TreeHouse Foods, Inc. (THS) has demonstrated success, with its stock increasing by 6.7% over the past month. This surge stands out against the decline of 0.1% in the Zacks Food - Miscellaneous industry, and it also surpasses the broader Zacks Consumer Staple sector's marginal return of 1.1% and the S&P 500's return of 2%. This performance highlights TreeHouse Foods' strong position and resilience in the market.Institutional investors and hedge funds play a significant role in the stock market by influencing ...

OAK BROOK, Ill., July 11, 2024 /PRNewswire/ -- TreeHouse Foods, Inc. (NYSE: THS) will report financial results for its second quarter ended June 30, 2024, before the market open on Monday, August 5, 2024. The Company will host an earnings call and webcast at 8:30 a.m. ET to discuss the results for the second quarter and its outlook for the balance of the year. To participate on the webcast, please register here: TreeHouse Foods Second Quarter 2024 Earnings Call. Additionally, ahead of the conference call an ...

文章核心观点 - 公司正在通过加强在零食和饮料领域的地位,以及实施TreeHouse管理操作系统(TMOS)和其他供应链举措来推进转型 [1][2][3][5][6] - 公司预计下半年业绩将环比改善,但第二季度可能同比下降 [2][9] - 公司正在采取措施应对供应链挑战和成本上涨压力,包括提升采购、物流和分销等 [5][6][7][8] 根据目录分别总结 有利因素 - 公司正专注于优化供应链,提高服务交付能力,推动有机增长并为股东创造持续价值 [3] - 公司在饼干、冰箱面团、泡菜和椒盐脆饼等多个品类取得关键突破,显示下半年有望实现良好增长 [3][4] - 公司预计将从近期在咖啡和椒盐脆饼领域的收购中获得量销贡献,并从2024年1月收购的Bick's泡菜业务中获得全年量销 [4] - 公司正在重启肉汤工厂,有助于实现该业务板块的目标 [4] - 公司正在推进TMOS、采购和分销网络改善等供应链举措,预计未来将带来毛利率提升 [5][6] 短期挑战 - 公司一直在应对供应链压力,第二季度主要受劳动力成本上升和肉汤工厂重启影响 [7][8] - 肉汤工厂重启也影响了毛利率 [8] - 部分原材料成本仍处于通胀状态,公司正采取定价行动应对 [8] 总结 总的来说,公司正在通过多项举措推进转型,预计下半年业绩将有所改善,但短期内仍面临一些供应链和成本压力 [9][10]

It has been about a month since the last earnings report for TreeHouse Foods (THS) . Shares have added about 4.2% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is TreeHouse due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. TreeHouse Foods Q1 Loss Wider Than Expected, ...

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, 2024. 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 TreeHouse Foods, Inc. (Exact name of the registrant as specified in its charter) Delaware 20-2311383 (State or other jur ...

TreeHouse Foods, Inc. (NYSE:THS) Q1 2024 Earnings Conference Call May 6, 2024 8:30 AM ET Company Participants Steven Oakland - Chairman, Chief Executive Officer and President Patrick O'Donnell - Executive Vice President and Chief Financial Officer Matt Siler - Investor Relations Conference Call Participants Rob Dickerson - Jefferies Andrew Lazar - Barclays Matt Smith - Stifel Carla Casella - J.P. Morgan & Chase William Reuter - Bank of America Jim Salera - Stephens, Inc. Operator Welcome to the TreeHouse ...

Q1 2024 Results and Outlook May 6, 2024 ...

Exhibit 99.1 TreeHouse Foods, Inc. Reports First Quarter 2024 Results TreeHouse First Quarter Net Sales Exceed Guidance Range Reaffirms 2024 Annual Guidance • Net sales of $820.7 million exceeded the Company's guidance range of $780 to $810 million. • Net loss from continuing operations was $(11.7) million. • Adjusted EBITDA1 of $46.0 million was within the Company's guidance range of $45 to $55 million. • Repurchased approximately $44 million of company shares during the quarter. • Reaffirmed 2024 outlook ...

公司概况 - TreeHouse是北美领先的私人品牌零食和饮料制造商[7] - 公司的产品组合包括零食、饮料、以及其他食品，销售渠道包括零售杂货、共同制造和餐饮[9] - 公司的销售渠道主要包括零售商、食品服务分销商、共同制造商和工业和出口渠道[21] 战略目标 - TreeHouse的战略目标是在消费者趋势类别中实现平台领导地位[17] 财务影响因素 - 公司销售一般在年度的第二半年更为重要，尤其是第四季度，对盈利影响更为显著[31] - 2021年和2022年，季节性对盈利的影响受到商品通胀、供应链中断和劳动力短缺的干扰[34] - 公司的短期融资需求主要用于资金周转，一般在年度的上半年最高，由于业务的季节性特点[33] 竞争对手 - TreeHouse的竞争对手主要是在每个渠道中[26] 商标和知识产权 - 公司拥有多个注册商标，但没有认为任何商标的缺失会对业务造成重大影响[30] 人力资本战略 - 公司的人力资本战略着重于价值导向和高绩效团队，通过一系列价值观来推动文化和人力资本战略[38] - 公司员工构成中，大约42%和48%的计时工和薪资工是女性，39%和21%来自种族或民族代表性不足的群体[46] - 公司致力于建立多元化团队，促进包容文化，并在整个组织中投资平等[41] - 公司提供竞争性的薪酬和福利计划，旨在推动绩效文化并庆祝组织的共同成功[48]

Treehouse Foods, Inc. (NYSE:THS) Q4 2023 Earnings Conference Call February 16, 2024 8:30 AM ET Company Participants Steve Oakland - Chairman, President & CEO Pat O'Donnell - EVP & CFO Matt Siler - IR Conference Call Participants Andrew Lazar - Barclays Matt Smith - Stifel Jim Salera - Stephens, Inc. Rob Moskow - TD Cowen Rob Dickerson - Jefferies William Browder - Bank of America Carla Casella - J.P. Morgan Jon Anderson - William Blair Operator Welcome to the Treehouse Foods Fourth Quarter 2023 Conference C ...