Earnings summaries and quarterly performance for Traeger.
Executive leadership at Traeger.
Board of directors at Traeger.
Research analysts who have asked questions during Traeger earnings calls.
Brian McNamara
Canaccord Genuity - Global Capital Markets
4 questions for COOK
Peter Benedict
Robert W. Baird & Co.
4 questions for COOK
Anna Glaessgen
B. Riley Securities
3 questions for COOK
Joseph Feldman
Telsey Advisory Group
2 questions for COOK
Megan Christine Alexander
Morgan Stanley
2 questions for COOK
Phillip Blee
William Blair
2 questions for COOK
Alexia Morgan
Piper Sandler
1 question for COOK
Dan Stroller
BMO Capital Markets
1 question for COOK
Peter Keith
Piper Sandler & Co.
1 question for COOK
Sabrina Baxamusa
Jefferies
1 question for COOK
Simeon Siegel
BMO Capital Markets
1 question for COOK
Recent press releases and 8-K filings for COOK.
- COOK reported Q3 2025 revenue of $125 million and Adjusted EBITDA of $13.8 million, achieving a gross margin of 38.7%.
- The company reiterated its Fiscal 2025 guidance, projecting Total Revenue between $540 million and $555 million and Adjusted EBITDA between $66 million and $73 million.
- COOK updated its Project Gravity cost savings target to $50 million in total annualized run-rate savings, an increase of $20 million from the previous target, with $13 million in realized savings expected in FY 2025 from Phase 1.
- Quarter-end liquidity was $167 million and net debt was $398 million in Q3 2025.
- Traeger reported a 3% increase in sales to $125 million and a 12% increase in Adjusted EBITDA to $14 million for Q3 2025, with grill revenues up 2% and consumables up 12%. The company recorded a net loss of $90 million due to a $75 million non-cash impairment charge.
- The company reiterated its full-year 2025 guidance, expecting revenues between $540 million and $555 million (down 8%-11%) and Adjusted EBITDA between $66 million and $73 million.
- Traeger announced an incremental $20 million run rate cost savings target for Phase Two of Project Gravity, bringing the cumulative run rate savings target to $50 million once fully implemented. Phase One is expected to deliver approximately $13 million in realized cost savings in fiscal year 2025.
- Project Gravity's Phase Two includes channel optimization, such as exiting the Costco roadshow business, shifting traeger.com to a content-only site, and moving to a distributor model in European markets, which is expected to result in an approximate $60 million loss of revenue with anticipated recapture in other channels.
- Traeger reported total revenues of $125.4 million, a 2.7% increase year-over-year, and Adjusted EBITDA of $13.8 million, up 11.8% for the third quarter of fiscal year 2025.
- The company posted a net loss of $89.8 million for Q3 FY25, primarily due to a $74.7 million goodwill impairment.
- Traeger increased its Project Gravity annualized cost savings target to $50 million, adding $20 million from Phase 2 initiatives.
- The company reiterated its full-year Fiscal 2025 guidance, projecting total revenue between $540 million and $555 million and Adjusted EBITDA between $66 million and $73 million.
Quarterly earnings call transcripts for Traeger.
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