(https://www.marketwatch.com/story/a-big-dividend-cut-and-a-2-billion-charge-conagras-results-signal-more-pain-ahead-for-food-industry-8613bd71?mod=mw_rss_topstories) and took a $2B charge. That's not a quarterly miss. That's a structural admission: the company can't sustain payouts at current cost structures. The packaged-food thesis was always: pricing power offsets inflation, yields stay safe.

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