Traeger, Inc.

NYSE:COOK Rapport sur les actions

Capitalisation boursière : US$117.7m

Traeger Gestion

Gestion contrôle des critères 2/4

Le PDG Traeger est Jeremy Andrus, nommé en Jan2014, a un mandat de 12.33 ans. La rémunération annuelle totale est $ 5.14M, composée du salaire de 14.6% et des bonus 85.4%, y compris les actions et options de la société. détient directement 10.37% des actions de la société, d'une valeur de $ 12.21M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 8.3 ans.

Informations clés

Jeremy Andrus

Directeur général

US$5.1m

Rémunération totale

Pourcentage du salaire du PDG14.60%
Durée du mandat du directeur général12.3yrs
Propriété du PDG10.4%
Durée moyenne d'occupation des postes de direction2.3yrs
Durée moyenne du mandat des membres du conseil d'administration8.3yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha • Apr 29

Traeger's Cool-Down Justifies A Downgrade

Summary Traeger is downgraded to "Hold" despite attractive valuation due to ongoing revenue and profitability declines. COOK's Q4 sales fell 13.8%, with significant weakness in Grills and Accessories, partially offset by 15.8% growth in Consumables. Management's Project Gravity cost savings exceeded expectations, achieving $20 million in 2025 and targeting up to $70 million by 2028. Near-term guidance remains weak, with 2026 sales projected at $465–$485 million and EBITDA of $50–$60 million, warranting caution. Read the full article on Seeking Alpha
Article d'analyse • Jan 08

Is Traeger (NYSE:COOK) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d'analyse • Dec 18

There's Reason For Concern Over Traeger, Inc.'s (NYSE:COOK) Massive 26% Price Jump

Traeger, Inc. ( NYSE:COOK ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Article d'analyse • Nov 09

Traeger, Inc. (NYSE:COOK) Just Reported Earnings, And Analysts Cut Their Target Price

It's been a mediocre week for Traeger, Inc. ( NYSE:COOK ) shareholders, with the stock dropping 12% to US$0.81 in the...
Article d'analyse • Oct 08

Traeger (NYSE:COOK) Has Debt But No Earnings; Should You Worry?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Article d'analyse • Oct 08

Traeger, Inc. (NYSE:COOK) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless

To the annoyance of some shareholders, Traeger, Inc. ( NYSE:COOK ) shares are down a considerable 27% in the last...
Article d'analyse • Sep 05

An Intrinsic Calculation For Traeger, Inc. (NYSE:COOK) Suggests It's 46% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Traeger fair value estimate is US$2.58 Traeger is estimated to...
Article d'analyse • Aug 01

Traeger (NYSE:COOK) Has Some Difficulty Using Its Capital Effectively

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Article d'analyse • Jul 09

Traeger (NYSE:COOK) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d'analyse • Jun 19

Optimistic Investors Push Traeger, Inc. (NYSE:COOK) Shares Up 31% But Growth Is Lacking

Traeger, Inc. ( NYSE:COOK ) shares have had a really impressive month, gaining 31% after a shaky period beforehand. Not...
Article d'analyse • Mar 14

What You Can Learn From Traeger, Inc.'s (NYSE:COOK) P/S After Its 29% Share Price Crash

To the annoyance of some shareholders, Traeger, Inc. ( NYSE:COOK ) shares are down a considerable 29% in the last...
Article d'analyse • Mar 11

Does Traeger (NYSE:COOK) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Mar 06

Traeger: IoT Boom, FCF, And Cheap

Summary Traeger, Inc. is expected to see revenue and FCF growth due to IoT integration and restructuring efforts, enhancing operational efficiency and market position. The company's strong patent portfolio and unique wood-fired flavor offerings provide a competitive edge in the growing U.S. BBQ grill market. Investments in IoT and app technologies are likely to boost user engagement and revenue, with the IoT kitchen system market projected to grow at 15% CAGR. Despite potential risks from operations in China and changing consumer trends, the upside potential outweighs the downside, making COOK a buy at current prices. Read the full article on Seeking Alpha
Article d'analyse • Jan 08

Traeger, Inc. (NYSE:COOK) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny

The Traeger, Inc. ( NYSE:COOK ) share price has fared very poorly over the last month, falling by a substantial 25%. To...
Seeking Alpha • Nov 25

Despite Improvements, Traeger Isn't Ready For An Upgrade Just Yet

Summary Traeger, Inc. has shown revenue and cash flow improvements despite price cuts, making shares cheaper and suggesting potential for future gains if trends continue. The company reported a 3.7% revenue increase in the latest quarter, driven by a significant rise in grill sales, offset by declines in consumables and accessories. Profitability metrics mostly improved, with EBITDA nearly tripling and adjusted net losses narrowing, although operating cash flow saw a slight decline. Despite improvements, uncertainty, and ongoing net losses, I maintain a 'hold' rating, with potential for an upgrade if positive trends persist. Read the full article on Seeking Alpha
Article d'analyse • Aug 18

Investors Appear Satisfied With Traeger, Inc.'s (NYSE:COOK) Prospects As Shares Rocket 26%

Traeger, Inc. ( NYSE:COOK ) shares have continued their recent momentum with a 26% gain in the last month alone...
Seeking Alpha • Aug 11

Traeger: Improving Margins Give It Some Hope

Summary Traeger, Inc. stock has plummeted since its IPO, but showed signs of life with a 24% increase after beating analyst expectations for Q2. Margins have significantly improved for Traeger, leading to an operating profit and reduced debt to EBITDA ratio. Despite improving margins and EBITDA, Traeger's valuation metrics are on the higher side, making it a compelling turnaround story with risks. Risks that I'm not yet willing to take. Read the full article on Seeking Alpha
Seeking Alpha • Jul 12

Traeger: Poor Earnings Outlook Due To Weak Consumer Spending Environment

Summary Traeger, Inc. faces a poor earnings outlook due to weak consumer spending, demand-pulled-forward impacts, and the need for price reductions and promotions. Company sells wood pellet-fueled grills and accessories, with operations primarily in North America. Valuation suggests COOK is worth 10% less than the current trading price, with revenue decline expected in FY24 and FY25. Read the full article on Seeking Alpha
Article d'analyse • May 31

Traeger, Inc.'s (NYSE:COOK) 25% Jump Shows Its Popularity With Investors

Traeger, Inc. ( NYSE:COOK ) shareholders would be excited to see that the share price has had a great month, posting a...
Seeking Alpha • Apr 16

Traeger: Waiting For Things To Heat Up (Rating Downgrade)

Summary Traeger and its grills are synonymous with wood pellet grilling. The company's 2022 turnaround plan has been insufficient to turn around the business. 2024 looks to be another disappointing year. There is always the risk of a takeover, since Traeger's issues have to do with its cost structure. I am downgrading COOK to a hold for now. Read the full article on Seeking Alpha
Article d'analyse • Mar 10

Analysts Have Been Trimming Their Traeger, Inc. (NYSE:COOK) Price Target After Its Latest Report

Traeger, Inc. ( NYSE:COOK ) shareholders are probably feeling a little disappointed, since its shares fell 8.5% to...
Seeking Alpha • Jan 05

Traeger: The Picture Is Warming Up

Summary Traeger, a company that produces grills and cooking appliances, has experienced a drop in price while the S&P 500 has risen. The company has seen improvements in its net loss and gross profit margin, but revenue has continued to decline until very recently. Despite some positive signs, the company is still facing risks and it is not yet a favorable investment opportunity. But if the picture continues to improve, this situation could change. Read the full article on Seeking Alpha
Article d'analyse • Dec 20

An Intrinsic Calculation For Traeger, Inc. (NYSE:COOK) Suggests It's 48% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Traeger fair value estimate is US$5.32 Traeger is estimated to...
Article d'analyse • Nov 12

Market Still Lacking Some Conviction On Traeger, Inc. (NYSE:COOK)

There wouldn't be many who think Traeger, Inc.'s ( NYSE:COOK ) price-to-sales (or "P/S") ratio of 0.4x is worth a...
Seeking Alpha • Oct 13

Traeger Finds Destocking Coming To An End

Summary Traeger, Inc. designs and sells outdoor grills for consumer use, including wood pellet and gas grills. The global market for barbeque grills is expected to reach $7.0 billion by 2030, driven by social gatherings and younger demographics. Traeger has produced declining revenue and continued operating losses. But, management sees a return to more normal inventory replenishment activity ahead. I remain Neutral [Hold] on Traeger, Inc. Read the full article on Seeking Alpha
Seeking Alpha • Aug 04

Traeger Stock: Not Touching Here

Summary Traeger, Inc., a company known for its wood pellet grills, went public in 2021 but has faced challenges due to the reversal of pandemic trends. The company saw strong growth in 2021, but experienced a slowdown in sales in 2022 as well as experienced huge margin pressure. Despite some signs of improvement, the company's financial performance remains underwhelming and realistically lossmaking. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Jeremy Andrus a-t-elle évolué par rapport aux bénéfices de Traeger?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025US$5mUS$750k

-US$115m

Sep 30 2025n/an/a

-US$105m

Jun 30 2025n/an/a

-US$35m

Mar 31 2025n/an/a

-US$30m

Dec 31 2024US$4mn/a

-US$34m

Sep 30 2024n/an/a

-US$51m

Jun 30 2024n/an/a

-US$51m

Mar 31 2024n/an/a

-US$78m

Dec 31 2023US$2mn/a

-US$84m

Sep 30 2023n/an/a

-US$89m

Jun 30 2023n/an/a

-US$281m

Mar 31 2023n/an/a

-US$384m

Dec 31 2022US$12kn/a

-US$382m

Sep 30 2022n/an/a

-US$390m

Jun 30 2022n/an/a

-US$268m

Mar 31 2022n/an/a

-US$140m

Dec 31 2021US$138mUS$462k

-US$92m

Sep 30 2021n/an/a

-US$58m

Jun 30 2021n/an/a

US$39m

Mar 31 2021n/an/a

US$63m

Dec 31 2020US$623kUS$593k

US$31m

Rémunération vs marché: La rémunération totale de Jeremy ($USD 5.14M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 622.00K ).

Rémunération et revenus: La rémunération de Jeremy a augmenté alors que l'entreprise n'est pas rentable.

PDG

Jeremy Andrus (53 yo)

12.3yrs
Titularisation
US$5,138,736
Compensation

Mr. Jeremy Andrus serves as the Chief Executive Officer and Director of Traeger, Inc. since January 2014 and serves as its Chairman of the Board since July 2021. He has been the Chief Executive Officer of...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Jeremy Andrus
Chairman of the Board & CEO12.3yrsUS$5.14m10.37%
$ 12.2m
Michael Hord
Chief Financial Officer1yrUS$1.81m0.54%
$ 638.6k
Stephanie Read
Vice President of Investor Relationsless than a yearpas de donnéespas de données
Courtland Astill
General Counselno datapas de donnéespas de données
Cole Vanden Akker
Chief Sales Officer3.7yrspas de données0.62%
$ 734.3k
2.3yrs
Durée moyenne de l'emploi
46.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de COOK est considérée comme expérimentée (ancienneté moyenne 2.3 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Jeremy Andrus
Chairman of the Board & CEO12.3yrsUS$5.14m10.37%
$ 12.2m
Wendy Beck
Independent Director4.8yrsUS$286.25k0.15%
$ 171.9k
Eugene James
Independent Director12.3yrspas de donnéespas de données
Martin Eltrich
Independent Director8.7yrspas de donnéespas de données
Ralph Alvarez
Lead Independent Director8yrsUS$357.50k0.39%
$ 456.3k
Elizabeth Lempres
Independent Director4.8yrsUS$277.50k0.023%
$ 26.8k
James Ho
Independent Director8.7yrspas de donnéespas de données
Steven Philip Richman
Independent Director3.6yrsUS$267.50k0%
$ 0
8.3yrs
Durée moyenne de l'emploi
60.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de COOK sont considérés comme expérimentés (ancienneté moyenne 8.3 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 09:03
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Traeger, Inc. est couverte par 10 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Peter BenedictBaird
Simeon SiegelBMO Capital Markets Equity Research
Anna GlaessgenB. Riley Securities, Inc.