TreeHouse Foods

TreeHouse Foods, Inc. is a manufacturer and distributor of private label packaged foods and beverages in North America. Its product portfolio includes snacking, beverages, and meal preparation products, available in shelf stable, refrigerated, frozen, and fresh formats. The firm operates through the following segments: Meal Preparation and Snacking & Beverages. The Meal Preparation segment sells aseptic cheese & pudding, baking and mix powders, hot cereals, jams, preserves, and jellies, liquid and powdered non-dairy creamer, macaroni and cheese, mayonnaise, Mexican, barbeque, and other sauces, pasta, pickles and related products, powdered soups and gravies, refrigerated and shelf stable dressings and sauces, refrigerated dough, single serve hot beverages, skillet dinners, and table and flavored syrups. The Snacking & Beverages segment sells bars, broths, candy, cookies, crackers, in-store bakery products, pita chips, powdered drinks, pretzels, ready-to-drink coffee, retail griddle waffles, pancakes, and French toast, specialty teas, and sweeteners. The company was founded on January 25, 2005 and is headquartered in Oak Brook, IL.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

TreeHouse Foods excels in Q4, eyes growth through private labels

TreeHouse Foods' Q4 performance reflects strong sales growth, margin improvement, and a strategic focus on private label products, positioning the company for continued success.
While facing challenges related to supply chain disruptions and operational uncertainties, the company's strengths in customer partnerships and margin expansion offer a solid foundation for growth.
Opportunities in private label adoption, capacity expansion, and capital allocation strategies present avenues for TreeHouse Foods to drive future growth and enhance shareholder value.

TreeHouse Foods surpasses Q1 expectations, eyes growth through strategic acquisitions

TreeHouse Foods delivered strong Q1 results, reaffirmed full-year guidance, and expressed confidence in achieving annual growth. The company's focus on supply chain efficiency, pricing strategies, and strategic acquisitions positions it well for future success.

TreeHouse Foods reports robust Q2 earnings, eyes growth opportunities

TreeHouse Foods delivered strong Q2 financial results, driven by increased net sales and improved adjusted EBITDA. The company's strategic focus on private label products, sustainability initiatives, and raised revenue guidance demonstrate a positive outlook for future performance.

TreeHouse Foods reports strong Q3 earnings and navigates growth

TreeHouse Foods delivered strong financial results in Q3 2023, with net sales and volume growth, adjusted EBITDA growth, and revised full-year outlook showcasing resilience and strategic focus.
The company's emphasis on private brand strength, supply chain optimization, and capital deployment strategy positions it well for long-term growth and navigating near-term challenges.
While facing challenges in the fourth quarter due to a sales decline and supply chain disruptions, TreeHouse Foods remains committed to fortifying weak areas and pursuing opportunities for growth and profitability.
Management's disciplined approach to maintaining a strong balance sheet, improving leverage, and capital allocation underscores a strategic focus on sustainable growth and operational efficiency.

TreeHouse Foods reports robust 2023 performance amidst supply chain challenges

TreeHouse Foods' strong performance in 2023 is supported by strategic investments in supply chain optimization and growth initiatives.
While facing challenges such as labor inflation and broth business disruptions, the company remains focused on enhancing operational efficiency.
With a solid balance sheet and a commitment to investing back into the business, TreeHouse Foods aims to capture growth opportunities and drive performance.

TreeHouse Foods meets Q1 targets, eyes growth in key categories

TreeHouse Foods' Q1 performance was in line with guidance, with a focus on cost savings initiatives and growth opportunities in key product categories.
Despite challenges from the Broth business restart, the company remains optimistic about increased production and maintaining full-year guidance.
Strategic investments, strong market positioning in private brands, and identified growth opportunities position TreeHouse Foods for continued success and market expansion.

TreeHouse Foods exceeds Q2 sales, eyes growth through sustainability

TreeHouse Foods demonstrated robust financial performance in Q2 2024, exceeding expectations.
The company's strategic focus on private brand growth, sustainability, and supply chain efficiency is driving positive results.
Challenges lie in balancing growth with profitability and strategic decisions on M&A opportunities.
Overall, TreeHouse Foods is well-positioned for future success with a strong emphasis on performance and growth.

TreeHouse Foods reports Q3 challenges, focuses on supply chain strength

TreeHouse Foods navigated challenges in Q3 with a focus on supply chain initiatives and private brand strength.
Revised guidance for adjusted net sales, EBITDA, and free cash flow sets expectations for future performance.
The company aims to leverage opportunities in volume-driven sales growth and cost-saving initiatives for long-term success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

TreeHouse Foods, Inc. engages in the manufacture and distribution of private label packaged foods and beverages in North America. Its product portfolio includes snacking, beverages, and meal preparation products, available in shelf stable, refrigerated, frozen, and fresh formats. The company was founded on January 25, 2005 and is headquartered in Oak Brook, IL.

TreeHouse Foods, Inc. (NYSE:THS ) Q2 2023 Results Earnings Conference Call August 7, 2023 8:30 AM ET Company Participants Steven Oakland - Chief Executive Officer and President Patrick O'Donnell - Executive Vice President and Chief Financial Officer Conference Call Participants Rob Dickerson - Jefferies Matthew Smith - Stifel Nicolaus William Chappell - Truist Securities Operator Good morning. And welcome to the TreeHouse Foods, Inc. Second Quarter 2023 Conference Call.

TreeHouse Foods, Inc. (THS) Q2 2023 Earnings Call Transcript

TreeHouse Foods (THS) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to loss of $0.04 per share a year ago.

TreeHouse Foods (THS) Q2 Earnings and Revenues Beat Estimates

Net sales of $843.6 million exceeded guidance expectations and increased by 4.1% versus the prior year. Net income from continuing operations of $21.7 million compares to net loss from continuing operations of $(27.3) million in the prior year.

TreeHouse Foods, Inc. Reports Second Quarter 2023 Results

OAK BROOK, Ill. , Aug. 4, 2023 /PRNewswire/ -- TreeHouse Foods, Inc. (NYSE: THS), a leading private label food and beverage manufacturer in North America, today announced its 2030 Environmental, Social & Governance ("ESG") goals, centered around three ESG strategic pillars: Environment & Climate; People & Communities, and Products & Operations.

TreeHouse Foods Announces 2030 Environment, Social & Governance Goals Alongside 2023 Disclosures

TreeHouse Foods' (THS) Q2 results are likely to reflect resilient growth through efficient pricing and cost-control measures despite supply challenges.

Factors Likely to Impact TreeHouse Foods' (THS) Q2 Earnings

J & J Snack Foods

Kimberly-Clark

McCormick

It is uncertain how long the Fed will continue with its interest rate hikes. Hence, investing in consumer staple stocks like Kimberly-Clark (KMB), McCormick & Company (MKC), J&J Snack Foods (JJSF) and TreeHouse Foods (THS) is a safe bet.

4 Safe Stocks to Buy as Fed Remains Open to More Rate Hikes

Ingredion

Sunopta

Consumers have cut down on spending over the past year as rising commodity prices have been pinching their pockets.

Grocery Sales Poised to Grow as Inflation Cools: 4 Winners

Celsius Holdings

Lamb Weston Hlds

The group's Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects.

4 Food Stocks to Pick From a Thriving Food-Miscellaneous Industry

TreeHouse Foods (THS) is likely to benefit from robust product demand, favorable pricing actions, acquisitions and its focus on debt reduction.

Reasons Why TreeHouse Foods (THS) Should be in Your Portfolio

OAK BROOK, Ill. , July 6, 2023 /PRNewswire/ -- TreeHouse Foods, Inc. (NYSE: THS) will host an audio webcast on Monday, August 7, 2023, at 8:30 a.m.

TreeHouse Foods Announces Webcast of Second Quarter 2023 Earnings Conference Call

TreeHouse Foods (THS) is strategically positioned to tap into the growing consumer demand for private-label coffee products.

TreeHouse (THS) Boosts Coffee Business With Northlake Facility

TreeHouse Foods (THS) concludes the buyout of Farmer Brothers' Northlake, TX, coffee facility and the non-Direct Store Delivery coffee business (known as Direct Ship).

TreeHouse Foods' (THS) Latest Buyout to Enhance Coffee Business

Farmer Bros.

OAK BROOK, Ill. , June 30, 2023 /PRNewswire/ -- TreeHouse Foods, Inc. (NYSE: THS) announced that it has completed the acquisition of the Northlake, Texas, coffee facility and non-Direct Store Delivery coffee business (referred to as Direct Ship) from Farmer Brothers Company (Nasdaq: FARM) for approximately $100 million.

TreeHouse Foods Completes Acquisition of Farmer Brothers' Northlake, Texas Coffee Facility

TreeHouse Foods (THS) benefits from its robust pricing initiatives and portfolio refinement efforts amid high supply-chain costs.

TreeHouse Foods' (THS) Pricing Initiatives Aid Amid High Costs

TreeHouse Foods Inc. ( THS , Financial), a prominent manufacturer and distributor of private label packaged foods and beverages in North America, reaffirmed its growth outlook and provided a comprehensive update on its 2023 guidance during an Investor Day event on June 13.

TreeHouse Foods Is Poised for Growth

TreeHouse Foods, Inc. made its next move in its simplification with the sale of the majority stake in the meal preparation business. I like the simplification, as the company started 2023 on a solid note. Momentum is to be applauded, although that leverage is a bit higher than I would like, and I am a bit surprised to see the company making an "acquisition" again.

TreeHouse Foods: Doing Better, Still Some Questions

Illinois-based Treehouse specializes in private-label and store-brand products across various categories. Its customers include Walmart Inc. NYSE: WMT, Amazon.com Inc.'s NASDAQ: AMZN Whole Foods, The Kroger Co. NYSE: KR and Trader Joe's, among others.

TreeHouse Foods Near Buy Point With Focus On High-Margin Products

TreeHouse Foods (THS) highlights its strategy for growth and value creation at its 2023 Investor Day, alongside declaring its annual growth targets for 2024 through 2027.

TreeHouse Foods (THS) Highlights Growth Targets for 2024-2027

McDonald's

Starbucks

YUM! Brands

Farmer Brothers NASDAQ: FARM is a major coffee roaster and supplies distributor in the U.S. The name may not sound familiar because it's a private-label manufacturer. They supply the products under the name brands of its clients, which include household names like Starbucks Co. NYSE: SBUX, McDonald's Co. NYSE: MCD, Dunkin, Panera Bread, Taco Bell, Subway, and Yum!

Farmer Brothers the Largest Coffee Roaster You've Never Heard Of

Highlights Company's Focused Portfolio and Operating Model, Winning Capabilities and Depth, and Clear Pathway to Achieve Annual Growth Targets from 2024 through 2027  Reaffirms Second Quarter Guidance; Raises and Narrows Fiscal Year 2023 Adjusted EBITDA1 Guidance to $355 Million to $370 Million OAK BROOK, Ill. , June 13, 2023 /PRNewswire/ -- TreeHouse Foods, Inc. (NYSE:THS) today will host its 2023 Investor Day and provide an in-depth review of the Company's strategy for growth and value creation following its successful transformation into a focused category leader well positioned at the intersection of private brand and snacking and beverage trends.

TreeHouse Foods Details Strategy for Growth and Value Creation at 2023 Investor Day

OAK BROOK, Ill. , June 8, 2023 /PRNewswire/ -- TreeHouse Foods, Inc. (NYSE: THS) will host an Investor Day on Tuesday, June 13, 2023, from 9:00 a.m.

TreeHouse Foods to Webcast Investor Day Presentation

OAK BROOK, Ill. , June 7, 2023 /PRNewswire/ -- TreeHouse Foods, Inc. (NYSE: THS) today announced that it has signed a definitive agreement with Farmer Brothers Company (Nasdaq: FARM) to acquire its Northlake, Texas, coffee facility and the Farmer Brothers non-Direct Store Delivery coffee business (referred to as Direct Ship) for approximately $100 million, subject to customary purchase price adjustments.

TreeHouse Foods to Acquire Farmer Brothers' Northlake, Texas Coffee Facility

TreeHouse (THS) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

TreeHouse (THS) Loses -12.71% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner

TreeHouse Foods' (THS) first-quarter fiscal 2023 results reflect gains from pricing actions to counter cost inflation. Both the top and bottom lines increase year over year.

TreeHouse Foods (THS) Q1 Earnings Top Estimates, Sales Grow Y/Y

TreeHouse Foods, Inc. (NYSE:THS ) Q1 2023 Earnings Conference Call May 8, 2023 8:30 AM ET Company Participants P.I. Aquino - Vice President of Investor Relations Steve Oakland - Chairman, Chief Executive Officer, and President Patrick O'Donnell - Executive Vice President and Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Capital Bill Chappell - Truist Securities Matt Smith - Stifel William Reuter - Bank of America Michael Coppola - JPMorgan Hale Holden - Barclays Capital Operator Welcome to the TreeHouse Foods' First Quarter 2023 Conference Call.

News for TreeHouse Foods Stock (THS)