COOK compared with PONY: revenue, margins and what each company keeps, and the suppliers and customers both name

COOKTraeger, Inc.

Mkt capRevenueRevenue

PONYPony AI Inc.

Mkt capRevenueRevenue

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COOKTraeger, Inc.

PONYPony AI Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only COOK 5

AMZNAmazoncustomer

COSTCostcocustomer

HDThe Home Depotcustomer

BBYBest Buycustomer

1 more · COOK chain ›

Shared 0

No shared counterparties.

Only PONY 3

UBERUbercustomer

TMToyota Motorsupplier

—Gtmcunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

COOKTraeger, Inc.

52.19· pre 52.80· delayed

Mkt cap$148.1MRevenue$120MQ2 FY26Revenue$560MFY25

PONYPony AI Inc.

4.63· pre 4.65· delayed

Pre-marketOct 30 '26delayed

Mkt cap$1.8BRevenue—Revenue—

Compare

Pre-marketOct 30 '26delayed

COOKTraeger, Inc.

PONYPony AI Inc.

52.19pre 52.80delayed

Price

4.63pre 4.65delayed

$148.1M

Mkt cap

$1.8B

Q2 FY26$120M

Revenue

—

FY25$560M

Revenue

—

COOK52.19vsPONY4.63Pre-marketOct 30 '26delayed