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 ...

TreeHouse Foods (THS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Matt Siler - Vice President of Investor RelationsSteven Oakland - President, CEO & ChairmanPatrick O'Donnell - Executive Vice President and CFO Conference Call Participants Jon Andersen - Equity Research Analyst - ConsumerJim Salera - Research AnalystScott Marks - Equity Research AnalystWilliam Reuter - Analyst Operator Welcome to the TreeHouse Foods First Quarter twenty twenty five Conference Call. All participants ar ...

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, ...

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]