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Jun 30, 2023

Traeger Q2 2023 Earnings Report

Traeger's financial results for Q2 2023 were announced, revealing a decrease in total revenues but an increase in adjusted EBITDA.

Key Takeaways

Traeger reported a decrease in total revenue by 14.4% to $171.5 million, but adjusted EBITDA increased to $21.5 million. The company is raising its full year revenue and Adjusted EBITDA guidance.

Total revenues decreased 14.4% to $171.5 million.

Gross profit margin increased by 25 basis points to 36.9%.

Net loss decreased from $133.1 million to $32.9 million.

Adjusted EBITDA increased from $17.0 million to $21.5 million.

Total Revenue
$172M
Previous year: $200M
-14.4%
EPS
$0.04
Previous year: $0.04
+0.0%
Gross Margin
36.9%
Previous year: 36.7%
+0.5%
Adjusted EBITDA
$21.5M
Previous year: $17.9M
+20.1%
Sales & Marketing Expenses
$27.9M
Previous year: $43.8M
-36.3%
Gross Profit
$63.3M
Previous year: $73.5M
-13.8%
Cash and Equivalents
$14.5M
Previous year: $13.6M
+6.5%
Free Cash Flow
$42.7M
Previous year: $8.97M
+375.8%
Total Assets
$870M
Previous year: $1.11B
-21.7%

Traeger

Traeger

Traeger Revenue by Segment

Forward Guidance

The Company is increasing its total revenue and Adjusted EBITDA guidance for Fiscal Year 2023.

Positive Outlook

  • Total revenue is expected to be between $585 million and $600 million
  • Gross Margin is expected to be between 36% and 37%
  • Adjusted EBITDA is expected to be between $55 million and $59 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income