NYSE$THS
TreeHouse Foods Inc. · Q4 2024 earnings
Q4 2024 earnings · · Before market open · Investor relations
Briefing
TreeHouse's Q4 2024 financial performance showcased resilience with net sales and adjusted EBITDA meeting guidance, despite a challenging macro environment and supply chain issues.
TreeHouse Foods reported Q4 2024 results with net sales of $905.7 million and net income from continuing operations of $58.7 million. Adjusted EBITDA was $118.3 million. The company issued initial fiscal year 2025 outlook with adjusted net sales in a range of $3.340 billion to $3.400 billion, adjusted EBITDA in a range of $345 million to $375 million, and free cash flow of at least $130 million.
- Net sales for Q4 2024 totaled $905.7 million, a slight decrease of 0.6% compared to the same period last year.
- Gross profit margin increased to 19.5% in Q4 2024, compared to 16.7% in Q4 2023, driven by supply chain savings initiatives and an insurance recovery.
- Net income from continuing operations for Q4 2024 was $58.7 million, a significant increase from $6.4 million in Q4 2023.
- Adjusted EBITDA from continuing operations increased to $118.3 million in Q4 2024, compared to $108.4 million in Q4 2023, primarily due to supply chain savings initiatives.
Headline financials
Revenue & EPS history
TreeHouse · Revenue · Quarterly
$906M
Forward guidance
TreeHouse issued the following outlook and guidance for fiscal year 2025: •Adjusted net sales in a range of $3.340 billion to $3.400 billion, •Adjusted EBITDA from continuing operations is expected in a range of $345 million to $375 million. •The Company expects free cash flow of at least $130 million.
Tailwinds
- Adjusted net sales in a range of $3.340 billion to $3.400 billion
- Pricing is expected to provide an approximately 1% benefit.
- Adjusted EBITDA from continuing operations is expected in a range of $345 million to $375 million.
- Net interest expense is expected in the range of $80 to $90 million.
- The Company expects free cash flow of at least $130 million.
Headwinds
- Adjusted net sales in a range of $3.340 billion to $3.400 billion, which represents a decline of approximately 1% to growth of approximately 1% year-over-year
- Volume/mix are expected to decline approximately 1% year-over-year
- Organic volume/mix decline approximately 1%
- Harris Tea volume benefit offset by previously announced decision to exit Ready-to-drink ("RTD") business and other margin management actions, along with one-time impact of frozen griddle product recall.
- Adjusted net sales in a range of $785 million to $800 million for Q1 2025, which is down approximately 3.5% at the mid-point year-over-year
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 15 quarterly earnings reports · overlaid with Q4 2024
-1.1%
Avg return
Earnings day
+0.5%
Avg return
5 days after
-1.9%
Avg return
30 days after
43%
29 / 67 earnings
Positive
+23.3%
Q3 2025
Best reaction
-36.5%
Q3 2017
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2025 | — | — | — | |
| Q3 2025 | +23.3% | +25.9% | +25.4% | |
| Q2 2025 | -6.5% | -3.5% | -10.7% | |
| Q1 2025 | -5.5% | -3.5% | -6.6% | |
| Q4 2024 | -0.6% | -8.4% | -15.2% | |
| Q3 2024 | -15.1% | -12.9% | -8.5% | |
| Q2 2024 | -5.1% | +0.4% | +5.1% | |
| Q1 2024 | -4.7% | -5.2% | -0.9% | |
| Q4 2023 | -14.2% | -14.1% | -14.1% | |
| Q3 2023 | -9.0% | -8.8% | -2.8% | |
| Q2 2023 | -9.9% | -8.9% | -14.0% | |
| Q1 2023 | -1.4% | -4.1% | -10.4% | |
| Q4 2022 | -1.4% | +1.1% | -2.1% | |
| Q3 2022 | -2.5% | -2.6% | -2.1% | |
| Q2 2022 | +8.0% | +11.4% | +3.5% | |
| Q1 2022 | +22.7% | +27.0% | +28.1% | |
| Q4 2021 | +15.4% | +14.8% | -5.6% | |
| Q3 2021 | +3.9% | — | — | |
| Q2 2021 | -6.3% | — | — | |
| Q1 2021 | +0.8% | — | — | |
| Q4 2020 | -2.5% | — | — | |
| Q3 2020 | -6.0% | — | — | |
| Q2 2020 | -4.6% | — | — | |
| Q1 2020 | +5.2% | — | — | |
| Q4 2019 | -0.7% | — | — | |
| Q3 2019 | -11.0% | — | — | |
| Q2 2019 | -3.8% | — | — | |
| Q1 2019 | -13.0% | — | — | |
| Q4 2018 | +0.0% | — | — | |
| Q3 2018 | -1.9% | — | — | |
| Q2 2018 | +8.6% | — | — | |
| Q1 2018 | +20.6% | — | — | |
| Q4 2017 | -11.0% | — | — | |
| Q3 2017 | -36.5% | — | — | |
| Q2 2017 | -11.6% | — | — | |
| Q1 2017 | -12.1% | — | — | |
| Q4 2016 | +12.1% | — | — | |
| Q3 2016 | -20.5% | — | — | |
| Q2 2016 | -1.5% | — | — | |
| Q1 2016 | +8.1% | — | — | |
| Q4 2015 | +2.4% | — | — | |
| Q3 2015 | +1.3% | — | — | |
| Q2 2015 | -3.0% | — | — | |
| Q1 2015 | -10.4% | — | — | |
| Q4 2014 | -9.8% | — | — | |
| Q3 2014 | -5.8% | — | — | |
| Q2 2014 | +3.1% | — | — | |
| Q1 2014 | -4.0% | — | — | |
| Q4 2013 | +10.7% | — | — | |
| Q3 2013 | -2.1% | — | — | |
| Q2 2013 | +4.0% | — | — | |
| Q1 2013 | -0.0% | — | — | |
| Q4 2012 | +11.0% | — | — | |
| Q3 2012 | -1.8% | — | — | |
| Q2 2012 | -12.7% | — | — | |
| Q1 2012 | +0.1% | — | — | |
| Q4 2008 | +2.1% | — | — | |
| Q4 2011 | +2.1% | — | — | |
| Q3 2011 | -1.7% | — | — | |
| Q2 2011 | +2.8% | — | — | |
| Q1 2010 | +0.7% | — | — | |
| Q1 2011 | +2.2% | — | — | |
| Q4 2010 | -0.5% | — | — | |
| Q3 2009 | +5.9% | — | — | |
| Q3 2010 | +5.9% | — | — | |
| Q4 2009 | +4.4% | — | — | |
| Q2 2009 | +4.4% | — | — | |
| Q2 2010 | +4.4% | — | — |
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