Private label food company TreeHouse Foods (NYSE: THS) will be reporting earnings this Monday before market hours. Here’s what investors should know.

TreeHouse Foods beat analysts’ revenue expectations by 1.7% last quarter, reporting revenues of $801.4 million, up 1.6% year on year. It was a strong quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

Is TreeHouse Foods a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting TreeHouse Foods’s revenue to grow 1.2% year on year to $849.3 million, a reversal from the 2.8% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.56 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. TreeHouse Foods has missed Wall Street’s revenue estimates four times over the last two years.

Looking at TreeHouse Foods’s peers in the shelf-stable food segment, some have already reported their Q3 results, giving us a hint as to what we can expect. SunOpta delivered year-on-year revenue growth of 16.6%, beating analysts’ expectations by 5.2%, and Lamb Weston reported flat revenue, topping estimates by 2.6%. SunOpta traded down 26.6% following the results while Lamb Weston was up 11.4%.

Read our full analysis of SunOpta’s results here and Lamb Weston’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the shelf-stable food stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.7% on average over the last month. TreeHouse Foods is down 3.6% during the same time and is heading into earnings with an average analyst price target of $21.06 (compared to the current share price of $19.05).

P.S. STOP buying the AI stocks everyone’s talking about. The real money? It’s in the profitable pick nobody’s watching yet. We’ve identified an AI profit machine that’s flying under Wall Street’s radar—for now. We can’t keep this research public forever—grab your FREE copy before we pull it offline. GO HERE NOW.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.