Traeger (COOK) FY Conference August 13, 2025 08:30 AM ET Speaker0Nudi. I'm Brian MacMaher. For those of who don't know me, one of Canaccord's analysts in the consumer space. We are very excited to have to have Traeger here and to host CFO Joey Hoard and Nick Bachus who heads up investor relations. So thanks very much guys for joining us today.Thanks Brian. So Joey perhaps you could start us off with a quick overview of the business and kind of key takeaways following your Q2 earnings last week.Speaker1Yeah, ...

Traeger (COOK) Q2 2025 Earnings Call August 06, 2025 04:30 PM ET Speaker0Hello, and welcome to the Traeger Second Quarter Fiscal twenty twenty five Earnings Conference Call. My name is Alex, and I'll be coordinating today's call. I'll now hand it over to Nick Bacchus to begin. Please go ahead.Speaker1Good afternoon, everyone. Thank you for joining Traeger's call to discuss its second quarter twenty twenty five results, which were released this afternoon and can be found on our website at investors.traeger.c ...

业绩总结 - 第二季度总收入为1.45亿美元，同比下降13.6%[10] - 第二季度调整后EBITDA为1400万美元，调整后EBITDA利润率为9.8%[10] - 第二季度消费品收入为7400万美元，同比下降21.9%[24] - 第二季度配件收入为3600万美元，同比下降11.9%[24] - 第二季度毛利为5700万美元，毛利率为39.2%[27] - 2025年第二季度收入为1454.83万美元，同比下降5.1%[42] - 调整后的EBITDA为1425.7万美元，2024年同期为2682.2万美元[42] - 2025年第二季度净亏损为738.4万美元，相较于2024年同期的257.8万美元有所增加[42] - 2025年上半年净亏损为816.2万美元，2024年同期为726.1万美元[42] 用户数据 - 截至2025年第二季度末，净债务为4.02亿美元[20] - 加权平均稀释普通股股数为133,289,523股，较2024年同期的127,138,825股有所增加[42] 未来展望 - 预计2025财年总收入将在5.4亿至5.55亿美元之间[29] - 预计2025财年调整后EBITDA将在6600万至7300万美元之间[29] 成本节约与新项目 - 公司预计将抵消约80%的6000万美元未减轻的关税影响[6] - 项目Gravity的第一阶段预计将实现每年3000万美元的成本节约[7] 负面信息 - 调整后的净收入（亏损）为-193.6万美元，2024年同期为726.9万美元[42] - 调整后的净收入（亏损）每股为-0.01美元，2024年同期为0.06美元[42] - 2025年第二季度的净亏损率为4.3%，而2024年同期为1.6%[42] - 调整后的EBITDA利润率为16.3%[42]