Traeger Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Feb 10, 2024

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Dec 05, 2023 / 03:15PM GMT
Megan Alexander Morgan Stanley-Analyst

Good morning. Welcome to day one in the Morgan Stanley 2023 Global Consumer and Retail Conference. I'm Megan Alexander, and the Leisure products and services analyst here at Morgan Stanley. I'm glad to be here today with Traeger and the company's CEO, Jeremy Andrus; CFO, Dominic Blosil; and VP of IR, Nick Bacchus.

Many of you are likely familiar with Traeger it's the creator and category leader of the wood pellet grill, which complements that of a variety of consumables and accessories products. A quick disclaimer before we start for important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/research disclosures, if you have any questions, please reach out to your Morgan Stanley sales representative.

So maybe we could start the table, Jeremy, we're clearly operating in a challenging environment, and we can get into that. But can we start by taking kind of a step back at the table from a high level and maybe you can talk about what you believe is the most underappreciated aspect of Traeger story

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