TreeHouse Foods

THS · NYSE

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THS analyst rating

HoldConsensus of 4 analysts over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold4
Underperform0
Sell0

12-month price target · 6 analysts

Average $22.95

Low: $22.22
High: $24.15

Upgrades and downgrades

The latest rating actions, newest first

THS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Truist Securities	Nov 13, 2025	Maintains	Hold	$20.00 → $22.50	28%
William Blair	Nov 11, 2025	Downgrade	Outperform → Market Perform	—	33%
Stifel	Nov 11, 2025	Maintains	Hold	$19.00 → $22.50	41%
Barclays	Nov 11, 2025	Maintains	Equal-Weight	$21.00 → $23.00	44%
Stifel	Oct 24, 2025	Maintains	Hold	$21.00 → $19.00	41%

The case for and against

Updated Jan 19, 2026

Bull case

TreeHouse Foods, the largest pure-play private-label manufacturer in the U.S., has raised its fiscal year 2025 sales estimate, anticipating a reported growth of 0.5%. The company is projected to achieve an EBITDA of $359 million, reflecting a 6% increase and a 60 basis points expansion in EBITDA margin to 10.6%, driven by gross margin improvements and cost savings. By focusing on high-growth categories and optimizing its financial performance, TreeHouse Foods is positioning itself for a positive trajectory in the competitive landscape of the private-label market.

Bear case

TreeHouse Foods has experienced a decline in private label units of 1.6% in the second quarter, highlighting a trend of ceding market share to national brands. Projections for third quarter sales growth are disappointing, with estimates indicating less than 0.5% growth, driven by a nearly 7.5% volume decrease and a marginal increase in pricing. Factors contributing to this negative outlook include a significant volume/mix decline, attributed to a recent frozen griddle product recall, ongoing margin management actions, and unfavorable consumer trends.

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