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Jun 30, 2024

Traeger Q2 2024 Earnings Report

Traeger's Q2 2024 results reflected strong efforts to drive increased efficiencies and demonstrated the team's ability to execute in a dynamic environment.

Key Takeaways

Traeger reported a decrease in total revenue by 1.8% to $168.5 million, but grill revenues increased by 2.0% to $95.0 million. The company saw a significant improvement in net loss, decreasing by 91.5% to $2.6 million, and adjusted EBITDA increased by 24.9% to $26.8 million. They are increasing their outlook for the full year.

Total revenues decreased 1.8% to $168.5 million.

Grill revenues increased 2.0% to $95.0 million.

Gross margin increased to 42.9%, up 600 basis points compared to the prior year.

Net loss decreased 91.5% to $2.6 million.

Total Revenue
$168M
Previous year: $172M
-1.8%
EPS
$0.06
Previous year: $0.04
+50.0%
Gross Margin
42.9%
Previous year: 36.9%
+16.3%
Adjusted EBITDA
$26.8M
Previous year: $21.5M
+24.7%
Gross Profit
$72.3M
Previous year: $63.3M
+14.2%
Cash and Equivalents
$18M
Previous year: $14.5M
+24.1%
Free Cash Flow
$11.8M
Previous year: $42.7M
-72.3%
Total Assets
$842M
Previous year: $870M
-3.1%

Traeger

Traeger

Traeger Revenue by Segment

Traeger Revenue by Geographic Location

Forward Guidance

The Company is updating its total revenue, gross margin and Adjusted EBITDA guidance for Fiscal 2024.

Positive Outlook

  • Total revenue is expected to be between $590 million and $605 million
  • Gross Margin is expected to be between 40.5% and 41.5%
  • Adjusted EBITDA is expected to be between $74 million and $79 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income