TreeHouse Foods Details Merger Plans and Expected Synergies

An update from TreeHouse Foods ( (THS) ) is now available.

On November 10, 2025, TreeHouse Foods detailed financial and operational information tied to its pending merger with an Investindustrial affiliate and related debt financing, outlining how the combined company is expected to operate in two divisions—Snacks and Meals—across three distribution channels and highlighting historical Adjusted Net Sales and Adjusted EBITDA for each division through September 30, 2025. The company quantified the pro forma impacts of its January 2025 acquisition of Harris Freeman’s private-brand tea business and its 2024 exit from ready-to-drink beverages, disclosed contributions from transition services agreements linked to prior divestitures, and broke out regulatory, audit, shareholder-related and stock-based compensation costs. TreeHouse also projected potential annual run-rate cost savings of about $131 million from merger-driven procurement, operations and administrative efficiencies—of which only roughly 30% is being credited to EBITDA for financing purposes—against expected one-time implementation costs of about $19 million, while providing current capacity utilization data by division and reiterating that the merger, related refinancings and anticipated synergies are subject to execution risks and the successful completion of the transaction.

The most recent analyst rating on (THS) stock is a Hold with a $25.00 price target. To see the full list of analyst forecasts on TreeHouse Foods stock, see the THS Stock Forecast page.

Spark’s Take on THS Stock

According to Spark, TipRanks’ AI Analyst, THS is a Neutral.

TreeHouse Foods’ overall score is driven by a mix of positive technical indicators and the strategic acquisition announcement, which are offset by financial challenges and a negative valuation. The acquisition by Investindustrial is a key positive factor, providing a potential catalyst for future growth.

To see Spark’s full report on THS stock, click here.

More about TreeHouse Foods

TreeHouse Foods is a North American private-label food manufacturer that focuses on snacks and meal solutions sold primarily through grocery retail, food-away-from-home and co-manufacturing channels. Its product portfolio spans crackers, pretzels, cookies, candy and a broad range of meal components, including coffee, creamers, tea, refrigerated dough, in-store bakery items, griddle products, broths, powdered soft drinks, hot cereals, cheese, pudding and pickles, where it holds leading or top-three positions across core private-brand categories.

Average Trading Volume: 969,242

Technical Sentiment Signal: Sell

Current Market Cap: $1.19B

Find detailed analytics on THS stock on TipRanks’ Stock Analysis page.