#Treehouse $TREE @TreeHouseFoods
TreeHouse Foods (NYSE: THS) continues to strengthen its position as a leader in private-label food manufacturing through financial resilience, operational efficiency, and a deep commitment to ESG.
Financial Highlights (Q2 2025)
Net Sales: $798M, above guidance.
Adjusted EBITDA: $73.3M (margin 9.1%), up from $70.6M YoY.
Net Loss reduced to โ$2.9M from โ$16.7M YoY.
Delivered $10.6M in supply chain savings this quarter.
Outlook: Q3 2025 revenue $840Mโ$870M; FY2025 adjusted EBITDA $345Mโ$375M.
Sustainability & ESG Achievements (2024 Progress)
Emissions: Scope 1 & 2 cut by 6.6% from 2022 baseline.
Water Use: Reduced nearly 17%.
Waste Reduction: Eliminated ~700 metric tons of unnecessary packaging.
Recycled Content: Maintained 27% PCR in packaging.
Responsible Sourcing: 7% increase in RSPO-certified palm oil; stronger cocoa sourcing standards.
Social Impact: $10M donated; 73% growth in Employee Resource Group participation; workplace safety incidents down 10% YoY.
Operational Moves
Streamlined leadership to improve agility and decision-making.
Continuing a $250M supply chain efficiency program (2023โ2027).
Strategic portfolio reshaping acquiring Harris Tea & coffee operations, exiting low-margin segments.
Why It Matters
TreeHouse is balancing cost efficiency with purpose-driven impact, proving that strong ESG and financial performance can go hand in hand. In a challenging retail environment, it is building long-term value through sustainability leadership, operational discipline, and innovation in private-label offerings.
Community Talking Points
TreeHouse is showing how a food manufacturer can cut emissions, reduce waste, and still grow profitably.
With $10M in community donations and major supply chain savings, TreeHouse is setting an example for ESG in action.
Private-label resilience plus sustain
ability thatโs the future of consumer goods.
