Treehouse Foods, INC
Market Movers (8-K)
Investindustrial has completed its $2.9 billion acquisition of TreeHouse Foods, taking the private brands manufacturer private and offering shareholders $22.50 cash plus a contingent value right per share.
Better than expected
Capital raise
TreeHouse Foods, Inc. stockholders overwhelmingly approved the proposed merger and related executive compensation at a Special Meeting held on January 29, 2026.
TreeHouse Foods, Inc. filed an 8-K to disclose supplemental information to its definitive proxy statement in response to stockholder lawsuits challenging the adequacy of merger disclosures.
TreeHouse Foods, Inc. provides preliminary financial estimates for Q4 and full-year 2025, details on its post-merger operational structure, and potential cost savings related to the Investindustrial merger.
Capital raise
TreeHouse Foods announced a definitive agreement to be acquired by Investindustrial for a total enterprise value of $2.9 billion, with shareholders receiving $22.50 cash and a contingent value right per share.
Capital raise
Better than expected
TreeHouse Foods, Inc. reported third-quarter 2025 financial results, including a significant net loss due to goodwill impairment, and announced its acquisition by Investindustrial for $2.9 billion.
Worse than expected
Quarterly Earnings (10-Q)
TreeHouse Foods reported a significant net loss in Q3 2025 driven by a goodwill impairment charge, while also announcing a definitive merger agreement with Investindustrial for $2.9 billion.
Delay expected
Worse than expected
TreeHouse Foods, Inc. reported a significant turnaround in quarterly operating income and improved gross profit margins, driven by strategic acquisitions and cost-saving initiatives, despite a continued net loss and increased cash usage from operations.
Better than expected
TreeHouse Foods' Q1 2025 net sales decreased by 3.5% year-over-year, impacted by strategic margin management, a griddle product recall, and the exit of the Ready-to-Drink business, though partially offset by the acquisition of Harris Tea.
Worse than expected
TreeHouse Foods experienced a net loss in the third quarter of 2024, impacted by a product recall and ongoing restructuring efforts, despite some gains in adjusted gross profit.
Worse than expected
Delay expected
TreeHouse Foods experienced a net loss in the second quarter of 2024, impacted by strategic decisions and facility restoration costs, despite some gains in adjusted gross profit.
Worse than expected
10-Q: TreeHouse Foods Reports Q1 2024 Results, Impacted by Broth Facility Restart and Volume Declines
TreeHouse Foods' first quarter results for 2024 show a net loss, impacted by supply chain disruptions, facility closures, and lower sales volume.
Worse than expected
Annual Reports (10-K)
TreeHouse Foods' 2024 results reflect strategic portfolio adjustments, acquisition integrations, and challenges from product recalls, impacting net sales and profitability.
Delay expected
Worse than expected
TreeHouse Foods' 10-K filing outlines its capital stock structure, potential risks, and strategic initiatives for the fiscal year ended December 31, 2023.
Delay expected
Worse than expected
Insider Trading (Form 4)
TreeHouse Foods, Inc. completed its merger, converting common stock into $22.50 cash and a contingent value right per share.
Worse than expected
JANA Partners Management, LP reports the disposition of its TreeHouse Foods shares and RSUs following the company's merger into a wholly-owned subsidiary.
TreeHouse Foods' CFO, Patrick O'Donnell, reported significant stock transactions related to the company's merger with Industrial F&B Investments II, Inc., converting shares and equity awards into cash and contingent value rights.
TreeHouse Foods EVP Kristy Waterman reported the conversion of her equity holdings into cash and contingent value rights following the company's merger with Industrial F&B Investments.
TreeHouse Foods' SVP and Chief Operations Officer, Stephen Alan Landry, converted his restricted stock units and performance share units into cash and contingent value rights following the company's merger.
TreeHouse Foods' SVP, Chief Strategy Officer, Philip Amit, reported the disposition of common stock, vested restricted stock units, and performance share units following the company's merger into a wholly-owned subsidiary.
Proxy Statements (Def-14A)
TreeHouse Foods, Inc. has filed supplemental disclosures to its definitive proxy statement for the upcoming merger with Investindustrial, addressing shareholder lawsuits challenging prior disclosures.
TreeHouse Foods, a private brands snack and beverage manufacturer, will be acquired by Industrial F&B Investments II, Inc. for $22.50 per share in cash plus one contingent value right (CVR) per share.
Better than expected
Capital raise
TreeHouse Foods, Inc. has filed a definitive proxy statement with the SEC.
TreeHouse Foods announces its 2025 Annual Meeting of Stockholders to be held virtually on April 24, 2025, outlining proposals including director elections, executive compensation approval, auditor ratification, officer liability limitations, and a stockholder proposal on voting requirements.
Worse than expected
TreeHouse Foods, Inc. has filed a definitive proxy statement with the SEC.
TreeHouse Foods sets date for its annual stockholder meeting, outlining key proposals and voting procedures.
Better than expected
Schedule 13D - Activist Investments
The merger of TreeHouse Foods, Inc. with Industrial F&B Investments II, Inc. has been consummated, leading to JANA Partners Management, LP no longer holding beneficial ownership.
JANA Partners Management, LP, a significant shareholder in TreeHouse Foods, Inc., has entered into a voting agreement to support the company's merger with Industrial F&B Investments II, Inc.
SCHEDULE 13D/A: JANA Partners Management LP Boosts Stake in TreeHouse Foods to 10.9%, Discloses Recent Share Purchases
JANA Partners Management LP, an investment firm, has increased its beneficial ownership in TreeHouse Foods, Inc. to 10.9% of outstanding common stock, as detailed in its latest Schedule 13D amendment.
Schedule 13G - Passive Investments
Dimensional Fund Advisors LP has filed a Schedule 13G amendment indicating it beneficially owns 0.0% of TreeHouse Foods Inc. common stock as of March 31, 2026.
Silver Point Capital, L.P. and its principals report 0% beneficial ownership of TreeHouse Foods, Inc. following its merger into a wholly-owned subsidiary of Industrial F&B Investments II, Inc.
Sessa Capital and its affiliates have filed an amended Schedule 13G, disclosing a 0.93% beneficial ownership stake in TreeHouse Foods, Inc. as of December 31, 2025.
FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, reporting a 1.6% beneficial ownership stake in TreeHouse Foods Inc. as of December 31, 2025.
T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G, reporting beneficial ownership of 121 shares, representing 0.0% of TreeHouse Foods Inc. common stock.
BlackRock, Inc. has reported an increased beneficial ownership of 13.5% in TreeHouse Foods, Inc. common stock, holding 6,799,984 shares.