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Upturn AI SWOT - About
THS 
Treehouse Foods Inc (THS)
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Upturn Advisory Summary
03/27/2025: THS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -25.85% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.35B USD | Price to earnings Ratio 52.92 | 1Y Target Price 33.72 |
Price to earnings Ratio 52.92 | 1Y Target Price 33.72 | ||
Volume (30-day avg) 866424 | Beta 0.15 | 52 Weeks Range 25.69 - 43.84 | Updated Date 04/1/2025 |
52 Weeks Range 25.69 - 43.84 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.51 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.8% | Operating Margin (TTM) 10.22% |
Management Effectiveness
Return on Assets (TTM) 2.47% | Return on Equity (TTM) 1.67% |
Valuation
Trailing PE 52.92 | Forward PE 14.81 | Enterprise Value 2631397888 | Price to Sales(TTM) 0.41 |
Enterprise Value 2631397888 | Price to Sales(TTM) 0.41 | ||
Enterprise Value to Revenue 0.79 | Enterprise Value to EBITDA 10.84 | Shares Outstanding 50203500 | Shares Floating 41494316 |
Shares Outstanding 50203500 | Shares Floating 41494316 | ||
Percent Insiders 0.9 | Percent Institutions 111.36 |
Analyst Ratings
Rating 3.27 | Target Price 33 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 9 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Treehouse Foods Inc
Company Overview
History and Background
Treehouse Foods Inc. was founded in 2005 as a spin-off from Dean Foods. It grew through acquisitions to become a major player in the private label packaged foods industry.
Core Business Areas
- Meal Preparation: Includes pasta sauces, pickles, and other condiments.
- Snacking and Beverages: Includes nuts, trail mixes, crackers, and powdered drinks.
Leadership and Structure
The leadership team includes the CEO, CFO, and other key executives. The company is structured into business units based on product categories.
Top Products and Market Share
Key Offerings
- Pasta Sauces: Private label pasta sauces. Market share varies by region and retailer, difficult to get exact number, but Treehouse is one of the largest private label suppliers. Competitors include Conagra Brands (CAG), Campbell Soup Company (CPB), and various regional private label manufacturers.
- Pickles: Private label pickles and related products. Similar to pasta sauces, market share data is diffuse. Competitors include Vlasic (Pinnacle Foods - since acquired by Conagra), Mt. Olive, and store brands sourced from other suppliers.
Market Dynamics
Industry Overview
The private label food industry is driven by consumer demand for value and retailer strategies to build brand loyalty. It is competitive, with price pressure common.
Positioning
Treehouse Foods Inc. is a leading player in the private label food market, with a focus on scale and efficiency. Its competitive advantages include a broad product portfolio and established relationships with retailers.
Total Addressable Market (TAM)
The TAM for private label food and beverage in the US is estimated to be over $200 billion. Treehouse Foods Inc. is positioned to capture a significant portion of this market through its diverse product offerings and relationships with major retailers.
Upturn SWOT Analysis
Strengths
- Broad product portfolio
- Established relationships with retailers
- Scale and efficiency
- Strong presence in the private label market
Weaknesses
- Reliance on a few major customers
- Exposure to commodity price volatility
- Debt levels
- Operational challenges following acquisitions
Opportunities
- Expanding into new product categories
- Acquiring smaller private label manufacturers
- Improving operational efficiency
- Capitalizing on the growing demand for private label products
Threats
- Increased competition from other private label manufacturers
- Consolidation among retailers
- Changes in consumer preferences
- Economic downturns
Competitors and Market Share
Key Competitors
- Conagra Brands (CAG)
- Kraft Heinz (KHC)
- General Mills (GIS)
Competitive Landscape
Treehouse Foods Inc. competes on price and product variety. It needs to maintain strong relationships with retailers to succeed.
Major Acquisitions
Flagstone Foods
- Year: 2014
- Acquisition Price (USD millions): 860
- Strategic Rationale: Expand into snacking and healthy foods categories.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic growth in the private label market.
Future Projections: Future growth projections depend on market conditions and the company's ability to execute its strategy. Analyst estimates vary.
Recent Initiatives: Recent initiatives include streamlining operations and focusing on core product categories.
Summary
Treehouse Foods is a significant private label food supplier, leveraging its scale and retailer relationships. However, it faces challenges related to debt, commodity prices, and competition. Recent efforts to streamline operations aim to improve profitability. The company needs to effectively manage these challenges to capitalize on growth opportunities in the private label market.
Similar Companies
- CAG
- KHC
- GIS
- Pinnacle Foods
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Treehouse Foods Inc
Exchange NYSE | Headquaters Oak Brook, IL, United States | ||
IPO Launch date 2005-06-28 | President, CEO & Chairman Mr. Steven T. Oakland | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 7400 | Website https://www.treehousefoods.com |
Full time employees 7400 | Website https://www.treehousefoods.com | ||
TreeHouse Foods, Inc. manufactures and distributes private brands snacks and beverages in the United States and internationally. The company provides snacking products, such as crackers, pretzels, in-store bakery items, frozen griddle items, cookies, and candies; and beverage and drink mixes, including non-dairy creamer, coffee, broths/stocks, powdered beverages and other blends, tea, and ready-to-drink-beverages. It also offers groceries comprising pickles, refrigerated dough, hot cereal, and cheese and puddings, as well as natural, organic, and gluten-free products. The company sells its products through various distribution channels, including retailers, foodservice distributors, food-away-from-home customers, refrigerated and frozen formats, and co-manufacturers, as well as industrial and export, which includes food manufacturers and repackagers of foodservice products. TreeHouse Foods, Inc. was founded in 1862 and is based in Oak Brook, Illinois.
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