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) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.21 per share. This compares to loss of $0.03 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 114.29%. A quarter ago, it was expected that this food maker would post earnings of $0.97 per share when it actually produced earnings of $0.95, delivering a surprise of -2.06%. Over the last four quarters, t ...

Financial Data and Key Metrics Changes - The company achieved adjusted net sales within guidance range, with adjusted EBITDA exceeding the upper end of guidance by approximately $6 million due to planned expense shifts [4][5] - Adjusted net sales decreased by approximately 3% year over year, while adjusted EBITDA increased by 25% to $57.5 million, resulting in an adjusted EBITDA margin of 7.2%, up 160 basis points from the previous year [15][16] Business Line Data and Key Metrics Changes - The decline in volume and mix was attributed to planned margin management actions, service impacts from the griddle facility restoration, and slower takeaway later in the quarter [16] - The acquisition of Harris Teas contributed nearly 5% to sales, while pricing adjustments provided a benefit of approximately 1% [16][17] Market Data and Key Metrics Changes - Private brand unit sales were slightly negative in the quarter due to consumer pressure and the timing of the Easter holiday, but categories showed some recovery in April [8][9] - The private brand industry dynamics remain favorable, with healthy price gaps allowing private brands to gain market share in a lower consumption environment [9][10] Company Strategy and Development Direction - The company is focused on strengthening its supply chain, margin management initiatives, and restoring production levels in key categories while pursuing profitable new business opportunities [22] - Strategic decisions have been made to streamline operations, including reducing management layers and consolidating divisions to enhance efficiency and decision-making [13][14] Management Comments on Operating Environment and Future Outlook - The operating environment is more dynamic than anticipated, but the company is committed to controlling its operations and executing plans to drive profits and cash flow [5] - The full-year adjusted net sales guidance is reiterated at a decline of 1% to growth of 1%, with expectations of a mid-single-digit decline in organic volume and mix for the second quarter [19][21] Other Important Information - The company has visibility to deliver $250 million in gross supply chain savings through 2027, with significant recent success in procurement [12] - The company is focused on maintaining a balance sheet that supports its net debt to adjusted EBITDA ratio, aiming for a target range of 3% to 3.5% [52][53] 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 upside in their numbers, as consumers are seeking value and the quality and price gaps for private labels are favorable [27][28] Question: What should be expected regarding margin management activity? - Management indicated that organic volume and mix are expected to decline about 1% for the full year, with margin management actions impacting the top line [30][31] Question: How are decisions made regarding bids that do not meet margin targets? - Management explained that the focus is on aligning capacity with customer needs, streamlining product offerings, and enhancing operational efficiency rather than being pressured by retailers [37][38] Question: What are the thoughts on snacking categories and their performance? - Management acknowledged some pressure in snacking categories but noted that consumers are still snacking, with expectations for improvement in the back half of the year due to seasonality and recovery of the griddle plant [42][45] Question: How is the refill of the griddle pipeline progressing? - Management reported that all lines are running and while it will take time to fill the customer pipeline, they expect benefits to materialize in the second half of the year [49][50] Question: What is the focus regarding capital allocation and leverage goals? - Management confirmed that the target leverage remains at 3% to 3.5%, with plans to rebuild cash positions and reevaluate options for capital deployment later in the year [52][53]

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 ...

Exhibit 99.1 TreeHouse Foods, Inc. Reports First Quarter 2025 Results First Quarter Adjusted EBITDA Exceeds Upper-End of Guidance Range Reiterates 2025 Outlook Oak Brook, IL, May 6, 2025 — TreeHouse Foods, Inc. (NYSE: THS) today reported financial results for the first quarter of 2025. "I am grateful to the entire TreeHouse team for its execution this quarter, which resulted in Adjusted EBITDA that exceeded the upper-end of our guidance range," said Steve Oakland, Chairman, Chief Executive Officer, and Pres ...

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Core Viewpoint - TreeHouse Foods, Inc. (THS) is expected to report declines in both revenue and adjusted loss for the first quarter of 2025, with revenue estimated at $789.6 million, reflecting a 3.8% decrease year-over-year [1] Group 1: Performance Expectations - The Zacks Consensus Estimate for quarterly adjusted loss has been narrowed to 21 cents per share, indicating a significant decline from the previous year's figure [1] - The company has a trailing four-quarter earnings surprise average of 17.8%, but in the last reported quarter, it lagged the Zacks Consensus Estimate by 2.1% [1] Group 2: Factors Influencing Performance - Ongoing operational disruptions and macroeconomic headwinds are likely to negatively impact THS's first-quarter performance, particularly due to a frozen griddle product recall at the Brantford facility [2] - Weak private label consumption trends amid broader consumer spending pressures are expected to further affect performance [3] - Strategic margin management actions, including exiting low-margin contracts, are anticipated to have intentionally reduced volume, compounding negative impacts on revenue [3] Group 3: Profitability Challenges - Lower volumes are hurting operating leverage, making it difficult for the company to absorb fixed costs, which compresses gross margin [4] - One-time recall-related costs, including plant sanitation and restart costs, are also exerting pressure on profitability [4] Group 4: Guidance and Initiatives - For the first quarter, TreeHouse Foods expects adjusted net sales of at least $792 million and adjusted EBITDA of at least $52 million, indicating potential gains from cost-saving initiatives [5] - The company is focused on implementing the TreeHouse Management Operating System and other supply-chain initiatives to improve execution and enhance margin performance [6] Group 5: Earnings Prediction - The Zacks model predicts an earnings beat for TreeHouse Foods, supported by a positive Earnings ESP of +63.42% and a Zacks Rank of 3 (Hold) [7]

Core Viewpoint - TreeHouse Foods (THS) is expected to report a year-over-year decline in earnings due to lower revenues, with a consensus estimate indicating a quarterly loss of $0.21 per share, representing a -600% change from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on May 6, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2]. - Revenues for the quarter are projected to be $789.6 million, down 3.8% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 11.01% lower in the last 30 days, reflecting a reassessment by analysts [4]. - The Most Accurate Estimate for TreeHouse is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +63.42%, indicating a bullish outlook from analysts [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [8]. - TreeHouse currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, TreeHouse was expected to post earnings of $0.97 per share but delivered $0.95, resulting in a surprise of -2.06% [12]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [13]. Industry Comparison - BellRing Brands (BRBR), another player in the food industry, is expected to report earnings per share of $0.52 for the same quarter, reflecting a year-over-year increase of +15.6% [17]. - BellRing's revenues are projected to be $575.94 million, up 16.5% from the previous year, with a positive Earnings ESP of 2.95% and a Zacks Rank of 2, indicating a strong likelihood of beating the consensus EPS estimate [18].

Core Viewpoint - TreeHouse Foods, Inc. is implementing internal restructuring actions to enhance operational efficiency while reaffirming its financial outlook for fiscal 2025, projecting adjusted net sales between $3.34 billion and $3.40 billion, and adjusted EBITDA from continuing operations ranging from $345 million to $375 million [1][2]. Financial Projections - The company expects adjusted net sales for the first quarter of fiscal 2025 to reach at least $792 million, with adjusted EBITDA projected at a minimum of $52 million [2]. - The financial guidance for fiscal 2025 includes a partial-year benefit from recent cost-saving measures, with full impact expected to be realized gradually through fiscal years 2025 and 2026 [2]. Organizational Changes - TreeHouse Foods is reorganizing its internal operations, eliminating about 150 corporate roles and removing a key leadership position to streamline operations [5][6]. - The exit of Executive Vice President Scott Tassani by the end of May will not be followed by refilling his position, aiming to reduce overhead costs and accelerate decision-making processes [5][6]. Market Conditions - The company is monitoring global trade conditions and tariff uncertainties, which could impact its business, noting that approximately 5% of its net sales in 2024 came from international markets, primarily Canada [3][6]. - Almost all finished goods currently comply with USMCA, indicating a focus on regulatory compliance in trade [3]. Performance Context - TreeHouse Foods' shares have decreased by 35.2% over the past three months, contrasting with the industry's growth of 3% [8].

Core Viewpoint - TreeHouse Foods, Inc. is implementing operational efficiency measures to enhance profitability and cash flow, while reaffirming its financial guidance for 2025 [1][3]. Financial Performance - The company expects preliminary first quarter 2025 Adjusted net sales of at least $792 million and Adjusted EBITDA of at least $52 million [1][3]. - TreeHouse Foods reaffirmed its 2025 financial guidance, projecting adjusted annual net sales between $3.34 billion and $3.40 billion, and adjusted EBITDA from continuing operations between $345 million and $375 million [3]. Organizational Changes - The company is streamlining its organizational structure, which includes the departure of Scott Tassani, Executive Vice President, and the elimination of approximately 150 roles [2][3]. - The reorganization aims to support faster decision-making and increased efficiencies within the company [3]. Strategic Focus - The company is focusing on improving execution and consistency to better serve customers and drive profitability [2]. - TreeHouse Foods is centralizing and reorganizing its corporate support functions as part of its operational enhancement actions [2][3]. Market Position - In 2024, approximately 5% of TreeHouse Foods' net sales came from customers outside the United States, primarily in Canada [4]. - The company is ensuring compliance with USMCA for nearly all finished goods [4].