TreeHouse Foods' Q2 Sales Tick Up As Acquisitions Boost Revenue
Second-quarter sales at TreeHouse Foods rose slightly, with recent acquisitions cited as a key factor in boosting the company's revenue.
For the quarter ended June 30, net sales were $798 million, an increase of 1.2% over the comparable quarter of the previous year.
Company officials said the gains were primarily due to the acquisition of the private-brand tea business, favorable pricing to recover commodity inflation, and distribution gains. This was partially offset by volume/mix related to planned margin management actions, broader macroeconomic consumption trends, service impacts related to the voluntary recall of frozen griddle products, and the ready-to-drink (RTD) business exit.
Net loss for the second quarter was $2.9 million, compared with a net loss of $16.7 million for the same period of the previous year. Adjusted EBITDA was $73.3 million in the second quarter of 2025, compared with $70.6 million in the second quarter of 2024, an increase of $2.7 million. The increase in adjusted EBITDA is primarily due to supply chain savings initiatives, the accretive impact of the Harris Tea acquisition, and cost reduction activities. This was offset by commodity cost inflation and unfavorable fixed-cost absorption due to declining consumption trends.
"As we look ahead to the second half of the year, we remain committed to the plan we articulated earlier this year,” said Steve Oakland, chairman, CEO, and president of TreeHouse. “We are focused on what we can control, which includes ensuring that we provide best-in-class service for our retail customers at a time when our products are of great importance to their businesses. We continue to believe private brands remain attractively positioned, offering needed value to our customers and the consumer."
For the third quarter, TreeHouse is forecasting net sales in the range of $840 million to $870 million. Organic volume and mix are expected to decline in the high single digits, driven primarily by continued margin management actions. Pricing is expected to provide approximately a 4% benefit.
For the full fiscal year, TreeHouse expects adjusted net sales in the range of $3.36 billion and $3.415 billion, representing a decline of 0.5% to growth of approximately 1% year-over-year.
