TreeHouse Foods

TreeHouse Foods reported adjusted net sales of $801.4 million for Q2 2025 (forecast $785–800m) and adjusted EBITDA of $73.3 million (forecast $61–71m), lifting the EBITDA margin to 9.1%. Growth was supported by acquisitions and price adjustments, while negative volume/mix effects and recall-related service issues weighed on sales. The company reaffirmed its full-year EBITDA guidance of $345–375 million and free cash flow of at least $130 million, but narrowed revenue growth to -0.5% to 1.0%. TreeHouse is pursuing supply-chain, margin and cost initiatives to improve profitability despite continued volume pressure. » Altro su de.investing.com

For Q3 2025 TreeHouse Foods reported EPS of $0.43 (forecast $0.57) and revenue of $840.3 million (forecast ~$852 million), falling short of expectations. Despite the results, the stock rose 22.52% premarket to $23.34, driven by investor confidence in product innovations, supply‑chain cost reductions and strategic initiatives. The company expects Q3 net sales of $840 million to $870 million and adjusted EBITDA of $90–110 million, and it views 2026 as a year of growth. » Altro su de.investing.com

Investindustrial is offering $2.9 billion for TreeHouse Foods and will pay $22.50 per share in cash, representing a 38% premium to the closing price on September 26, 2025. Shareholders will also receive a non-transferable contingent value right (Contingent Value Right) related to litigation in the coffee business. The board of directors approved the transaction unanimously, and JANA Partners (10% stake) has announced its support. Closing is expected in Q1 2026 and is subject to shareholder and regulatory approvals; TreeHouse is to be delisted from the NYSE upon completion. » Altro su de.investing.com

At the Barclays conference, TreeHouse Foods announced a strategic shift toward greater profitability and a focus on cash flow rather than external growth. The company affirmed its full-year EBITDA guidance, expects Q4 EBITDA growth in the mid- to high-single-digit range, and aims for $250 million in gross savings through plant consolidations and improved procurement. Rising commodity costs, especially coffee, are weighing on the business, while investments in the supply chain and processes are showing early improvements. TreeHouse is considering share buybacks if the stock is undervalued and does not plan any major acquisitions in the near term. » Altro su de.investing.com

TreeHouse Foods exceeded analyst expectations for both earnings per share and revenue in the second quarter of 2025, reporting EPS of $0.17 and revenue of $798 million. Despite the positive results, the stock initially declined but recovered in pre-market trading. The company highlights improvements in operational efficiency and innovation, and remains cautiously optimistic for the full year. » Altro su de.investing.com