Conagra Brands, Inc. (CAG)
Conagra Brands makes packaged and frozen foods including Healthy Choice, Slim Jim, and Duncan Hines.
Consumer Staples stock comparison
CAG vs SJM: which business are you actually underwriting?
Compare Conagra Brands, Inc. with The J. M. Smucker Company using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Consumer
- Industry
- Different SIC
- Shared themes
- 1
- Updated
- 2026-07-15
CAG vs SJM: quick comparison
| Company fact | CAG | SJM |
|---|---|---|
| Company | Conagra Brands, Inc. | The J. M. Smucker Company |
| Exchange | NYSE | NYSE |
| Headquarters | Not recorded | Not recorded |
| Founded | Not recorded | Not recorded |
| SEC industry | Food and Kindred Products | Canned, Fruits, Veg, Preserves, Jams & Jellies |
| Fiscal year-end | May 30 | April 30 |
| Latest annual filing | 10-K · 2026-07-15 | 10-K · 2026-06-09 |
How the businesses differ
The J. M. Smucker Company (SJM)
J.M. Smucker makes food and beverage brands including Smucker's, Folgers, Jif, and Milk-Bone pet snacks.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. CAG is classified by the SEC as Food and Kindred Products, while SJM is classified as Canned, Fruits, Veg, Preserves, Jams & Jellies. The different industry codes are a warning against treating sector membership as proof of identical economics.
Which thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study CAG when…
- Input-cost inflation and pricing power
- Private-label competition and volume trends
- Currency, given large international revenue
- Defensive rotation when growth slows
Study SJM when…
- Input-cost inflation and pricing power
- Private-label competition and volume trends
- Currency, given large international revenue
- Defensive rotation when growth slows
Shared research themes
US markets
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.CAG's fiscal year ends May 30, while SJM's ends April 30. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House Clerk snapshot contains 0matched transaction rows for CAGand 0 for SJM. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
CAG primary filings
SJM primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
CAG vs SJM FAQs
Are CAG and SJM direct competitors?
Conagra Brands, Inc. and The J. M. Smucker Company sit in the same Consumer Staples sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
Which is better, CAG or SJM?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this CAG vs SJM comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. Use a regulated broker or licensed quote provider for current prices, then use the primary filings here to test the business thesis.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-08-10. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-08-10. Independent educational research; not investment advice.
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