Traeger (COOK)
Builds a connected outdoor-cooking system around wood-pellet grills and MEATER thermometers.
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Sells wood-pellet grills, branded pellets, rubs, sauces, accessories, and MEATER wireless thermometers. Revenue is organized around grills, consumables, and accessories, while the company reports one operating segment.
Built around wood-pellet grills and connected outdoor cooking. The product line combines grills with fuel, flavor products, accessories, and connected features. WiFIRE gives compatible grills monitoring and control through the Traeger app and devices.
Sells wood-pellet grills, branded pellets, rubs, sauces, and accessories through retailers, distributors, and directly to consumers. Direct sales sit alongside retail and distributor channels. Branded pellets, rubs, and sauces support the grill-centered system.
MEATER contributes wireless thermometers and operates as a standalone company within the business. The company reports one operating segment while separating revenue into grills, consumables, and accessories.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | RBC Capital | Reiterate | Rating: —Target: $2.50 | Target: $43 |
| Aug 7, 2026 | B.Riley Financial | Target | Target: $1.50 | Target: $60 |
| Aug 6, 2026 | Telsey Advisory | Reiterate | Rating: —Target: $45 | Target: $65 |
| Aug 6, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $6 | Target: $77 |
| May 12, 2026 | Telsey Advisory | Target | Target: $1.50 | Target: $45 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $59.7M · Total debt $424.3M · Total assets $654.7M · Shareholders' equity $167.3M
- Revenue
- $120.2M
- Operating income
- −$1.7M
- Net income
- −$8.6M
No dividends on record.
| Institutions | 34.52% | 965.9K shares | |
|---|---|---|---|
| 70 holders · as of Jun 30, 2026 | |||
| Insiders | 17.00% | 475.8K shares | |
| 10 holders · as of Sep 8, 2026 | |||
| Other | 48.48% | 1.36M shares | |
| remainder | |||
2.80M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Ontario Teachers Pension Plan BoardInstitution | 17.65% | 493,861 | as of Jun 30, 2026 |
Jeremy AndrusInsiderdirector, officer: Chief Executive Officer | 12.01% | 336,149 | filed Jun 6, 2025 |
Nantahala Capital Management, LLCInstitution | 2.96% | 82,831 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 2.42% | 67,694 | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 1.72% | 48,218 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Cole VandenAkker | officer: Chief Sales Officer | −2,750 | $55.30 |
- American Outdoor Brands
Direct pellet-grill, smoker, and connected-cooking overlap
- SharkNinja
Outdoor grilling, smoking, pellet use, and app-connected cooking
- Newell Brands
Portable propane grilling for camping, tailgating, and backyard use
- Costco
Kirkland Signature pellets overlap the wood-pellet consumables category
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Traeger | $49.38 | +0.30% | $135.9M | — | 130.2 | 0.3 | −17.4% |
| American Outdoor Brands | $16.65 | −0.60% | $210.5M | — | 27.9 | 1.1 | +25.4% |
| SharkNinja | $168.00 | −0.59% | $23.70B | 34.2 | 24.0 | 3.4 | +22.2% |
| Newell Brands | $5.77 | −0.09% | $2.38B | — | 9.0 | 0.3 | +3.1% |
| Costco | $899.82 | +0.05% | $398.46B | 45.2 | 41.0 | 1.4 | +11.6% |
| Median | 39.7 | 25.9 | 1.2 | +16.9% |