OAK BROOK, Ill., Oct. 22, 2025 /PRNewswire/ --Â TreeHouse Foods, Inc. (NYSE: THS) will report financial results for its third quarter ended September 30, 2025, before the market opens on Monday, November 10, 2025. The Company will host an earnings call and webcast at 8:30 a.m. ET to discuss the results for the third quarter and provide an update to its outlook for the remainder of the fiscal year. Accessibility StatementSkip Navigation TreeHouse Foods Announces 2025 Sustainability Report To participate on t ...

This private-label food manufacturer might be going even more private.Shares of leading private-label snacking and beverages manufacturer TreeHouse Foods (THS 3.47%) rose 31% this week as of 2 p.m. ET on Friday, according to data provided by S&P Global Market Intelligence.Octus, a global financial intelligence firm, learned that private equity firm Investindustrial was working on trying to acquire the beleaguered packaged foods company for $3 billion. This news sent shares rocketing higher, following the st ...

Core Insights - TreeHouse Foods, Inc. (THS) has achieved a notable 14.2% gain over the past month, surpassing the industry's decline of 0.6% and the S&P 500's increase of 3.5% [1] - The stock closed at $20.74, trading above its 50-day simple moving average of $18.54, indicating strong momentum and positive investor sentiment [3][4] - The company is focused on operational efficiencies and aims to achieve $250 million in gross supply-chain savings by 2027, with $10.6 million realized in the second quarter of 2025 [6][8] Performance and Growth - The acquisition of Harris Tea has positively impacted Q2 net sales, contributing 4.5% to total net sales of $798 million, which is a 1.2% increase from $788.5 million year-over-year [10] - THS is currently trading at a forward P/E of 10.74X, which is below its historical median of 12.46X and the industry average of 15.52X, suggesting potential undervaluation [11] Challenges - The company faces challenges such as a 6.2% decline in volume and mix in Q2 2025, attributed to margin management actions, service disruptions, and softer consumption trends [14] - Commodity inflation has negatively impacted margins, with adjusted EBITDA facing a $9.7 million drag due to higher input costs in Q2 [15] - Despite recent stock performance, ongoing operational disruptions and commodity inflation may affect near-term performance [16]

Key Points According to one media outlet, a private-equity firm is preparing a $3 billion offer for Treehouse Foods. Treehouse Foods has not made any announcement acknowledging an offer. The company looks like an attractive target for a buyout firm. 10 stocks we like better than TreeHouse Foods › Shares of Treehouse Foods (NYSE: THS), a manufacturer of private-label snacks and beverages, jumped on news that private equity firm Investindustrial was preparing an offer for the company. As of 2:39 p ...

Company Overview - TreeHouse Foods, Inc. (THS) is experiencing significant attention from investors due to high implied volatility in its options market, particularly the Oct 17, 2025 $35.00 Call option [1] - The company currently holds a Zacks Rank of 3 (Hold) within the Food - Miscellaneous industry, which is positioned in the bottom 24% of the Zacks Industry Rank [3] Analyst Sentiment - Over the past 60 days, there have been no increases in earnings estimates for the current quarter, while three analysts have lowered their estimates, resulting in a decrease of the Zacks Consensus Estimate from earnings of 68 cents per share to 58 cents [3] Options Market Dynamics - The high implied volatility suggests that options traders are anticipating a significant price movement for TreeHouse Foods shares, which could indicate an upcoming event that may lead to a substantial rally or sell-off [2][4] - Seasoned options traders often seek to sell premium on options with high implied volatility, aiming to benefit from the decay of the option's value if the underlying stock does not move as much as expected [4]

Core Insights - The discussion highlights the challenges faced by the consumer market over the past few years, particularly regarding the performance of private label brands compared to branded peers [1] - There is a question regarding the timing for private label brands to gain more market share, indicating a need for analysis on consumer behavior and value propositions [2] Group 1 - The consumer environment has been challenging, yet private label brands have not captured as much market share as expected [1] - There is uncertainty about when private label brands will significantly impact the market, prompting inquiries into consumer trading behavior [2] - The value proposition of private label brands is being compared to historical performance, suggesting a need for evaluation of current market conditions [2]

Financial Data and Key Metrics Changes - The grocery consumer industry is experiencing a soft environment, with general consumption down and private label growth being flat across various categories [4][6] - The company has focused on driving cost efficiencies and expects to achieve $250 million in gross cost savings [28][30] - EBITDA growth is anticipated to continue into the next couple of years despite a challenging consumer environment [31][33] Business Line Data and Key Metrics Changes - The company has made significant investments in core categories such as crackers, broth, and refrigerated dough, which are performing well [13][14] - The acquisition of Harris Teas is expected to provide a 4% to 5% benefit to sales, offsetting some volume declines from other categories [42][44] Market Data and Key Metrics Changes - The private label market has not seen significant trading down, with consumers managing costs by reducing basket sizes rather than switching to private label products [5][6] - Retailers are increasingly focused on optimizing their private label assortments and pricing strategies to enhance profitability [10][11] Company Strategy and Development Direction - The company is prioritizing profitability and cash flow over top-line growth in response to the current consumer environment [27] - There is a strategic focus on fewer, more profitable categories, allowing for deeper expertise and better service to retail customers [16][19] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges posed by supply chain disruptions and recalls but believes these issues are being addressed through improved capital investment and operational processes [24][26] - The company is optimistic about its ability to navigate the current environment and sees potential for EBITDA growth despite external challenges [31][32] Other Important Information - The company is currently above its long-term leverage target but expects to return to its normal leverage profile by the fourth quarter [62] - There is a belief that the stock price is undervalued, and the company plans to return cash to shareholders if performance aligns with expectations [63][64] Q&A Session Summary Question: What are the thoughts on private label's market share? - Management noted that the grocery consumer is currently soft, with private label growth being flat across categories, and consumers are buying fewer units [4][5] Question: How is the company optimizing its portfolio? - The company has focused on core categories where it can offer the best quality and price, leading to better performance [12][14] Question: What are the risks and opportunities for the full year? - The focus remains on execution and cost savings, with potential upside if consumer trends improve [51][52] Question: How is the company addressing supply chain disruptions? - Management indicated that significant capital investments have been made to improve processes and reduce risks associated with supply chain issues [24][26] Question: What is the outlook for the coffee category? - The coffee category is performing well, with consumers showing resilience despite pricing pressures, and there is an opportunity for trade down behavior [57][61] Question: How does the company view its capital allocation priorities? - The company plans to balance capital between investing in the business and returning cash to shareholders, with no major acquisitions anticipated in the near term [62][63]

Group 1 - TreeHouse Foods' shares increased by 10.5% following hints of potential interest rate cuts from Federal Reserve Chair Jay Powell [1][3] - The company has approximately $1.5 billion in debt with a leverage ratio of about 4.2 times its 2025 EBITDA guidance of $360 million [4] - The company's interest expense rose by 42% year-over-year to $22.2 million last quarter, indicating financial strain [4] Group 2 - The prospect of lower interest rates could improve TreeHouse's financial situation and potentially increase consumer spending [5] - TreeHouse's stock has decreased by 45% this year, trading at about 11 times this year's earnings estimates, suggesting it may be a value opportunity [7] - Continued debt paydown could mitigate risks associated with its high debt levels and lead to a rerating of the stock [8]

Company Overview - TreeHouse Foods, Inc. (NYSE: THS) is currently trading at multiyear stock price lows, indicating a potential opportunity for investment [1] - The company appears well positioned to acquire new companies in the higher-growth, higher-margin snacking and beverage categories, suggesting a strategic focus on expanding its portfolio [1] Financial Performance - Previous transactions executed by TreeHouse Foods indicate a history of strategic acquisitions, which may enhance its market position in the future [1] Investment Perspective - The analysis suggests that TreeHouse Foods has the potential for growth through acquisitions, particularly in sectors that are experiencing higher demand and profitability [1]

Core Insights - TreeHouse Foods, Inc. released its 2025 Sustainability Report, detailing progress made in 2024 towards its 2030 Sustainability Goals [1][5] - The company emphasizes its role in supply chains and integrates sustainability throughout its operations, from responsible sourcing to operational efficiencies [2] Environmental Initiatives - The company aims for a 25% reduction in Scope 1 and 2 greenhouse gas emissions by 2030, having achieved a 6.6% reduction from the 2022 baseline by the end of 2024 [3][8] - Water withdrawal in manufacturing operations decreased by nearly 17% from the 2022 baseline [8] - Approximately 700 metric tons of problematic and/or unnecessary plastic were eliminated from packaging [8] - The average post-consumer recycled content across the packaging portfolio was maintained at 27% [8] - Increased use of Roundtable on Sustainable Palm Oil (RSPO)-certified palm oil by 7% [8] - Enhanced use of third-party certified responsibly sourced cocoa [8] Social Responsibility - The company donated approximately $10 million to charitable organizations [8] - Expanded Employee Resource Group membership by 73% from 2022 [8] - Achieved a 10% reduction in Total Recordable Incident Rate (TRIR) year-over-year [8] - Conducted an annual employee engagement survey to assess workplace culture [8] Governance and Reporting - The 2025 Sustainability Report aligns with the Sustainability Accounting Standards Board (SASB) and the Task Force on Climate-Related Financial Disclosures (TCFD) standards [5] - The company plans to respond to the 2025 CDP Survey in September [5] - The report is accessible on the company's Environmental, Social & Governance (ESG) page [6]