Every material Form 8-K Traeger, Inc. has filed with the SEC since August 05, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Traeger reported third-quarter fiscal 2026 revenue of $74.7 million, down 40.4% from a year earlier, and a net loss of $28.5 million. The company narrowed its full-year revenue and Adjusted EBITDA guidance ranges while keeping the midpoints unchanged, and it expects a return to revenue and Adjusted EBITDA growth in the fourth quarter.
Third-quarter revenue fell 40.4% to $74.7 million; grill revenue fell 48.1% to $39.7 million
Adjusted EBITDA was a loss of $3.3 million, compared with positive Adjusted EBITDA of $13.8 million a year earlier
FY26 revenue guidance narrowed to $440 million to $460 million from $435 million to $465 million; Adjusted EBITDA guidance narrowed to $59 million to $65 million from $57 million to $67 million
Cash and cash equivalents were $67.8 million at September 30, 2026, compared with $19.6 million at December 31, 2025
Traeger's board appointed David R. Jolley as a director effective October 1, 2026, as a Class III director serving until the 2027 annual meeting. He also joins the audit and compensation committees. The filing covers a board addition, not a change in financial results or guidance.
David R. Jolley appointed to the board effective October 1, 2026, with a term expiring at the 2027 annual meeting
Jolley appointed to the audit committee and compensation committee, effective October 1, 2026
As a non-employee director, he will receive compensation under the Proxy Statement's Director Compensation terms and may join the Deferred Compensation Plan
Traeger reported second-quarter 2026 revenue down 17.4% to $120.2 million and a net loss of $8.6 million, wider than the prior year's $7.4 million. The company lowered its full-year fiscal 2026 revenue guidance to $435 million to $465 million, citing MEATER softness and near-term channel effects, while keeping Adjusted EBITDA guidance unchanged at $57 million to $67 million.
Q2 revenue fell 17.4% to $120.2 million, with grill revenue down 17.0% to $61.6 million and accessories down 26.2% to $25.8 million.
Net loss was $8.6 million, or $3.12 per diluted share, versus $7.4 million, or $2.77 per share, a year earlier; Adjusted EBITDA rose 21.0% to $17.3 million.
FY26 revenue guidance was cut to $435 million to $465 million from $465 million to $485 million; Adjusted EBITDA guidance is unchanged at $57 million to $67 million.
Gross margin guidance was raised to 40.0% to 41.0% from 39.5% to 40.5%, and free cash flow is expected to be at least $30 million.
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