Traeger demonstrated growth in sales and EBITDA, successfully implementing cost-saving initiatives and tariff mitigation strategies. However, challenges include a significant net loss, gross margin decline, and expected revenue loss due to channel optimization. The sentiment is mixed with both notable achievements and significant challenges.
Company Guidance
During the Traeger Third Quarter Fiscal 2025 Earnings Conference Call, management provided guidance based on recent financial performance and strategic initiatives. The company reiterated its full-year 2025 revenue guidance of $540 million to $555 million, reflecting a decrease of 8% to 11% year-over-year, and maintained its adjusted EBITDA target of $66 million to $73 million. Third-quarter results showed a 3% increase in sales to $125 million, with adjusted EBITDA rising 12% to $14 million, driven by a 2% growth in grill revenues and a 12% increase in consumables. Traeger's Project Gravity is projected to yield $50 million in run-rate cost savings by the end of 2026 through Phases 1 and 2, focusing on channel optimization and supply chain efficiencies. The company plans to offset approximately 80% of its $60 million tariff exposure in fiscal 2025, and while the transition to a distributor model in Europe and the discontinuation of Costco roadshows are expected to decrease revenue, these actions aim to enhance long-term profitability and investment capacity.
Sales Increase and EBITDA Growth
Sales increased by 3% to $125 million, driven by growth in grills and consumables. Adjusted EBITDA rose 12% to $14 million.
Project Gravity Cost Savings
Project Gravity is expected to generate $50 million in run-rate savings through efficiency improvements and channel optimizations.
Growth in Consumables
Consumables revenue increased by 12%, driven by positive sell-through of pellets and expanded distribution.
Successful Tariff Mitigation Strategies
Tariff mitigation efforts are expected to offset 80% of a $60 million tariff exposure. Strategies include supply chain efficiencies and production diversification.
Traeger (COOK) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
COOK Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$1.01
―
―
Aug 06, 2025
$1.70
$1.40
-17.65%
May 01, 2025
$1.48
$1.46
-1.35%
Mar 06, 2025
$2.16
$2.18
+0.93%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Traeger (COOK) report earnings?
Traeger (COOK) is schdueled to report earning on Mar 05, 2026, After Close (Confirmed).
What is Traeger (COOK) earnings time?
Traeger (COOK) earnings time is at Mar 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.