#TreeHouse $TREE @TreeHouseFoods
TreeHouse Foods (NYSE: THS) is a leader in private-label food manufacturing, focusing on financial strength, efficiency, and sustainability.
Financial Highlights (Q2 2025)
โข Net Sales: $798M higher than expected.
โข Adjusted EBITDA: $73.3M (9.1% margin), up from $70.6M last year.
โข Net Loss: โ$2.9M, better than โ$16.7M last year.
โข Supply Chain Savings: $10.6M this quarter.
โข Outlook: Q3 sales expected at $840Mโ$870M; full-year EBITDA at $345Mโ$375M.
Sustainability & ESG Achievements (2024)
โข Emissions: Cut Scope 1 & 2 by 6.6% from 2022 levels.
โข Water Use: Down nearly 17%.
โข Waste: Removed ~700 metric tons of packaging.
โข Recycled Content: 27% PCR maintained in packaging.
โข Responsible Sourcing: 7% more RSPO-certified palm oil; stronger cocoa standards.
โข Community Impact: $10M donated; 73% more Employee Resource Group involvement; 10% fewer workplace safety incidents.
Operational Updates
โข Simplified leadership for quicker decision-making.
โข Continuing $250M supply chain efficiency program (2023โ2027).
โข Strategic changes: acquired Harris Tea & coffee operations; exited low-margin products.
Why It Matters
TreeHouse is proving that a food manufacturer can cut costs, protect the planet, and grow at the same time. With a focus on ESG leadership, operational discipline, and innovation, the company is building value for the long term.
Community Talking Points
โข TreeHouse is showing how to lower emissions, reduce waste, and still grow profits.
โข $10M in donations + major supply chain savings = ESG in action.
โข Private-label growth with sustainability at the core is the future of consumer goods.
