Treehouse Foods
THS
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 (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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
66% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 59
6% more call options, than puts
Call options by funds: $2.58M | Put options by funds: $2.44M
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
0.32% less ownership
Funds ownership: 107.53% [Q1] → 107.2% (-0.32%) [Q2]
3% less funds holding
Funds holding: 227 [Q1] → 220 (-7) [Q2]
16% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 37
28% less capital invested
Capital invested by funds: $1.46B [Q1] → $1.05B (-$411M) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
Stifel
Matthew Smith
|
$21
|
Hold
Maintained
|
1 Aug 2025 |
|
Mizuho
John Baumgartner
|
$22
|
Neutral
Maintained
|
28 Jul 2025 |
|
Barclays
Andrew Lazar
|
$21
|
Equal-Weight
Maintained
|
15 Jul 2025 |
Financial journalist opinion
