TreeHouse Foods, Inc. (THS)

TreeHouse Foods' stock experienced a significant decline of 51.84% between October 2024 and October 2025. In Q1 2025, the company reported an EPS of $0.03, surpassing expectations, and revenue slightly missed expectations at $792 million. In Q2 2025, the company reported an EPS of $0.17, significantly beating the forecast, and revenue reached $798 million, slightly above the forecast. There was notable insider buying in May 2025, including purchases by Jana Partners Management, LP, and CEO Steven Oakland. TreeHouse Foods reiterated its full-year 2025 guidance for adjusted net sales, adjusted EBITDA, and free cash flow.

Demand seasonality for TreeHouse Foods' products is influenced by consumer trends. Snacks see stronger seasonal demand during the holiday season. Consumers often seek lighter, healthier meals in the spring. Demand for ready meals and meal kits is growing due to busy lifestyles. Private label products tend to see increased demand when consumers are looking for value and cost-saving options, especially during periods of inflation.

TreeHouse Foods, Inc. specializes in the production and marketing of private label packaged foods and beverages, offering affordable alternatives to national brands. Its product portfolio includes snacks like crackers, pretzels, and cookies; beverages such as non-dairy creamer and coffee; and grocery products like pickles, sauces, and frozen entrees. The company also offers natural, organic, and gluten-free options.

TreeHouse Foods operates approximately 26 production facilities across the United States and Canada. Its products are distributed through retail grocery stores, warehouse and club stores, e-commerce platforms, foodservice distributors, co-manufacturers, and industrial and export channels.

TreeHouse Foods' brand reputation was impacted by a recall of frozen pre-made waffle and pancake products due to potential listeria contamination in October 2024. The company demonstrates a strong commitment to food safety, with 100% of its operations and 98% of its supply chain certified to a food safety scheme recognized by the Global Food Safety Initiative (GFSI).

TreeHouse Foods has significant institutional ownership, with 482 institutional owners holding a total of 65,425,850 shares. Major institutional shareholders include BlackRock, Inc., JANA Partners Management, LP, and Vanguard Group Inc. Individual insiders hold approximately 1.03% of the shares.