Summer is traditionally a time when lower volume can limit upward momentum. Nonetheless, it’s only a few weeks away from the next earnings season, and earnings drive stock price growth. Therefore, if investors have cash to apply towards a short-term trade, there are several consumer discretionary stocks to watch. Investors who are looking for seasonal opportunities should look at Topgolf Callaway Brands Corp. NYSE: MODG, Traeger Inc. NYSE: COOK, and 1-800-FLOWERS.COM Inc. NASDAQ: FLWS. All three stocks are ...

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Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-40694 Traeger, Inc. (Exact name of registrant as specified in its charter) Delaware 82-2739741 (State or other jurisdicti ...

Group 1 - Traeger reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, and showing an earnings surprise of 25% [1] - The company posted revenues of $143.28 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.29%, although this represents a decline from year-ago revenues of $144.91 million [2] - Traeger has surpassed consensus revenue estimates four times over the last four quarters, but has only beaten consensus EPS estimates once in the same period [2] Group 2 - Traeger shares have declined approximately 38.9% since the beginning of the year, contrasting with the S&P 500's decline of 5.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.07 on revenues of $168.72 million, and $0.13 on revenues of $602.5 million for the current fiscal year [7] Group 3 - The Zacks Industry Rank indicates that the Consumer Products - Discretionary sector is currently in the bottom 22% of over 250 Zacks industries, which may negatively impact stock performance [8] - Central Garden, another company in the same industry, is expected to report quarterly earnings of $0.94 per share, reflecting a year-over-year change of -5.1%, with revenues anticipated to be $875.2 million, down 2.8% from the previous year [9][10]

Traeger (COOK) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Nick Bacchus - VP of IR, Treasury & Capital marketsJeremy Andrus - CEODominic Blosil - Chief Financial OfficerSabrina Baxamusa - Equity Research Associate Conference Call Participants Anna Glaessgen - Senior Research AnalystPeter Benedict - Senior Research AnalystBrian McNamara - MD & Senior Analyst - ConsumerNone - Analyst Operator Good afternoon. Thank you for attending the Traeger First Quarter Fiscal twenty twenty five Ea ...

Traeger (COOK) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good Speaker1 afternoon. Thank you for attending the Traeger First Quarter Fiscal twenty twenty five Earnings Conference Call. My name is Matt, and I'll be the moderator for today's call. All lines will be muted in the presentation portion of the call for an opportunity for questions and answers at the end. I'll now have to pass the conference over to our host, Nick Backus with Traeger. Nick, please go ahead. Speaker2 Good afternoon, eve ...

TRAEGER INVESTOR PRESENTATION. FIRST QUARTER 2025 SAFE HARBOR STATEMENT This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of l995. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward-looking statements, including, without limitation, statements regarding our mitigation efforts to offset the direct impact of tariffs, our implementation of strategic actions to stabiliz ...

TRAEGER ANNOUNCES FIRST QUARTER FISCAL 2025 RESULTS Implementing Pricing and Other Actions to Mitigate Direct Tariff Impact Focused on Protecting Balance Sheet Health and Maximizing Cash Flow 1 • Total revenues decreased 1.1% to $143.3 million • Grill revenues increased 12.8% to $86.7 million • Net loss of $0.8 million; net loss of $0.01 per share • Adjusted EBITDA of $22.5 million Operating Results for the First Quarter Total revenue decreased by 1.1% to $143.3 million, compared to $144.9 million in the fi ...

Traeger (COOK) is expected to deliver flat earnings compared to the year-ago quarter on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 1. ...

Core Viewpoint - Telsey Advisory Group analyst Joseph Feldman downgraded Traeger, Inc. from Outperform to Market Perform, lowering the price forecast to $2.50 from $4.00 due to challenging performance trends expected in 2025 [1] Group 1: Financial Guidance and Performance - Traeger provided disappointing guidance for 2025, forecasting flat sales at the midpoint of $595 million to $615 million, which is below the FactSet consensus of $628 million [1] - The analyst has lowered the 2025 sales forecast to $605 million from $632 million and expects adjusted EBITDA to be $75 million, down from a previous estimate of $90 million, reflecting a contraction in the adjusted EBITDA margin to 12.3% from 14.2% [5] Group 2: Market Conditions and Risks - Consumer caution due to elevated interest rates and inflation continues to affect spending on big-ticket items, which may impact Traeger's sales [2] - The guidance does not account for potential tariff impacts under the new Trump administration, which could hurt sales as around 50% of products are sourced from China [2] - Macroeconomic challenges are projected to continue affecting demand, with tariffs adding further downside risk [4] Group 3: Management Changes and Strategic Initiatives - Long-time CFO Dominic Blosil will step down at the end of the first quarter of 2025, with Joey Hord, Traeger's SVP of Finance and Strategy, set to replace him [3] - Traeger is introducing innovations like the Woodbridge line and exploring adjacent product categories, aiming to drive recurring revenues through its consumables business and grocery distribution while expanding internationally [4] - The analyst suggests that Traeger may still outperform the industry due to efforts in increasing brand awareness through marketing and customer engagement [3] Group 4: Future Projections - For 2026, the analyst projects 6% sales growth to $642 million and adjusted EBITDA of $90 million [5]