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THS Stock Price & Analysis

TreeHouse Foods Inc
$
27.980
-14.940(-34.809%)6M

THS Stock Price Chart

5D
1M
3M
6M
YTD
1Y
5Y

THS Fundamental Analysis

1
buy
Moderate Buy
Buy
Hold
Sell
bubble
High
36.00
bubble
Averages
33.83
bubble
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
bubble
Barclays
Andrew Lazar
Hold
Maintains
$32 → $35
2025-01-17
Barclays
bubble
Stifel
Matthew Smith
Hold
Maintains
$41 → $32
2024-11-13
Stifel
bubble

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.

THS News

bubble
4.0
12:36 PMWSJ
Retail Sales Rose 0.2% in February 
bubble
4.5
03-12NASDAQ.COM
Wednesday Sector Laggards: Paper & Forest Products, Food Stocks
bubble
2.0
03-12NASDAQ.COM
RSI Alert: TreeHouse Foods (THS) Now Oversold
bubble
7.5
03-04WSJ
Store-Brand Supplier Feels the Pain as Shoppers Pull Back Even on Lower-Cost Groceries
bubble
2.0
02-18NASDAQ.COM
TreeHouse Foods is Now Oversold (THS)

THS FAQs

What is surpport and resistant level for THS Stock?

The S1 support level for THS Stock is $28.22 ,The R1 resistant level for THS Stock is $31.93.

What is the current price of THS Stock?

What is the target price of THS Stock?

What is the market cap of TreeHouse Foods Inc?

What is TreeHouse Foods Inc (THS)'s business?

How many employees does THS have?

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.