Treehouse Foods Inc

Latest Results (09.10.2025):

TreeHouse Foods Inc. reported its second quarter of 2025 with net sales of $798.0 million and an adjusted EBITDA of $73.3 million, both exceeding their guidance range. The company recorded a net loss of $2.9 million but remains confident in achieving its 2025 financial targets.

Net Sales Growth

For Q2 2025, TreeHouse Foods Inc. achieved net sales of $798.0 million, marking a 1.2% increase compared to $788.5 million in the same period last year. This growth was driven by the acquisition of the private brand tea business, favorable pricing strategies to counteract commodity inflation, and distribution gains.

Improved Gross Profit

Gross profit rose to 17.4% of net sales in Q2 2025, up from 16.3% in Q2 2024. The improvement was primarily due to $13.1 million in insurance recoveries from voluntary product recalls, favorable margins from the Harris Tea acquisition, and supply chain savings initiatives.

Reduction in Operating Expenses

Total operating expenses decreased by $20.4 million to $111.9 million in Q2 2025 compared to Q2 2024. This reduction was largely due to the elimination of a $19.3 million non-cash impairment charge recorded in the previous year and ongoing cost reduction efforts.

Adjusted EBITDA Growth

Adjusted EBITDA increased by $2.7 million to $73.3 million in Q2 2025, surpassing the previous year's $70.6 million. This growth was fueled by supply chain savings, the positive impact of the Harris Tea acquisition, and continued cost reduction activities.

Positive Outlook for 2025

TreeHouse Foods Inc. maintains its 2025 guidance with adjusted net sales expected to range between $3.360 billion and $3.415 billion. The company anticipates continued margin improvement and cash flow growth, positioning itself for significant operating leverage as market conditions improve.