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Traeger (COOK) investor relations material
Traeger Canaccord Genuity’s 45th Annual Growth Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Canaccord Genuity’s 45th Annual Growth Conference summary13 Aug, 2025
Business overview and recent performance
Premium grill and cooking platform company with strong brand investment and market share gains since the mid-2000s.
Post-pandemic challenges include category pullback and tariff headwinds, with revenues down year-over-year due to pricing shifts.
Focus on profitability, with Project Gravity targeting $30M in annual cost savings and supply chain optimization.
Sell-through at retail remains strong, supported by brand investment and promotions.
Tariff impact and supply chain strategy
Tariffs have led to a blended rate in the low 30% range, prompting price increases and cost management initiatives.
Mitigation efforts include pricing, supply chain diversification (accelerating shift from China to Vietnam), and operational discipline.
Tariffs are seen as a short-term challenge but may lead to long-term industry consolidation and improved discipline.
Supply chain shifts are complex due to technical requirements and long-term partner relationships.
Market dynamics and consumer trends
Industry volumes remain below 2019 levels due to pandemic demand pull-forward and sluggish housing market.
High ticket, durable goods face headwinds from low housing transactions and high interest rates.
Brand holds market share with 3.5% household penetration; opportunity exists in low-awareness regions, especially the East Coast.
Replacement cycle of five years expected to provide a future tailwind.
How does Traeger offset tariff exposure?
Why is China production shift difficult?
How to boost low household penetration?
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Q3 20255 Nov, 2025
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Frequently asked questions
Traeger Inc designs, manufactures, and sells wood pellet grills, related accessories, and consumables. Its outdoor cooking products are marketed primarily through retail partners and direct-to-consumer channels. The company is headquartered in Salt Lake City, Utah, and its shares are listed on the NYSE.
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