TreeHouse Foods Faces Shareholder Suits Over Merger Disclosures

TreeHouse Foods ( (THS) ) has issued an update.

On November 10, 2025, TreeHouse Foods agreed to be acquired by Investindustrial through a merger in which an Investindustrial subsidiary will merge into TreeHouse, leaving TreeHouse as the surviving corporation, and the company subsequently filed preliminary and definitive proxy statements with the SEC in December 2025 for a special shareholder meeting scheduled for January 29, 2026 to vote on the transaction. In early January 2026, TreeHouse received 13 shareholder demand letters and faced three lawsuits in New York and Illinois courts alleging inadequate disclosures in the proxy materials; while the company maintains that the allegations are without merit and that its definitive proxy is legally sufficient, it has chosen to voluntarily supplement its disclosures—primarily expanding detail on the board process and Goldman Sachs’ financial analyses of the merger consideration and related CVR structure—in order to reduce litigation risk and avoid potential delay or disruption to the completion of the merger.

The most recent analyst rating on (THS) stock is a Hold with a $23.00 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.

The score is held back primarily by weak profitability and negative returns despite modest revenue growth and improving free cash flow. Technicals are moderately supportive with the stock above key longer-term moving averages, while valuation is penalized by losses (negative P/E). Corporate events provide an upside catalyst via the announced acquisition terms and potential synergies, partially offset by deal execution risk.

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

More about TreeHouse Foods

TreeHouse Foods, Inc. is a U.S.-based packaged foods company that operates in the private-label food industry, manufacturing a range of grocery products for retailers and foodservice customers under their own brands. The company focuses on value-oriented, store-brand offerings across categories that typically compete with national branded products in North American markets.

Average Trading Volume: 975,801

Technical Sentiment Signal: Sell

Current Market Cap: $1.23B

For a thorough assessment of THS stock, go to TipRanks’ Stock Analysis page.