Traeger

COOK

Market cap $144M

Traeger remains a soft 'buy' despite declining sales and profits, as shares are attractively valued versus peers. COOK faces headwinds from tariffs and economic uncertainty, but management's Project Gravity aims to deliver $30 million in annualized savings. Tariff mitigation efforts are expected to offset 80% of the $60 million impact, with supply chain efficiencies and price increases underway.

Traeger, Inc. (NYSE:COOK ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Jeremy Andrus - Chairman of the Board & CEO Joey Hord - Senior Vice President of Finance & Strategy Nicholas P. Bacchus - Vice President of Investor Relations Conference Call Participants Brian Christopher McNamara - Canaccord Genuity Corp., Research Division Joseph Isaac Feldman - Telsey Advisory Group LLC Peter Sloan Benedict - Robert W.

Although the revenue and EPS for Traeger (COOK) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Traeger (COOK) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of $0.06. This compares to earnings of $0.06 per share a year ago.

SALT LAKE CITY--(BUSINESS WIRE)--Traeger, Inc. ("Traeger" or the "Company") (NYSE: COOK), creator and category leader of the wood pellet grill, today announced its financial results for the three months ended June 30, 2025. Second Quarter FY25 Results Total revenues decreased 13.6% to $145.5 million Net loss of $7.4 million Adjusted EBITDA of $14.3 million Expects to offset approximately 80% of FY25 unmitigated tariff impact Targeting $30 million in annualized cost savings with Phase 1 of Proje.

SALT LAKE CITY--(BUSINESS WIRE)--Traeger, Inc. (“Traeger”) (NYSE: COOK), creator and category leader of the wood pellet grill, today announced that Joey Hord, Chief Financial Officer, and Nick Bacchus, Vice President of Investor Relations, Treasury and Capital Markets, will participate in a fireside chat at the Canaccord Genuity 45th Annual Growth Conference on Wednesday, August 13th at 8:30 AM Eastern Time. There will be a live webcast of the fireside chat and a replay will be available for 90.

SALT LAKE CITY--(BUSINESS WIRE)--Traeger, Inc. (“Traeger”) (NYSE: COOK), creator and category leader of the wood pellet grill, today announced that it will release its second quarter fiscal 2025 financial results after market close on Wednesday, August 6, 2025. Management will host a conference call at 4:30 p.m. Eastern Time to discuss its financial results. Those who wish to participate in the call may do so by dialing (833) 470-1428 or +1 (404) 975-4839 for international callers, conference I.

Summer is traditionally a time when lower volume can limit upward momentum. Nonetheless, it's only a few weeks away from the next earnings season, and earnings drive stock price growth.

Traeger is a high-risk, high-reward turnaround play, now trading at deep value after a 55% share price drop due to tariff and economic uncertainty. Despite modest revenue declines, profitability metrics have improved, with better margins and cost controls offsetting lower average selling prices. Management is actively mitigating tariff exposure by shifting production, raising prices, and streamlining operations, but near-term volatility remains high.

Traeger, Inc. (COOK) Q1 2025 Earnings Call Transcript