3
5
-$61,400K
$46,600K
Portfolio Risk Heatmap
| Company | Overall |
|---|---|
| Traeger, Inc. | CRITICAL |
| Lifetime Brands | RED |
| Perficient, Inc. | AMBER |
Portfolio Companies
Recent Alerts Across Portfolio (5)
Costco pushback on price increases
Costco procurement team rejected proposed 12% price increase on KitchenAid-branded items. Margin squeeze accelerating. Need alternative pricing strategy.
DPDPA enforcement timeline accelerated
India's Data Protection Board announced enforcement actions beginning Q3 2026, 6 months earlier than expected. Perficient must complete data processing agreements with all Indian operations.
Vietnam reciprocal tariff effective April 2
25% reciprocal tariff on Vietnamese imports takes effect April 2. Traeger sources accessories and some components from Vietnam. Estimated $1.8M incremental COGS annually.
Steel futures up 18% since Q4
Hot-rolled coil steel futures have risen 18% since October. Traeger grill frames and components use ~$12M in steel annually. If sustained, gross margin compression of ~120bps.
China tariff escalation to 145% on assembled goods
IEEPA tariffs on Chinese goods now at 145% for assembled consumer products. Traeger's 80% China-sourced grills face full exposure. Mitigation playbook delivered — pre-buy inventory + accelerate Vietnam facility.