TreeHouse Foods Posts Mixed Q4 Results

Key Highlights

* Revenue: $905.7 million, in line with estimates but flat year-over-year
* Adjusted EPS: $0.95, missing by 2.2%
* Adjusted EBITDA: $118.3 million, missing by 1%
* Sales guidance for FY2025: $3.37 billion, missing estimates by 1.5%
* EBITDA guidance for FY2025: $360 million, below estimates of $368.6 million

Company Overview

TreeHouse Foods (NYSE: THS) produces a wide range of private-label foods for grocery and food service customers. Its products include packaged crackers, broths, and beverages.

Sales Performance

Over the past three years, TreeHouse Foods' annualized revenue growth has been 4.6%. In Q4 2024, revenue was flat year-over-year, in line with estimates. Management is guiding for a 3.4% year-over-year decline in sales for the next quarter.

Volume Growth

TreeHouse Foods' sales volumes have declined by 1.3% on average over the past two years. However, in Q4 2024, sales volumes increased by 3.8% year-over-year.

Key Takeaways

* EBITDA guidance for Q1 2025 missed significantly.
* Full-year revenue guidance fell short of estimates.
* Despite mixed results, the stock traded up 1.9% after the announcement.

For a comprehensive analysis of TreeHouse Foods' Q4 results and investment potential, read our full research report.