TreeHouse Foods, Inc. (THS)

1.35 3.48
Prev Close 38.81
Open 38.24
Day Low/High 37.29 / 39.11
52 Wk Low/High 29.47 / 52.16
Volume 476.96K
Exchange NYSE
Shares Outstanding 55.99B
Market Cap 2.12B
P/E Ratio N/A
Div & Yield N.A. (N.A)

Latest News

TreeHouse Cut to Hold at Stifel

Nice Pop Today on TreeHouse Foods (THS)

TreeHouse Investment

Activist Jana Partners takes a position in TreeHouse Foods .  

It's Time to Get Into the TreeHouse

It's Time to Get Into the TreeHouse

THS should begin to ... climb ... as acquisition is completed.

TreeHouse Cut to Neutral at JPMorgan

Once Again

Repeating for emphasis.  I am no longer in , , , , , , , , , and .

Minding Mr. Market

* Ss over Ns yesterday * I remain negative on the market outlook Yesterday's market action was eventful - with the Nasdaq exhibiting about a -230 handle loss.  NYSE Composite breadth was modestly positive (1620 to 1540) - not bad relative to the Nas...

I'm Eliminating TreeHouse Foods

* Based on reward vs. risk I plan to eliminate this name * I currently plan to hold on to Smucker and Kraft Heinz  Since early November the shares of TreeHouse Foods have risen from about $34/share to over $44/share.  Given the company's fundamental...

Some Afternoon Observations  

* My continued mantra is less pontificating and more trading/investing * Considering a short in SPY and QQQ on further strength   * Breadth disappointing (negative - 1475 advancers, 1565 decliners on the NYSE) relative to +25 S&P and +210 Nasdaq * I...

Some (3:15 pm) Takeaways

* Ss (S&P) over Ns (Nasdaq). Again and for the second day in a row. * Breadth was 2-1 positive. * Bonds continue to get smoked - higher in yield, lower in price. ( - $1.25/share). * Crude +$1.22/barrel. * Gold +$21.70. * FAANG plus M(SFT) weak, agai...

TreeHouse Foods Had a Small Sales Miss as Customers Grew More Volatile

* Strong EPS beat * I am sticking with this inexpensive stock as I expect the trend to private label to continue TreeHouse's EPS of $0.71 was a nice beat relative to consensus of $0.63-$0.65. The driver was strong (+28%) EBIT growth as fixed cost le...

Programming Note

Coming up this morning I will have a summary analysis of the recently reported quarterly results of TreeHouse Foods , General Motors , and Papa John's .  They are all good.  

Viva La Differencia

I am pressing the following value based longs: , , , , , , , and . Please note - regarding the pivot from growth to value - that the following growth stocks are lower in a sea of green: , , , , . __________  Long GOOGL, AMZN (large), VTV (large), VB...

Kass: I'm Lovin' These Laggards

Kass: I'm Lovin' These Laggards

I'm lookin' for love in all the right places with these lagging stocks.

Looking for Love in All the Right Places

* Some laggards that I have been buying "Well, I've spent a lifetime lookin' for you; singles bars and good time lovers were never true. Playin' a fools game hopin' to win; and tellin' those sweet lies and losin' again. I was lookin' for love in all...

My Recent List of Buys

In response to some email questions... very recent buys include , , , , , , , (upgraded), , , (I wrote several columns on the company yesterday), etc. __________  Long SJM (large), THS (large), GS (large), MS (large), GLD (large), WMT, GM (large), K...

Adding to 2 Stocks

I just added to and .  

Stay Cool -- and Prep for Investment Opportunities

* This is not your father's market -- as old rules don't apply   If your trading and investment decisions are based solely on price action (and charts) you should stop reading this column!   Since two Wednesdays ago, I have been looking for a series...

New Buy (and Short) Levels

* My revised levels I don't want there to be any ambiguity about the size of my positions or about my buy and short levels as I strive for as much transparency as possible. "When the time comes to buy, you won't want to." -- Walter Deemer "When the ...

TreeHouse Foods Remains Attractive

TreeHouse Foods  reported an eight beat to consensus expectations but the quality of the profit report was mixed.  Gross margins expanded by 30 basis points and EBITDA +6.5%.  Organic sales growth was only about +4% compared to projected +7% as ther...

The Long and the Short of It

* After "playing" the rally off of the March lows (with plenty of longs) I have recently (again) gotten net short of exposure To summarize some my recent activity: * I took off numerous investment longs (for profits) into the rally -- including , , ...

Tim on KHC

Yesterday, Tim "Not Judy or Phil" Collins looked constructively towards Kraft Heinz on a technical basis. I remain optimistic on the fundamentals of KHC and other packaged foods stocks (e.g., and ).

Wednesday's Takeaways

Something feels "wrong" about this market.  Mr. Market is remarkably bifurcated, there is insane speculation in worthless securities and the breadth seems "shaky" -- among many other issues. I ended the day much shorter than I started the day. Jay P...

A Midday Market Review

With the exception of a short and an elimination of my holdings - I have done little this morning. * Breadth is still a strong 3.5:1. * Ss (S&P) over Ns (Nasdaq), again, and despite strong gains in Tesla and Amazon . * Bonds are quiet. (I covered my...

Kass: 1968 Redux?

Kass: 1968 Redux?

Nineteen Sixty-Eight was often considered to be one of the most turbulent and traumatic years of the 20th century in the U.S.

2020 Is Looking a Lot Like 1968, Without the Good Music

We are now in one of those times, like 52 years ago in 1968, that we and our children will always remember. Many of us have spent the weekend watching America burning in despair. As I write this missive, an extended portion of I-95 (in Palm Beach) h...

My Tactical Approach and Current Positioning

* I have liquidated a lot of my long positions and have been averaging into Index shorts lately * I worship at the altar of fundamentals and not of price momentum * Monday I will present a more lengthy analysis of my concerns over the balance of 202...

Tonight's Forecast... a Freeze(r) is Coming

Danielle DiMartino Booth on Food Storage Capacity (and by inference, the attraction of packaged food stocks -- such as Kraft Heinz , J. M. Smucker and TreeHouse Foods ): The April core CPI's decline of 0.4% was the largest ever, while the headline d...