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TreeHouse price target lowered to $26 from $35 at Stifel

Stifel analyst Matthew Smith lowered the firm’s price target on TreeHouse (THS) to $26 from $35 and keeps a Hold rating on the shares. TreeHouse pre-announced a stronger Q1 than expected and reiterated its 2025 guidance, while also providing a tariff update that said only 5% of sales occurring outside the U.S. and nearly all finished goods are USMCA compliant, suggesting minimal direct impact, the analyst tells investors.

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