Traeger 2026年季度报告

SECURITIES AND EXCHANGE COMMISSION ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromtoCommission File Number 001-40694 Traeger, Inc. (Exact name of registrant as specified in its charter) (801) 701-7180 (Registrant’s telephone number, including area code)N/A(Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of RegulationS-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company or an emerginggrowth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company” and “emerging growth company” in Rule12b-2 of theExchange Act. Large accelerated filer☐Non-accelerated filer☐ Accelerated filer☒Smaller reporting company☒Emerging growth company☒ Table of Contents If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new orrevised financial accounting standards provided pursuant to Section13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act): Yes☐No☒As of July31, 2026, there were 2,798,224 shares of the registrant’s common stock, par value $0.0001 per share, outstanding. The foregoing reflects the reversestock split of the registrant's common stock that became effective and began trading on a post-split adjusted basis on March 18, 2026. TABLE OF CONTENTS PART I. FINANCIAL INFORMATION ITEM 1. FINANCIAL STATEMENTS (UNAUDITED)1Condensed Consolidated Balance Sheets1Condensed Consolidated Statements of Operations and Comprehensive Loss2Condensed Consolidated Statements of Stockholders’ Equity3Condensed Consolidated Statements of Cash Flows5Notes to Unaudited Condensed Consolidated Financial Statements7ITEM 2. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OFOPERATIONS19ITEM 3. QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK31ITEM 4. CONTROLS AND PROCEDURES32 PART II. OTHER INFORMATION ITEM 1. LEGAL PROCEEDINGS32ITEM 1A. RISK FACTORS32ITEM 2. UNREGISTERED SALES OF EQUITY SECURITIES AND USE OF PROCEEDS34ITEM 3. DEFAULTS UPON SENIOR SECURITIES34ITEM 4. MINE SAFETY DISCLOSURES34ITEM 5. OTHER INFORMATION34ITEM 6. EXHIBITS35SIGNATURES36 CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the U.S. Private Securities LitigationReform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-lookingstatements contained in Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of theSecurities Exchange Act of 1934, as amended (the “Exchange Act”). All statements other than statements of historical facts containedin this Quarterly Report on Form 10-Q may be forward-looking statements. In some cases, you can identify forward-lookingstatements by terms such as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “targets,” “projects,”“contemplates,” “believes,” “estimates,” “forecasts,” “predicts,” “potential” or “continue” or the negative of these terms or othersimilar expressions. Forward-looking statements contained in this Quarterly Report on Form 10-Q include, but are not limited tostatements regarding our future results of operations and financial position, general macroeconomic trends, industry and businesstrends, equity compensation, business strategy, plans, market growth the anticipated benefits of Project Gravity, and the timing andcompletion thereof, the impact of U.S. trade policies, tariffs, antidumping and countervailing duty proceedings on our business, theexpected timing and amount of any tariff refunds, our liquidity and capital resources and our objectives for future operations. The forward-looking statements in this Quarterly Report on Form 10-Q are only predictions. We have based these forward-lookingstatements largely on our current expectations and