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. » Więcej na 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. » Więcej na 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. » Więcej na de.investing.com