Traeger presented at an investor day with Baird earlier this month to talk about their business. While there weren’t any major updates since their last earnings call, they did throw out some interesting stats.
Market Data
The call started with CEO, Jeremy Andrus, discussing where the brand has been and where they are at. He said that there are currently 76 million grilling households, and Traeger is in 3.5%. The size of the overall market is consistent with the market sizing that Traeger did for their IPO.