NYSE$COOK

Traeger Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Traeger Inc reported revenue of $145.5 million and a net loss of $7.4 million for Q2 2025.

Traeger Inc posted a 13.6% year-over-year revenue decline to $145.5 million in the second quarter, driven by lower grill and accessory sales partially offset by growth in consumables. The company recorded a net loss of $7.4 million compared to a $2.6 million loss in the prior-year quarter, with gross margin contracting to 39.2%. Management highlighted cost-saving initiatives and a restructuring plan expected to improve profitability over time.

  • Revenue fell 13.6% YoY to $145.5 million, primarily due to a 21.9% drop in grill sales.
  • Gross margin declined to 39.2% from 42.9% amid higher direct import mix and tariff costs.
  • Net loss widened to $7.4 million as operating expenses, including $3.5 million in restructuring costs, outpaced gross profit.
  • Cash and cash equivalents stood at $10.3 million with $9.0 million drawn on the receivables facility.

Headline financials

Total Revenue

$145M

Previous: $168M-13.6%
EPS (adj)

-$0.06

Previous: -$0.02-200.0%
Gross Margin

39.2%

Previous: 42.9%-8.6%
Capital Expenditures

-$4.45M

Previous: -$7.73M+42.4%
Net Income

-$7.38M

Previous: -$2.58M-186.4%
Operating Income

-$6.1M

Previous: $4.8M-227.1%
Gross Profit

$57M

Previous: $72.3M-21.2%
Cash & Equivalents

$10.3M

Previous: $18M-42.9%
Total Assets

$781M

Previous: $842M-7.3%

Revenue & EPS history

Traeger · Revenue · Quarterly

$145M

Q2 2025-13.6%vs Q2 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Traeger · $145M total across 3 segments · Q2 2025

  • Grills
    $74.2M
  • Consumables
    $36.4M
  • Accessories
    $34.9M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-0.0%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-6.6%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+32.6%

Q2 2024

Best reaction

-20.6%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-9.3%-8.8%+36.6%
Q4 2025-20.3%-20.8%-20.3%
Q3 2025-12.5%-2.0%-21.1%
Q1 2025-2.7%-10.1%-6.8%
Q4 2024+0.9%-15.7%-31.0%
Q3 2024-0.6%-5.5%-4.3%
Q2 2024+32.6%+27.9%+61.4%
Q1 2024+4.3%+0.0%+8.7%
Q4 2023-8.5%-2.2%+4.0%
Q3 2023-20.6%-25.0%-24.0%
Q2 2023+32.1%+29.8%-1.8%
Q1 2023+28.8%+20.3%+46.3%
Q4 2022+13.0%+22.5%+13.9%
Q3 2022-17.0%+2.9%-22.9%
Q2 2022+11.3%+5.4%-6.5%
Q1 2021+30.2%+35.4%-1.6%
Q1 2022+4.1%+9.3%-14.6%
Q4 2019+4.4%+1.4%-12.6%
Q4 2021-15.8%-20.6%-29.8%
Q3 2021-16.0%-25.9%-34.9%
Q3 2020-16.0%-25.9%-34.9%
Q2 2020-9.7%-10.9%-21.7%
Q4 2020-9.7%-10.9%-21.7%
Q2 2021-4.0%-11.6%-20.0%
Q1 2020

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