TreeHouse Foods experienced a mixed quarter with several positive achievements, including exceeding sales and EBITDA guidance and operational improvements. However, challenges such as volume declines, commodity inflation, and plant closures tempered the overall performance. While strategic acquisitions and cost-saving initiatives show promise for future growth, current headwinds in volume and mix remain a concern.

Company Guidance

In the second quarter of 2025, TreeHouse Foods reported adjusted net sales and adjusted EBITDA that exceeded the upper end of their guidance ranges, indicating successful execution of their margin improvement plan. Adjusted net sales grew by 1.4% year-over-year, while adjusted EBITDA improved by 4% to $73.3 million, raising the adjusted EBITDA margin by 20 basis points to 9.1%. The company anticipates full-year adjusted net sales to range between $3.36 billion and $3.415 billion, with an expected adjusted EBITDA of $345 million to $375 million. They also project free cash flow of at least $130 million. Despite challenges from macroeconomic factors and competitive pressures, TreeHouse Foods remains focused on cost reduction, supply chain optimization, and strategic investments, such as their acquisition of Harris Tea, to enhance profitability and cash flow. Looking ahead, the third quarter adjusted net sales are expected to range from $840 million to $870 million, with an adjusted EBITDA forecast between $90 million and $110 million.

Exceeded Guidance in Adjusted Net Sales and EBITDA

TreeHouse Foods achieved adjusted net sales and adjusted EBITDA results that exceeded the upper end of their guidance ranges for the second quarter of 2025.

Strong Performance in Certain Segments

The company's adjusted net sales were up 1.4% year-over-year, and adjusted EBITDA was $73.3 million, up about 4% year-over-year. This demonstrates the success of their margin improvement plan.

Operational Improvements and Cost Savings

$10.6 million benefit in operations and supply chain was achieved through supply chain cost savings and improved operational execution.

Strategic Acquisitions

The acquisition of Harris Tea added a benefit of almost 5% to net sales, contributing positively to the company's performance.

Commitment to Supply Chain Savings

The company is taking actions to deliver its commitment of $250 million of gross supply chain savings through 2027.

TreeHouse Foods (THS) Earnings, Revenues Date & History

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THS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	0.57 / -	0.74	―	―	―
Jul 31, 2025	2025 (Q2)	0.11 / 0.17	0.29	-41.38% (-0.12)
May 06, 2025	2025 (Q1)	-0.15 / 0.03	-0.03	200.00% (+0.06)
Feb 14, 2025	2024 (Q4)	0.97 / 0.95	0.77	23.38% (+0.18)
Nov 12, 2024	2024 (Q3)	0.75 / 0.74	0.57	29.82% (+0.17)
Aug 05, 2024	2024 (Q2)	0.13 / 0.29	0.42	-30.95% (-0.13)
May 06, 2024	2024 (Q1)	>-0.01 / -0.03	0.68	-104.41% (-0.71)
Feb 16, 2024	2023 (Q4)	0.73 / 0.77	0.98	-21.43% (-0.21)
Nov 06, 2023	2023 (Q3)	0.50 / 0.57	0.3	90.00% (+0.27)
Aug 07, 2023	2023 (Q2)	0.42 / 0.42	-0.04	1150.00% (+0.46)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

THS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$20.57	$19.22	-6.56%
May 06, 2025	$23.45	$22.08	-5.84%
Feb 14, 2025	$33.26	$33.06	-0.60%
Nov 12, 2024	$37.20	$31.87	-14.33%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.