Treehouse Foods (NYSE:THS) Stock

Treehouse Foods

TreeHouse Foods is the largest pure-play private-label manufacturer in the US. Much larger in the past following the 2016 acquisition of Ralcorp, Conagra's former private-label business, the company has since divested several businesses to focus on high-growth categories. At present, the company produces and sells snacks (crackers, pretzels, cookies, and so on), beverages and drink mixes (such as nondairy creamer, coffee, tea), and a select number of grocery products (pickles, refrigerated dough, hot cereal, cheese, and pudding). Its most important sales channel is through retail grocery stores that sell its products under their own brands, with co-manufacturing and food away from home as much smaller channels of distribution for its fare.

Treehouse Foods Inc

Thesis Gold Inc

THUS GROUP PLC UNSPON ADR by Thus Group Plc

Truett-Hurst Inc Class A

In the latest quarter, 4 analysts provided ratings for Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>), showcasing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $34.25, a high estimate of $36.00, and a low estimate of $31.00. Marking an increase of 0.74%, the current average surpasses the previous average price target of $34.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1739916205_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The analysis of recent analyst actions sheds light on the perception of Treehouse Foods by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Rob Dickerson</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$31.00</td>
<td>$37.00</td>
</tr>
<tr>
<td>Andrew Lazar</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$36.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Matthew Smith</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$35.00</td>
<td>$32.00</td>
</tr>
<tr>
<td>Andrew Lazar</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$35.00</td>
<td>$32.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Treehouse Foods. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Treehouse Foods compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Treehouse Foods's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Treehouse Foods's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/THS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Treehouse Foods analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap">you can start by tracking it here</a>.
<h2>All You Need to Know About Treehouse Foods</h2>
TreeHouse Foods is the largest pure-play private-label manufacturer in the US. Much larger in the past following the 2016 acquisition of Ralcorp, Conagra's former private-label business, the company has since divested several businesses to focus on high-growth categories. At present, the company produces and sells snacks (crackers, pretzels, cookies, and so on), beverages and drink mixes (such as nondairy creamer, coffee, tea), and a select number of grocery products (pickles, refrigerated dough, hot cereal, cheese, and pudding). Its most important sales channel is through retail grocery stores that sell its products under their own brands, with co-manufacturing and food away from home as much smaller channels of distribution for its fare.
<h3>Understanding the Numbers: Treehouse Foods's Finances</h3>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Negative Revenue Trend: Examining Treehouse Foods's financials over 3 months reveals challenges. As of 30 September, 2024, the company experienced a decline of approximately -2.8% in revenue growth, reflecting a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Consumer Staples sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of -0.41%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Treehouse Foods's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of -0.22%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Treehouse Foods's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of -0.09%, the company may face hurdles in achieving optimal financial returns.
Debt Management: Treehouse Foods's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.99, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;utm_source=benzinga-insights">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

The Analyst Verdict: Treehouse Foods In The Eyes Of 4 Experts

Jefferies analyst Rob Dickerson maintains Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) with a Hold and lowers the price target from $37 to $31.

News

Price Target

Jefferies Maintains Hold on Treehouse Foods, Lowers Price Target to $31

Barclays analyst Andrew Lazar maintains Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) with a Equal-Weight and raises the price target from $35 to $36.

Barclays Maintains Equal-Weight on Treehouse Foods, Raises Price Target to $36

U.S. stocks were mostly lower, with the Dow Jones falling around 100 points on Friday.
Shares of The Goodyear Tire &amp; Rubber Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GT#NASDAQ">GT</a>) rose sharply during Friday's session after the company reported better-than-expected <a href="https://www.benzinga.com/quote/GT/analyst-ratings">quarterly financial results</a>.
Goodyear Tire &amp; Rubber reported quarterly earnings of 39 cents per share which beat the analyst consensus estimate of 31 cents per share. The company reported quarterly sales of $4.95 billion which beat the analyst consensus estimate of $4.87 billion.
Goodyear Tire &amp; Rubber shares jumped 19.4% to $9.76 on Friday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>WeRide Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WRD#NASDAQ">WRD</a>) shares jumped 97.7% to $33.94 after Nvidia disclosed a stake of 1.74 million shares in a 13F filing.</li>
<li>Nu Skin Enterprises, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUS#NYSE">NUS</a>) gained 34.6% to $8.65 following upbeat quarterly earnings.</li>
<li>Udemy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UDMY#NASDAQ">UDMY</a>) gained 23.7% to $9.67 after the company reported fourth-quarter earnings and revenue above estimates.</li>
<li>Pacific Biosciences of California, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PACB#NASDAQ">PACB</a>) rose 20.9% to $1.7900 following upbeat quarterly earnings.</li>
<li>Kingsoft Cloud Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KC#NASDAQ">KC</a>) gained 20.3% to $20.86.</li>
<li>Personalis, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSNL#NASDAQ">PSNL</a>) gained 17.2% to $5.85.</li>
<li>TreeHouse Foods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) gained 17% to $38.90 following fourth-quarter results.</li>
<li>Pony AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>) climbed 16% to $17.25.</li>
<li>Airbnb, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>) gained 15.8% to $163.43 following a quarterly revenue beat. Multiple analysts upgraded the stock following the report.</li>
<li>Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) rose 15.2% to $100.00 following better-than-expected quarterly financial results.</li>
<li>Beam Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BEAM#NASDAQ">BEAM</a>) gained 14.8% to $32.85.</li>
<li>CAE Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAE#NYSE">CAE</a>) rose 14.7% to $26.98 after the company reported a year-over-year increase in third-quarter financial results.</li>
<li>DraftKings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>) gained 13.3% to $52.62 after the company reported better-than-expected quarterly adjusted EPS results and raised its FY25 revenue guidance.</li>
<li>West Pharmaceutical Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>) rose 11.2% to $221.56.</li>
<li>Pilgrim&#8217;s Pride Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PPC#NASDAQ">PPC</a>) gained 9.6% to $57.07.</li>
<li>Tencent Music Entertainment Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TME#NYSE">TME</a>) rose 5.3% to $13.43</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/02/43692962/top-3-consumer-stocks-you-may-want-to-dump-in-february">Top 3 Consumer Stocks You May Want To Dump In February</a></li>
</ul>

Intraday Update

Markets

Movers

Trading Ideas

ABNB

BEAM

DKNG

PACB

PONY

PSNL

ROKU

UDMY

Goodyear Tire & Rubber Posts Upbeat Results, Joins Nu Skin, Pacific Biosciences of California, Airbnb, Roku And Other Big Stocks Moving Higher On Friday

Treehouse Foods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) shares are trading higher on Friday.
The company reported fourth-quarter adjusted earnings per share of 95 cents, missing the street view of 97 cents. Quarterly revenues of $905.70 million (down 0.6% year over year), missed the analyst consensus estimate of 907.716 million.
&#8220;We closed a challenging 2024 with sequentially improved net sales trends, gross profit margin, and Adjusted EBITDA margin, all of which were in-line with our updated expectations,&#8221; said Steve Oakland, Chairman, Chief Executive Officer, and President.
&#8220;Despite a slower macro environment and two significant supply chain issues, our teams made steady progress executing on our supply chain initiatives amidst a difficult consumer backdrop across food and beverage categories.&#8221;
The change in net sales was nearly flat as volume/mix was positively impacted by strong performance in multiple categories including pretzels, in-store bakery, and cookies.
Also Read:<a target="_blank" href="https://www.benzinga.com/government/regulations/25/02/43724315/us-stocks-set-for-a-volatile-start-analyst-dismisses-chances-of-20-sp-500-gain-for-third-year-in-a-row-but-says-investors-should-be-optimistic" rel="noreferrer noopener"> US Stocks Set For A Volatile Start: Analyst Dismisses Chances Of 20%+ S&amp;P 500 Gain For Third Year In A Row, But Says &#8216;Investors Should Be Optimistic&#8217;</a>
The quarterly gross margin expanded to 19.5% compared to 16.7% in the year-ago period, an increase of&nbsp;2.8 percentage points.&nbsp;
The increase is primarily due to the execution of supply chain savings initiatives, a&nbsp;$10&nbsp;million insurance recovery related to the broth recall, and lower commodity costs.
Adjusted EBITDA from continuing operations was&nbsp;$118.3&nbsp;million&nbsp;in the fourth quarter, compared to&nbsp;$108.4 million&nbsp;a year ago. The increase is primarily due to supply chain&nbsp;savings initiatives.
The company exited the quarter with cash and equivalents worth $289.6 million. Inventories as of quarter end totaled $539.3 million.
Long-term debt as of quarter-end expanded to $1.401 billion, compared with $1.396 billion a year ago.
Outlook: Treehouse Foods expects FY25 adjusted net sales to range from $3.34 billion to $3.40 billion, compared with the $3.45 billion estimate. The company anticipates first-quarter adjusted net sales between $785 million and $800 million, below the $829.96 million estimate.
Price Action: THS shares are trading higher by 9.31% to $36.36 at last check Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/market-summary/25/02/43721022/warren-buffetts-berkshire-hathaway-sells-nearly-36-million-worth-of-dialysis-giant-davitas-shares-amid-q4-earnings-beat" target="_blank" rel="noreferrer noopener">Warren Buffett&#8217;s Berkshire Hathaway Sells Nearly $36 Million Worth Of Dialysis Giant DaVita&#8217;s Shares Amid Q4 Earnings Beat</a></li>
</ul>

Earnings

Equities

Guidance

General

Treehouse Foods Misses Q4 Estimates But Stock Jumps: What's Driving The Surge?

Treehouse Foods Sees FY25 Adjusted Net Sales In A Range Of $3.340B-$3.40B Vs. $3.42B Estimate; Sees Q1 Adjusted Net Sales Of  $785M-$800M Vs. $835.30M Estimate

Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) reported quarterly earnings of $0.95 per share which missed the analyst consensus estimate of $0.97 by 2.06 percent. This is a 23.38 percent increase over earnings of $0.77 per share from the same period last year. The company reported quarterly sales of $905.700 million which missed the analyst consensus estimate of $907.716 million by 0.22 percent. This is a 0.56 percent decrease over sales of $910.800 million the same period last year.

Earnings Misses

Treehouse Foods Q4 2024 Adj. EPS $0.95 Misses $0.97 Estimate, Sales $905.700M Miss $907.716M Estimate

<h3>Companies Reporting Before The Bell</h3>
• American Axle &amp; Mfg Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXL#NYSE">AXL</a>) is likely to report quarterly loss at $0.16 per share on revenue of $1.39 billion. 
• Newmark Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NMRK#NASDAQ">NMRK</a>) is likely to report quarterly earnings at $0.48 per share on revenue of $790.76 million. 
• Enbridge (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ENB#NYSE">ENB</a>) is likely to report quarterly earnings at $0.52 per share on revenue of $4.78 billion. 
• Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) is projected to report quarterly earnings at $0.97 per share on revenue of $907.90 million. 
• Moderna (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>) is expected to report quarterly loss at $2.72 per share on revenue of $951.09 million. 
• TC Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRP#NYSE">TRP</a>) is expected to report quarterly earnings at $0.68 per share on revenue of $2.43 billion. 
• Essent Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESNT#NYSE">ESNT</a>) is estimated to report quarterly earnings at $1.65 per share on revenue of $313.88 million. 
• Fortis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTS#NYSE">FTS</a>) is likely to report quarterly earnings at $0.57 per share on revenue of $2.08 billion. 
• MISTRAS Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MG#NYSE">MG</a>) is estimated to report quarterly earnings at $1.52 per share on revenue of $10.32 billion. 
• Magna International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGA#NYSE">MGA</a>) is likely to report quarterly earnings at $1.52 per share on revenue of $10.32 billion. 
• Marcus &amp; Millichap (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMI#NYSE">MMI</a>) is estimated to report quarterly loss at $0.02 per share on revenue of $199.80 million. 
• AMC Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMCX#NASDAQ">AMCX</a>) is estimated to report quarterly earnings at $1.05 per share on revenue of $611.26 million. 
• Zoomcar Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZCAR#NASDAQ">ZCAR</a>) is likely to report earnings for its third quarter. 
• BGC Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BGC#NASDAQ">BGC</a>) is likely to report quarterly earnings at $0.25 per share on revenue of $570.00 million. 
• Portland Gen Electric (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POR#NYSE">POR</a>) is expected to report quarterly earnings at $0.35 per share on revenue of $663.32 million. 
• Sensient Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SXT#NYSE">SXT</a>) is expected to report quarterly earnings at $0.64 per share on revenue of $375.10 million. 
<h3>Companies Reporting After The Bell</h3>
• Clipper Realty (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLPR#NYSE">CLPR</a>) is likely to report quarterly earnings at $0.14 per share on revenue of $38.70 million. 
• SolarBank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SUUN#NASDAQ">SUUN</a>) is expected to report quarterly loss at $0.01 per share on revenue of $16.44 million. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AMCX

CLPR

ESNT

MRNA

NMRK

SUUN

ZCAR

Earnings Scheduled For February 14, 2025

Stifel analyst Matthew Smith maintains Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) with a Hold and raises the price target from $32 to $35.

Stifel Maintains Hold on Treehouse Foods, Raises Price Target to $35

Across the recent three months, 4 analysts have shared their insights on Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>), expressing a variety of opinions spanning from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Treehouse Foods, revealing an average target of $32.25, a high estimate of $35.00, and a low estimate of $30.00. This current average has decreased by 12.24% from the previous average price target of $36.75. 
<img src="https://www.benzinga.com/files/images/story/2025/1737136826_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Treehouse Foods. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Andrew Lazar</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$35.00</td>
<td>$32.00</td>
</tr>
<tr>
<td>Bill Chappell</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Hold</td>
<td>$30.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Andrew Lazar</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$32.00</td>
<td>$39.00</td>
</tr>
<tr>
<td>Matthew Smith</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$32.00</td>
<td>$41.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Treehouse Foods. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Treehouse Foods compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Treehouse Foods's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Treehouse Foods's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/THS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Treehouse Foods analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap">you can start by tracking it here</a>.
<h2>All You Need to Know About Treehouse Foods</h2>
TreeHouse Foods is the largest pure-play private-label manufacturer in the US. Much larger in the past following the 2016 acquisition of Ralcorp, Conagra's former private-label business, the company has since divested several businesses to focus on high-growth categories. At present, the company produces and sells snacks (crackers, pretzels, cookies, and so on), beverages and drink mixes (such as nondairy creamer, coffee, tea), and a select number of grocery products (pickles, refrigerated dough, hot cereal, cheese, and pudding). Its most important sales channel is through retail grocery stores that sell its products under their own brands, with co-manufacturing and food away from home as much smaller channels of distribution for its fare.
<h3>Financial Milestones: Treehouse Foods's Journey</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Negative Revenue Trend: Examining Treehouse Foods's financials over 3 months reveals challenges. As of 30 September, 2024, the company experienced a decline of approximately -2.8% in revenue growth, reflecting a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Staples sector.
Net Margin: Treehouse Foods's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of -0.41%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Treehouse Foods's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of -0.22%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): Treehouse Foods's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of -0.09%, the company may face hurdles in achieving optimal financial returns.
Debt Management: Treehouse Foods's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.99, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>Analyst Ratings: What Are They?</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What Analysts Are Saying About Treehouse Foods Stock

Barclays analyst Andrew Lazar maintains Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) with a Equal-Weight and raises the price target from $32 to $35.

Barclays Maintains Equal-Weight on Treehouse Foods, Raises Price Target to $35

TreeHouse Foods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) ("the Company") today announced that it has signed a definitive agreement to acquire certain subsidiaries that operate the private brand tea business of Harris Freeman &amp; Co, Inc. ("Harris Tea"), a leading private brand tea manufacturer in the U.S., for approximately $205 million, subject to customary purchase price adjustments.
The acquisition includes Harris Tea's manufacturing facilities in Moorestown, NJ and Marietta, GA, and TreeHouse Foods will welcome approximately 300 Harris Tea team members. The acquisition of Harris Tea will provide vertical integration across the Company's existing tea business, and will be accretive to the Company's overall growth and margins.
The Company has agreed to a purchase price that equals roughly 8.5x trailing-twelve-month adjusted EBITDA, or 6.5x net of synergies and the net present value of future tax benefits. This transaction is expected to close in the first quarter of 2025 and will be funded primarily with cash on hand, and fully satisfies the Company's obligation under its bond indenture to either reinvest certain proceeds from the previously completed Meal Preparation sale or retire debt. Upon closing, the Company expects its leverage ratio1&nbsp;to be within its target range of 3.0x to 3.5x. Finally, TreeHouse Foods is reiterating its 2024 full year guidance, including the expectation of sequential improvement in volume growth and profit margin in the fourth quarter.

TreeHouse Foods Expands Tea Business With $205M Harris Tea Acquisition

In the last three months, 4 analysts have published ratings on Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>), offering a diverse range of perspectives from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $33.5, a high estimate of $40.00, and a low estimate of $30.00. A 11.84% drop is evident in the current average compared to the previous average price target of $38.00. 
<img src="https://www.benzinga.com/files/images/story/2024/1731520924_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The standing of Treehouse Foods among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Bill Chappell</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Hold</td>
<td>$30.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Andrew Lazar</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$32.00</td>
<td>$39.00</td>
</tr>
<tr>
<td>Matthew Smith</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$32.00</td>
<td>$41.00</td>
</tr>
<tr>
<td>John Baumgartner</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Neutral</td>
<td>$40.00</td>
<td>$37.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Treehouse Foods. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Treehouse Foods compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Treehouse Foods's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Treehouse Foods's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/THS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Treehouse Foods analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap">you can start by tracking it here</a>.
<h2>All You Need to Know About Treehouse Foods</h2>
TreeHouse Foods is the largest pure-play private-label manufacturer in the US. Much larger in the past following the 2016 acquisition of Ralcorp, Conagra's former private-label business, the company has since divested several businesses to focus on high-growth categories. At present, the company produces and sells snacks (crackers, pretzels, cookies, and so on), beverages and drink mixes (such as nondairy creamer, coffee, tea), and a select number of grocery products (pickles, refrigerated dough, hot cereal, cheese, and pudding). Its most important sales channel is through retail grocery stores that sell its products under their own brands, with co-manufacturing and food away from home as much smaller channels of distribution for its fare.
<h3>Treehouse Foods's Economic Impact: An Analysis</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: Treehouse Foods's revenue growth over a period of 3 months has faced challenges. As of 30 June, 2024, the company experienced a revenue decline of approximately -1.87%. This indicates a decrease in the company's top-line earnings. When compared to others in the Consumer Staples sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Treehouse Foods's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of -2.12%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Treehouse Foods's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of -1.06%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Treehouse Foods's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of -0.42%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.0.
<h2>Analyst Ratings: What Are They?</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Beyond The Numbers: 4 Analysts Discuss Treehouse Foods Stock

Truist Securities analyst Bill Chappell maintains Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) with a Hold and lowers the price target from $35 to $30.

Truist Securities Maintains Hold on Treehouse Foods, Lowers Price Target to $30

Barclays analyst Andrew Lazar maintains Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) with a Equal-Weight and lowers the price target from $39 to $32.

Barclays Maintains Equal-Weight on Treehouse Foods, Lowers Price Target to $32

Stifel analyst Matthew Smith maintains Treehouse Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) with a Hold and lowers the price target from $41 to $32.

Stifel Maintains Hold on Treehouse Foods, Lowers Price Target to $32

Buybacks

TreeHouse Foods Announced That Its Board Of Directors Has Approved A $400M Share Repurchase Authorization And Renewal Maintains The Existing Annual Cap Of $150M

TreeHouse Foods Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THS#NYSE">THS</a>) shares plummeted after the company reported a third-quarter sales decline of 2.8% year-over-year to $839.1 million, <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/n41896271/treehouse-foods-inc-reports-third-quarter-2024-results" rel="noreferrer noopener">missing the consensus of $881.14 million.</a>
Adjusted net sales for the quarter stood at $854.4 million, excluding the <a target="_blank" href="https://www.benzinga.com//node/41404275" rel="noreferrer noopener">voluntary griddle product recall</a>. A voluntary recall of frozen griddle products, distribution disruptions from Hurricane Helene, and selective price adjustments in key categories drove a decline in net sales.
The quarter&#8217;s gross margin contracted 30 basis points year over year to 15.6%. The operating margin was 3.8%, down 10 bps year over year.
Adjusted EBITDA from continuing operations was $102.5 million (+14% YoY), and the margin was 12.2%.
Total operating expenses for the quarter were $99.4 million, down $4.5 million YoY, driven by reduced freight costs, lower expenses for growth initiatives, and decreased employee incentive compensation.
Adjusted EPS was $0.74, <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">missing the analyst consensus of $0.75.</a>
Net cash used in operating activities reached $30.4 million in the first nine months of 2024, compared to $11.0 million in operating cash flow in 2023. As of September end, the company held $102 million in cash and equivalents.
&#8220;Our third quarter results were mixed, as a tough operating environment with softer consumer takeaway led to sales below our expectations. However, I was pleased with our supply chain savings, which led to margin improvement and profit that was within our guidance range,&#8221; stated Steve Oakland, Chairman, Chief Executive Officer, and President.
&#8220;As we look forward, we continue to expect sequential improvement in organic volume growth, though the challenging consumer backdrop and the impact of the recall have led us to temper our expectations. I continue to be confident in our competitive positioning moving forward and believe our strategy, which includes initiatives in our supply chain and margin management opportunities, can drive meaningful profit improvement,&#8221; added Oakland.&nbsp;&nbsp;
Q4 Outlook: TreeHouse anticipates net sales of $900 million—$930 million versus the consensus of $966.72 million. Adjusted EBITDA from continuing operations is expected to be $116 million—$126 million.
2024 Outlook updated: TreeHouse now expects adjusted&nbsp;sales of $3.37 billion—$3.40 billion against an estimate of $3.46 billion. This&nbsp;represents approximately&nbsp;-2%&nbsp;to&nbsp;-1%&nbsp;year-over-year and reflects weakening consumption trends and the <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">estimated impact of the voluntary griddle recall.</a>
The company now expects FY24 adjusted EBITDA of $335 million—$345 million (prior $360 million—$380 million) and capital expenditures of $145 million.
THS now expects a free cash flow of at least $120 million (prior $130 million) in 2024.
Price Action: THS shares are trading lower by 16% at $31.25 at the last check Tuesday.

TreeHouse Foods Stumbles As Sales Dip And Griddle Recall Hits Q3 Earnings; CEO Bets on Future Margins

WIIM

Treehouse Foods shares are trading lower after the company reported worse-than-expected Q3 financial results and cut its FY24 net sales guidance. Also, the company issued Q4 net sales guidance below estimates.

Treehouse Foods Sees Q4 Net Sales Of $900M-$930M Vs. $966.72M Estimate, Projects Adjusted EBITDA Of $116M-$126M

Press Releases

TreeHouse Foods to Participate in September 2024 Investor Conferences

TreeHouse Foods to Announce Third Quarter 2024 Financial Results

TreeHouse Foods Announces Voluntary Recall of Certain Waffle Products Due to the Potential for Listeria monocytogenes Contamination

TreeHouse Foods Announces Expansion of Voluntary Recall to Include All Waffle and Pancake Products Due to the Potential for Listeria monocytogenes Contamination

Comments

Treehouse Foods

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL