve margins across its operations.

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