CG: Should You Take a Stake in the Business of Outdoor Grilling?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 7 September 2021
⏱️ 31 minutes
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Summary
Weber is the preeminent decades-old outdoor grilling business that enthusiasts love. Traeger is the up-and-coming disruptor looking to convert every grill master into a wood pellet grill owner. Which of these newly public businesses is setting itself a part from the competition? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss these questions and more in today’s episode.
Stocks: Weber (WEBR), Traeger (COOK)
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
| 0:20.4 | And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:26.8 | Hi fools. Welcome to Industry Focus. My name is Emily Flippin. And I'll be joined by |
| 0:31.9 | Osset Sharma today as we talk about the business of outdoor grilling. |
| 0:36.0 | Now if you're listening today is hopefully September 7th |
| 0:40.0 | but we're actually free recording today's episode fact, Austin and I did a very bad job of scheduling our out of office states to be exactly opposite of one another. |
| 0:50.4 | So we'll actually be pre-recording the episodes that are going out today, the 17th, the 14th, and the 21st. |
| 0:58.0 | So we can call today's episode the first of what will be a pre-record Palusa I suppose. |
| 1:04.0 | Emily, it's fun to be here, but I want to lay one ground rule for this episode. |
| 1:10.0 | Don't grill me on any of these data or facts. |
| 1:17.0 | Well, it's good for you that this episode is such an easy one to talk about because the business of grilling is so simple. |
| 1:25.8 | I'm not sure if it needs all the complicated data and facts because when we talk about both of the businesses |
| 1:31.4 | that we're going to talk about today, the fundamentals I think are pretty obvious. In fact, I would think both |
| 1:37.6 | these businesses very clearly see each other as competitors. It's Weber and Traker. Weber's ticker is W-E-B-R and Traker is C-O-O-K. They stole the Cook symbol here. So they both have some I guess interesting business |
| 1:55.0 | models but they've both recently headed to public markets as well. So I |
| 1:59.5 | figured why not talk about them both and we can kind of play them off one another? |
| 2:03.4 | Yeah, it's so interesting that they have IPOs very near to each other and Emily I think we first saw some interest in this on |
| 2:12.0 | Twitter. I think one of our viewers tweeted out that |
| 2:15.4 | they wanted to see a head-to-head comparison as if we had the grill set up and |
| 2:20.5 | we're doing a taste test. We could sort of do a taste test as we go along. I've got a little bit of personal |
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