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COOK

Traeger, Inc.

COOK

NYSE·Consumer Cyclical·Furnishings, Fixtures & Appliances·Mkt cap $139.0M

$49.97

+2.80%

P/E

-1.19

Mkt Cap

$139.0M

52-Wk Range

$20.91–$86.59

52-Week Range

$20.91 - $86.59

P/E

-1.19

Fwd P/E

Beta

1.93

Div Yield

0.00%

Avg Vol

50.2K

Shares Out

2.7M

Mkt Cap

$139.0M

Price action

Price chart

Down 31.1% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Proprietary IoT technology and Traeger mobile app for remote grill control and monitoring
  • Strong brand loyalty and engaged 'Traegerhood' community with high customer lifetime value
  • Vertically integrated business model controlling design, manufacturing, distribution, and digital ecosystem
  • Recurring revenue from consumables (wood pellets, seasonings) and accessories
  • Comprehensive digital content library driving customer engagement and skill development

Bear Case

1 risk

  • Above-average volatility (beta 1.9).

Growth

Mild headwinds expected

Expansion of direct-to-consumer sales channels and e-commerce penetration

Value

Valuation data unavailable

Momentum

Weak

-15.1% over 3m

Quality

Stable

Below average quality

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $0.53 vs -$1.57 consensus (+133.8% surprise). Revenue of $120.2M vs $133.2M expected (-9.8%).

EPS beat +133.8%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+133.8%

Revenue trend · last 8Q

+3%

-1%

-14%

+3%

-14%

-34%

-17%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$122.0M

$168.6M

$143.3M

$145.5M

$125.4M

$145.4M

$94.1M

$120.2M

Margins · last 8Q

Gross

39.5%

Operating

-1.4%

Profit

-7.1%

Wall Street consensus

5 analysts · 20% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

20%

Hold

4

80%

Sell

0%

Median Price Target

Latest: RBC Capital · Aug 7, 2026

vs Industry

How COOK stacks vs Furnishings, Fixtures & Appliances

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.