THS Earnings Prediction
The chart below shows how THS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, THS sees a +3.44% change in stock price 10 days leading up to the earnings, and a +0.73% change 10 days following the report. On the earnings day itself, the stock moves by -4.31%. This data can give you a slight idea of what to expect for the next quarter's release.
THS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
839.10M
-2.46%
6.42%
Gross Margin
17.53%
14.50%
11.58%
Operating Margin
8.08%
30.11%
76.03%
Net Margin
-0.41%
-135.96%
-80.66%
EPS
-0.07
-153.85%
-78.12%
No Data Available
THS Earnings Analysis
Treehouse Foods, Inc. Corporation (THS.N) Earnings Conference Call
Positive
Adjusted Net Sales Performance: We delivered adjusted net sales of $854 million, which was just below our guidance range.
Adjusted EBITDA Performance: We still recorded adjusted EBITDA of $103 million which was at the midpoint of our guidance range.
Organic Sales Improvement: Our organic net sales trend improved.
Supply Chain Savings Success: We executed well against the savings initiatives in our supply chain securing anticipated procurement savings, which provided the benefits expected this quarter.
Manufacturing Resumption Timeline: We expect the facility to resume manufacturing in the first quarter of 2025.
Negative
Sales Trend Improvement: Adjusted net sales were down just over 1% year-over-year, reflecting a sequential improvement in our trend compared to the past couple of quarters.
Sales Trend Improvement: Our adjusted net sales were down just over 1% year-over-year, which reflects a sequential improvement in our trend compared to the past couple of quarters.
Business Wins and Challenges: Some of our recent business wins were offset by headwinds from slowing consumption in our categories and the impact of Hurricane Idalia, which disrupted distribution in the final days of the quarter.
Pricing Headwind Impact: Pricing was a headwind of about 50 basis points due to targeted commodity-driven pricing adjustments as we expected.
Sales Impact from Recall: Net sales were negatively impacted by the voluntary recall of griddle products, which provided a drag of over 1%.
THS FAQs
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THS Earning Call Sentiment
TreeHouse Foods, Inc. (THS) Q3 2024 Earnings Call Transcript
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THS.N
-1.61%Positive
The earnings call reflects mixed sentiments: strong adjusted EBITDA and margin improvements due to supply chain savings are positive, but weakening consumer trends, hurricane impact, and slowing private label growth are concerning. The management's cautious outlook, coupled with challenges in execution and consistency, further tempers optimism. The share repurchase program is a positive, but the lack of specific guidance on fourth-quarter savings and the recall impact weigh negatively. Given the market cap of $1.9 billion, the stock is likely to remain neutral in reaction, with movements within the -2% to 2% range.
