THS Stock Price & Analysis

TreeHouse Foods Inc

THS

TreeHouse Foods Inc

27.980

-14.940(-34.809%)6M

THS Stock Price Chart

YTD

THS Key Stats

High

28.560

Vol

644.40K

Low

27.840

Amount

18.08M

Open

28.080

VWAP

28.05

Mkt Cap

1.40B

EV/EBITDA(TTM)

7.25

THS Company Profile

TreeHouse Foods, Inc. is a manufacturer and distributor of private label foods and beverages in North America. The Company's portfolio includes beverage and drink mix offerings, which include non-dairy creamer, coffee, broths/stocks, powdered beverages and other blends, tea, and ready-to-drink-beverages, and grocery offerings, which include pickles, refrigerated dough, hot cereal, and cheese and pudding. The Company sells its products to retail, co- manufacturing, and food-away-from-home customers in shelf-stable, refrigerated, and frozen formats. It also offers its customers a range of value and nutritional solutions, including natural, organic, and gluten-free products. It owns pickle branded assets, including Bick's pickles, Habitant pickled beets, Woodman's horseradish and McLarens pickled onion brands. The Company sells its products through various distribution channels, including retailers, food service distributors, co-manufacturers, and industrial and export channels.

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THS Fundamental Analysis

buy

Moderate Buy

Buy

Hold

Sell

High

36.00

Averages

33.83

Low

30.00

Analyst

Rating

Action

Price Target

Date

Rating Reason

Barclays

Andrew Lazar

Hold

Maintains

$35 → $36

2025-02-18

Jefferies

Rob Dickerson

Hold

Maintains

$37 → $31

2025-02-18

Stifel

Matthew Smith

Hold

Maintains

$32 → $35

2025-01-24

Stifel

Barclays

Andrew Lazar

Hold

Maintains

$32 → $35

2025-01-17

Barclays

Stifel

Matthew Smith

Hold

Maintains

$41 → $32

2024-11-13

Stifel

Analyst	Rating	Action	Price Target	Date	Rating Reason

Barclays Andrew Lazar	Hold	Maintains	$35 → $36	2025-02-18
Jefferies Rob Dickerson	Hold	Maintains	$37 → $31	2025-02-18
Stifel Matthew Smith	Hold	Maintains	$32 → $35	2025-01-24	Stifel
Barclays Andrew Lazar	Hold	Maintains	$32 → $35	2025-01-17	Barclays
Stifel Matthew Smith	Hold	Maintains	$41 → $32	2024-11-13	Stifel

THS Earnings Analysis

TreeHouse Foods Inc Corporation (THS.N) Q4 2024 Earnings Conference Call

Positive

Stable Financial Performance: TreeHouse Foods reported fourth quarter adjusted net sales of $911.4 million and adjusted EBITDA of $118.3 million, both in line with expectations, indicating stable financial performance.
Volume and Mix Growth: The company achieved almost 4% growth in volume and mix during the fourth quarter despite supply chain disruptions, showcasing effective execution and resilience.
Acquisition of Harris Tea: TreeHouse Foods completed the acquisition of Harris Tea, enhancing its competitive positioning in the private label tea category and adding unique blending and sourcing capabilities.
Supply Chain Savings Projection: The company anticipates $250 million in gross supply chain savings through 2027, indicating a strong focus on cost optimization and improved profitability.
Private Brand Market Growth: Private brands have been consistently gaining market share, and TreeHouse Foods is well-positioned to benefit from this trend, particularly in the growing private label grocery and snacking sectors.
Margin Management Focus: The company is focused on margin management and operational efficiency, which are expected to drive improved profitability and cash flow in 2025, despite a challenging macro environment.
Shareholder Value Enhancement: TreeHouse Foods has a disciplined capital allocation strategy, having returned approximately $150 million to shareholders through share repurchases in 2024, reflecting a commitment to enhancing shareholder value.

Negative

Private Brand Sales Decline: Private brand unit sales experienced a sharp deceleration during Q4, attributed to continued macro pressure affecting the broader food and beverage market.
Sales Growth Challenges: Despite a 4% growth in adjusted net sales for Q4, the company faced significant challenges, including a 2.8% drag from the frozen griddle facility restoration.
Griddle Product Recall Impact: The company anticipates no significant financial contribution from the griddle products in Q1 2025 due to the recall and facility closure.
Flat Adjusted Net Sales: Adjusted net sales for 2025 are expected to be flat, with a projected decline of approximately 1% in volume and mix, influenced by the exit from the ready-to-drink business and the impact of the frozen griddle recall.
Adjusted EBITDA Projections: The company expects adjusted EBITDA for 2025 to be in the range of $345 million to $375 million, indicating potential profitability challenges ahead.
Sales Decline Projection: The first quarter of 2025 is projected to see adjusted net sales decline by approximately 3.5% year-over-year, with volume and mix expected to decline by about 3%.
Food Industry Challenges: The company acknowledged that the food industry faced a difficult year in 2024, with high inflation and consumer pressure impacting performance.
Strategic Reset Needed: The management team expressed dissatisfaction with 2024 results, indicating a need for a reset in strategy and operations to improve future performance.

Positive

Stable Financial Performance: TreeHouse Foods reported fourth quarter adjusted net sales of $911.4 million and adjusted EBITDA of $118.3 million, both in line with expectations, indicating stable financial performance.
Volume and Mix Growth: The company achieved almost 4% growth in volume and mix during the fourth quarter despite supply chain disruptions, showcasing effective execution and resilience.
Acquisition of Harris Tea: TreeHouse Foods completed the acquisition of Harris Tea, enhancing its competitive positioning in the private label tea category and adding unique blending and sourcing capabilities.
Supply Chain Savings Projection: The company anticipates $250 million in gross supply chain savings through 2027, indicating a strong focus on cost optimization and improved profitability.
Private Brand Market Growth: Private brands have been consistently gaining market share, and TreeHouse Foods is well-positioned to benefit from this trend, particularly in the growing private label grocery and snacking sectors.
Margin Management Focus: The company is focused on margin management and operational efficiency, which are expected to drive improved profitability and cash flow in 2025, despite a challenging macro environment.
Shareholder Value Enhancement: TreeHouse Foods has a disciplined capital allocation strategy, having returned approximately $150 million to shareholders through share repurchases in 2024, reflecting a commitment to enhancing shareholder value.

Negative

Private Brand Sales Decline: Private brand unit sales experienced a sharp deceleration during Q4, attributed to continued macro pressure affecting the broader food and beverage market.
Sales Growth Challenges: Despite a 4% growth in adjusted net sales for Q4, the company faced significant challenges, including a 2.8% drag from the frozen griddle facility restoration.
Griddle Product Recall Impact: The company anticipates no significant financial contribution from the griddle products in Q1 2025 due to the recall and facility closure.
Flat Adjusted Net Sales: Adjusted net sales for 2025 are expected to be flat, with a projected decline of approximately 1% in volume and mix, influenced by the exit from the ready-to-drink business and the impact of the frozen griddle recall.
Adjusted EBITDA Projections: The company expects adjusted EBITDA for 2025 to be in the range of $345 million to $375 million, indicating potential profitability challenges ahead.
Sales Decline Projection: The first quarter of 2025 is projected to see adjusted net sales decline by approximately 3.5% year-over-year, with volume and mix expected to decline by about 3%.
Food Industry Challenges: The company acknowledged that the food industry faced a difficult year in 2024, with high inflation and consumer pressure impacting performance.
Strategic Reset Needed: The management team expressed dissatisfaction with 2024 results, indicating a need for a reset in strategy and operations to improve future performance.