2023年6月23日

照片:©ANPHOTOS99——STOCK.ADOBE。COM橡樹溪,病了。後,樹屋食品去年剝離其膳食準備業務,管理擴展其逐漸轉移剩餘的零食和飲料業務。在公司6月13日的投資者表示,高管們強調最近的投資意味著交付前和底線增長。“我們會從削減成本轉向能力建設,”史蒂夫·蘭德裏說,首席運營官。“我們正在努力實現的目標遠高於我們之前曾經以為我們能實現。這迫使我們的想法不同。我們不能做同樣的事情一遍又一遍,期待不同的結果。“史蒂文·t·奧克蘭,總裁兼首席執行官,補充說,“成功的私人標簽,你需要深度…但深度比質量、價格和服務。你必須有能力幫助客戶成長。“鍵樹屋的發展包括高度吸引人的類別和建築贏得競爭能力,蒂莫西·j·史密斯說,零食和飲料部門總裁。 The focus on snacks and beverages places the company squarely in growth categories. Now management is making investments to add capabilities. “We understand our competitive position,” Mr. Smith said. “So, we can compete in a better way over time — that's cost, quality, service and the full suite of offerings. We see the growth runway. “Off of those spaces that we play, are we taking advantage of the white space that exists within the space on those core items? Do we have the distribution at our core customers like we would like to have? Where we don't, we're going after it.” Using TreeHouse Foods’ crackers business as an example, Mr. Smith said the company is adding capacity. “The total addressable market (crackers) is massive,” he said. “We can grow here. (It has) strong category trends. Consumers and snacking occasions are a tailwind for this category, and incredibly relevant to the retailer.” The company is taking a two-prong approach to adding capacity. First, it’s unlocking capacity on existing cracker lines and, second, it’s investing to enhance capacity — converting lines from slower-moving categories to faster-moving ones through investments in new lines. The company also made a $14 million acquisition in April to enhance its pretzel-making capabilities. “We have historically played in traditional and filled pretzels, two very nice businesses for us,” Mr. Smith said. “We've watched the seasoned (pretzel) space for a bit. As it began to mature, we built our internal plan and made an investment in internal capacity. As we were doing that, we identified an external co-manufacturer that had some assets that were complementary to our internal investment and took the opportunity to step into it more quickly as we had a number of customers ask again to get into this space.” In coffee, TreeHouse Foods made an acquisition to grow beyond its single-serve pods and ready-to-drink businesses. On June 8, the company said it was acquiring Farmer Brothers’ Northlake, Texas, coffee facility for approximately $100 million. The plant features grinding, flavoring and blending capabilities. “The Farmer Brothers acquisition overnight gives us a leadership position in the space that enhances our ability through green coffee purchasing, through formula development — we can now create custom formulas for our strategic partners — through roasting and grinding, flavoring and a fuller pack assortment. This investment takes us from a slight disadvantaged position in coffee to now being an advantaged player in this space,” Mr. Smith said. As part of the investor day presentation, TreeHouse Foods updated its full-year guidance of net sales growth of 6% to 8%, which represents a range of $3.66 billion to $3.73 billion and adjusted EBITDA to be in a range of $355 million to $370 million.