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Traeger (COOK)
NYSE:COOK
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-3.34Last Year’s EPS
2.5Same Quarter Last Year
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mixed but constructive view: Traeger reported fiscal 2025 results that beat guidance and showed operational progress (notably Project Gravity savings, consumables growth, improved adjusted EBITDA and better liquidity), while projecting a deliberate near-term pullback in revenue for fiscal 2026 driven by strategic channel exits, tariff-driven price elasticity, MEATER reset and inventory normalization. Management emphasized that many 2026 headwinds are timing- and strategy-related and positioned the year as a transition toward structurally higher margins and cash generation in 2027 and beyond.Company Guidance
Full-Year Outperformance vs Guidance
Fiscal 2025 revenue of $560 million came in above the high end of guidance and adjusted EBITDA was $70 million (upper half of range), demonstrating stronger-than-expected full-year execution.
Project Gravity Realized Savings and Forward Value
Project Gravity delivered $20 million of cost savings in fiscal 2025 (exceeding the original $13M expectation) and is now expected to deliver $64 million to $70 million of total value across both phases; management expects ~ $50 million of adjusted EBITDA benefit in fiscal 2026 (roughly $30M incremental in 2026 on top of $20M realized in 2025).
Consumables and Pellets Strength
Consumables revenues grew to $36 million in Q4, up 16% year-over-year; management noted pellets business performed well and is a durable recurring revenue source—Thanksgiving connected cooks were 315,000, up 11% YoY, signaling sustained customer engagement.
Improving Adjusted EBITDA and Operating Leverage
Q4 adjusted EBITDA increased 6% year-over-year to $19 million despite lower revenue, demonstrating operating leverage; full-year adjusted EBITDA was $70 million.
Balance Sheet and Liquidity Progress
Year-end cash and cash equivalents increased to $20 million (from $15M), net debt declined by $10 million to $384 million, liquidity totaled $162 million, and inventory improved to $99 million (down from $107M), supporting stronger cash-generation outlook.
Product Innovation and Market Reception
Woodbridge platform launched earlier in the year received strong consumer reception; management plans two additional product launches in 2026 (positioned at accessible price points, sub-$1,000) to broaden household penetration and extend reach.
Early Sell-Through Outperforming Expectations with Top Retailers
Management reported early sell-through trends exceeding expectations, particularly with largest retail partners, suggesting healthier demand even as sell-in is being managed.
COOK Earnings History
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 |
|---|---|---|---|
Mar 05, 2026 | $38.50 | $30.70 | -20.25% |
Nov 05, 2025 | $50.50 | $43.09 | -14.67% |
Aug 06, 2025 | $85.00 | $70.00 | -17.65% |
May 01, 2025 | $74.00 | $73.00 | -1.35% |
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 May 13, 2026, After Close (Confirmed).
What is Traeger (COOK) earnings time?
Traeger (COOK) earnings time is at May 13, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is COOK EPS forecast?
COOK EPS forecast for the fiscal quarter 2026 (Q1) is -3.34.
