TreeHouse Foods, Inc. (NYSE:THS) Q2 2023 Earnings Call Transcript

Steven Oakland: Oh, no. I think private label is performing really well in its category. We talked about that. You’ve got them – almost got 80 weeks of share gain. And so, private label is doing fine in its categories. I think the consumer is just cautious. And as I said in the earlier comment, we feel good about the back half because we see the demand signal that we’re getting, and we know that our supply chain is in a better position to fulfill that demand. So if private label continues to gain share, it’s not unreasonable to think that those units will turn positive. If that does, that’s above what we’ve guided to. But I think we can meet the numbers we put out just with our improved service on the demand we see right now.

Operator: There are no further questions at this time. With that, I will turn the call back to Steve Oakland.

Steven Oakland: Well, I’d like to thank you all for being with us today. I know it’s a busy day. We are getting ready to go into our seasonal peak and we look forward to sharing that information with you after our third quarter results. I know there’s a lot of IR events going to happen in the next few months and hopefully we’ll see you in person. If not, we’ll talk to you soon. Take care.

Operator: This will conclude today’s conference call. Thank you for joining us today. You may now disconnect.