The Numbers Don't Lie: Is ConAgra Lining Up for Deals?

The video discusses ConAgra's response to pressure from Jana Partners, highlighting its stock performance and profitability challenges. It covers strategic moves like shedding private brands and the Lamb Weston spinoff to improve margins. The company is open to asset sales and cost reductions, aiming to cut $300 million annually. Future prospects include potential acquisitions, supported by financial strategies like tax assets and increased debt capacity.

How have ConAgra's shares performed compared to the S&P 500?

What measures has ConAgra's management taken to improve profitability?

Which brands are mentioned as potentially being on the chopping block?

What is the goal of Connolly regarding annual costs?

What potential benefits could arise from the spinoff of Lamb Weston?