Treehouse Foods
About: TreeHouse Foods is the largest pure-play private-label manufacturer in the US. Much larger in the past following the 2016 acquisition of Ralcorp, Conagra's former private-label business, the company has since divested several businesses to focus on high-growth categories. At present, the company produces and sells snacks (crackers, pretzels, cookies, and so on), beverages and drink mixes (such as nondairy creamer, coffee, tea, broth), and a select number of grocery products (pickles, refrigerated dough, hot cereal, cheese, and pudding). Its most important sales channel is through retail grocery stores that sell its products under their own brands, with co-manufacturing and food away from home as much smaller channels of distribution for its fare.
Employees: 7,400
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
304% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $3.16M
2.34% less ownership
Funds ownership: 109.13% [Q3] → 106.79% (-2.34%) [Q4]
8% less funds holding
Funds holding: 221 [Q3] → 204 (-17) [Q4]
19% less capital invested
Capital invested by funds: $2.38B [Q3] → $1.92B (-$457M) [Q4]
24% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 83
31% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 45
40% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 3 (-2) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
TD Cowen Robert Moskow 49% 1-year accuracy 28 / 57 met price target | 21%upside $27 | Hold Maintained | 11 Apr 2025 |
Stifel Matthew Smith 68% 1-year accuracy 17 / 25 met price target | 16%upside $26 | Hold Maintained | 11 Apr 2025 |
Jefferies Rob Dickerson 50% 1-year accuracy 4 / 8 met price target | 39%upside $31 | Hold Maintained | 18 Feb 2025 |
Barclays Andrew Lazar 37% 1-year accuracy 7 / 19 met price target | 61%upside $36 | Equal-Weight Maintained | 18 Feb 2025 |
Financial journalist opinion
Based on 3 articles about THS published over the past 30 days
