Treehouse Foods Stock Price, News & Analysis

TreeHouse Foods (NYSE: THS) reported Q2 2025 financial results, with net sales of $798.0 million and adjusted net sales of $801.4 million, exceeding guidance expectations. The company posted a net loss of $(2.9) million but achieved adjusted EBITDA of $73.3 million.

Key highlights include a 1.2% increase in net sales year-over-year, driven by the private brand tea business acquisition and favorable pricing, offset by volume declines. Gross profit margin improved to 17.4%, up from 16.3% in Q2 2024. For full-year 2025, TreeHouse maintains its adjusted EBITDA guidance of $345-375 million and updates adjusted net sales guidance to $3.360-3.415 billion.

For Q3 2025, the company expects adjusted net sales of $840-870 million and adjusted EBITDA of $90-110 million.

TreeHouse Foods (NYSE: THS), a leading North American private brands snacking and beverage manufacturer, will release its second quarter 2025 financial results on Thursday, July 31, 2025, before market open.

The company will host an earnings conference call and webcast at 8:30 a.m. ET to discuss Q2 results and provide updated guidance for the remainder of fiscal year 2025. An earnings presentation will be available on the company's investor relations website prior to the call, with a replay accessible after the event.

TreeHouse Foods (NYSE: THS), a leading private brands snacking and beverage manufacturer in North America, has announced its participation in two major investor conferences in June 2025. The company will attend the William Blair 45th Annual Growth Conference in Chicago on June 4, featuring a presentation at 8:40 a.m. CT with live audio webcast available. Additionally, TreeHouse will participate in the Jefferies Consumer Conference in Nantucket on June 17, offering one-on-one meeting opportunities. The presentation materials will be accessible on TreeHouse's investor relations website for 60 days following the events.

TreeHouse Foods (NYSE: THS) reported Q1 2025 financial results with net sales of $792.0 million, down 3.5% year-over-year. The company posted a net loss of $31.8 million but achieved Adjusted EBITDA of $57.5 million, exceeding guidance expectations. The sales decline was primarily due to volume/mix issues, planned margin management actions, and impacts from a frozen griddle recall. Despite challenges, gross profit margin improved to 14.5%, up 0.9 percentage points from Q1 2024. TreeHouse reiterated its 2025 outlook, projecting adjusted net sales of $3.34-3.40 billion, adjusted EBITDA of $345-375 million, and free cash flow of at least $130 million. For Q2 2025, the company expects adjusted net sales of $785-800 million and adjusted EBITDA of $61-71 million.

TreeHouse Foods (NYSE: THS) announced implementation of operational enhancement actions to improve efficiency and profitability. The company provided preliminary Q1 2025 results, expecting at least $792 million in Adjusted net sales and at least $52 million in Adjusted EBITDA.

Key organizational changes include the departure of Executive VP Scott Tassani by May 30, 2025, and the elimination of approximately 150 roles through centralization of corporate support functions. The company reaffirmed its 2025 guidance, projecting adjusted annual net sales of $3.34-3.40 billion and adjusted EBITDA of $345-375 million.

Regarding international operations, TreeHouse Foods reported that approximately 5% of 2024 net sales came from outside the US, primarily from Canada, with most finished goods complying with USMCA standards.

TreeHouse Foods (NYSE: THS) reported its Q4 and full-year 2024 results, meeting guidance targets. Full-year net sales reached $3,354.0 million with net income from continuing operations of $26.9 million and Adjusted EBITDA of $337.4 million.

Q4 results showed net sales of $905.7 million, slightly down 0.6% year-over-year, with net income from continuing operations of $58.7 million and Adjusted EBITDA of $118.3 million. The company's gross profit margin improved to 19.5% in Q4 2024, up from 16.7% in Q4 2023.

For 2025, TreeHouse provided guidance projecting adjusted net sales between $3.340-3.400 billion, Adjusted EBITDA of $345-375 million, and free cash flow of at least $130 million. During Q4 2024, the company repurchased 1.7 million shares for $61.0 million, with $393.5 million remaining under its repurchase authorization.

TreeHouse Foods (NYSE: THS), a leading private brands snacking and beverage manufacturer in North America, has scheduled its fourth quarter 2024 financial results announcement for February 14, 2025, before market open. The company will host an earnings call and webcast at 8:30 a.m. ET to discuss Q4 and fiscal 2024 results, along with providing initial outlook for the upcoming fiscal year.

The company will make an Earnings Presentation available on its investor relations website prior to the conference call. A replay of the webcast will be accessible on the same platform after the call concludes. TreeHouse Foods focuses on delivering excellent service and building capabilities to drive mutually profitable growth with its customers through category experience and customer-centric approach.

TreeHouse Foods (NYSE: THS) has completed the acquisition of Harris Tea for approximately $205 million, primarily funded with cash on hand. The acquisition provides TreeHouse Foods with an immediate leadership position in private label tea and brings Harris Tea's capabilities in tea sourcing, blending, and packing.

The purchase price represents approximately 8.5x trailing-twelve-month adjusted EBITDA, or 6.5x net of synergies and the net present value of future tax benefits. The company expects the acquisition to be accretive to revenue and profitability in 2025. TreeHouse Foods has reiterated its 2024 full-year guidance, including expectations for sequential improvement in volume growth and profit margin in the fourth quarter.

TreeHouse Foods (NYSE: THS) has announced the acquisition of Harris Tea's private brand tea business for $205 million. The deal includes manufacturing facilities in Moorestown, NJ and Marietta, GA, and approximately 300 employees. The purchase price represents 8.5x trailing-twelve-month adjusted EBITDA, or 6.5x net of synergies and tax benefits. The transaction, expected to close in Q1 2025, will be funded primarily with cash on hand and aims to strengthen TreeHouse's position in the tea category. The company reiterates its 2024 guidance, expecting sequential improvement in volume growth and profit margin in Q4.