Treehouse Foods to begin final layoffs April 17
TreeHouse Foods is set to conduct its final round of layoffs, affecting 168 employees at its South Beloit cookie plant on April 17. This closure follows previous layoffs and the sale of the plant amidst financial struggles for the company, which lost $300.5 million in the first nine months of the previous year. The Oak Brook, Illinois-based company was recently acquired by InvestIndustrial of London for $2.9 billion.
TreeHouse Foods: Investindustrial Completes $2.9 Billion Take-Private Acquisition
Investindustrial has finalized its $2.9 billion take-private acquisition of TreeHouse Foods. The all-cash transaction includes $22.50 per share and a contingent value right for potential litigation recovery. As a result, TreeHouse Foods will no longer trade on the New York Stock Exchange.
TREEHOUSE FOODS Q4 2025 Earnings Preview: Recent $THS Insider Trading, Hedge Fund Activity, and More
TREEHOUSE FOODS (THS) is set to release its Q4 2025 earnings on February 16, with analysts forecasting revenues of $940.3 million and earnings of $0.98 per share. The article details recent insider trading activities, noting both purchases and sales, as well as significant hedge fund movements with 122 institutions adding shares and 137 decreasing positions. Additionally, it covers recent government contracts awarded to THS and analyst price targets, with a median target of $22.5.
TreeHouse Foods, Inc. (NYSE:THS) Receives Average Rating of "Reduce" from Analysts
Nine brokerage firms have given TreeHouse Foods, Inc. (NYSE:THS) an average "Reduce" rating, with one "sell" and eight "hold" recommendations, and an average 12-month price target of $24.67. This comes amidst significant insider selling, including a SVP selling 6,097 shares and Jana Partners divesting 1,959,221 shares, representing a 33.66% reduction in their position. The company is currently trading near $24.43, with a market cap of $1.23 billion, a negative P/E of -5.09, and insiders owning approximately 11.10% of the stock.
TreeHouse Foods: Investindustrial Completes $2.9 Billion Take-Private Acquisition
Investindustrial has finalized its $2.9 billion take-private acquisition of TreeHouse Foods through an all-cash transaction. TreeHouse Foods will now operate as a private company, with shareholders receiving $22.50 per share and one non-transferable contingent value right related to ongoing litigation. This deal reflected a significant premium to TreeHouse Foods' share price before market speculation.
TreeHouse Foods Acquisition Complete
Industrial F&B Investments III, Inc. has completed its $2.9 billion acquisition of TreeHouse Foods. With this transaction, TreeHouse Foods will no longer be listed on the New York Stock Exchange and will become a private company. Investindustrial, the parent company of Industrial F&B Investments III, Inc., adds TreeHouse Foods to its global food and beverage portfolio, emphasizing its strong presence in North America.
TreeHouse Foods (NYSE:THS) Major Shareholder Acquires $8,783,283.18 in Stock
Silver Point Capital L.P., a major shareholder in TreeHouse Foods (NYSE:THS), recently purchased 357,917 shares of the company's stock for approximately $8.78 million, increasing its stake to 5.41 million shares. This transaction brings their total holding to $132.7 million. Despite this acquisition, TreeHouse Foods missed its Q3 earnings expectations, reporting lower-than-anticipated EPS and revenue, contributing to its current "Reduce" consensus rating from analysts with an average price target of $24.67.
UK private equity firm buys largest US private-label manufacturer for $2.9B – could it spark a wave of M&A?
London-based private equity firm Investindustrial has acquired TreeHouse Foods, Inc., the largest US manufacturer of private-label products, for $2.9 billion, taking the company private. This acquisition follows Investindustrial's previous purchase of TreeHouse Foods' meal-prep business in 2022 and comes after a decade of struggles for TreeHouse. Industry experts are speculating that this deal could signal a new wave of mergers and acquisitions in the CPG sector, especially given the attractive valuations of staple companies.
Investindustrial Completes Acquisition of TreeHouse Foods
Investindustrial has finalized its acquisition of TreeHouse Foods for $22.50 per share in cash plus a contingent value right, valuing the deal at approximately $1.2 billion. TreeHouse Foods will operate as a wholly-owned subsidiary, aiming to consolidate resources and enhance operational efficiency within private-label manufacturing. This acquisition signifies a substantial expansion for Investindustrial in the food sector.
TreeHouse Foods Signs Multiple Material Agreements
TreeHouse Foods completed a comprehensive financial restructuring related to its merger. This included securing a $1.0 billion term loan, a new $400 million revolving credit facility, and issuing $800 million in senior secured notes. Concurrently, the company repaid and terminated previous credit agreements and notes to streamline its capital structure and enhance liquidity.
TreeHouse Foods Announces Board of Directors Changes Following Merger
TreeHouse Foods, Inc. announced significant changes to its board of directors on February 11, 2026, following a merger. The directors of the Merger Sub—Amelie Flammia, Gregory Read, and Jeffrey Everhart—have replaced previous board members as the new directors of the surviving corporation. This restructuring impacts all former board members, including Steven Oakland, Adam J. DeWitt, and others, who have been removed as a direct consequence of the merger.
TreeHouse Foods investors get $22.50 a share plus a lawsuit proceeds claim
Investindustrial has completed its acquisition of TreeHouse Foods for an enterprise value of $2.9 billion. Shareholders will receive $22.50 per share in cash plus one non-transferable contingent value right (CVR), which offers potential proceeds from ongoing litigation. TreeHouse Foods common stock will be delisted from the NYSE, transitioning the company to private ownership.
TreeHouse Foods (NYSE:THS) Director Sells $47,961,730.08 in Stock
Jana Partners, a director at TreeHouse Foods (NYSE:THS), sold over 1.9 million shares for approximately $47.96 million on February 10th, reducing their stake by 33.66%. This insider sale occurred after TreeHouse Foods missed its quarterly earnings estimates, reporting $0.43 EPS versus $0.53 expected and $841.9 million in revenue against $853.5 million anticipated. The stock experienced a significant intraday trading volume spike, and analysts currently hold a "Reduce" consensus rating with a target price of $24.67.
Jana Partners sells TreeHouse Foods (THS) shares for $47.9 million By Investing.com
Jana Partners Management, LP, a significant shareholder in TreeHouse Foods, Inc. (NYSE:THS), has sold over 1.9 million shares for approximately $47.9 million on February 10, 2026. Following this transaction, Jana Partners retains over 3.8 million shares. The firm also settled derivative agreements on earlier dates in February.
TreeHouse Foods (THS) Expected to Announce Quarterly Earnings on Friday
TreeHouse Foods (NYSE: THS) is expected to announce its Q4 2025 earnings before market open on Friday, February 13th, with analysts projecting $0.91 EPS and $927.55 million in revenue. The company recently missed Q3 estimates, reporting $0.43 EPS against an expected $0.53, and has received a "Reduce" average rating from analysts with a target price of $24.67 compared to its current share price of $24.72. The article also details recent insider selling, institutional stake changes, and the company's financial metrics and business profile as a private-label food manufacturer.
TreeHouse shareholders vote in favor of merger
Shareholders of TreeHouse Foods have approved the company's acquisition by private equity firm Industrial F&B Investments III Inc. (Investindustrial). The vote took place on January 29, with a significant majority in favor of the $2.9 billion deal, which was initially agreed upon in November 2025.
TreeHouse Foods (NYSE:THS) Sees Large Volume Increase - Should You Buy?
TreeHouse Foods (NYSE:THS) experienced an 86% increase in trading volume, with 1,056,549 shares changing hands mid-day. Despite this activity, analyst sentiment remains weak, with a consensus rating of "Reduce" and a target price of $24.67. The company recently missed quarterly EPS estimates and reported a negative net margin, alongside a high debt-to-equity ratio.
3 Reasons to Avoid THS and 1 Stock to Buy Instead
The article advises investors to avoid TreeHouse Foods (THS) despite its recent stock performance, citing declining sales volumes, shrinking operating margins, and unproductive growth initiatives. Instead, it suggests exploring other stock opportunities, recommending a list of high-quality stocks with strong momentum as better investment alternatives.
TreeHouse Foods (NYSE:THS) Share Price Crosses Above 200 Day Moving Average - What's Next?
TreeHouse Foods (NYSE:THS) shares recently crossed above their 200-day moving average, trading at $24.6660 with a volume of 422,493 shares. The company has a current market cap of $1.25 billion and has received mixed analyst ratings, with an average target price of $24.67. Insider selling by SVP Stephen Alan Landry totaling over $145,000 was reported, while institutional investors have actively adjusted their holdings.
Fitch Assigns TreeHouse Foods, Inc. First-Time Rating of 'B'; Outlook Stable
Fitch Ratings has assigned TreeHouse Foods, Inc. and Industrial F&B Investments III, Inc. a first-time Issuer Default Rating (IDR) of 'B' with a Stable Outlook, reflecting weak performance, execution issues, high leverage, and modest scale. The rating considers the company's leading position in the North American private-label category, with pro forma leverage expected to be around 4.9x post-acquisition by Investindustrial. Despite industry tailwinds for private labels, TreeHouse's volumes have declined due to supply chain disruptions and quality control issues, though stabilization is anticipated by 2026.
TreeHouse Foods, Inc. (NYSE:THS) Given Consensus Recommendation of "Reduce" by Analysts
TreeHouse Foods, Inc. (NYSE:THS) has received a consensus "Reduce" rating from nine brokerages, with one sell and eight hold recommendations, and an average 12-month price target of $24.67. This comes after the company reported weaker-than-expected quarterly results, including $0.43 EPS versus $0.53 expected and $841.9 million in revenue against an $853.5 million expectation. Insider transactions also show an SVP selling shares, while institutional investors and hedge funds maintain significant holdings.
TreeHouse Foods Announces Merger with Investindustrial
TreeHouse Foods announced supplemental disclosures regarding its merger with Investindustrial. Despite denying allegations from stockholders about disclosure adequacy, TreeHouse is supplementing its proxy statement to avoid litigation. A special stockholder meeting is scheduled for January 29, 2026, for a vote on the merger.
TreeHouse Foods Faces Shareholder Suits Over Merger Disclosures
TreeHouse Foods (THS) is facing shareholder lawsuits and demand letters regarding alleged inadequate disclosures related to its November 2025 merger agreement with Investindustrial. Despite maintaining the sufficiency of its current proxy statement, the company will voluntarily expand proxy details to mitigate litigation risks and avoid delays in the merger process. Spark, TipRanks’ AI Analyst, rates THS as Neutral due to weak profitability and negative returns, though technicals are supportive and the acquisition presents a potential upside catalyst.
Will FMR’s Sharp Stake Cut Test Investor Confidence in TreeHouse Foods’ (THS) Efficiency Execution Narrative?
FMR LLC significantly reduced its stake in TreeHouse Foods Inc. by 2,718,583 shares on December 31, 2025, retaining a 1.60% stake. This move brings scrutiny to TreeHouse Foods' execution of efficiency plans amidst ongoing market challenges and net losses, including a recent Q3 2025 net loss of US$265.8 million due to a goodwill impairment. The article explores how this divestment interacts with the company's investment narrative, which depends on private label growth and margin improvement, and its efforts to streamline operations despite volume pressure.
TreeHouse Foods (NYSE:THS) Shares Cross Above 200-Day Moving Average - Should You Sell?
TreeHouse Foods (NYSE:THS) shares recently crossed above their 200-day moving average, trading at $24.3050 against a 200-day MA of $20.71. Despite this technical indicator, analysts maintain a cautious "Reduce" rating with an average target price of $24.67. The company's recent quarterly earnings missed estimates, reporting a negative net margin, low quick ratio, and high debt-to-equity, signaling profitability and liquidity concerns.
FMR LLC Reduces Stake in Treehouse Foods Inc: Analyzing the Impl
FMR LLC significantly reduced its stake in Treehouse Foods Inc by 76.78% on December 31, 2025, although it still retains a 1.60% position. This reduction may stem from Treehouse Foods' challenging financial metrics, including a low GF Score of 57/100, poor balance sheet, and financial distress indicators. Investors are advised to carefully consider the risks given the company's valuation as a potential value trap and its modest growth and momentum ranks.
TreeHouse Foods to be acquired by Investindustrial for $2.9B
This article states that TreeHouse Foods is set to be acquired by Investindustrial for $2.9 billion. The content provided is minimal, offering only a headline and acquisition figure. No further details are available in the provided text.
TreeHouse Foods Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of TreeHouse Foods, Inc. - THS
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of TreeHouse Foods, Inc. (NYSE: THS) to Industrial F&B Investments III Inc. The law firm is scrutinizing the adequacy of the $22.50 cash and one non-transferable Contingent Value Right per share offered to TreeHouse shareholders, suspecting it may undervalue the company. KSF encourages shareholders who believe the offer is insufficient to contact them regarding their legal rights.
TreeHouse Foods Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of TreeHouse Foods, Inc. - THS
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of TreeHouse Foods, Inc. (THS) to Industrial F&B Investments III Inc. The law firm is scrutinizing whether the offered consideration of $22.50 in cash and one non-transferable Contingent Value Right (CVR) per share adequately values the company. KSF encourages shareholders who believe the offer undervalues the company to contact them to discuss their legal rights.
TreeHouse Foods (THS) Valuation Check As Mixed Returns Shape Expectations
TreeHouse Foods (THS) is showing mixed performance, with short-term share returns under pressure but a 16% increase over 90 days, despite a 31.26% decline over the past year. Analysts generally view THS as overvalued at $23.49 compared to a fair value of $21.31, largely due to expectations of modest revenue growth and margin repair. However, a price-to-sales ratio analysis suggests the stock might be undervalued against industry averages.
TreeHouse Foods (NYSE: THS) details 2025 outlook and merger cost savings plan
TreeHouse Foods (NYSE: THS) has released preliminary 2025 financial results, expecting Adjusted Net Sales between $3,375 million and $3,395 million, and Adjusted EBITDA from continuing operations between $350 million and $360 million. The company also detailed its post-merger operating structure into Snacks and Meals divisions, projecting total annual run-rate cost savings of approximately $131 million by the end of 2028 from merger-related initiatives. These figures, including a conservative $39.3 million EBITDA benefit for financing purposes, are based on current plans and are subject to the merger's closing and execution risks.
TreeHouse Foods Stock: Quiet Charts, Loud Questions About What Comes Next
TreeHouse Foods Inc. (THS) stock has been trading in a narrow range with muted volume, reflecting investor caution despite its strategic focus on private-label goods. The stock's performance has been flat over the past year, while Wall Street analysts maintain a neutral stance with modest price targets, indicating that investors are waiting for stronger financial results and clearer growth catalysts before re-rating the stock. The company's future prospects hinge on operational efficiency, disciplined capital allocation, and leveraging its scale in the private-label market amidst broader economic trends.
TreeHouse Foods, Inc. (NYSE:THS) Receives Average Rating of "Reduce" from Brokerages
Nine brokerage firms have issued an average "Reduce" rating for TreeHouse Foods, Inc. (NYSE:THS), with a consensus 12-month price target of $24.67. This comes after the company missed its recent quarterly earnings and revenue estimates, reporting negative net margin and P/E. Key points include EPS at $0.43 versus $0.53 expected and revenue at $841.9M versus $853.5M, alongside a recent insider sale of 6,097 shares.
Insider Sell: Stephen Landry Sells 6,097 Shares of Treehouse Foo
Stephen Landry, Senior Vice President and COO of Bay Valley Foods (a Treehouse Foods Inc. subsidiary), sold 6,097 shares of THS on December 16, 2025, bringing his total ownership to zero shares. This transaction follows a pattern where Landry has sold all his shares over the past year. Treehouse Foods Inc. is trading at $23.79, which is significantly below its GF Value of $42.01, indicating it might be a "Possible Value Trap."
Stephen Alan Landry Sells 6,097 Shares of TreeHouse Foods (NYSE:THS) Stock
Stephen Alan Landry, SVP of TreeHouse Foods (NYSE:THS), sold 6,097 shares of the company's stock on December 16th, totaling approximately $145,048. This sale comes as TreeHouse Foods recently missed quarterly earnings estimates, reporting an EPS of $0.43 against an expected $0.53, and has a "Reduce" average analyst rating with a $24.67 price target. The company currently trades near $23.92, has a negative P/E ratio of -4.98, and a market capitalization of $1.21 billion.
Shelf-Stable Food Stocks Q3 Results: Benchmarking TreeHouse Foods (NYSE:THS)
This article reviews the Q3 earnings of shelf-stable food stocks, highlighting the mixed results within the sector. It specifically benchmarks TreeHouse Foods (NYSE:THS) as having the slowest Q3 performance in terms of revenue, despite a stock price increase post-reporting. The piece also details the stronger performances of companies like J&J Snack Foods (NASDAQ:JJSF), BellRing Brands (NYSE:BRBR), and Conagra (NYSE:CAG), and discusses the broader market context of inflation, interest rates, and a "soft landing" economy.
Frozen waffles recalled at NC Food Lion, Walmart + others. How to get a refund
North Carolina residents can still claim a portion of a $4 million settlement related to a frozen waffle recall from TreeHouse Foods. The recall involved private-label waffles sold at major retailers like Food Lion and Walmart, potentially contaminated with listeria. The deadline to file a claim for up to $50 is December 16, 2024.
TreeHouse Foods and Investindustrial Announce Definitive Acquisition Agreement for a Total Enterprise Value of $2.9 Billion
TreeHouse Foods and Investindustrial have entered into a definitive agreement for Investindustrial to acquire TreeHouse Foods in an all-cash transaction valued at $2.9 billion. Shareholders will receive $22.50 per share in cash, representing a significant premium, and one non-transferable Contingent Value Right (CVR) related to ongoing litigation. This acquisition is expected to close in Q1 2026, positioning TreeHouse Foods for continued growth as a private company within Investindustrial's portfolio.
13,725 Shares in TreeHouse Foods, Inc. $THS Acquired by SG Americas Securities LLC
SG Americas Securities LLC has acquired a new position of 13,725 shares in TreeHouse Foods, Inc. (NYSE:THS) during the second quarter, valued at approximately $267,000. Institutional ownership of THS stands at 99.81%, with other major funds also increasing their stakes. Analyst sentiment is generally mixed-to-negative, with an average "Reduce" rating and an average price target of $24.67, following recent earnings that missed expectations.
TreeHouse Foods, Inc. Reports Third Quarter 2025 Results
TreeHouse Foods, Inc. released its third-quarter 2025 financial results, showing a slight net sales increase of 0.1% to $840.3 million, driven by favorable pricing, an acquisition, and distribution gains. Despite a substantial increase in gross profit percentage, the company reported a net loss of $265.8 million, largely due to a non-cash goodwill impairment loss of $289.7 million. Adjusted EBITDA decreased by $10.9 million to $91.6 million, primarily impacted by macroeconomic consumption trends and planned margin management actions.
TreeHouse Foods to be acquired by investment company
TreeHouse Foods, Inc. will be acquired by Industrial F&B Investments III Inc., an independently managed investment subsidiary of Investindustrial VIII SCSp, in an all-cash transaction valued at $2.9 billion. Shareholders will receive $22.50 per share and a Contingent Value Right for potential litigation proceeds. The acquisition is expected to close in the first quarter of 2026 and will delist TreeHouse Foods from the New York Stock Exchange.
Investment Firm to Acquire TreeHouse Foods for $2.9B
Industrial F&B Investments III Inc., an independently managed subsidiary of Investindustrial VIII SCSp, is set to acquire snack and beverage manufacturer TreeHouse Foods, Inc. for $2.9 billion in an all-cash transaction. The deal, expected to close in Q1 2026, includes a Contingent Value Right for shareholders related to ongoing litigation, and will result in TreeHouse Foods becoming a private company. This acquisition will expand Investindustrial's presence in North America's food and beverage sector.
TreeHouse Foods to Be Acquired in $2.9 Billion Take-Private Deal. The Stock Surges.
TreeHouse Foods has agreed to be taken private by European investment firm Investindustrial in an all-cash transaction valued at $2.9 billion. This acquisition caused the food processing company's stock to surge.
TreeHouse Foods To Be Acquired By European Private Equity Firm
TreeHouse Foods is set to be acquired by Industrial F&B Investments III Inc., an independently managed investment subsidiary of Europe-based Investindustrial VIII SCSp, in a deal valued at $1.2 billion. Shareholders will receive $22.50 per share in cash and one CVR, with the transaction expected to close in Q1 2026. This acquisition will make TreeHouse Foods a privately held company and integrate it into Investindustrial's global food and beverage portfolio.
TreeHouse Foods to be taken private in $2.9 billion deal
TreeHouse Foods will be taken private by European investment group Investindustrial in an all-cash deal valued at $2.9 billion. Shareholders will receive $22.50 per share plus a contingent value right related to ongoing litigation from its coffee business. The deal, representing a 38% premium, is expected to close in Q1 2026, after which TreeHouse Foods will be delisted.
TreeHouse Foods to be acquired for $2.9B
TreeHouse Foods, a private label food and beverage maker, has agreed to be acquired by European investment firm Investindustrial for $2.9 billion, with the deal expected to close in Q1 2026. This acquisition comes after a challenging period for TreeHouse, marked by recalls and business struggles, and will allow it to operate privately within Investindustrial's portfolio. The move represents a significant bet by Investindustrial on the growing private label sector.
TreeHouse Foods Stock Soars. It’s Being Taken Private in $2.9 Billion Deal.
TreeHouse Foods has agreed to be taken private by European investment firm Investindustrial in an all-cash deal valued at $2.9 billion. This acquisition has caused TreeHouse Foods stock to surge.
TreeHouse Foods Stock Soars. It’s Being Taken Private in $2.9 Billion Deal.
TreeHouse Foods (THS) has announced an agreement to be taken private by Investindustrial, a European investment firm, in an all-cash transaction. This deal values the food processing company at $2.9 billion, causing its stock to surge.
Blair William & Co. IL Sells 12,008 Shares of TreeHouse Foods, Inc. $THS
Blair William & Co. IL reduced its stake in TreeHouse Foods, Inc. by selling 12,008 shares. Other institutional investors like Sessa Capital IM L.P. increased their positions, while Barclays recently lowered its target price for THS stock. TreeHouse Foods is a manufacturer and distributor of private brand snacks and beverages.
3 Reasons THS is Risky and 1 Stock to Buy Instead
TreeHouse Foods' shares have seen a disappointing 13.3% loss over the past six months, significantly underperforming the S&P 500. The article highlights three key reasons for caution: declining sales volumes, low gross margins indicating weak structural profitability, and historically mediocre returns on invested capital. While the valuation is reasonable, the article suggests it's not a strong buying opportunity and recommends looking into "High-Quality Stocks" instead.
