TreeHouse Foods (NYSE: THS) is strengthening its position as a leader in private-label food manufacturing by improving finances, boosting efficiency, and staying committed to sustainability (ESG)
Q2 2025 Financial Highlights
โข Net Sales: $798M above expectations
โข Adjusted EBITDA: $73.3M (9.1% margin), up from $70.6M last year
โข Net Loss: โ$2.9M vs. โ$16.7M last year
โข Supply Chain Savings: $10.6M this quarter
โข Outlook: Q3 revenue expected at $840M $870M; full-year adjusted EBITDA $345M $375M
Sustainability & ESG Achievements (2024)
โข Emissions: Cut Scope 1 & 2 by 6.6% since 2022
โข Water Use: Down 17%
โข Waste Reduction: Removed ~700 metric tons of unnecessary packaging
โข Recycled Packaging: Maintained 27% PCR content
โข Responsible Sourcing: 7% more RSPO-certified palm oil; stronger cocoa sourcing rules
โข Community Impact: $10M donated; employee group participation up 73%; workplace safety incidents down 10%
Operational Updates
โข Streamlined leadership for faster decision-making
โข Continuing $250M supply chain efficiency program (2023โ2027)
โข Reshaping portfolio acquiring Harris Tea & coffee operations, exiting low-margin areas
Why It Matters
TreeHouse proves that strong ESG practices and financial growth can go hand-in-hand. By cutting waste, reducing emissions, and improving efficiency, itโs building long-term value in a tough retail market while leading in sustainability and private-label innovation.
Key Takeaways for the Community
โข A real-world example of how a food manufacturer can cut emissions, reduce waste, and still grow
โข $10M donated to communities alongside major supply chain savings
โข Private-label strength + sustainability = the future of consumer goods
#Treehouse @TreeHouseFoods
