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, 2022. 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 TreeHouse Foods, Inc. (Exact name of the registrant as specified in its charter) Delaware 20-2311383 (State or other jur ...

TreeHouse Foods, Inc. (NYSE:THS) Q1 2022 Earnings Conference Call May 9, 2022 8:30 AM ET Company Participants P.I. Aquino - VP, IR Steven Oakland - President and CEO William J. Kelley, Jr. - EVP and CFO Conference Call Participants Christopher Growe - Stifel, Nicolaus & Company Jon Andersen - William Blair Robert Moskow - Crédit Suisse William Chappell - Truist Securities Oliver Brotman - J.P. Morgan Operator Welcome to the TreeHouse Foods' First Quarter 2022 Conference Call. All participants will be in a l ...

Q1 2022 RESULTS AND OUTLOOK S t e v e O a k l a n d , C E O a n d P r e s i d e n t B i l l K e l l e y , E V P a n d C F O M a y 9 , 2 0 2 2 FORWARD LOOKING STATEMENTS 2 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 as ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2021 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 TreeHouse Foods, Inc. (Exact name of the registrant as specified in its charter) (State or other jurisdiction of incorporation ...

TreeHouse Foods, Inc. (NYSE:THS) Q4 2021 Earnings Conference Call February 14, 2022 8:30 AM ET Company Participants P.I. Aquino - Vice President, Investor Relations Steven Oakland - President and Chief Executive Officer William J. Kelley, Jr. - Executive Vice President and Chief Financial Officer Conference Call Participants Christopher Growe - Stifel Nicolaus Andrew Lazar - Barclays Capital Stephen Lang - Truist Securities Carla Casella - JPMorgan Robert Moskow - Credit Suisse Operator Welcome to the TreeH ...

| --- | --- | --- | |-------|-------------------------------------------------------------------------------------------------------------------------------|-------| | | | | | | | | | | S t e v e O a k l a n d , C E O a n d P r e s i d e n t B i l l K e l l e y , E V P a n d C F O F e b r u a r y 1 4 , 2 0 2 2 | | FORWARD LOOKING STATEMENTS From time to time, we and our representatives may provide information, whether orally or in writing, which are deemed to be "forwardlooking" within the meaning of the Pr ...

TREEHOUSE FOODS B A N K O F A M E R I C A L E V E R A G E D F I N A N C E C O N F E R E N C E N o v e m b e r 3 0 , 2 0 2 1 TODAY'S SPEAKERS STEVE OAKLAND BILL KELLEY 2 FORWARD LOOKING STATEMENTS 3 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 o ...

Form 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the Quarterly Period Ended September 30, 2021. 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 TreeHouse Foods, Inc. (Exact name of the registrant as specified in its charter) Delaware 20-2311383 (State or other ...

Financial Data and Key Metrics Changes - Third quarter revenue reached $1.1 billion, reflecting a 5.3% increase year-over-year, with organic revenue growth of 1.7% driven by a 3% pricing increase [11][18] - Adjusted EBITDA for the third quarter was $109 million, with an adjusted EBITDA margin of 9.9%, down 320 basis points due to inflation, labor, and supply chain disruptions [11][18] - Adjusted diluted EPS for the third quarter was $0.46, within the previously communicated guidance range [11] Business Line Data and Key Metrics Changes - Revenue from the Snacking & Beverage segment grew by 2%, with 1.1% attributed to volume and mix, and the remainder from pricing and foreign exchange [18] - The Pasta acquisition contributed 5.2 points to net sales growth, with organic sales growth nearly at 2% [18] - The food-away-from-home channel is expected to return to 2019 levels in early 2022, indicating a recovery in that segment [18] Market Data and Key Metrics Changes - Demand for private label products has strengthened, with unmet demand estimated at $40 million due to supply chain constraints [14][18] - The unmeasured retail channel, including key retailers in the value club and online space, drove growth of 6% in the quarter, contrasting with a 2% decline in measured channels [19] Company Strategy and Development Direction - The company is exploring strategic alternatives, including the potential sale of the company or divesting a significant portion of the meal prep business to focus on higher growth snacking and beverage segments [5][6] - Management emphasizes the importance of maintaining strong customer relationships and investing in customer service during challenging times, believing that these investments will pay off in the long term [10][30] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that the current inflationary environment and supply chain disruptions are temporary and expects to recover costs through pricing actions [10][27] - The company anticipates that demand for its products will continue to strengthen, although there will be limitations on fulfilling that demand due to ongoing supply chain issues [16][23] Other Important Information - The company has reduced its full-year revenue guidance to between $4.2 billion and $4.325 billion, down from previous estimates [23][24] - Free cash flow guidance has been lowered to at least $100 million, reflecting conscious decisions to build inventory amid rising costs [24] Q&A Session Summary Question: Can you elaborate on the strengthening demand for private label? - Management noted that macro data indicates improving private label share gains, and the company is performing well in its top categories, suggesting a recovery in private label demand [36] Question: How should we think about 2022 EBIT expectations? - Management refrained from providing specific guidance for 2022 but indicated that they believe the company will be in a better position to take advantage of recovery once supply chain issues normalize [38] Question: What is the impact of supply chain disruptions on EBIT? - Management estimated that supply chain disruptions have a $60 million impact on EBIT this year, but they believe these challenges are transitory [40][28] Question: How does the company ensure that strengthened customer relationships will matter post-normalization? - Management highlighted that the current environment has led to longer-term agreements and price transparency, which they believe will strengthen customer relationships moving forward [48] Question: What is the significance of scale for a private label supplier? - Management stated that scale is important, but the focus is on serving customers well in specific categories, and they believe there are alternatives that will not hinder their strategy [52]

Q3 2021 RESULTS AND OUTLOOK Steve Oakland, CEO and President Bill Kelley, EVP and CFO November 8 , 2021 2 FORWARD LOOKING STATEMENTS 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 informatio ...