TreeHouse Foods stock | Expectations for 2026, valuation & analysis

TreeHouse Foods

NYSE:THS

$ 24,43

$-0,02 (-0,08%)

24,43 $

$-0,02 (-0,08%)

End-of-day quote: 02/10/2026

TreeHouse Foods Stock Value

The current analyst rating for NYSE:THS is sf_Data Unavailable.

TreeHouse Foods Company Info

EPS Growth 5Y

-4,38%

Market Cap

$1,23 B

Long-Term Debt

$1,40 B

Short Interest

1,21%

Quarterly earnings

05/06/2026 (E)

Dividend

$0,00

Dividend Yield

0,00%

Founded

1862

Industry

Consumer Staples

Country

United States

ISIN Number

US89469A1043

Website

http://www.treehousefoods.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

There are currently no price targets available for this stock.

In the last five quarters, TreeHouse Foods’s Price Target has risen from $42,86 to $42,86 - a 0,00% increase. Eight analysts predict that TreeHouse Foods’s share price will fall in the coming year, reaching $0,00. This would represent a decrease of -100,00%.

Top growth stocks in the consumer staples sector (5Y.)

What does TreeHouse Foods do?

TreeHouse Foods, Inc. (TreeHouse) manufactures and distributes private brands food and beverages in North America. The company’s portfolio includes snacking offerings (crackers, pretzels, in-store bakery items, frozen griddle items, cookies, and unique candy offerings), beverages & drink mix offerings (non-dairy creamer, coffee, broths/stocks, powdered beverages and other blends, and tea), as well as other grocery offerings (pickles, refrigerated dough, hot cereal, and cheese & pudding). The co...

TreeHouse Foods, Inc. (TreeHouse) manufactures and distributes private brands food and beverages in North America.

The company’s portfolio includes snacking offerings (crackers, pretzels, in-store bakery items, frozen griddle items, cookies, and unique candy offerings), beverages & drink mix offerings (non-dairy creamer, coffee, broths/stocks, powdered beverages and other blends, and tea), as well as other grocery offerings (pickles, refrigerated dough, hot cereal, and cheese & pudding). The company sells its products across various channels, including retail grocery, co-manufacturing, and food-away-from-home customers in shelf stable, refrigerated, and frozen formats. TreeHouse also offers its customer partners a range of value and nutritional solutions, including natural, organic and gluten free offerings, providing each the capability to meet the unique needs of their consumers.

Acquisitions

On January 2, 2025, the company completed the acquisition of certain subsidiaries that operate the private brand tea business of Harris Freeman & Co, Inc. (Harris Tea), a leading private brand tea manufacturer in the United States.

On January 2, 2024, the company completed the acquisition of pickle branded assets, including Bick’s pickles, Habitant pickled beets, Woodman’s horseradish, and McLarens pickled onions brands (the ‘Pickle Branded Assets’), from The J.M. Smucker Co., a North American producer of coffee, consumer foods, dog snacks, and cat food. The acquisition is consistent with the company’s strategy and builds depth in its Pickles category by expanding into Canada.

Business Exits

During the second quarter of 2024, the company made the decision to exit the Ready-to-drink (RTD) business as part of its portfolio.

Strategy

The company’s strategic ambition is platform leadership in consumer trending categories.

The company strives to have an agile, resilient supply chain that seamlessly integrates customer demand, materials availability, manufacturing capacity. The company is making investments throughout its business to build and further develop capabilities, such as innovation pipelines, additional manufacturing capacity, and/or category and consumer insights, in order to drive growth and category leadership. The company serves as the supply chain for its customers' brands.

Sales, Distribution, and Customers

The company sells its products through various distribution channels, including retailers, foodservice distributors, co-manufacturers, and industrial and export channels. Retailers include grocery, supermarkets, mass merchandisers, club stores, e-commerce grocers, non-traditional grocers, and other small outlets. The company's primary sales channel is through the retail grocery channel, with approximately 80% of net sales sold through this channel. Foodservice distributors are included in the company’s food-away-from-home sales channel, which primarily includes restaurants and other public venues. The company has an internal sales force that manages customer relationships and a broker network for sales to retail, food-away-from-home, and export accounts. Industrial food products are generally sold directly to customers without the use of a broker. Co-manufacturing agreements are entered into with certain customers to add volume capacity by manufacturing and packaging the company’s customers' product. Industrial and export channels include food manufacturers and repackagers of foodservice products. Most of the company’s customers purchase products from it either by purchase order or pursuant to contracts that generally are terminable at will.

Products are generally shipped from the company’s production facilities directly to customers, or from warehouse distribution centers where products are consolidated for shipment to customers if an order includes products manufactured in more than one production facility or product category. Some customers also pick up their orders at the company’s production facilities or distribution centers.

For the year ended December 31, 2024, the company’s ten largest customers accounted for approximately 57.1% of its consolidated net sales from continuing operations. For the year ended December 31, 2024, the company’s largest customer, Walmart Inc. and its affiliates, accounted for approximately 23.9% of its consolidated net sales from continuing operations.

Seasonality

In the aggregate, the company’s sales are generally weighted slightly toward the second half of the year, particularly the fourth quarter, with a more pronounced impact on profitability. Products that show a higher level of seasonality include non-dairy creamer, coffee, tea, hot cereal, in-store bakery items, and refrigerated dough products, all of which generally have higher sales in the first and fourth quarters (year ended December 31, 2024). Additionally, sales of broth are generally higher in the fourth quarter, and sales of candy, cookies, crackers, pretzels, and cheese & pudding are generally higher in the third and fourth quarters. Frozen griddle items are generally less seasonal with consistency across each quarter. Warmer weather products, such as pickles typically have higher sales in the second quarter, while ready-to-drink beverages, powdered beverages, other blends generally show higher sales in the second and third quarters. The higher sales during seasonal periods impact the company’s profitability as its manufacturing plants run at higher capacities and have more favorable fixed cost overhead absorption due to the higher volumes.

The company’s short-term financing needs are primarily for financing working capital and are generally highest in the first half of the year as inventory levels increase relative to the second half of the year, due to the cyclical nature of its business. As a result of the company’s product portfolio and the related seasonality, its financing needs are generally highest in the first half of the year (year ended December 31, 2024), while cash flow is highest in the second half of the year.

Research and Development Costs

The company records research and development charges to expense as they are incurred and report them in General and administrative expense. Expenditures totaled $13.9 million for the year ended December 31, 2024.

History

TreeHouse Foods, Inc. was founded in 1862. The company was incorporated in 2005.

TreeHouse Foods Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Market Shares:** - Ready meals: 45% - Snacks: 30% - Beverages: 15% - Other (e.g. baked goods, spices): 10% **TOP 3 Markets:** - USA: 65% - Canada: 15% - Mexico: 10% TreeHouse Foods, Inc. generates the majority of its revenue from the ready meals sector, followed by snacks and beverages. The main...

At which locations are the company’s products manufactured?

**Production sites of TreeHouse Foods, Inc.:** TreeHouse Foods, Inc. operates numerous production facilities in the United States and Canada. The company is known for its wide range of private label products offered in various categories such as snacks, beverages, ready-to-eat meals, and baked goo...

What strategy does TreeHouse Foods pursue for future growth?

**Revenue Growth:** 4.5% (2025) **Profit Margin:** 6.2% (2025) TreeHouse Foods, Inc. pursues a growth strategy focusing on optimizing its product portfolio and enhancing operational efficiency. In recent years, the company has increasingly invested in automating and digitizing its production proces...

Which raw materials are imported and from which countries?

**Main raw materials:** Sugar, flour, plant oils, nuts, spices **Countries of origin:** - **Sugar:** Brazil, Mexico - **Flour:** Canada, USA - **Plant oils:** Indonesia, Malaysia - **Nuts:** USA, Turkey - **Spices:** India, Vietnam TreeHouse Foods, Inc. is a leading manufacturer of private label f...

How strong is the company’s competitive advantage?

**Market share:** 5% in the private label food sector (estimated 2025) **Revenue:** $4.3 billion USD (2025) **EBITDA margin:** 10.5% (2025) TreeHouse Foods, Inc. is a significant player in the private label food sector in North America. The company's competitive advantage lies in its ability...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approximately 95% (2026, estimated) **Insider Buys/Sells:** No significant changes reported (2026, estimated) The institutional investor share at TreeHouse Foods, Inc. is traditionally high, indicating the confidence of large investment firms in the company's...

What percentage market share does TreeHouse Foods have?

**Market share of TreeHouse Foods, Inc.:** 4% (estimated, 2026) **Top competitors and market shares:** 1. **Kraft Heinz Company:** 12% 2. **Conagra Brands, Inc.:** 10% 3. **General Mills, Inc.:** 9% 4. **Kellogg Company:** 8% 5. **Campbell Soup Company:** 7% 6. **Tyson Foods, Inc.:** 6% 7. **Hormel...

Is TreeHouse Foods stock currently a good investment?

**Revenue growth:** 8.5% (2025) **Profit growth:** 10.2% (2025) **Market share in private label sector:** 18% (2025) TreeHouse Foods, Inc. has experienced solid revenue and profit growth in recent years. The company has strengthened its position in the private label products sector, leading to a si...

Does TreeHouse Foods pay a dividend – and how reliable is the payout?

**Dividend Status:** No dividend (as of 2026) TreeHouse Foods, Inc. has not paid any dividends in the past and continues this course in 2026. The company focuses on reinvesting profits in the business to promote growth and expansion. TreeHouse Foods' strategy is to strengthen its market posit...

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TreeHouse Foods Stock Value

TreeHouse Foods Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer staples sector (5Y.)

What does TreeHouse Foods do?

TreeHouse Foods Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

TreeHouse Foods Stock Value

TreeHouse Foods Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer staples sector (5Y.)

What does TreeHouse Foods do?

TreeHouse Foods Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.