THS
TreeHouse Foods, Inc.23.84
-0.05-0.21%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
1.20BP/E (TTM)
-Basic EPS (TTM)
-4.84Dividend Yield
0%Recent Filings
8-K
TreeHouse goes private via merger
TreeHouse Foods completed its merger with Industrial F&B Investments III on February 11, 2026, becoming a private wholly owned subsidiary. Shareholders received $22.50 cash per share plus one non-transferable CVR tied to coffee litigation proceeds, while the buyer secured $1,000M term loan, $400M ABL, and $800M notes. TreeHouse delisted from NYSE. Old debt terminated.
8-K
Merger approved by shareholders
TreeHouse Foods stockholders overwhelmingly approved the merger proposal on January 29, 2026, with 43.6 million votes for versus just 82,000 against. The advisory vote on merger-related executive pay passed narrowly, 27.3 million for amid 16.5 million against. Adjournment authority cleared easily. Merger advances.
8-K
Proxy supplements counter lawsuits
TreeHouse Foods issued supplemental disclosures to its definitive proxy statement on January 20, 2026, addressing 13 stockholder demand letters and three lawsuits alleging inadequate merger disclosures. The updates detail Goldman Sachs' fairness opinion, including $22.50 cash plus CVR (0-$9.48 present value) and net debt of $1.734B. Lawsuits lack merit, yet supplements preempt delays ahead of the January 29 stockholder vote. Merger risks persist.
8-K
Preliminary strong 2025 results
TreeHouse Foods released preliminary 2025 results: full-year Adjusted Net Sales $3.375-3.395B, Adjusted EBITDA $350-360M; Q4 $935-955M sales, $127-137M EBITDA. Q4 sales surged from Harris Tea acquisition, normalized griddle/broth production, private-label demand, yet offset by cookie/cracker softness. Post-merger with Investindustrial, $131M annual cost savings targeted by 2028. Merger risks remain.
8-K
TreeHouse merger at $22.50/share
TreeHouse Foods signed a merger agreement on November 10, 2025, with Investindustrial's subsidiary, taking the company private. Shareholders get $22.50 cash per share plus a non-transferable CVR entitling them to 85% of net proceeds from coffee antitrust litigation, if any. JANA Partners pledged votes in favor. Antitrust approvals pose key risks.
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