TreeHouse Foods, Inc.

TreeHouse Foods, Inc.

THSยทNYSE

$24.43

-0.029%
Consumer DefensivePackaged Foods

TreeHouse Foods, Inc. manufactures and distributes private label foods and beverages in the United States and internationally. It operates through two segments, Meal Preparation, and Snacking & Beverages. The Meal Preparation segment provides aseptic cheese and pudding products; baking and mix powders; hot cereals; jams, preserves, and jellies; liquid and powdered non-dairy creamers; macaroni and cheese; mayonnaise; Mexican, barbeque, and other sauces; pastas; pickles and related products; powdered soups and gravies; refrigerated and shelf stable dressings and sauces; refrigerated dough; single serve hot beverages; skillet dinners; and table and flavored syrups. The Snacking & Beverages segment offers bars, broths, candies, cookies, crackers, in-store bakery products, pita chips, powdered drinks, pretzels, ready-to-drink coffee, retail griddle waffles, pancakes, French toasts, specialty teas, and sweeteners. The company sells its products through various distribution channels, including retailers, foodservice distributors, and co-manufacturers, as well as industrial and export, which includes food manufacturers and repackagers of foodservice products. TreeHouse Foods, Inc. was founded in 1862 and is based in Oak Brook, Illinois.

At a Glance

Live Snapshot
Market Cap$1.23B
EPS0.5200
P/E Ratio46.98
Earnings Date05/04/2026
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TreeHouse Foods, Inc. Street Expectations Map

THS ยท NYSE

Wall Street analysts project that THS stock may decline over the coming 12 months. The consensus 1-year price target stands at 21.00, with estimates ranging from a low of 19.00 to a high of 23.00.

Lowest Target
19.00
-22.23%
Consensus Target
21.00
-14.04%
Highest Target
23.00
-5.85%

The consensus 1-year price target stands at 21.00, with estimates ranging from a low of 19.00 to a high of 23.00.

Analyst Consensus Analysis

Upside Potential

-14.0%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

19.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

0.26x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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TreeHouse Foods, Inc. Forward Estimates of Revenue

THS ยท NYSE
Latest Revenue
3.35B
FY 2024
Avg Estimate
3.37B
FY 2025
Estimate Range
3.34B - 3.39B
Analyst Spread

Forward Growth Analysis

Projected Growth+0.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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TreeHouse Foods, Inc. Forward Estimates of Net Income

THS ยท NYSE
Latest Net Income
26.90M
FY 2024
Avg Estimate
84.23M
FY 2025
Estimate Range
83.42M - 85.04M
Analyst Spread

Forward Growth Analysis

Projected Growth+213.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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TreeHouse Foods, Inc. Forward Estimates of EPS

THS ยท NYSE
Latest EPS
0.52
FY 2024
Avg Estimate
$1.60
FY 2025
Estimate Range
$1.59 - $1.62
Analyst Spread

Forward Growth Analysis

Projected Growth+208.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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TreeHouse Foods, Inc. Forward Estimates of EBIT

THS ยท NYSE
Latest EBIT
96.50M
FY 2024
Avg Estimate
80.48M
FY 2025
Estimate Range
79.81M - 81.00M
Analyst Spread

Forward Growth Analysis

Projected Growth-16.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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TreeHouse Foods, Inc. Forward Estimates of EBITDA

THS ยท NYSE
Latest EBITDA
243.60M
FY 2024
Avg Estimate
232.27M
FY 2025
Estimate Range
230.32M - 233.75M
Analyst Spread

Forward Growth Analysis

Projected Growth-4.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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TreeHouse Foods, Inc. Forward Estimates of SG&A Expense

THS ยท NYSE
Latest SG&A Expense
351.30M
FY 2024
Avg Estimate
402.43M
FY 2025
Estimate Range
399.06M - 404.99M
Analyst Spread

Forward Growth Analysis

Projected Growth+14.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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TreeHouse Foods, Inc. Insider Positioning

THS ยท NYSE

During the last 12 months, insiders have purchased $8.78M and sold $48.11M worth of THS shares, resulting in $39.32M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

357.9K

8.78M

Sold

2.0M

48.11M

Net Activity

-39.3M

-$39.32M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
SPCL

Silver Point Capital L.P.

10 Percent Owner

357.9K sharesโ€ข1 transactions

$8.78M

Top Sellers

1
JPML

Jana Partners Management, Lp

Director, 10 Percent Owner, Other: (See Remarks)

2.0M sharesโ€ข1 transactions

$47.96M

2
LSA

Landry Stephen Alan

Officer: Svp, Chief Operations Officer

6.1K sharesโ€ข1 transactions

$145K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $39.32M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.18:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Insider Participation

Moderate Selling

2 insider sellers vs. 1 buyers. More insiders selling than buying suggests cautious or negative sentiment.