Traeger, Inc.

NYSE:COOK Stok Raporu

Piyasa değeri: US$117.7m

Traeger Yönetim

Yönetim kriter kontrolleri 2/4

Traeger CEO'su Jeremy Andrus, Jan2014 tarihinde atandı, in görev süresi 12.33 yıldır. in toplam yıllık tazminatı $ 5.14M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14.6% maaş ve 85.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 10.37% ine doğrudan sahiptir ve bu hisseler $ 12.21M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 8.3 yıldır.

Anahtar bilgiler

Jeremy Andrus

İcra Kurulu Başkanı

US$5.1m

Toplam tazminat

CEO maaş yüzdesi14.60%
CEO görev süresi12.3yrs
CEO sahipliği10.4%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi8.3yrs

Son yönetim güncellemeleri

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
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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

CEO Tazminat Analizi

Jeremy Andrus'un ücretlendirmesi Traeger'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Jeremy 'nin toplam tazminatı ($USD 5.14M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 622.00K ).

Tazminat ve Kazançlar: Jeremy şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

Jeremy Andrus (53 yo)

12.3yrs
Görev süresi
US$5,138,736
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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 yearVeri yokVeri yok
Courtland Astill
General Counselno dataVeri yokVeri yok
Cole Vanden Akker
Chief Sales Officer3.7yrsVeri yok0.62%
$ 734.3k
2.3yrs
Ortalama Görev Süresi
46.5yo
Ortalama Yaş

Deneyimli Yönetim: COOK 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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 Director12.3yrsVeri yokVeri yok
Martin Eltrich
Independent Director8.7yrsVeri yokVeri yok
Ralph Alvarez
Lead Independent Director8yrsUS$357.50k0.39%
$ 456.3k
Elizabeth Lempres
Independent Director4.8yrsUS$277.50k0.023%
$ 26.8k
James Ho
Independent Director8.7yrsVeri yokVeri yok
Steven Philip Richman
Independent Director3.6yrsUS$267.50k0%
$ 0
8.3yrs
Ortalama Görev Süresi
60.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: COOK 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.3 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 11:29
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Traeger, Inc. 10 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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