Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
52-week range
$15.85 – $24.85
95% from low
Sector
Packaged Foods
P/S (TTM)
0.4
EV / FCF (TTM)
28.3
TreeHouse Foods, Inc. is a prominent producer and distributor of private label food and beverage items, serving both domestic U.S. and international markets. The company's operations are structured into two primary divisions: Meal Preparation, and Snacking & Beverages. The Meal Preparation segment offers a broad spectrum of products, including aseptic cheese and pudding, diverse baking and mix powders, hot cereals, an array of jams, preserves, and jellies, along with liquid and powdered non-dairy creamers. This division also provides macaroni and cheese, mayonnaise, various Mexican, barbecue, and other sauces, pasta products, pickles and related condiments, powdered soups and gravies, both refrigerated and shelf-stable dressings and sauces, refrigerated dough, single-serve hot beverages, skillet dinner kits, and table and flavored syrups. In contrast, the Snacking & Beverages segment features items such as snack bars, broths, candies, cookies, crackers, in-store bakery goods, pita chips, powdered drink mixes, pretzels, ready-to-drink coffee, retail griddle items like waffles, pancakes, and French toasts, specialty teas, and different sweeteners. TreeHouse Foods distributes its offerings through a multitude of channels, including retailers, foodservice distributors, and co-manufacturers. Additionally, it supplies industrial clients and manages export operations, catering to food manufacturers and businesses that repackage products for the foodservice industry. Founded in 1862, TreeHouse Foods, Inc. is headquartered in Oak Brook, Illinois.
www.treehousefoods.comNo one on the platform currently holds THS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 176,300 | $4.8M |
No one on the platform has traded THS yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 3.0% | — | — | — | ||
| Rev. Growth % | -2.3% | -4.8% | ||||
| Profit Margin % | 0.8% | -0.4% | -1.8% | |||
| Free Cash Flow Margin % | 3.8% | 2.6% | 4.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -2.8% on the P/E track.
At today's price, your expected annual return is +2.4% on the P/E track.
At today's price, your expected annual return is +6.4% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $3.4B | +0.8% | $1.90 | $1.88–$1.92 | 12.8× | 3 |
| 2027 | $3.4B | -0.8% | $2.13 | $2.10–$2.14 | 11.5× | 1 |
| 2028 | $3.5B | +3.6% | $2.09 | $2.07–$2.11 | 11.7× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-02-13 | $0.85 | $0.95 | +11.8% |
| 2025-11-10 | $0.53 | $0.43 | -18.9% |
| 2025-07-31 | $0.10 | $0.17 | +70.0% |
| 2025-05-06 | $-0.21 | $0.03 | +114.3% |
| 2025-02-14 | $0.97 | $0.95 | -2.1% |
| 2024-11-12 | $0.74 | $0.74 | +0.0% |
| 2024-08-05 | $0.13 | $0.29 | +123.1% |
| 2024-05-06 | $-0.01 | $-0.03 | -153.0% |
| $799M |
| — |
| NGVCNatural Grocers by Vitamin Cottage, Inc. | $28.86 | -1.70% | $665M | — |
| SENEASeneca Foods Corporation | $179.66 | -3.59% | $1.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Wall St is expecting 0.96 EPS for $THS Q4 [Reporting 02/16 BMO] http://www.estimize.com/intro/ths?chart=historical&metric_name=eps&utm_cont
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$THS is a manufacturer of tree fruit snacks; it faces input cost volatility and competitive pressure in the packaged snack aisle.
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$THS Current Stock Price: $24.51 Contracts to trade: $25 THS Feb 20 2026 Call Entry: $0.05 Exit: $0.08 ROI: 69% Hold ~31 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
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$THS / TreeHouse Foods, Inc. – Canadian Competition Act Expires MergerBrief.com For Full Tracking
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2/3: TreeHouse Foods files detailed pro forma and synergy plan for pending go‑private merger with Investindustrial | View: The 8-K improves visibility into post-LBO earnings and highlights conservative underwriting of $39.3 million… $THS
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🚨 Shrimp season is officially LIVE! 🚨 Mint. Stake. Earn 🦐 Stack $THS, get daily wBTC rewards, and prepare for the airdrop wave 🌊 Early shrimp get the bitcoin 😉 👉 Dive in now before it’s fully cooked. http://app.terahash.xyz/?ref=M3DKLO
View on StockTwits ↗Wall St is expecting 0.94 EPS for $THS Q4 [Reporting 02/16 BMO] http://www.estimize.com/intro/ths?chart=historical&metric_name=eps&utm_cont
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$THS this is the third time this year I've been screwed on a long investment where it tanked out of nowhere only to be sold to someone at a much lower rate. still not over that walgreens BS
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Truist Securities updates rating for Treehouse Foods ( $THS ) to Hold, target set at 20 → 22.5.
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$THS It's being bought-out for $22.50 + CVR from a possible lawsuit judgement against Keurig. It's also going to be taken private and delisted. Good Luck!!!
View on StockTwits ↗William Blair updates rating for Treehouse Foods ( $THS ) to Market Perform.
View on StockTwits ↗Stifel has adjusted their stance on Treehouse Foods ( $THS ), setting the rating to Hold with a target price of 19 → 22.5.
View on StockTwits ↗Barclays has updated their rating for Treehouse Foods ( $THS ) to Equal-Weight with a price target of 23.
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$THS disappoints in Q3 — earnings fall even as sales inch higher. Modest growth from pricing gains and acquisitions wasn’t enough to offset the earnings decline, signaling margin pressure beneath the surface. Full Q3 breakdown here 👉 https://www.zacks.com/stock/news/2789304/treehouse-foods-q3-earnings-miss-estimates-sales-rise-yy?cid=sm-stocktwits-2-2789304-teaser-20453&ADID=SYND_STOCKTWITS_TWEET_2_2789304_TEASER_20453
View on StockTwits ↗$THS misses estimates but jumps 28.1% in the past 3 months — what's driving the rally? 🚀 Despite missing the Zacks Consensus Estimate on both top and bottom lines, TreeHouse Foods is set to be acquired by Investindustrial for $2.9 billion. This Zacks Rank #5 company saw its gross profit rise due to insurance recoveries and cost-saving efforts. Understand the momentum behind THS here 👉 https://www.zacks.com/stock/news/2789304/treehouse-foods-q3-earnings-miss-estimates-sales-rise-yy?cid=sm-stocktwits-2-2789304-body-20452&ADID=SYND_STOCKTWITS_TWEET_2_2789304_BODY_20452
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.