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.
Brooke Roach
Goldman Sachs Group, Inc.
4 questions for YETI
Also covers: , AS, BURL +23 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
Peter Keith
Piper Sandler & Co.
3 questions for YETI
Also covers: ARHS, BBY, BOOT +18 more
Jim Duffy
Stifel Financial Corp.
2 questions for YETI
Also covers: BIRK, CLAR, COLM +9 more
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
Phillip Blee
William Blair
2 questions for YETI
Also covers: ARHS, COOK, DRVN +6 more
Alexia Morgan
Piper Sandler
1 question for YETI
Also covers: BYON, COOK, FND +3 more
Anna Glaessgen
B. Riley Securities
1 question for YETI
Also covers: ASO, BC, CLAR +9 more
Joe Altobello
Raymond James
1 question for YETI
Also covers: DOOO, ONEW, PII
Recent press releases and 8-K filings for YETI.
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.
4 days ago
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.
4 days ago
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.
4 days ago
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
YETI Reports Q3 2025 Results, Updates Full-Year Guidance, and Upsizes Share Repurchase Program
YETI
Earnings
Guidance Update
Share Buyback
- YETI reported Q3 2025 sales growth of 2% to $487.8 million, driven by a 12% increase in Coolers and Equipment sales and 14% growth in international markets, despite a 4% decline in Drinkware sales.
- The company updated its full-year 2025 sales guidance to an increase of 1%-2% (from flat to up 2%) and adjusted EPS guidance to $2.38-$2.49, including an approximate $0.40 net unfavorable impact from higher tariff costs.
- YETI increased its 2025 share repurchase target from $200 million to $300 million, bringing the total repurchases across 2024 and 2025 to $500 million.
- Strategic initiatives include plans to launch over 30 new products in 2025, such as the YETI Shaker Bottle, and expanding international presence with over 400 stores expected in Japan by year-end.
Nov 6, 2025, 1:00 PM
YETI Reports Third Quarter 2025 Results and Updates 2025 Outlook
YETI
Earnings
Guidance Update
Share Buyback
- YETI Holdings, Inc. reported a 2% increase in net sales to $487.8 million for the third quarter ended September 27, 2025, driven by a 12% increase in Coolers & Equipment sales and 14% growth in international sales, partially offset by a 4% decline in Drinkware sales.
- Diluted EPS decreased 27% to $0.48, and Adjusted EPS decreased 14% to $0.61 for Q3 2025, inclusive of a $0.14 unfavorable net impact from higher tariff costs.
- The company repurchased 4.3 million shares for $149.9 million during Q3 2025, bringing year-to-date share repurchases to 5.0 million shares for $172.9 million.
- YETI increased its 2025 share repurchase target to approximately $300 million, up from the previous expectation of $200 million.
- For Fiscal 2025, YETI updated its outlook, expecting adjusted sales to increase 1% to 2% (previously flat to up 2%) and adjusted net income per diluted share to be between $2.38 and $2.49 (previously $2.34 and $2.48). Free cash flow is now expected to be approximately $200 million (previously $150 million to $200 million).
Nov 6, 2025, 11:03 AM
YETI Reports Third Quarter 2025 Results
YETI
Earnings
Guidance Update
Share Buyback
- YETI reported net sales of $487.8 million for the third quarter ended September 27, 2025, an increase of 2% compared to the prior year, driven by a 14% increase in international sales and a 12% increase in Coolers & Equipment sales.
- Diluted EPS for Q3 2025 decreased 27% to $0.48, while Adjusted diluted EPS decreased 14% to $0.61.
- The company updated its 2025 outlook, now expecting adjusted sales to increase 1% to 2% and adjusted net income per diluted share to be between $2.38 and $2.49.
- YETI increased its 2025 share repurchase target to $300 million, having already repurchased 4.3 million shares for $149.9 million in Q3 2025.
Nov 6, 2025, 11:00 AM
Yeti Holdings Inc. Reports Q2 2025 Results and Updates Full-Year Outlook
YETI
Earnings
Guidance Update
Demand Weakening
- Yeti Holdings Inc. reported a 4% decrease in sales to $445.9 million for Q2 2025, with Drinkware and Coolers & Equipment sales declining, primarily due to ongoing macroeconomic uncertainty and cautious consumer behavior.
- The company updated its full-year 2025 outlook, now expecting sales to be flat to up 2% and raising its adjusted earnings per diluted share outlook to between $2.34 and $2.48, an increase from the prior range of $1.96 to $2.02, driven by operating discipline and tariff relief.
- Yeti is progressing with its supply chain transformation, aiming for less than 5% exposure to U.S. tariffs on China-sourced goods by year-end, and is on track to launch over 30 new products in fiscal year 2025, with notable strength in bags and packs.
- International sales grew 2% in Q2 2025 and are expected to grow 15-20% for the full year, with strong performance in the UK and Europe, and expansion into Japan. The company also announced a strategic partnership with Fanatics to expand its presence in sports.
Aug 7, 2025, 11:50 PM
YETI Outlines Growth Strategy at William Blair Conference
YETI
Product Launch
M&A
New Projects/Investments
- YETI detailed its growth strategy by expanding its product portfolio—introducing new innovations in coolers, drinkware, bags, and food categories—and shifting towards a 60% direct-to-consumer model from its traditional wholesale base.
- The company is actively restructuring its supply chain to mitigate tariff impacts by moving production out of China, aiming for only 5% exposure to Chinese-made products by year-end, which is expected to help recover lost gross margins.
- YETI emphasized strong capital allocation, highlighting its robust free cash flow generation, ongoing share buybacks, and strategic M&A efforts to drive product innovation and long-term growth.
Jun 5, 2025, 5:42 PM
YETI Holdings Reports Q1 2025 Financial Results & Strategic Initiatives
YETI
Earnings
Guidance Update
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Net sales increased 3% in Q1 2025, reaching $351.1 million driven by growth in direct-to-consumer and coolers channels .
- Reported earnings showed GAAP EPS rose 11% to $0.20 per diluted share while adjusted EPS reached $0.31 with a $35M operating income (10.0% margin) .
- Strong performance in Coolers & Equipment and international markets—with 22% international sales growth (23% of Q1 sales) despite a 4% decline in Drinkware sales—underscored channel dynamics .
- A major supply chain transformation is underway, shifting Drinkware production out of China to cut reliance to less than 5% of total COGS and diversify amid tariff challenges .
- Strategic growth includes over 30 new product introductions planned for 2025, featuring launches like the Ranchero backpack and new store openings for accelerated direct-to-consumer growth .
- Disciplined cost management with targeted SG&A control and tariff impact mitigation helped maintain a strong balance sheet and net cash position .
May 8, 2025, 12:00 AM
Quarterly earnings call transcripts for YETI Holdings.
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