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Jim Cramer - Mad MoneyConAgra FoodsCAGDON'T BUYSep 25, 2020

He bets their frozen food sales are strong because of stay-at-homers, but it yields only 2.4% and is cheaper than peer Pepsico. He's on the sidelines because it lacks longer-term consistency. They report Thursday.

Jim Cramer - Mad Money

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$35.12

Stock price when the opinion was issued

$13.24

As of Jun 18, 2026. Market Open.

food processing

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TRADE

Is hurt by this GOP thing, but is confident that they will have a decent quarter and it pays a 5% yield.

BUY

They just posted mixed numbers in their last quarter with slightly lower organic growth, but margins were strong. Therefore, they beat earnings by 12 cents. Raised earnings forecast. Their price increases haven't hurt profits. Shares rallied today.

BUY

Last week, they delivered a big top and bottom line beat, 8.6% organic growth (the street expected 6.3%) and strong guidance. Alot came from higher prices to offset lower volumes. They boast strong brands in the U.S. in packaged foods. Is recession proof.

DON'T BUY

It reports Thursday. The stock hasn't done anything in ages. The company needs to figure out how to grow its business.

BUY

They report Thursday. They have a lot of good brands that are getting better. Pays a 3.5% yield. There remains a lot of snacking because people are still working from home.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Jul 15/21, Down 3.2%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with CAG has triggered its stop at $33. To remain disciplined, we recommend covering the position at this time.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Jul 15/21, Up 3.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CAG is progressing well. We now recommend trailing up the stop (from $30) to $33.

DON'T BUY

They report Thursday. Can they get out of the dog house? Doubtful. He doesn't trust these pantry stocks.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly CAG is a $16 billion consumer packaged food company operating in the US. It’s a steady-Eddy performer that trades at 14x earnings compared to peers at 54x. It trades with a PEG ratio of 1.95 – showing modest growth opportunities and it is valued at 2x book. It pays a nice dividend, backed by a payout ratio of under 40% of cash flow. Sales surged during the pandemic, but have stabilized at levels higher than pre-pandemic times. We would buy this with a stop loss at $30, looking to achieve $42 – upside potential over 23%. Yield 3.24% (Analysts’ price target is $39.18)

PARTIAL BUY

Arguably one of the leaders in the tier 2 brands. Made a huge acquisition in 2012, which hasn’t worked out well. Have had several write-downs since then because of that, and have had to reduce prices to increase sales. As a result, margins have been hammered. Over the last year or so, the stock has done quite well because a private equity firm stepped in. The company has indicated 10% year-over-year EPS growth over the next 3 years. Not a bad time to start some buying, but be careful in the short term. The stock had a considerable run up, and on a valuation basis it is not cheap. As a buyer, take a half position and wait for a pullback.

PARTIAL SELL

Thinks they have done all the right things with the acquisitions they have been making and their focus. It is all ceramic strategic assets. Within the food business, there is a secular push towards people wanting to lead healthier lives. If you own, consider taking some profits.

COMMENT

Just made a major acquisition. His issues with this and others in this area are that there is inflation pressure on the cost side. They are not getting a follow through on the pricing side so their margins are being squeezed and he fears for flattish earnings growth. 2.9% dividend yield.

BUY

Reasonable PE, a little more debt than he would like but it is on his watch list.

PAST TOP PICK

(Was a Top Pick April 28/03. Up 2 1/2%.) Still likes. Still remains at the bottom of its 20-year range. 2 X book value.

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