Company: THS
Filing Date: 2025-11-12
Form Type: 8-K
Source: 0001320695-25-000112
Chunk: 3

Company: TreeHouse Foods, Inc.
Filing Date: 2025-11-12
Form: 8-K
Item: Item 1.01
Chunk 3
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 “ CVR Agreement”), which will govern the terms of the CVRs. Each CVR will represent the right to receive contingent cash payments from net proceeds, if any and subject to certain adjustments and deductions as described in the CVR Agreement, from certain litigation relating to part of TreeHouse’s coffee business. The CVRs will not represent an equity or ownership interest in Investindustrial, any constituent party to the Merger or any of their affiliates.

A CVR committee will control the management and disposition of the litigation, including with respect to the prosecution, negotiation, resolution, and settlement of claims. The committee will be comprised of one member designated by TreeHouse prior to the Effective Time, one member designated by Investindustrial and one independent member.

Subject to certain deductions and adjustments, 85% of net proceeds received in respect of the litigation will be paid to the CVR holders and 15% will be retained by TreeHouse.

The foregoing summary of the Merger Agreement, the CVR Agreement and the transactions contemplated thereby does not purport to be complete and is subject to, and qualified in its entirety by, the full text of the Merger Agreement and the form of CVR Agreement, which are attached to this report as Exhibits 2.1 and 10.1, respectively, and are incorporated herein by reference.

Voting Agreement

In connection with the execution of the Merger Agreement, on November 10, 2025, JANA Partners (the “ Supporting Stockholder”) entered into a Voting Agreement with Investindustrial (the “ Voting Agreement”). Under the Voting Agreement, the Supporting Stockholder has agreed to vote its shares of TreeHouse Common Stock in favor of the adoption of the Merger Agreement, subject to certain terms and conditions contained therein.

Forward-Looking Statements

This Current Report on Form 8-K contains and TreeHouse’s other filings and press releases may contain forward-looking statements within the meaning of the U. S. Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements may be typically identified by such words as "may," "will," "should," "would," "expect," "anticipate," "plan," "likely," "believe," "estimate," "project," "intend," and other similar expressions among others. Although TreeHouse believes that the expectations reflected in any forward-looking statements are reasonable, they involve known and