TreeHouse Foods (THS) Company Report

TreeHouse Foods, Inc. has entered into a definitive agreement to be acquired by Investindustrial in an all-cash transaction for a total Enterprise Value of $2.9 billion.
Under the terms of the agreement, shareholders will receive $22.50 per share in cash and one non-transferable Contingent Value Right (CVR) per common share. The cash consideration represents an equity value of $1.2 billion, a 38% premium to TreeHouse Foods’ closing share price on September 26, 2025.
The CVR offers holders an opportunity to receive 85% of net proceeds from ongoing litigation related to TreeHouse Foods’ coffee business, with estimated monetary damages ranging from $719.4 million to $1.5 billion for antitrust claims (before trebling) and $358.0 million for false advertising claims.
The transaction is expected to close in the first quarter of 2026, pending shareholder and regulatory approvals. Following completion, TreeHouse Foods will become a private company, and its common stock will no longer be listed on the New York Stock Exchange.

Nov 12, 2025, 12:05 PM

Investindustrial to Acquire TreeHouse Foods for $2.9 Billion

THS

M&A

Takeover Bid

Legal Proceedings

Investindustrial is acquiring TreeHouse Foods for approximately $2.9 billion in an all-cash transaction, valuing shares at $22.50 each. The acquisition is expected to close in the first quarter of 2026 and will result in TreeHouse Foods being taken private and delisted from the New York Stock Exchange.
The offer represents a premium of between 18% to 38% over TreeHouse's recent share prices.
TreeHouse Foods reported a net loss of more than $265 million in the third quarter, largely due to $289.7 million of non-cash impairment charges related to goodwill.
The acquisition deal includes a contingent value right (CVR), which could provide shareholders with potential additional gains from ongoing litigation related to TreeHouse’s coffee business.
JANA Partners, which holds 10% of TreeHouse's common stock, has committed to vote in favor of the acquisition.

Nov 10, 2025, 12:09 PM

TreeHouse Foods Agrees to Be Acquired by Investindustrial

THS

M&A

Takeover Bid

Legal Proceedings

TreeHouse Foods (THS) has entered into a definitive agreement to be acquired by Investindustrial in an all-cash transaction with a total Enterprise Value of $2.9 billion.
TreeHouse Foods shareholders will receive $22.50 per share in cash and one non-transferable Contingent Value Right (CVR) per common share. The upfront cash consideration represents an equity value of $1.2 billion, a 38% premium to TreeHouse Foods' closing share price on September 26, 2025.
The CVR generally provides holders with 85% of net proceeds from certain ongoing litigation related to TreeHouse Foods' coffee business, with estimated monetary damages for antitrust claims ranging from $719.4 million to $1.5 billion.
The transaction, which has been unanimously approved by the TreeHouse Foods Board of Directors, is expected to close in the first quarter of 2026, after which TreeHouse Foods will become a private company.

Nov 10, 2025, 11:55 AM

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