{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-033467","form_type":"8-K","ticker":"COOK","cik":"0001857853","company_name":"Traeger, Inc.","filed_at":"2026-05-11T20:09:57+00:00","discovered_at":"2026-05-11T20:11:00.398083+00:00","generated_at":"2026-05-11T20:11:58.856810+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Traeger Q1 revenue down 34% to $94.1M; raises FY 2026 Adj. EBITDA & margin outlook","bullets":["Revenue $94.1M (-34.3% YoY); grill revenue $47.4M (-45.4%), consumables $26.1M (-13.7%), accessories $20.6M (-21.8%).","Net income $2.9M ($1.08 diluted EPS) vs net loss $0.8M ($0.30 loss) YoY; adjusted net income $4.0M ($1.49 EPS).","Adjusted EBITDA $17.3M vs $22.5M; gross margin 45.7% includes $12.4M IEEPA tariff refund; ex-refund margin 32.6%.","Raises full-year 2026 adjusted EBITDA and gross margin outlook; reiterates revenue guidance on Project Gravity momentum.","Project Gravity on track; launched Westwood and Irontop grills; partial offsets from MEATER competition and tariff uncertainty."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-033467","json":"https://secwatch.observer/filing/0001628280-26-033467.json","markdown":"https://secwatch.observer/filing/0001628280-26-033467.md","text":"https://secwatch.observer/filing/0001628280-26-033467.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1857853/000162828026033467/0001628280-26-033467-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1857853/000162828026033467/tra-20260511.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-11T20:11:58.856810+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7be5f88151cc8fa88bcfa407f6f2736a6d45a01e","claim":"Traeger, Inc. reported the three months ended March 31, 2026 results: revenue $94.1 million, net income $2.9 million, EPS $1.08 per diluted share. Guidance raised.","evidence_excerpt":"leader of the wood pellet grill, today announced its financial results for the three months ended March 31, 2026. First Quarter 2026 Results • Total revenues decreased 34.3% to $94.1 million • Grill revenues decreased 45.4% to $47.4 million • Net income of $2.9 million or $1.08 per diluted share 1 • Adjusted EBITDA of $17.3 million • Operating cash flow of $17.9","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1857853/000162828026033467/0001628280-26-033467-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended March 31, 2026"},{"label":"Revenue","value":"$94.1 million"},{"label":"Net income","value":"$2.9 million"},{"label":"EPS","value":"$1.08 per diluted share"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}