Home Depot is Through the Grill Pull Forward, but Facing a New Storm

All last year the whole grill supply chain felt the rubber band effect of pull forward grill sales during the pandemic. It left retailer with too much inventory and manufacturers not seeing any sell through.

Judging by Traeger’s remarks last week and now Home Depot’s today, we’re likely past the effects of grill sales being pulled forward and returning to a normal replenishment cycle on that front. Unfortunately, as we’ve heard from all the manufacturers and now the largest grill retailer today, the grill market moved from one storm to another.