Traeger, Inc. (COOK) FY2025 10-K Annual Report

Filed: Mar 6, 2026
Information Technology
Household AppliancesSEC EDGAR

Traeger, Inc. (COOK) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 6, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Traeger, Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: Creator and leader of wood pellet grills with integrated IoT platform, digital content, consumables, and accessories
  • New strategic plan "Project Gravity" launched in May 2025 to streamline organization, reduce costs, and exit DTC business channel
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Management Discussion & Analysis

  • Revenue $559.5M in 2025, down 7.4% YoY from $604.1M in 2024
  • Net loss $115.2M in 2025 vs loss of $34.0M in 2024, indicating worsening profitability
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Risk Factors

  • Regulatory risk: U.S. trade policy uncertainty impacting tariffs on imports, contributing to gross margin decline to 39.2% from 42.3% in 2025
  • Macroeconomic threat: Revenue dropped 7.4% YoY to $559.5M in 2025, with grills sales down 8.2% due to mid-single digit ASP and volume declines
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Traeger, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$560M

-7.4% YoY

Net Income

-$115M

-238.7% YoY

Gross Margin

39.2%

-309bp YoY

Operating Margin

-17.5%

-1698bp YoY

Net Margin

-20.6%

-1496bp YoY

ROE

-67.4%

-5511bp YoY

Total Assets

$676M

-18.6% YoY

EPS (Diluted)

$-0.87

-222.2% YoY

Operating Cash Flow

$21M

-14.1% YoY

Source: XBRL data from Traeger, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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