Earnings summaries and quarterly performance for YETI Holdings.
Executive leadership at YETI Holdings.
Board of directors at YETI Holdings.
Research analysts who have asked questions during YETI Holdings earnings calls.
BR
Brooke Roach
Goldman Sachs Group, Inc.
6 questions for YETI
Also covers: , AS, BURL +24 more
Peter Benedict
Robert W. Baird & Co.
4 questions for YETI
Also covers: ARHS, BJ, COOK +9 more
Randal Konik
Jefferies LLC
4 questions for YETI
Also covers: AKA, BIRK, BOWL +11 more
JA
Joe Altobello
Raymond James
3 questions for YETI
Also covers: DOOO, GOLF, LCII +4 more
PK
Peter Keith
Piper Sandler & Co.
3 questions for YETI
Also covers: ARHS, BBY, BOOT +18 more
Brian McNamara
Canaccord Genuity - Global Capital Markets
2 questions for YETI
Also covers: CENT, COOK, DRVN +12 more
JD
Jim Duffy
Stifel Financial Corp.
2 questions for YETI
Also covers: BIRK, CLAR, COLM +9 more
JA
Joseph Altobello
Raymond James & Associates, Inc.
2 questions for YETI
Also covers: BC, BRCC, CWH +16 more
Megan Christine Alexander
Morgan Stanley
2 questions for YETI
Also covers: BC, CAG, COOK +15 more
PL
Philip Lee
William Blair & Company, L.L.C.
2 questions for YETI
Also covers: FIVE
Phillip Blee
William Blair
2 questions for YETI
Also covers: ARHS, COOK, DRVN +7 more
RK
Randy Konik
Jefferies
2 questions for YETI
Also covers: BIRK, GOLF, MANU +4 more
S
Sarah
TD Cowen
2 questions for YETI
Also covers: ARVN, EXEL, NVAX +1 more
ZB
Zach Beck
Baird
2 questions for YETI
Alexia Morgan
Piper Sandler
1 question for YETI
Also covers: BOOT, BYON, COOK +5 more
Anna Glaessgen
B. Riley Securities
1 question for YETI
Also covers: ASO, BC, CALY +11 more
NZ
Noah Zaskin
KeyBanc Capital Markets
1 question for YETI
Also covers: GRMN, WGO
Noah Zatzkin
KeyBanc Capital Markets
1 question for YETI
Also covers: BC, CALY, CWH +11 more
Recent press releases and 8-K filings for YETI.
YETI Holdings Reports Strong Q4 2025 Results and Provides 2026 Guidance
YETI
Earnings
Guidance Update
Share Buyback
- YETI reported Q4 2025 adjusted net sales of $583.7 million, a 5% year-over-year increase, with Drinkware sales up 6% and international sales growing 25%.
- For the full year 2025, the company generated $212 million in free cash flow and completed $298 million in share repurchases.
- The company issued 2026 guidance, projecting net sales growth of 6%-8% and adjusted EPS of $2.77-$2.83, reflecting 12%-14% growth.
- YETI plans an additional $100 million in share repurchases in 2026 and anticipates an incremental $0.35 unfavorable impact on EPS from tariffs compared to 2025.
- CFO Mike McMullen will transition out of his role, remaining in an advisory capacity through May 31st, 2026.
Feb 19, 2026, 1:00 PM
YETI Reports Strong Q4 2025 Results and Provides 2026 Outlook
YETI
Earnings
Guidance Update
CFO Change
- YETI delivered Q4 2025 net sales growth of 5% to $583.7 million, with Drinkware sales growing 6% and international sales increasing 25% to represent 23% of Q4 sales.
- Adjusted EPS for Q4 2025 was $0.92, and the company generated $212 million in free cash flow for the full year 2025.
- For fiscal year 2026, YETI expects net sales growth of 6%-8% and adjusted EPS between $2.77 and $2.83, representing 12%-14% growth.
- The company plans $100 million in share repurchases in 2026 and anticipates $200 million-$225 million in free cash flow.
- YETI's CFO, Mike McMullen, will transition out of his role, remaining in an advisory capacity through May 31st.
Feb 19, 2026, 1:00 PM
YETI Holdings Reports Strong Q4 2025 Results, Issues Positive 2026 Guidance, and Announces CFO Transition
YETI
Earnings
Guidance Update
CFO Change
- YETI Holdings reported Q4 2025 net sales of $583.7 million, representing 5% year-over-year growth, driven by 6% growth in Drinkware and 25% growth in international sales.
- The company generated $212 million in full-year 2025 free cash flow and executed $125 million in share repurchases during Q4, bringing the full-year total to approximately $298 million.
- For fiscal year 2026, YETI expects net sales growth of 6% to 8% and adjusted earnings per diluted share of $2.77 to $2.83, reflecting 12%-14% growth.
- The 2026 guidance includes an incremental $0.35 net unfavorable impact from higher tariff costs and anticipates $200 million to $225 million in free cash flow.
- CFO Mike McMullen will transition from his role by May 31, 2026, and will remain with the company in an advisory capacity.
Feb 19, 2026, 1:00 PM
YETI Reports Fourth Quarter and Full Year 2025 Results and Provides 2026 Outlook
YETI
Earnings
Guidance Update
Share Buyback
- YETI reported strong Q4 2025 results with net sales increasing 7% to $583.7 million and EPS growing 17% to $0.74, driven by 25% international net sales growth and 6% Drinkware net sales growth.
- For the full year 2025, net sales and adjusted net sales increased 2%, while EPS decreased 1% to $2.03 and Adjusted EPS decreased 9% to $2.48, impacted by higher tariff costs.
- The company returned nearly $300 million to shareholders in 2025 through share repurchases, buying back 8.2 million shares for $297.6 million.
- YETI provided a positive outlook for Fiscal Year 2026, expecting adjusted sales to increase between 6% to 8% and adjusted net income per diluted share to grow 12% to 14% to between $2.77 and $2.83.
Feb 19, 2026, 11:08 AM
YETI Holdings Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook
YETI
Earnings
Guidance Update
Share Buyback
- YETI Holdings reported Q4 2025 net sales increased 7% and adjusted net sales increased 5%, primarily driven by 25% international net sales growth.
- For the full year 2025, net sales and adjusted net sales increased 2%, with international net sales growing 16% and Coolers & Equipment net sales growing 7%.
- Q4 2025 EPS increased 17% to $0.74, while Adjusted EPS decreased 8% to $0.92; full year 2025 EPS decreased 1% to $2.03 and Adjusted EPS decreased 9% to $2.48.
- The company returned nearly $300 million to shareholders in 2025 through share repurchases, including $124.9 million in Q4 2025.
- For Fiscal Year 2026, YETI expects adjusted sales to increase between 6% to 8% and adjusted net income per diluted share between $2.77 and $2.83, reflecting a 12% to 14% increase.
Feb 19, 2026, 11:01 AM
YETI Holdings Related Camping Cooler Market Report Highlights Growth and Challenges
YETI
Revenue Acceleration/Inflection
- The Global Camping Cooler Market is projected to expand from $1.08 Billion in 2025 to $1.49 Billion by 2031, registering a Compound Annual Growth Rate (CAGR) of 5.51%.
- Market growth is primarily driven by increasing participation in outdoor recreational activities, with 81.1 million Americans camping in 2024, and technological advancements in cooling performance and insulation.
- Key challenges to market expansion include the volatility of raw material prices, particularly for petroleum-based inputs, and strict environmental regulations concerning non-biodegradable plastic waste.
- YETI Holdings, Inc. reported net sales for Coolers & Equipment rose by 12% year-over-year in Q3 2024 and increased by 17% in Q1 2025, indicating robust market demand for advanced cooling solutions.
Jan 26, 2026, 10:39 AM
YETI Holdings Discusses Growth Drivers, Capital Allocation, and Supply Chain Transition at 2025 Conference
YETI
Product Launch
Share Buyback
New Projects/Investments
- YETI identifies drinkware and bags as key growth drivers for the next three to five years, with drinkware expanding into food storage and culinary solutions, and bags targeting everyday, travel, and pursuit categories.
- The company is actively pursuing global expansion, with international sales currently representing approximately 20% of total sales, and sees significant growth potential in Europe and Asia.
- YETI increased its share repurchase target for 2025 from $200 million to $300 million, driven by a strong balance sheet and consistent free cash flow generation, with approximately $200 million expected in free cash flow this year.
- YETI is accelerating its supply chain transition away from China, aiming for less than 5% of cost of goods sold exposed to U.S. tariffs from China by the end of 2025, though this transition has negatively impacted 2025 growth, particularly in drinkware.
- 2025 is considered a "setup year" for 2026 and beyond, focusing on expanding drinkware, bags, and hard cooler innovation to drive long-term growth ambitions.
Dec 2, 2025, 3:15 PM
YETI Discusses Product Innovation, Global Expansion, and Capital Allocation at Conference
YETI
Product Launch
New Projects/Investments
Share Buyback
- YETI's product innovation strategy is centered on durability, performance, and design, with key growth drivers identified as drinkware (diversified use cases, focus on hydration) and bags (everyday, travel, and pursuit bags).
- The company is actively pursuing international expansion, with non-US sales currently at 20% and significant underdeveloped opportunities in the U.K., Europe, and Asia (including Japan, Korea, and China).
- YETI's capital allocation priorities include investing in growth (internal capital and product-focused acquisitions) and returning capital to shareholders through buybacks. The company increased its share repurchase target for 2025 from $200 million to $300 million and expects to generate approximately $200 million of free cash flow this year.
- YETI is accelerating its supply chain transition, aiming for less than 5% of cost of goods sold (COGS) exposed to US tariffs out of China by the end of 2025. Supply chain diversification efforts are expected to have a roughly 300 basis point negative impact on 2025 sales growth, primarily in drinkware, but this impact is anticipated to largely resolve by the end of 2025 into the first half of 2026.
Dec 2, 2025, 3:15 PM
YETI Holdings Discusses Product Innovation, Global Expansion, and Capital Allocation at 2025 Conference
YETI
Product Launch
New Projects/Investments
Share Buyback
- YETI's growth strategy is anchored on product innovation, with drinkware and bags identified as key future growth drivers, alongside protective storage and pet products.
- The company sees significant opportunities for international expansion, with non-US sales currently representing 20% of total sales, particularly in Asia (Japan, Korea, China) and Europe.
- YETI increased its 2025 share repurchase target from $200 million to $300 million, supported by a strong balance sheet and an expected $200 million in free cash flow for 2025.
- The company has accelerated its supply chain transition to reduce reliance on China, expecting a decrease in China-sourced volume in 2026 and noting a recent tariff rate reduction from 30% to 20%. This transition has negatively impacted 2025 growth, particularly in drinkware, but is expected to be largely complete by early 2026.
Dec 2, 2025, 3:15 PM
YETI Reports Q3 FY2025 Results, Raises Guidance, and Acquires Helimix
YETI
Earnings
Guidance Update
Share Buyback
- YETI reported Q3 FY2025 revenue of $487.8 million, up approximately 2% year-over-year, and non-GAAP EPS of $0.61, exceeding estimates. GAAP EPS was $0.48, impacted by a $0.14 per-share tariff headwind.
- The company experienced gross margin decline to 55.9% and operating margin narrowing, but free cash flow margin improved to 18.3%.
- Coolers & Equipment sales grew approximately 12% to $215.4 million, while Drinkware sales fell approximately 4% to $263.8 million, with international sales rising approximately 14%.
- Management raised full-year adjusted EPS guidance to $2.38–$2.49 and increased share repurchases, including $149.9 million in Q3 buybacks.
- YETI also acquired Helimix assets for $38 million.
Nov 6, 2025, 11:19 PM
Quarterly earnings call transcripts for YETI Holdings.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more