Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

Group 1 - TreeHouse Foods, Inc. will report its financial results for the second quarter ended June 30, 2025, on July 31, 2025, before market open [1] - An earnings call and webcast will be held at 8:30 a.m. ET to discuss the results and provide an outlook for the remainder of the fiscal year [1][2] - A replay of the webcast will be available on the company's investor relations website after the call [2] Group 2 - TreeHouse Foods is a leading private brands snacking and beverage manufacturer in North America, focusing on customer engagement and satisfaction [3] - The company aims to deliver excellent service and build capabilities to drive mutually profitable growth for itself and its customers [3] - Investments in operational efficiencies and capabilities are intended to capitalize on long-term growth prospects in its operating categories [3]

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

Summary of Treehouse Foods Conference Call Company Overview - Treehouse Foods is a leading private brand food manufacturer in North America, involved in a wide range of product categories from opening price point to national brand equivalents [2][12] - The company has undergone a transformation focusing on portfolio optimization, stronger operating capabilities, and improved balance sheet, aiming for dependable profit growth by 2025 [2] Industry Insights - The food industry is currently experiencing flat growth, particularly in the top quartile, but Treehouse sees this as a unique opportunity for growth [4] - Private label products have shown consistent growth over the past few decades, particularly in snacking and beverage categories [4][5][6] - The COVID-19 pandemic temporarily disrupted growth, but the private label segment rebounded quickly post-stimulus [5][6] Market Dynamics - Private label penetration is increasing across various demographics, especially among Gen Z and Millennials [7] - Retail partners are leveraging private label to build customer loyalty, with Walmart being a significant player in this space [9][10] - Retailers like Aldi and Costco are expanding their private label offerings, indicating a growing trend [10] Financial Performance and Projections - For 2025, Treehouse expects adjusted net sales between $3.34 billion and $3.4 billion, reflecting a slight decline in volume mix but offset by pricing strategies [45] - EBITDA is projected to be between $345 million and $375 million, showing year-over-year improvement driven by supply chain savings and margin management [47] Strategic Initiatives - The company is focusing on supply chain improvements, including the implementation of the Treehouse Management Operating System (TMOS) to enhance operational efficiency [26][27] - Procurement cost savings have been a significant driver of margin improvement, leveraging scale to negotiate better pricing on ingredients and packaging [29] - Treehouse is streamlining its logistics network to reduce distribution points and improve service to customers [30] Margin Management - The company aims to maximize plant utilization and eliminate complexity in its operations to enhance margins [32][33] - Recent organizational changes have been made to improve customer focus and decision-making speed [34] Capital Allocation - Treehouse prioritizes investing in the business for risk-adjusted returns, with a focus on organic growth through capital expenditures and potential bolt-on acquisitions [38][39] - The acquisition of Harris Tea is highlighted as a strategic move to enhance capabilities in the tea category [42] Conclusion - Treehouse Foods is positioned to capitalize on the growing private label market, with a focus on operational efficiency and margin management to drive profitability [48][49] - The company is confident in its ability to navigate the current economic environment and deliver solid financial performance moving forward [49][56]

OAK BROOK, Ill., May 21, 2025 /PRNewswire/ -- TreeHouse Foods, Inc. (NYSE: THS) announced today participation in the following investor conferences in June:June 4, 2025: William Blair 45th Annual Growth Conference in Chicago, Illinois. TreeHouse Foods will be available for 1x1 meetings and will present beginning at 8:40 a.m. CT on Wednesday, June 4, 2024. A live audio webcast and presentation will be available on the Company's website: William Blair 45th Annual Growth Stock Conference. A replay of the prese ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended March 31, 2025. or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-32504 2021 Spring Road, Suite 600 Oak Brook, IL 60523 (Address of principal executive offices) (Zip Code) (Registrant's teleph ...

TreeHouse Foods, Inc. (THS) reported first-quarter 2025 results with the top and bottom lines surpassing the Zacks Consensus Estimate. Although net sales declined year over year amid economic headwinds, the company’s earnings improved. Management maintained its full-year guidance.TreeHouse Foods’ Quarterly Performance: Key InsightsTreeHouse Foods posted adjusted earnings of 3 cents per share, surpassing the Zacks Consensus Estimate, which was pegged at a loss of 21 cents. The bottom line improved from a los ...

Financial Data and Key Metrics Changes - The company achieved adjusted net sales down approximately 3% year over year, with adjusted EBITDA of $57,500,000, which was up 25% year over year [17] - Adjusted EBITDA margin was 7.2%, an increase of 160 basis points compared to the previous year [18] - Adjusted EBITDA benefited from a $6,000,000 timing shift of expenses from Q1 to Q2 [4][23] Business Line Data and Key Metrics Changes - The decline in volume and mix was attributed to planned margin management actions, service impacts from the restoration of the griddle facility, and slower takeaway later in the quarter [18] - The acquisition of Harris Teas contributed nearly 5% to sales, aligning with expectations [18] - Pricing adjustments provided a benefit of approximately 1% primarily in the coffee business [18] Market Data and Key Metrics Changes - Private brand unit sales were slightly negative in the quarter due to consumer pressure and the Easter holiday shift, but categories showed some recovery in April [9] - The private brand industry dynamics remain favorable, with healthy price gaps and continued market share gains over national brands [10] Company Strategy and Development Direction - The company is focused on margin improvement plans and controlling operational factors to drive profits and cash flow [5] - Strategic investments in private brands are being made by grocery retailers, indicating growth opportunities for the company [11] - The company aims to deliver $250,000,000 in gross supply chain savings through 2027, with a focus on profitability and cash flow [13] Management's Comments on Operating Environment and Future Outlook - The operating environment is more dynamic than anticipated, but the company is focused on executing plans to drive profits [5] - Management expressed confidence in the potential upside from private label growth due to consumer demand for value [30] - The company reiterated its full-year adjusted net sales guidance of a decline of 1% to growth of 1% year over year [22] Other Important Information - The company is managing its cost structure by streamlining operations and reducing management layers to enhance decision-making [14] - The decision to close the new Hampton facility is part of a strategy to optimize production efficiency [15] Q&A Session Summary Question: How is macro uncertainty affecting consumer demand for private label? - Management noted that any shift towards private label would be considered upside in their sales guidance, as consumers are seeking value [30] Question: What is the expected impact of margin management actions on the full year? - Management indicated that organic volume and mix are expected to decline about 1% for the full year, with margin management actions impacting this [33] Question: How are decisions made regarding bids that do not meet margin targets? - Management clarified that the focus is on aligning production capacity with customer needs rather than being pressured by retailers for lower prices [39] Question: What are the expectations for snacking categories in the current environment? - Management acknowledged some pressure in snacking categories but noted that consumers are still snacking, with expectations for recovery in the back half of the year [46] Question: How is the refill of the griddle pipeline progressing? - Management reported that all lines are running and that the benefits from the griddle pipeline will be realized in the second half of the year [54] Question: What is the company's target for leverage and its impact on share repurchases? - Management confirmed that the target remains at 3% to 3.5%, with plans to rebuild cash position before reevaluating share repurchase options [57]

TreeHouse Foods (THS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Speaker0 Welcome to the TreeHouse Foods First Quarter twenty twenty five Conference Call. All participants are in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this call is being recorded. At this time, I would like to turn the call over to TreeHouse Foods for the reading of the Safe Harbor statement. Speaker1 Good morning and thank you for joining us today. Earlier this morning, ...

Q1 Results and 2025 Outlook May 6, 2025 © 2025 TreeHouse Foods, Inc. 1 Forward Looking Statement From time to time, we and our representatives may provide information, whether orally or in writing, which are deemed to be "forward-looking" within the meaning of the Private Securities Litigation Reform Act of 1995 (the "Litigation Reform Act"). These forward-looking statements and other information are based on our beliefs as well as assumptions made by us using information currently available. The words "bel ...