Feed / CAG

ConAgra Brands, Inc.

CAG

Consumer Defensive · 16.45 +1.1% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

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

CAG accounts for 11.5% of the group's measured movement across 4.6 effective names. raw member direction is mixed; 0 of 8 SPY-adjusted paths align to the mixed. Capital-flow agreement is 10%, 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 moveIndependent mover#3 of 8 by movement share
Group movement share11.5%Absolute path energy—not portfolio weight
Relative path+0.45%mixed
Effective breadth4.6 / 8balanced
Relative alignment0/8mixed path · 0 counter-moving
Capital-flow agreement10%not yet clean
SEQUENCE READ

KHC, SJM, CPB moved materially before CAG. CAG crossed its material path threshold at 15:55 ET, 175 minutes after the first measured mover.

EVIDENCE COVERAGE

5 of 8 members in Packaged Foods & Beverages are active. 0 of 4 disclosed connections are confirming.

What would change this read
  • At least 6 of 8 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as MDLZ begins moving with the group.

Invalidation: The live read weakens if participation falls to 2 of 8 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.