Treehouse Foods, Inc. THS

Competitive advantage analysis · consumer-defensive

Corporate Default
Overall moat score
52/100
Moderate

About Treehouse Foods, Inc.

TreeHouse Foods, Inc. manufactures and distributes private brands snacks and beverages in the United States and internationally. The company provides snacking products, such as crackers, pretzels, in-store bakery items, frozen griddle items, cookies, and candies; and beverage and drink mixes, including non-dairy creamer, coffee, broths/stocks, powdered beverages and other blends, tea, and ready-to-drink-beverages. It also offers groceries comprising pickles, refrigerated … Full THS analysis →

Competitive advantage assessment

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.75), demonstrating pricing resilience across cycles.
  • Operating Leverage in Effect Operating leverage is evident (score 0.65), with margins expanding over time.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
51

Where THS ranks in Packaged Foods

Treehouse Foods, Inc. ranks #32 of 73 scored companies in Packaged Foods by moat score — the top 44%. The widest moat in the group is McCormick & Company, Incorporat (MKC-V) at 79/100.

Moat scores for companies ranked near THS in Packaged Foods
# Company Moat score Rating
28 Wing Yip Food Holdings Group Li WYHG 55/100 Moderate
29 Darling Ingredients Inc. DAR 54/100 Moderate
30 The J.M. Smucker Company SJM 54/100 Moderate
31 General Mills, Inc. GIS 54/100 Moderate
32 Treehouse Foods, Inc. THS 52/100 Moderate
33 B&G Foods, Inc. BGS 52/100 Moderate
34 Coffee Holding Co., Inc. JVA 51/100 Moderate
35 Utz Brands Inc UTZ 47/100 Developing
36 The Kraft Heinz Company KHC 47/100 Developing

See every General Corporate company ranked by moat score →

How THS scores on the Corporate Default defenses

Pricing Power

Score 51 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 68 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 53 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 47 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 46 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 51 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding THS's moat

What is Treehouse Foods, Inc.'s moat score?

Treehouse Foods, Inc. (THS) scores 52 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #32 of 73 scored companies in Packaged Foods, the top 44%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 72 companies in Packaged Foods. Its strongest defense is Cost Advantage (68/100) and its weakest is Resilience (46/100).

How does Treehouse Foods, Inc. compare with other Packaged Foods companies?

Treehouse Foods, Inc. ranks #32 of 73 scored companies in Packaged Foods by moat score. The widest moat in Packaged Foods is McCormick & Company, Incorporat (MKC-V) at 79/100. The companies ranked closest are General Mills, Inc. (GIS) at 54 just above it and B&G Foods, Inc. (BGS) at 52 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 72 companies in Packaged Foods. The defenses are then weighted to produce the overall score out of 100.

Why is Treehouse Foods, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Treehouse Foods, Inc.?

The Corporate Default template measures 6 defenses, and THS scores: Pricing Power (51), Cost Advantage (68), Customer Stickiness (53), Capital Efficiency (47), Resilience (46), Scale & Market Position (51). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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