TreeHouse Foods misses Q3 sales estimates, to be acquired by Investindustrial

TreeHouse Foods

10/11/2025 12:04

Overview

TreeHouse Q3 net sales rose 0.1% yr/yr but missed analyst expectations

Company reports Q3 net loss of $265.8 mln due to goodwill impairment

TreeHouse Foods to be acquired by Investindustrial for $2.9 bln, guidance withdrawn

Outlook

TreeHouse Foods withdraws guidance due to pending acquisition by Investindustrial

Result Drivers

PRICING STRATEGY - Co attributes net sales increase to favorable pricing to recover commodity inflation

ACQUISITION IMPACT - Harris Tea acquisition contributed to gross profit improvement and net sales growth

VOLUME DECLINE - Decline in volume/mix due to macroeconomic trends and planned margin management actions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$840.30 mln
$851.70 mln (7 Analysts)
Q3 EPS
-$5.26
Q3 Net Income From Cont Ops
-$265.80 mln
Q3 Adjusted EBITDA
$91.60 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy."

Wall Street's median 12-month price target for TreeHouse Foods Inc is $21.00, about 9.3% above its November 7 closing price of $19.05

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nPn87FH1Sa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)