TreeHouse Foods (THS) FY Conference June 04, 2025 09:40 AM ET Speaker0 Okay. Good morning, everybody. We're gonna get started. I'm John Anderson, the analyst at William Blair that covers consumer staples, and, that includes Treehouse Foods. So thanks for joining us for the Treehouse Foods presentation this morning. We're pleased to have, chief executive officer Steve Oakland and chief financial officer Pat O'Donnell here to present. As a reminder, TreeHouse is a leading private brand food manufacturer in No ...

OAK BROOK, Ill., May 21, 2025 /PRNewswire/ -- TreeHouse Foods, Inc. (NYSE: THS) announced today participation in the following investor conferences in June:June 4, 2025: William Blair 45th Annual Growth Conference in Chicago, Illinois. TreeHouse Foods will be available for 1x1 meetings and will present beginning at 8:40 a.m. CT on Wednesday, June 4, 2024. A live audio webcast and presentation will be available on the Company's website: William Blair 45th Annual Growth Stock Conference. A replay of the prese ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended March 31, 2025. or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-32504 2021 Spring Road, Suite 600 Oak Brook, IL 60523 (Address of principal executive offices) (Zip Code) (Registrant's teleph ...

TreeHouse Foods, Inc. (THS) reported first-quarter 2025 results with the top and bottom lines surpassing the Zacks Consensus Estimate. Although net sales declined year over year amid economic headwinds, the company’s earnings improved. Management maintained its full-year guidance.TreeHouse Foods’ Quarterly Performance: Key InsightsTreeHouse Foods posted adjusted earnings of 3 cents per share, surpassing the Zacks Consensus Estimate, which was pegged at a loss of 21 cents. The bottom line improved from a los ...

TreeHouse Foods (THS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Matt Siler - Vice President of Investor RelationsSteven Oakland - President, CEO & ChairmanPatrick O'Donnell - Executive Vice President and CFO Conference Call Participants Jon Andersen - Equity Research Analyst - ConsumerJim Salera - Research AnalystScott Marks - Equity Research AnalystWilliam Reuter - Analyst Operator Welcome to the TreeHouse Foods First Quarter twenty twenty five Conference Call. All participants ar ...

TreeHouse Foods (THS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Speaker0 Welcome to the TreeHouse Foods First Quarter twenty twenty five Conference Call. All participants are in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this call is being recorded. At this time, I would like to turn the call over to TreeHouse Foods for the reading of the Safe Harbor statement. Speaker1 Good morning and thank you for joining us today. Earlier this morning, ...

Q1 Results and 2025 Outlook May 6, 2025 © 2025 TreeHouse Foods, Inc. 1 Forward Looking Statement From time to time, we and our representatives may provide information, whether orally or in writing, which are deemed to be "forward-looking" within the meaning of the Private Securities Litigation Reform Act of 1995 (the "Litigation Reform Act"). These forward-looking statements and other information are based on our beliefs as well as assumptions made by us using information currently available. The words "bel ...

Exhibit 99.1 TreeHouse Foods, Inc. Reports First Quarter 2025 Results First Quarter Adjusted EBITDA Exceeds Upper-End of Guidance Range Reiterates 2025 Outlook Oak Brook, IL, May 6, 2025 — TreeHouse Foods, Inc. (NYSE: THS) today reported financial results for the first quarter of 2025. "I am grateful to the entire TreeHouse team for its execution this quarter, which resulted in Adjusted EBITDA that exceeded the upper-end of our guidance range," said Steve Oakland, Chairman, Chief Executive Officer, and Pres ...

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文章核心观点 - TreeHouse Foods在2025年第一季度财报中可能出现营收和利润下滑，但Zacks模型预测其此次有望盈利超预期，同时还介绍了其他几家可能盈利超预期的公司 [1][7] TreeHouse Foods第一季度业绩情况 - Zacks对其营收的共识预期为7.896亿美元，较上年同期下降3.8%，季度调整后亏损共识预期在过去七天内收窄3美分至每股21美分，较去年同期大幅下降，过去四个季度平均盈利惊喜为17.8%，上一季度低于Zacks共识预期2.1% [1] 影响TreeHouse Foods第一季度业绩的因素 - 持续的运营中断和宏观经济逆风对业绩产生负面影响，Brantford工厂的冷冻煎饼产品召回仍是关键拖累因素 [2] - 自有品牌消费趋势因消费者支出压力而疲软，战略利润率管理行动有意减少了销量，加剧了营收的负面影响 [3] - 低销量损害了经营杠杆，难以吸收固定成本，压缩了毛利率，一次性召回相关成本也对盈利能力造成压力 [4] TreeHouse Foods第一季度业绩指引 - 预计调整后净销售额至少为7.92亿美元，调整后EBITDA至少为5200万美元，显示出成本节约和运营举措带来的收益 [5] TreeHouse Foods的积极举措 - 致力于实施TreeHouse管理操作系统及其他供应链举措，有望在本季度提供一定缓解 [6] Zacks模型对TreeHouse Foods的预测 - 模型预测TreeHouse Foods此次盈利将超预期，因其具有正的盈利ESP和Zacks排名3 [7] 其他可能盈利超预期的公司 - Celsius Holdings：盈利ESP为+12.83%，Zacks排名3，2025年第一季度每股收益共识预期为19美分，同比下降29.6%，季度营收共识预期为3.425亿美元，较上年同期下降3.7%，过去四个季度平均盈利惊喜为-4% [9][10] - Post Holdings：盈利ESP为+7.20%，Zacks排名3，2025财年第二季度每股收益共识预期为1.19美元，同比下降21.2%，季度营收共识预期为19.8亿美元，较上年同期下降0.7%，过去四个季度平均盈利惊喜为22.3% [11] - Nomad Foods：盈利ESP为+3.80%，Zacks排名1，2025年第一季度营收可能下滑，季度营收共识预期为8.425亿美元，较上年同期下降1%，第一季度每股收益共识预期为40美分，与去年同期持平，过去四个季度平均盈利惊喜为5% [12][13]