TreeHouse Foods Inc (THS)

Business Description

TreeHouse Foods, Inc. (THS) is a leading private brands snacking and beverage manufacturer in North America. The company focuses on engaging and delighting customers through its customer-centric approach and category experience. TreeHouse Foods sells a variety of products, including snacks, beverages, and grocery items, across various distribution channels.

Beverages & Drink Mixes - Offers broths/stocks, non-dairy creamer, powdered beverages, ready-to-drink beverages, coffee, and tea.
Snacking - Provides candy, cookies, crackers, in-store bakery items, pretzels, and frozen griddle items.
Grocery - Includes cheese & pudding, hot cereal, pickles, and refrigerated dough.

Key Metrics

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Questions to Ask Management

How do you plan to address the 3% headwind from margin management actions observed in Q1 to ensure they do not erode long-term growth or create operational challenges?
Could you elaborate on the steps being taken to fully restore capacity utilization at the griddle facility post-recall, and how its recovery compares to pre-recall levels?
With private label unit sales showing slippage due to consumer pressure and seasonal impacts, what specific initiatives are you pursuing to reverse these trends and capture greater market share?
Given that the adjusted EBITDA benefit in Q1 partially resulted from moving $6 million of expenses to Q2, what measures are in place to sustain these margin improvements without relying on similar timing adjustments?
As you work to realign your cash position towards a 3 to 3.5x leverage target, how will you balance reinvestment in operational growth with shareholder returns, especially in an environment of ongoing macro uncertainty?

Program Details	Program 1
Approval Date	November 13, 2024
End Date/Duration	Open-ended
Total Additional Amount	$400 million
Remaining Authorization	$393.5 million
Details	Discretionary repurchases up to an annual cap of $150 million; replaces the previous $400 million authorization from November 2, 2017

Competitors

Competitors mentioned in the company's latest 10K filing.

Company	Description
Beyond Meat Inc	This company is part of the Peer Group used to calculate Relative TSR, which includes entities within the Russell 3000 Index categorized under GICS 30202030.
John B Sanfilippo & Son Inc	Included in the Peer Group for performance evaluation, representing companies in the food and beverage sector.
Sunopta Inc	Listed among the Peer Group companies for benchmarking purposes in the food industry.
BRC Inc	Part of the Peer Group used for assessing Relative TSR in the food and beverage market.
Kellanova	Identified as a Peer Group company for evaluating performance metrics within the industry.
Hain Celestial Group Inc	Included in the Peer Group for performance comparison in the food and beverage sector.
Calavo Growers Inc	Part of the Peer Group used for Relative TSR calculations in the food industry.
Lamb Weston Holdings Inc	Listed among the Peer Group companies for benchmarking purposes in the food industry.
Hershey Co	Included in the Peer Group for performance evaluation in the food and beverage sector.
Cal-Maine Foods Inc	Part of the Peer Group used for assessing Relative TSR in the food and beverage market.
Lancaster Colony Corp	Identified as a Peer Group company for evaluating performance metrics within the industry.
J M Smucker Co	Included in the Peer Group for performance comparison in the food and beverage sector.
Campbell Soup Company	Part of the Peer Group used for Relative TSR calculations in the food industry.
McCormick & Company Inc	Listed among the Peer Group companies for benchmarking purposes in the food industry.
Kraft Heinz Co	Included in the Peer Group for performance evaluation in the food and beverage sector.
Conagra Brands Inc	Part of the Peer Group used for assessing Relative TSR in the food and beverage market.
Mission Produce Inc	Identified as a Peer Group company for evaluating performance metrics within the industry.
Simply Good Foods Co	Included in the Peer Group for performance comparison in the food and beverage sector.
Dole PLC	Part of the Peer Group used for Relative TSR calculations in the food industry.
Mondelez International Inc	Listed among the Peer Group companies for benchmarking purposes in the food industry.
Tyson Foods Inc	Included in the Peer Group for performance evaluation in the food and beverage sector.
Flowers Foods Inc	Part of the Peer Group used for assessing Relative TSR in the food and beverage market.
Pilgrims Pride Corp	Identified as a Peer Group company for evaluating performance metrics within the industry.
UTZ Brands Inc	Included in the Peer Group for performance comparison in the food and beverage sector.
Forafric Global PLC	Part of the Peer Group used for Relative TSR calculations in the food industry.
Post Holdings Inc	Listed among the Peer Group companies for benchmarking purposes in the food industry.
Vital Farms Inc	Included in the Peer Group for performance evaluation in the food and beverage sector.
Freshpet Inc	Part of the Peer Group used for assessing Relative TSR in the food and beverage market.
Seaboard Corp	Identified as a Peer Group company for evaluating performance metrics within the industry.
Westrock Coffee Co	Included in the Peer Group for performance comparison in the food and beverage sector.
General Mills Inc	Part of the Peer Group used for Relative TSR calculations in the food industry.
Seneca Foods Corp	Listed among the Peer Group companies for benchmarking purposes in the food industry.
Kellanova	Included in the Peer Group for performance evaluation in the food and beverage sector.
J & J Snack Foods Corp	Part of the Peer Group used for assessing Relative TSR in the food and beverage market.
Sovos Brands, Inc.	Identified as a Peer Group company for evaluating performance metrics within the industry.

Latest news

No recent press releases or 8-K filings found for THS.