Feed / CAG

ConAgra Brands, Inc.

CAG

Consumer Defensive · 16.27 -2.4% today

Partial group confirmationMarket checked 25 Aug, 15:55 GMT-4

Jodie situation report

ConAgra Brands, Inc.'s move is being confirmed by its market group.

CAG accounts for 5.0% of the group's measured movement across 8.0 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 12%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#9 of 12 by movement share
Group movement share5.0%Absolute path energy—not portfolio weight
Relative path-0.47%aligned
Effective breadth8.0 / 12broad
Relative alignment8/12downside path · 4 counter-moving
Capital-flow agreement12%not yet clean
SEQUENCE READ

CHD, CPB, CL moved materially before CAG. CAG crossed its material path threshold at 11:40 ET, 45 minutes after the first measured mover. DOC, CLX followed.

EVIDENCE COVERAGE

28 of 33 members in Packaged Foods & Beverages are active. 0 of 4 disclosed connections are confirming.

What would change this read
  • At least 22 of 33 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as HELE begins moving with the group.

Invalidation: The live read weakens if participation falls to 11 of 33 members or fewer.

Watch this read

Who this business touches

The relationships behind CAG

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

WMT29.0% of CAGcustomerJul 10, 2025 ▾

“Our largest customer, Walmart, Inc.”

PKGPackaging Corporation of AmericasupplierJul 10, 2025 ▾

“Raw Materials and Packaging We use many different raw materials, most of which are commodities, to make and package our products.”

Depended on by

BYNDBeyond Meat, Inc.competitorApr 9, 2026 ▾

“We believe that we compete with both conventional animal-protein companies, such as Cargill, Hormel Foods, JBS, Perdue Foods and Tyson Foods, and also plant-based meat brands, including brands affiliated with conventional animal-protein companies and other la…”

Filing peers

MZTIKHCMDLZ

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CAG is currently a Participant in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.