Welcome to our dedicated page for Traeger SEC filings (Ticker: COOK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Traeger, Inc. filings document the regulatory record for a NYSE-listed outdoor cooking company whose common stock trades under COOK. The company’s SEC disclosures cover proxy materials and shareholder voting matters, board and governance items, executive compensation arrangements, operating and financial results, and material-event reports.
Traeger’s filings also describe capital-structure matters, including its completed reverse stock split, exchange-listing compliance, and amendments to corporate charter documents. Other disclosures address Project Gravity, exit and disposal costs, organizational streamlining, risk factors, and the financial reporting framework for a business built around grills, consumables and outdoor cooking accessories.
Traeger, Inc. reports another challenging year, combining continued growth investments with a major restructuring. The wood-pellet grill maker positions itself as category leader, with an estimated 78 million U.S. grill households, about 2.7 million Traeger grills sold from 2020–2025, and roughly 3.4% household penetration. Its connected platform includes 2.8 million active Traeger app users as of December 31, 2025 and revenue split across grills, consumables, and accessories, which represented 53.3%, 22.8%, and 24.0% of 2025 revenue, respectively.
Traeger launched Project Gravity in 2025, a multi-step optimization plan with workforce reductions, channel exits (including Costco roadshows and most direct-to-consumer sales), European distribution shifts, and pellet mill consolidation, recording $24.9 million of related restructuring and other costs and targeting substantial completion by the end of fiscal 2026. The company generated a 7.4% year-over-year revenue decline in 2025, a net loss of $115.2 million, and an accumulated deficit of $804.1 million as of year-end. Customer concentration remains high, with its three largest retailers contributing 29%, 14%, and 8% of 2025 revenue.
Management highlights intense competition across outdoor cooking categories, exposure to U.S. trade policy and tariffs as approximately 80% of grills are manufactured in China, and operational and legal risks tied to product quality, product liability, and evolving environmental and climate regulations. As of March 3, 2026, Traeger had 137,251,532 common shares outstanding.
Traeger, Inc. reported weaker 2025 results and expanded its cost‑cutting program. Fourth quarter revenue fell 13.8% to $145.4 million, with a net loss of $17.2 million, while adjusted EBITDA inched up to $19.4 million. For full year 2025, revenue declined 7.4% to $559.5 million and net loss widened to $115.2 million, driven in part by a non‑cash $74.7 million goodwill impairment. Adjusted EBITDA was $70.0 million and free cash flow was $13.6 million.
The company is executing “Project Gravity” to streamline operations. It now expects total pre‑tax charges of $32.0–$36.0 million, primarily consulting, severance, and supplier and inventory costs, and annualized pre‑tax savings of about $64–$70 million, including $6–$12 million from product simplification. Cash was $19.6 million and inventory $98.8 million as of December 31, 2025. For 2026, Traeger guides revenue to $465–$485 million, gross margin of 38.0–39.0%, adjusted EBITDA of $50–$60 million, and free cash flow of at least $30 million, excluding potential impacts from recently implemented or proposed tariffs.
Traeger, Inc. reports that it has regained compliance with the New York Stock Exchange’s minimum share-price listing requirement. The NYSE notified the company on February 3, 2026 that its common stock again meets Section 802.01C because the closing price was above $1.00 on January 30, 2026 and the 30‑trading‑day average closing price ending that day also exceeded $1.00. This follows a prior NYSE notice on November 19, 2025 that the stock had traded below the $1.00 threshold for 30 consecutive trading days. The company still plans to seek stockholder approval for a reverse stock split at the Board’s discretion, as outlined in a definitive proxy statement filed on January 26, 2026.
Traeger, Inc. director Steven Philip Richman reported an award of 17,045 shares of common stock on February 2, 2026. The shares were acquired at a price of $0.00 per share, increasing his directly held stake to 431,004 shares after the transaction.
According to the footnote, the 17,045 shares consist of fully-vested restricted stock units that will be settled in Traeger common stock within 45 days after the earliest of several events, including the director’s separation from service, a change in control of Traeger, the director’s death, or the director’s disability.
Traeger, Inc. director Ralph Alvarez reported an award of 37,500 fully vested restricted stock units tied to the company’s common stock. The units were granted on February 2, 2026 at a stated price of $0 per share as a form of equity compensation.
The restricted stock units will be settled in Traeger common shares within 45 days after the earliest of the director’s separation from service, a change in control of the company, the director’s death, or disability. After this award, Alvarez beneficially owns 774,376 shares directly, and additional shares indirectly through family trusts holding 333,333 and 48,784 Traeger common shares.
Traeger, Inc. disclosed that on January 27, 2026, Class II director Harjit Shoan resigned from its Board of Directors, effective immediately. The company stated that Mr. Shoan’s resignation did not result from any disagreement with Traeger.
The filing focuses solely on this board change, with no additional management, financial, or strategic updates described.
Traeger, Inc. is asking stockholders at a virtual special meeting on March 2, 2026 to approve amendments to its certificate of incorporation that would allow the board to implement a reverse stock split of the common stock at any whole-number ratio between 1-for-10 and 1-for-50. The board says the main goal is to increase the share price to regain compliance with the New York Stock Exchange’s minimum $1.00 bid requirement after a November 19, 2025 notice that Traeger’s 30‑day average closing price fell below that level.
If approved, the board could choose whether and when to implement the split and at what ratio, or abandon it entirely. A split would reduce the 137,179,315 shares of common stock outstanding as of January 9, 2026 while keeping authorized shares at 1,000,000,000, increasing the pool of authorized but unissued shares. Stockholders would receive cash instead of fractional shares, and equity awards and plan reserves would be proportionately adjusted. A second proposal would allow adjournment of the meeting to solicit more proxies if needed to pass the reverse split.
Traeger, Inc. is asking stockholders to approve amendments to its certificate of incorporation to allow a reverse stock split of its common stock at a ratio between 1‑for‑10 and 1‑for‑50, at the Board’s discretion, plus authority to adjourn the special meeting to solicit more votes if needed. The company had 137,179,315 shares outstanding as of January 9, 2026, and is seeking this flexibility primarily to help regain compliance with the New York Stock Exchange’s $1.00 minimum average closing share price requirement after receiving a deficiency notice in November 2025. A reverse split would reduce the number of shares outstanding but not the 1,000,000,000 authorized common shares, increasing the pool of authorized and unissued shares available for future use. Stockholders’ proportional ownership would generally be unchanged apart from cash paid in lieu of fractional shares, and the company states the action is not intended as a going‑private transaction, though it may have anti‑takeover effects by expanding unissued share capacity.
Traeger, Inc. Chief Financial Officer Michael Joseph Hord reported routine equity activity related to tax withholding on vested awards. On September 2, 2025, the issuer withheld 11,980 shares of common stock at $1.25 per share to satisfy his tax obligation upon the vesting of Restricted Stock Units. On December 1, 2025, the issuer withheld an additional 4,793 shares at $0.86 per share for the same purpose. After these transactions, Hord directly beneficially owned 810,033 shares of Traeger common stock.
Traeger, Inc. executive James H. Hardy Jr., President of Apption Labs, reported routine share-withholding transactions related to equity compensation. On April 15, 2025, the issuer withheld 51,700 shares of common stock at $1.41 per share, and on September 2, 2025 and September 4, 2025, it withheld an additional 90,177 and 15,955 shares at $1.25 and $1.40 per share, respectively. A footnote explains these shares were withheld by the company to satisfy Hardy’s tax withholding obligations upon vesting of Restricted Stock Units, rather than discretionary open-market sales. After these transactions, Hardy directly beneficially owned 1,255,513 Traeger common shares.