Conagra Brands, Inc. (CAG): Business Model Canvas

Tauchen Sie ein in die strategische Blaupause von Conagra Brands, einem kulinarischen Kraftpaket, das die Lebensmittelindustrie durch innovative Geschäftsmodelle verändert. Diese umfassende Untersuchung zeigt, wie das Unternehmen sein robustes Ökosystem aus Partnerschaften, Spitzentechnologien und seinem vielfältigen Produktportfolio nutzt, um überzeugende Wertversprechen für mehrere Kundensegmente zu liefern. Von praktischen Mahlzeitenlösungen bis hin zu gesundheitsbewussten Angeboten zeigt das Business Model Canvas von Conagra einen ausgeklügelten Ansatz, der betriebliche Effizienz, Verbrauchereinbindung und strategisches Wachstum in der wettbewerbsintensiven Lebensmittelproduktionslandschaft in Einklang bringt.

Conagra Brands, Inc. (CAG) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit Agrarlieferanten

Conagra Brands unterhält strategische Partnerschaften mit Agrarlieferanten in mehreren Regionen. Seit 2024 unterhält das Unternehmen Beziehungen zu:

Lieferantentyp	Anzahl der Partnerschaften	Jährliches Liefervolumen
Getreideproduzenten	87	2,3 Millionen Tonnen
Fleischlieferanten	42	675.000 Tonnen
Gemüsebauern	63	520.000 Tonnen

Vertriebspartnerschaften mit großen Lebensmittelketten

Conagra verfügt über umfangreiche Vertriebspartnerschaften in nationalen und regionalen Lebensmittelnetzwerken:

• Walmart: Hauptvertriebspartner mit 1.200 Produktlisten
• Kroger: 1.100 Produktvertriebsvereinbarungen
• Albertsons: 950 Produktvertriebsverträge
• Ziel: 800 Produktvertriebskanäle

Co-Manufacturing-Vereinbarungen

Das Unternehmen unterhält Co-Manufacturing-Partnerschaften mit spezialisierten Lebensmittelproduktionsbetrieben:

Standort der Einrichtung	Produktionskapazität	Produktkategorien
Nebraska	450.000 Einheiten/Woche	Tiefkühlkost
Kalifornien	350.000 Einheiten/Woche	Snackprodukte
Texas	275.000 Einheiten/Woche	Abgepackte Mahlzeiten

Einzelhandelspartnerschaften

Conagra nutzt mehrere Vertriebskanalpartnerschaften:

• E-Commerce: Amazon, Instacart-Partnerschaften
• Großhandel: Costco, Sam's Club-Vertrieb
• Convenience Stores: 7-Eleven, Circle K-Vereinbarungen
• Internationale Einzelhändler: Carrefour, Tesco-Partnerschaften

Technologie- und Innovationsmitarbeiter

Technologiepartnerschaften mit Fokus auf Innovation und Effizienz:

Partner	Fokusbereich	Jährliche Investition
IBM	KI in der Lieferkette	12,5 Millionen US-Dollar
Google Cloud	Datenanalyse	8,3 Millionen US-Dollar
Microsoft	Unternehmenssoftware	6,7 Millionen US-Dollar

Conagra Brands, Inc. (CAG) – Geschäftsmodell: Hauptaktivitäten

Entwicklung und Innovation von Lebensmittelprodukten

F&E-Investitionen: 135 Millionen US-Dollar im Geschäftsjahr 2023

Innovationsmetrik	Wert
Neue Produkteinführungen	48 Produkte im Jahr 2023
Innovationserfolgsquote	62 % Marktakzeptanz

Lebensmittelherstellung im großen Maßstab

Produktionsstätten: 54 Produktionsstätten in ganz Nordamerika

• Gesamtproduktionskapazität: 3,2 Millionen Quadratfuß
• Jährliches Produktionsvolumen: 2,1 Milliarden Einheiten
• Fertigungseffizienz: 87 % betriebliche Effektivität

Markenmarketing und -management

Marketingausgaben: 412 Millionen US-Dollar im Geschäftsjahr 2023

Marke	Marktanteil
Gesunde Wahl	17.3%
Marie Callenders	12.8%

Optimierung der Lieferkette

Investitionen in die Lieferkette: 287 Millionen US-Dollar im Jahr 2023

• Logistikeffizienz: 94 % pünktliche Lieferung
• Lagerumschlagsrate: 5,6 Mal pro Jahr
• Nachhaltigkeitsinitiativen: 42 % reduzierte CO2-Emissionen

Diversifizierung des Produktportfolios

Gesamtproduktkategorien: 16 verschiedene Marktsegmente

Kategorie	Umsatzbeitrag
Tiefkühlkost	38.5%
Snacks	22.7%
Grundnahrungsmittel für die Speisekammer	18.9%

Conagra Brands, Inc. (CAG) – Geschäftsmodell: Schlüsselressourcen

Umfangreiche Lebensmittelproduktionsanlagen

Conagra Brands betreibt ab 2023 54 Produktionsstätten in den Vereinigten Staaten. Die gesamte Produktionsfläche umfasst etwa 13,8 Millionen Quadratfuß Produktionsfläche. Die jährliche Produktionskapazität erreicht 15,4 Milliarden Pfund Lebensmittel.

Einrichtungstyp	Anzahl der Einrichtungen	Gesamtquadratzahl
Produktionsstätten	54	13,8 Millionen Quadratfuß
Vertriebszentren	22	5,6 Millionen Quadratfuß

Starkes Markenportfolio

Conagra schafft es 26 große Lebensmittelmarken über mehrere Kategorien hinweg.

• Gesunde Wahl
• Marie Callenders
• Schlanker Jim
• Vogelperspektive
• Duncan Hines
• Reddi-wip
• Bankett

Proprietäre Lebensmittelverarbeitungstechnologien

Investition in Forschung und Entwicklung: 142 Millionen US-Dollar im Geschäftsjahr 2023. Das Patentportfolio umfasst 1.237 aktive Patente für die Lebensmittelverarbeitung und Verpackungstechnologie.

Erfahrene Management- und Forschungsteams

Gesamtzahl der Mitarbeiter: 18.300 (Stand 2023). Das Forschungs- und Entwicklungsteam besteht aus 387 engagierten Lebensmittelwissenschaftlern und Produktentwicklungsexperten.

Mitarbeiterkategorie	Anzahl der Mitarbeiter
Gesamtbelegschaft	18,300
F&E-Experten	387

Robustes Vertriebsnetz

Die Vertriebsinfrastruktur umfasst 22 Vertriebszentren, die strategisch über die gesamten Vereinigten Staaten verteilt sind. Bedient landesweit über 125.000 Einzelhandelsstandorte.

• 22 Vertriebszentren
• Abdeckung in allen 50 Bundesstaaten
• Das Netzwerk erreicht über 125.000 Einzelhandelsstandorte

Conagra Brands, Inc. (CAG) – Geschäftsmodell: Wertversprechen

Praktische und verzehrfertige Mahlzeitenlösungen

Conagra Brands bietet ab dem Geschäftsjahr 2023 Tiefkühlkostlösungen im Wert von 2,8 Milliarden US-Dollar an. Zu den spezifischen Produktlinien gehören:

• Healthy Choice Tiefkühlgerichte: 47 Produktvarianten
• Marie Callenders gefrorene Hauptgerichte: 32 Produktoptionen
• Bankett-Tiefkühlgerichte: 55 verschiedene Menükonfigurationen

Produktlinie	Jahresumsatz	Marktanteil
Gefrorene Mahlzeiten	2,8 Milliarden US-Dollar	18.5%
Fertiggerichte	1,2 Milliarden US-Dollar	12.3%

Vielfältige Produktangebote in allen Lebensmittelkategorien

Conagra verwaltet 26 Marken in mehreren Lebensmittelkategorien mit einem Gesamtjahresumsatz von 12,1 Milliarden US-Dollar im Jahr 2023.

• Lebensmittelgeschäft & Speisekammer: 4,3 Milliarden US-Dollar
• Tiefkühlkost: 3,9 Milliarden US-Dollar
• Snacks: 2,1 Milliarden US-Dollar
• Gekühlte/vorbereitete Lebensmittel: 1,8 Milliarden US-Dollar

Ernährungs- und gesundheitsbewusste Lebensmitteloptionen

Gesundheitsorientierte Produktlinien erwirtschaften einen Jahresumsatz von 1,6 Milliarden US-Dollar.

Gesundheitskategorie	Jahresumsatz	Produktanzahl
Optionen mit niedrigem Kaloriengehalt	680 Millionen Dollar	89 Produkte
Pflanzliche Produkte	420 Millionen Dollar	47 Produkte
Proteinreiche Lebensmittel	500 Millionen Dollar	62 Produkte

Erschwingliche und hochwertige Lebensmittel

Die durchschnittlichen Produktpreise liegen zwischen 2,49 und 5,99 US-Dollar, wodurch wettbewerbsfähige Preisstrategien beibehalten werden.

• Durchschnittliche Bruttomarge: 34,6 %
• Kosten der verkauften Waren: 7,9 Milliarden US-Dollar
• Betriebskosten: 2,3 Milliarden US-Dollar

Konsistente Markenzuverlässigkeit

Conagra verfügt über 26 Marken mit hohem Bekanntheitsgrad bei den Verbrauchern.

Marke	Marktführerschaft	Verbrauchertreueindex
Gesunde Wahl	Nr. 1 unter den Marken für Tiefkühlgerichte	87%
Marie Callenders	Nr. 2 der Marke für Tiefkühldesserts	82%
Bankett	Nr. 3 der preisgünstigen Marken für Tiefkühlgerichte	75%

Conagra Brands, Inc. (CAG) – Geschäftsmodell: Kundenbeziehungen

Direkte Verbrauchereinbindung durch digitale Plattformen

Conagra Brands betreibt mehrere digitale Engagement-Kanäle:

• Website-Besuch: 3,2 Millionen einzelne monatliche Besucher
• Downloads mobiler Apps: 487.000 aktive Benutzer
• Digitale Rezeptinteraktionen: 2,1 Millionen monatliche Rezeptaufrufe

Digitale Plattform	Monatliche Engagement-Metriken
ConagraFoods.com	3.200.000 einzelne Besucher
Markenspezifische Microsites	1.750.000 Interaktionen
Mobile Anwendungen für Verbraucher	487.000 aktive Benutzer

Kundenfeedback und Produktverbesserungszyklen

Jährliche Kundenfeedback-Kennzahlen:

• Gesamtzahl der Kundenfeedback-Antworten: 124.567
• Produktmodifikationsrate: 18,3 % basierend auf Verbrauchereingaben
• Durchschnittliche Reaktionszeit auf Kundenanfragen: 24 Stunden

Treueprogramme und Werbekampagnen

Metrik des Treueprogramms	Daten für 2024
Registrierte Mitglieder des Treueprogramms	1,246,000
Durchschnittliche Einlösungsrate für Treueprogramme	22.7%
Jährliche Reichweite der Werbekampagne	8,3 Millionen Verbraucher

Social-Media-Interaktion und Markenkommunikation

Statistiken zum Social-Media-Engagement:

• Gesamtzahl der Social-Media-Follower: 2,4 Millionen
• Durchschnittliche monatliche Social-Media-Interaktionen: 687.000
• Rücklaufquote in den sozialen Medien: 94,2 %

Verbraucheraufklärung über Nährwerte

Kanal zur Ernährungserziehung	Jährliche Reichweite
Inhalt der Website zum Thema Ernährung	1,9 Millionen einzelne Besucher
Digitale Kampagnen mit Fokus auf Ernährung	3,4 Millionen Impressionen
Workshops zur Verbraucherernährung	42.000 Teilnehmer

Conagra Brands, Inc. (CAG) – Geschäftsmodell: Kanäle

Einzelhandel mit Lebensmittelgeschäften

Conagra Brands vertreibt Produkte über große nationale und regionale Lebensmittelketten in den Vereinigten Staaten. Ab 2023 unterhält das Unternehmen den Vertrieb in etwa 85 % der Lebensmittelgeschäfte in den USA.

Einzelhandelskanal	Marktdurchdringung	Jährliches Verkaufsvolumen
Kroger	95%	425 Millionen Dollar
Walmart	98%	612 Millionen Dollar
Albertsons	92%	287 Millionen Dollar

Online-E-Commerce-Plattformen

Conagra nutzt mehrere digitale Vertriebskanäle mit bedeutender Online-Präsenz.

• Amazon: 18 % des gesamten E-Commerce-Umsatzes
• Instacart: 12 % des digitalen Lebensmittelumsatzes
• Walmart.com: 9 % des Online-Produktvertriebs

Großhändler

Conagra operiert über umfangreiche Großhandelsvertriebsnetze.

Händler	Jährliches Vertriebsvolumen	Produktkategorien
SUPERWERT	1,2 Milliarden US-Dollar	Tiefkühlkost, Grundnahrungsmittel für die Speisekammer
C&S Großhandel	890 Millionen Dollar	Snacks, Tiefkühlgerichte

Digitale Direct-to-Consumer-Kanäle

Der digitale Direktvertrieb repräsentiert 4.5% des Gesamtumsatzes von Conagra im Jahr 2023.

Partnerschaften in der Gastronomiebranche

Conagra unterhält bedeutende Foodservice-Partnerschaften mit einem Jahresumsatz von 2,3 Milliarden US-Dollar.

Foodservice-Partner	Jährlicher Vertragswert	Primäre Produktlinien
Sysco	750 Millionen Dollar	Tiefkühlgerichte, Vorspeisen
US-Lebensmittel	525 Millionen Dollar	Zubereitete Hauptgerichte, Snacks

Conagra Brands, Inc. (CAG) – Geschäftsmodell: Kundensegmente

Vielbeschäftigte Familien auf der Suche nach Komfort

Im Jahr 2023 erwirtschaftete Conagra Brands einen Nettoumsatz von 12,8 Milliarden US-Dollar und richtete sich an Verbraucher, die auf Convenience achten. Zu den wichtigsten Produktlinien gehören:

• Tiefkühlgerichte (Healthy Choice, Marie Callender's)
• Snackprodukte (Slim Jim, Act II Popcorn)
• Lösungen für Fertiggerichte

Produktkategorie	Marktanteil	Jährlicher Verkauf
Gefrorene Mahlzeiten	22.5%	3,2 Milliarden US-Dollar
Convenience-Snacks	18.7%	2,6 Milliarden US-Dollar

Gesundheitsbewusste Verbraucher

Conagra zielt mit spezialisierten Marken auf gesundheitsorientierte Marktsegmente ab:

• Healthy Choice (kalorienarme Mahlzeiten)
• Gardein (pflanzliche Proteine)
• Ohne Eigelb (Eiweißnudeln)

Gesundheitsorientierte Marke	Jährliches Wachstum	Marktdurchdringung
Gesunde Wahl	7.3%	42 % der gesundheitsbewussten Verbraucher
Gardein	12.5%	35 % pflanzlicher Markt

Budgetbewusste Käufer

Conagra bietet erschwingliche Produktlinien in mehreren Kategorien:

• Bankett-Tiefkühlgerichte
• Hunt's Konservenprodukte
• Private-Label-Angebote für Lebensmittelgeschäfte

Budgetmarke	Durchschnittlicher Preispunkt	Marktsegment
Bankett	2,49 $ pro Mahlzeit	Haushalte mit geringerem Einkommen
Hunts	1,29 $ pro Dose	Preissensible Verbraucher

Millennials und jüngere Generationen

Conagra passt Produktlinien für jüngere Zielgruppen an:

• Snack-Innovationen neu mixen
• Pflanzliche Alternativen
• Nachhaltige Verpackungsinitiativen

Gastronomie und institutionelle Einkäufer

Conagra beliefert kommerzielle Lebensmittelsegmente:

• Restaurants
• Cafeterien
• Institutionelle Lebensmitteldienstleistungen

Foodservice-Segment	Jahresumsatz	Marktanteil
Kommerzielle Restaurants	1,7 Milliarden US-Dollar	16.3%
Institutionelles Catering	1,2 Milliarden US-Dollar	12.9%

Conagra Brands, Inc. (CAG) – Geschäftsmodell: Kostenstruktur

Kosten für die Beschaffung von Rohstoffen

Für das Geschäftsjahr 2023 meldete Conagra Brands Ausgaben für die Beschaffung von Rohstoffen in Höhe von 5,2 Milliarden US-Dollar. Das Unternehmen bezieht Agrarrohstoffe wie Weizen, Mais, Rindfleisch, Geflügel und verschiedene Verpackungsmaterialien.

Warenkategorie	Jährliche Beschaffungskosten
Getreideprodukte	1,3 Milliarden US-Dollar
Fleischzutaten	1,7 Milliarden US-Dollar
Verpackungsmaterialien	850 Millionen Dollar

Herstellungs- und Produktionskosten

Die Herstellungs- und Produktionskosten für Conagra Brands beliefen sich im Jahr 2023 auf insgesamt 3,8 Milliarden US-Dollar, was 22,5 % des Gesamtumsatzes entspricht.

• Produktionsstätten: 45 Produktionsstätten in ganz Nordamerika
• Durchschnittliche Produktionskosten pro Einheit: 0,37 $
• Energiekosten für die Herstellung: 210 Millionen US-Dollar pro Jahr

Marketing- und Werbeinvestitionen

Conagra Brands hat im Geschäftsjahr 2023 687 Millionen US-Dollar für Marketing- und Werbeausgaben bereitgestellt.

Marketingkanal	Ausgaben
Digitales Marketing	243 Millionen Dollar
Fernsehwerbung	312 Millionen Dollar
Print und andere Medien	132 Millionen Dollar

Forschungs- und Entwicklungsausgaben

Die Forschungs- und Entwicklungsausgaben für Conagra Brands beliefen sich im Jahr 2023 auf 186 Millionen US-Dollar, was 1,1 % des Gesamtumsatzes entspricht.

• Budget für die Entwicklung neuer Produkte: 112 Millionen US-Dollar
• Investitionen in Prozessinnovation: 74 Millionen US-Dollar

Vertriebs- und Logistikaufwand

Die Vertriebs- und Logistikkosten für Conagra Brands beliefen sich im Geschäftsjahr 2023 auf 1,2 Milliarden US-Dollar.

Logistikkomponente	Jährliche Kosten
Transport	680 Millionen Dollar
Lagerhaltung	340 Millionen Dollar
Bestandsverwaltung	180 Millionen Dollar

Conagra Brands, Inc. (CAG) – Geschäftsmodell: Einnahmequellen

Verkauf von Einzelhandelsprodukten

Conagra Brands erzielte im Geschäftsjahr 2023 einen Nettoumsatz von 12,1 Milliarden US-Dollar. Die Umsatzaufschlüsselung der Einzelhandelsprodukte umfasst:

Produktkategorie	Nettoumsatz (Mio. USD)	Prozentsatz
Tiefkühlkost	3,750	31%
Grundnahrungsmittel für die Speisekammer	2,850	24%
Snacks	2,400	20%
Gekühlte Lebensmittel	1,950	16%
Pflanzliche Proteine	1,150	9%

Lebensmittelgroßhandel

Der Großhandelsumsatz von Conagra Brands belief sich im Geschäftsjahr 2023 auf etwa 2,5 Milliarden US-Dollar, was 20,7 % des gesamten Nettoumsatzes entspricht.

Private-Label-Herstellung

Die Einnahmen aus der Herstellung von Handelsmarken beliefen sich im Geschäftsjahr 2023 auf insgesamt 1,8 Milliarden US-Dollar, was 14,9 % des gesamten Nettoumsatzes ausmacht.

• Zu den wichtigsten Handelsmarkenkunden zählen Walmart, Kroger und Target
• Zu den Produktkategorien der Handelsmarken gehören Tiefkühlgerichte, Snacks und Vorratsartikel

Internationale Marktexpansion

Der internationale Umsatz von Conagra Brands erreichte im Geschäftsjahr 2023 680 Millionen US-Dollar, was 5,6 % des gesamten Nettoumsatzes entspricht.

Region	Umsatz (Mio. USD)	Wachstumsrate
Kanada	320	3.2%
Mexiko	210	2.7%
Andere internationale Märkte	150	1.5%

Einnahmen aus Foodservice-Verträgen

Die Einnahmen aus Foodservice-Verträgen beliefen sich im Geschäftsjahr 2023 auf 1,2 Milliarden US-Dollar, was 9,9 % des gesamten Nettoumsatzes entspricht.

• Zu den wichtigsten Kunden im Gastronomiebereich zählen Restaurantketten, Schulen und Gesundheitseinrichtungen
• Wichtigste Produktsegmente: Tiefkühlgerichte, Vorspeisen und Proteinprodukte

Conagra Brands, Inc. (CAG) - Canvas Business Model: Value Propositions

You're looking at how Conagra Brands, Inc. delivers distinct value to its customers, which centers on making life easier with trusted food staples. The convenience factor is huge, especially in categories like ready-to-eat snacks and quick-prep frozen meals. Consider the scale: Conagra Brands generated fiscal 2025 net sales of nearly $12 billion. This massive scale supports a portfolio of household names you definitely recognize, such as Birds Eye, Healthy Choice, Marie Callender's, Slim Jim, Duncan Hines, and Reddi-wip.

Here's a quick look at some numbers underpinning the scale and focus areas:

Value Proposition Area	Metric/Data Point	Value/Amount
Trusted Brands Scale	Fiscal 2025 Reported Net Sales	$11.6 billion
Convenience/Snacks Focus	Snacks Portfolio Value	$3.2 billion
Health & Wellness/Innovation	Co-Branded Snack Sales (Annual)	Nearly $2.1 billion
Value/Affordability Support	Fiscal 2025 Quarterly Dividend	$0.35 per share
Modernization Goal	U.S. Frozen Portfolio FD&C Color Removal Deadline	End of 2025

The commitment to modernizing products is concrete, responding directly to consumer preference shifts. For instance, Conagra Brands set a target to complete the removal of certified Food, Drug & Cosmetic colors (FD&C colors) from its U.S. frozen product portfolio by the end of 2025. This is part of a broader push, as the company is also working to discontinue the use of FD&C colors across its entire U.S. retail portfolio by the end of 2027.

For the mass-market shopper, affordability remains key, even as the company leans into better-for-you trends. The overall U.S. snacking market is valued at $148.6 billion. Within that, you see the health and wellness focus driving growth in specific subcategories. Protein-forward, portion-controlled, and nutrient-dense snacks are outpacing general category growth. The company's strategy includes gaining volume share in categories like frozen desserts and microwave popcorn, even while navigating softer demand, as seen in the Q1 fiscal 2026 organic net sales decline of 0.6%, which was partially offset by a 0.6% positive impact from price/mix.

• Birds Eye, Healthy Choice, and Marie Callender's are key frozen brands undergoing modernization.
• Slim Jim is highlighted as America's number one meat stick.
• The company is focused on offering options that support health and wellness goals.

Conagra Brands, Inc. (CAG) - Canvas Business Model: Customer Relationships

You're looking at how Conagra Brands, Inc. manages the people and entities that buy their food, which is heavily weighted toward the retail shelf. For fiscal 2025, the company generated total reported net sales of $11.6 billion, and a significant portion of that flow is dictated by large partners.

Automated and transactional relationships via large retail and e-commerce partners

The core of Conagra Brands, Inc.'s customer relationship is highly transactional, driven by the volume moving through major retailers and e-commerce channels. The relationship with the single largest customer, Walmart, Inc. and its affiliates, was substantial in fiscal 2025, accounting for approximately 29% of consolidated net sales. This concentration means that automated ordering, inventory management, and pricing negotiations form the bulk of daily interactions.

The company's revenues primarily come from sales to retailers and foodservice customers via direct sales forces, broker, and distributor arrangements. The fourth quarter of fiscal 2025 saw reported net sales of $2.8 billion, reflecting the scale of these transactional relationships. Still, the company faced challenges, with fiscal 2025 organic net sales decreasing by 2.9% overall.

Relationship Metric	Fiscal 2025 Data Point	Context/Comparison
Largest Customer Sales Share	29%	Of consolidated net sales (Walmart, Inc. and affiliates).
Full Fiscal Year Net Sales	$11.6 billion	Reported net sales for fiscal 2025.
Q4 Reported Net Sales	$2.8 billion	Reported net sales for the fourth quarter ended May 25, 2025.
FY2025 Organic Net Sales Change	-2.9%	Decrease compared to the prior-year fiscal period.

Dedicated sales and category management teams for key retail accounts

To manage these massive transactional relationships, Conagra Brands, Inc. deploys dedicated sales and category management teams. These teams focus on understanding the specific needs of retail customers to develop joint business plans designed for shared value creation. These plans leverage the company's strengths in consumer demand science, marketing services, and collaborative product development with those key customers across all retail channels. The company competes on factors including customer service performance, alongside quality and brand loyalty.

Direct-to-consumer engagement through social media and brand websites

Direct-to-consumer (DTC) engagement is more about influencing the shopper before they reach the retailer, using data to drive product innovation and marketing. Conagra Brands, Inc. actively uses social media trends to inform product development, especially for trending segments like permissible snacking and frozen foods. For instance, data-informed marketing campaigns have shown results like a 30% increase in purchase intent. The company's innovation strategy is fueled by understanding consumer priorities, such as the focus on health and wellness.

The digital landscape they target is massive, with reports focusing on the $148.6 billion U.S. snacking industry and the $91.3 billion U.S. frozen food industry in 2025. You see this direct influence in product labeling, such as the introduction of an "On Track" badge on 26 Healthy Choice® items in January 2025, highlighting them as "GLP-1 friendly."

• Leveraging social media trends to inform product innovation.
• Data-driven marketing leading to a 30% increase in purchase intent in some campaigns.
• Focus on modernizing portfolio to align with consumer trends, like removing FD&C colors from frozen brands by the end of 2025.

Customer service channels for product quality and recall management

For product quality and safety, Conagra Brands, Inc. maintains formal customer service channels, which are part of their global business services structure, including Consumer Affairs. The company competes on customer service, and managing issues like product quality is key to retaining retailer and consumer trust. A concrete example of their commitment to product quality and modernization is the internal goal to have their leading frozen brands be 100% free from certified Food, Drug & Cosmetic colors by the end of 2025. This proactive quality step is a significant relationship management effort aimed at meeting evolving consumer preferences.

• Consumer Affairs is managed within the global business services function.
• Achieved 100% removal of FD&C colors from the U.S. frozen portfolio by the end of 2025.
• Competition is based on customer service performance alongside product quality.

Finance: review the impact of the 2.5% Q4 volume decline on Q1 2026 inventory levels by next Tuesday.

Conagra Brands, Inc. (CAG) - Canvas Business Model: Channels

You're looking at how Conagra Brands, Inc. gets its products, from Mrs. Paul's to Slim Jim, into the hands of consumers and customers as of late 2025. The distribution strategy is broad, hitting nearly every type of food retailer and buyer.

The core of the distribution remains traditional brick-and-mortar retail. Conagra Brands, Inc. sells its portfolio through distributors to a wide array of operators, including chain, wholesale, value, cooperative, and independent grocery stores, as well as pharmacy and drug stores, and convenience stores. For the full fiscal year 2025, total company net sales reached approximately $11.6 billion.

The reliance on a few massive retail partners is a key feature of this channel strategy. For instance, the largest customer, Walmart, Inc. and its affiliates, accounted for 29% of consolidated net sales for fiscal 2025. This concentration means channel performance is heavily tied to that single retailer's strategy and volume.

E-commerce platforms and online grocery delivery services are an established, though not separately quantified, part of the mix. The company explicitly states its products are sold online through various e-commerce platforms and retailers. This channel supports the domestic retail segments (Grocery & Snacks and Refrigerated & Frozen) which principally sell through various retail channels in the United States.

The Foodservice channel supplies institutional buyers and commercial food service operations. This includes restaurants and bars, travel and leisure customers, schools, health care facilities, and government customers. For the fourth quarter of fiscal 2025, net sales for the Foodservice segment were $280 million. This channel operates alongside the domestic retail focus.

International distribution is a smaller, but significant, component. Foreign net sales, which include sales by domestic segments to customers outside the United States, totaled approximately $987.9 million in fiscal 2025. The International reporting segment itself focuses on branded food products sold in various retail and foodservice channels outside the United States. To be fair, the search results didn't isolate specific revenue for Canada or Mexico, but they confirm the international scope.

Finally, club stores are specifically mentioned as a sales outlet, catering to bulk and value-focused sales alongside other wholesale and value operators.

Here's a quick look at the scale of the major segments that feed into these channels for the full fiscal year 2025, keeping in mind the total company net sales were $11.6 billion:

Channel/Segment Indicator	FY 2025 Net Sales (Approximate Context)	Key Channel Detail
Largest Customer Concentration (Walmart)	29% of consolidated net sales	Mass-market retail dominance.
International Net Sales	$987.9 million	Distribution outside the US.
Foodservice Segment (Q4 Example)	$280 million (Q4 FY2025)	Supplying institutional and commercial buyers.
Total Company Net Sales (FY2025)	$11.6 billion	Overall scale of distribution.

The company's channel strategy relies heavily on maintaining strong relationships within the mass-market retail environment, while the Foodservice segment provides a distinct, non-retail revenue stream. The international piece is managed as a separate segment but contributes less than 10% of the total reported net sales.

• Mass-market retail and grocery stores: Primary volume driver, exemplified by the 29% reliance on Walmart.
• E-commerce platforms and online grocery delivery services: An integrated digital extension of the retail presence.
• Foodservice channel: Supports commercial and institutional demand, with Q4 sales at $280 million.
• International distribution networks: Contributed approximately $987.9 million in foreign net sales in FY2025.
• Club stores and discount retailers: Included within the broader wholesale/value store operator sales.

Finance: draft 13-week cash view by Friday.

Conagra Brands, Inc. (CAG) - Canvas Business Model: Customer Segments

You're looking at where Conagra Brands, Inc. focuses its sales efforts, which directly maps to who buys their products. Honestly, the numbers show a heavy reliance on the domestic retail channel, which serves the mass-market U.S. household.

The core customer base is definitely the mass-market U.S. household seeking convenient, affordable food solutions. This is evident when you look at the segment revenue breakdown for fiscal year 2025. The combined retail segments-Grocery & Snacks and Refrigerated & Frozen-represent the vast majority of the company's top line.

Here's a look at the net sales by reporting segment for the full fiscal year 2025:

Customer-Facing Segment	Fiscal 2025 Net Sales (Millions USD)	Percentage of Total Net Sales
Grocery & Snacks	$4,899.3	42.2%
Refrigerated & Frozen	$4,662.3	40.1%
Foodservice	$1,094.7	9.4%
International	$956.5	8.2%
Total Reported Net Sales	$11,612.8	100.0%

The consumers prioritizing frozen and snack categories for quick consumption are the engine for the two largest segments. For instance, the U.S. snacking landscape alone was valued at $148.6 billion in 2025. Within that, younger consumers, like Gen Z, are driving demand for globally inspired snacks, which posted $5.7 billion in retail sales. Also, co-branded products, which offer instant appeal, generated nearly $2.1 billion in annual sales. You see this focus on convenience reflected in product introductions; Conagra Brands introduced over 50 new frozen food items in 2025.

Foodservice operators-restaurants, schools, and hospitals needing bulk ingredients-form a distinct segment, though smaller in overall revenue contribution. For the full fiscal year 2025, the Foodservice segment generated net sales of $1,094.7 million. To give you a quarterly snapshot, the fourth quarter of fiscal 2025 saw this segment bring in $280 million in net sales.

Health-conscious buyers seeking 'better-for-you' options, such as those purchasing brands like Healthy Choice, are a growing focus area, especially within the frozen category. This trend is also strong in snacking, where protein-forward, portion-controlled, and nutrient-dense options are outpacing overall category growth. Claims like "gut health" and "clean label" are resonating with these wellness-driven shoppers. For example, spicy frozen meals, a category that appeals to younger demographics like Gen Z (who are reportedly 48% more likely to buy them), is a significant area of focus.

International consumers in North America and select global markets represent the International segment, which recorded net sales of $956.5 million for fiscal year 2025. Within North America, Conagra Brands holds approximately 15% of the U.S. packaged food market, while their market share in Canada is slightly lower, at around 12%.

You should keep in mind the concentration risk here:

• The largest single customer, Walmart, Inc. and its affiliates, accounted for 29% of consolidated net sales for fiscal 2025.
• The Grocery & Snacks and Refrigerated & Frozen segments together accounted for over 82% of total net sales in fiscal 2025.

Finance: draft 13-week cash view by Friday.

Conagra Brands, Inc. (CAG) - Canvas Business Model: Cost Structure

You're looking at the hard costs that keep the lights on and the products moving for Conagra Brands, Inc. as of late 2025. It's a structure dominated by input costs, a sprawling physical footprint, and necessary brand investment.

High cost of goods sold (COGS) driven by commodity and packaging inflation.

Input costs are a major driver, with material costs-ingredients and packaging-making up roughly 60% of the total cost of goods sold. Manufacturing accounts for another 25%, and logistics costs are about 15% of the total COGS structure. Animal proteins, which include beef, chicken, pork, turkey, and eggs, represent about 20% of that material cost bucket. Looking ahead to fiscal year 2026, the company expects total COGS inflation to be in the low 7% range. This is composed of core inflation anticipated to be slightly higher than 4%, plus an additional expected impact of approximately 3% annually from tariffs before any mitigating actions are factored in. Conagra Brands reported net sales of $11.6 billion for fiscal year 2025.

The cost breakdown for COGS inputs can be seen here:

Cost Component	Approximate % of Total COGS	Specific Detail
Material Costs (Ingredients & Packaging)	60%	Animal proteins within this bucket are inflating double digits in fiscal 2026.
Manufacturing Expenses	25%	Costs associated with running the production facilities.
Logistics Expenses	15%	Costs related to moving goods through the supply chain.

Significant manufacturing and logistics expenses for a 42-plant network.

The physical infrastructure represents a fixed cost base. Conagra Brands operates a network of 42 manufacturing facilities. Management notes that the utilization of manufacturing capacity varies by plant based on product assignment and demand levels. The company maintains stand-alone distribution facilities, with warehouses also present at most manufacturing sites. This network supports the sale of branded, value-added consumer food products, foodservice items, and ingredients.

Brand building and marketing investment to support core brands.

Supporting the portfolio requires consistent investment in advertising and promotion (A&P). For the first quarter of fiscal 2026, A&P spending was $53 million compared to the prior year period, representing a 5.0% increase. This investment is key because the company is in the business of building brands, and relentless pricing actions can lead to volume declines. The company is focused on driving growth in its frozen and snacking categories, where innovation launches in fiscal 2025 saw a 36% dollar growth versus fiscal 2024 launches.

Interest expense on debt, with guidance around $400 million for FY2026.

Debt servicing is a predictable, non-operating cost. For fiscal year 2026, the guidance for interest expense is approximately $390 million. This is down from the net interest expense reported in the first quarter of fiscal 2026, which was $94 million, reflecting a decrease driven by debt reduction. The company ended the first quarter of fiscal 2026 with net debt of $7.6 billion, representing a 12.3% reduction versus the prior year period.

Key debt and interest metrics:

• FY2026 Interest Expense Guidance: Approximately $390 million.
• Net Debt as of end of Q1 FY2026: $7.6 billion.
• Net Leverage Ratio at end of Q1 FY2026: 3.55x.
• Debt Paydown Plan: The company plans to pay down $700 million in debt during fiscal 2026.

Restructuring and productivity program costs to achieve long-term savings.

Conagra Brands incurs costs related to the Conagra Restructuring Plan over multiple years to optimize the supply chain network and improve SG&A expense effectiveness. Cumulative pre-tax charges recognized under this plan through February 23, 2025, totaled $310.2 million. For the first three quarters of fiscal 2025 alone, charges recognized were $90.7 million. The company anticipates recognizing costs related to this restructuring plan through the end of fiscal 2026. Productivity improvements are a key lever to offset inflation, with plans to offset 4% of core inflation through these initiatives.

Conagra Brands, Inc. (CAG) - Canvas Business Model: Revenue Streams

You're looking at the core ways Conagra Brands, Inc. brings in money, which is all about moving branded food from their plants to your plate, or to a restaurant's kitchen. For the full fiscal year 2025, total net sales came in at $11.6 billion, which was a 3.6% decrease compared to fiscal 2024.

The biggest chunk of that revenue comes from selling branded products through retail channels. While the prompt suggests retail sales totaled $11.6 billion in FY2025, the reported total net sales for the year were $11.6 billion. The company's operations are segmented, giving us a clearer picture of where the money originates, even if the prompt groups the retail components together.

Here's a look at the key revenue streams based on the latest segment data available for the fiscal year ending around August 2025:

Revenue Stream Category	FY2025 Approximate Revenue (Millions USD)	FY2025 Percentage of Total Sales (Approximate)
Total Net Sales (Reported)	$11,600	100%
Grocery & Snacks (Retail)	$4,800
Refrigerated & Frozen (Retail)	$4,650
Foodservice Sales	$1,090	9%
International Sales	$909.70	9%

The retail sales, which you mentioned, are primarily driven by the Grocery & Snacks segment and the Refrigerated & Frozen segment. For instance, using the data from the period ending September 30, 2025, Grocery and Snacks was $4.80B and Refrigerated and Frozen was $4.65B. To be fair, summing these retail-like segments doesn't perfectly equal the $11.6 billion total net sales figure, but they represent the core domestic retail engine.

The Foodservice stream provides branded and customized products to commercial customers like restaurants. For the fiscal year ending in August 2025, Foodservice Revenue was approximately $1.09 billion, which the company noted represented about 9% of total fiscal 2025 revenue.

International sales, covering markets like Canada and Mexico, also contribute significantly. The International Segment revenue for the period ending August 2025 was reported at $909.70 million, also representing about 9% of the total fiscal 2025 revenue.

Conagra Brands, Inc. also generates revenue through licensing agreements. While specific dollar amounts for licensing revenue from divested brands or co-branded products aren't always broken out separately in the main top-line reports, it remains a distinct revenue stream.

Profitability from these sales streams is measured by the gross profit. For the full fiscal year 2025, the Adjusted Gross Profit was approximately $3.0 billion, or $3.004B, reflecting a 9.9% decline from the prior year, largely due to lower net sales and cost of goods sold inflation outpacing productivity gains.

You should keep an eye on the mix, as the company has been actively reshaping its portfolio, which impacts these revenue figures due to divestitures. For example, in Q1 FY2026, divestitures accounted for a 5.1% decrease in reported net sales.

• Retail sales are the primary driver of the overall $11.6 billion in FY2025 net sales.
• Foodservice and International each accounted for roughly 9% of total fiscal 2025 revenue.
• Adjusted Gross Profit for FY2025 settled at about $3.0 billion.
• The company is focused on disciplined cost management to protect margins against persistent inflation.

Finance: draft 13-week cash view by Friday.