YETI Holdings
YETI Holdings owns 1 fashion and beauty brand in our graph (YETI).
Issuer disclosureas of · verified
History of YETI Holdings
1 cited acquisition · 38 dated events · 3 types
Acquisitions
YETI Holdings acquired Mystery Ranch.
Wikipediaas of
2026
Earnings · Financial · yeti
YETI Holdings reported quarterly results
second quarter earnings: “Second Quarter 2026 Highlights • Sales increased 9%, led by 16% growth in Coolers & Equipment and 19% international growth, reflecting strong consumer demand across categories, regions, and channels • Gross margin increased 890 basis points, including 110 basis points of favorable operational drivers and 780 basis points net tariff benefit • Adjusted gross margin increased 170 basis points, including 110 basis points of favorable operational drivers and 60 basis points net tariff benefit • EPS increased 54% to $0.94 and Adjusted EPS increased 2% to $0.67 • Repurchased 2.8 million shares for $130 million • YETI will host an Investor Day on September 17, 2026, in Austin, Texas, where management will provide an update on the business and discuss its long-term strategic plan Update on 2026 Outlook • Maintains 2026 sales growth of 7% to 8% • Increases 2026 adjusted operating income margin to 14.9%, up from 14.6% previously • Raises 2026 adjusted EPS to $2.94 to $3.00, reflecting 19% to 21% growth, up from $2.83 to $2.89 or 14% to 17% growth previously Matt Reintjes, Chair of the Board and Chief Executive Officer, commented, “YETI delivered a strong second quarter, with 9% top-line growth, and stronger-than-expected profitability.” Previous: “Second Quarter 2026 Highlights • Sales increased 9%, led by 16% growth in Coolers & Equipment and 19% international growth, reflecting strong consumer demand across categories, regions, and channels • Gross margin increased 890 basis points, including 110 basis points of favorable operational drivers and 780 basis points net tariff benefit • Adjusted gross margin increased 170 basis points, including 110 basis points of favorable operational drivers and 60 basis points net tariff benefit • EPS increased 54% to $0.94 and Adjusted EPS increased 2% to $0.67 • Repurchased 2.8 million shares for $130 million • YETI will host an Investor Day on September 17, 2026, in Austin, Texas, where management will provide an update on the business and discuss its long-term strategic plan Update on 2026 Outlook • Maintains 2026 sales growth of 7% to 8% • Increases 2026 adjusted operating income margin to 14.9%, up from 14.6% previously • Raises 2026 adjusted EPS to $2.94 to $3.00, reflecting 19% to 21% growth, up from $2.83 to $2.89 or 14% to 17% growth previously Matt Reintjes, Chair of the Board and Chief Executive Officer, commented, “YETI delivered a strong second quarter, with 9% top-line growth, and stronger-than-expected profitability.”
YETI close −10.6% that session
SEC filingas of
Earnings · Financial · yeti
Direct-to-consumer (“DTC”) channel sales were flat at $196.8 million.
first quarter earnings: “First Quarter 2026 Highlights • Sales increased 8%, driven by strong consumer demand across categories and channels • Wholesale sales grew 19%, delivering our best quarterly performance in over three years • US sales grew 8%; International sales grew 9% • Coolers & Equipment sales grew 11%; Drinkware sales grew 5% • EPS decreased 35% to $0.13; Adjusted EPS decreased 16% to $0.26 from $0.31, inclusive of a $0.09 unfavorable net impact from incremental tariffs • Increased Share Repurchase Program authorization to $500 million Update on 2026 Outlook • Raises the lower end of 2026 sales growth Outlook to new range of 7% to 8%, up from 6% to 8% • Increases 2026 adjusted operating income margin Outlook to approximately 14.6%, up from 14.4% previously • Raises 2026 EPS Outlook to $2.83 to $2.89, reflecting 14% to 17% growth, up from $2.77 to $2.83 or 12% to 14% growth previously Matt Reintjes, President and Chief Executive Officer, commented, “Our first quarter results marked a great start to 2026, building upon and accelerating our momentum from the fourth quarter.” Previous: “First Quarter 2026 Highlights • Sales increased 8%, driven by strong consumer demand across categories and channels • Wholesale sales grew 19%, delivering our best quarterly performance in over three years • US sales grew 8%; International sales grew 9% • Coolers & Equipment sales grew 11%; Drinkware sales grew 5% • EPS decreased 35% to $0.13; Adjusted EPS decreased 16% to $0.26 from $0.31, inclusive of a $0.09 unfavorable net impact from incremental tariffs • Increased Share Repurchase Program authorization to $500 million Update on 2026 Outlook • Raises the lower end of 2026 sales growth Outlook to new range of 7% to 8%, up from 6% to 8% • Increases 2026 adjusted operating income margin Outlook to approximately 14.6%, up from 14.4% previously • Raises 2026 EPS Outlook to $2.83 to $2.89, reflecting 14% to 17% growth, up from $2.77 to $2.83 or 12% to 14% growth previously Matt Reintjes, President and Chief Executive Officer, commented, “Our first quarter results marked a great start to 2026, building upon and accelerating our momentum from the fourth quarter.”
SEC filingas of
2025
2024
Earnings · Financial · yeti
The recall reserves unfavorably impacted sales by $24.5 million in the prior year quarter.
SEC filingas of
Earnings · Financial · yeti
Our Drinkware business grew 12%, pushing the category to over $1 billion in annual sales.
SEC filingas of
2023
Earnings · Financial · yeti
fourth quarter earnings: “The benefit from the adjusted gross margin expansion is expected to be more than offset by adjusted SG&A deleverage, which is driven by the unfavorable topline impact from the stop sale of the products affected by the recalls as well as strategic investments; • An effective tax rate of approximately 25.1% (compared to 22.8% in the prior year period, which reflected an income tax benefit related to stock-based compensation); • Adjusted net income per diluted share of approximately $2.32 (versus the previous outlook of between $2.23 and $2.32), reflecting a 2% decrease, with earnings growth beginning in the fourth quarter of the year; • Diluted weighted average shares outstanding of approximately 87.4 million (versus the previous outlook of 87.3 million); and • Capital expenditures of approximately $55 million (versus the previous outlook of $60 million) primarily to support investments in technology and new product innovation and launches.” Previous: “The benefit from the adjusted gross margin expansion is expected to be more than offset by adjusted SG&A deleverage, which is driven by the unfavorable topline impact from the stop sale of the products affected by the recalls as well as strategic investments; • An effective tax rate of approximately 25.1% (compared to 22.8% in the prior year period, which reflected an income tax benefit related to stock-based compensation); • Adjusted net income per diluted share of approximately $2.32 (versus the previous outlook of between $2.23 and $2.32), reflecting a 2% decrease, with earnings growth beginning in the fourth quarter of the year; • Diluted weighted average shares outstanding of approximately 87.4 million (versus the previous outlook of 87.3 million); and • Capital expenditures of approximately $55 million (versus the previous outlook of $60 million) primarily to support investments in technology and new product innovation and launches.”
SEC filingas of
Earnings · Financial · yeti
Sales were unfavorably impacted by $24.5 million due to a recall reserve adjustment.
fourth quarter earnings: “The benefit from the adjusted gross margin expansion is expected to be more than offset by the deleverage from increases in adjusted SG&A expenses due to strategic investments and the unfavorable topline impact from the stop sale of the products affected by the recalls; • An effective tax rate of approximately 25.1% (versus the previous outlook of 24.9%; compared to 22.8% in the prior year period); • Adjusted net income per diluted share between $2.23 and $2.32 (versus the previous outlook of between $2.12 and $2.23), reflecting a 2% to 6% decrease, with earnings growth beginning in the fourth quarter of the year; • Diluted weighted average shares outstanding of approximately 87.3 million (versus the previous outlook of 87.2 million); and • Capital expenditures of approximately $60 million primarily to support investments in technology and new product innovation and launches.” Previous: “The benefit from the adjusted gross margin expansion is expected to be more than offset by the deleverage from increases in adjusted SG&A expenses due to strategic investments and the unfavorable topline impact from the stop sale of the products affected by the recalls; • An effective tax rate of approximately 25.1% (versus the previous outlook of 24.9%; compared to 22.8% in the prior year period); • Adjusted net income per diluted share between $2.23 and $2.32 (versus the previous outlook of between $2.12 and $2.23), reflecting a 2% to 6% decrease, with earnings growth beginning in the fourth quarter of the year; • Diluted weighted average shares outstanding of approximately 87.3 million (versus the previous outlook of 87.2 million); and • Capital expenditures of approximately $60 million primarily to support investments in technology and new product innovation and launches.”
SEC filingas of
2022
Earnings · Financial · yeti
The DTC channel represented 52% of sales, compared to 54% in the prior year period.
fourth quarter earnings: “We remain confident in our ability to drive brand and product momentum, build out a great team, and strengthen an already sound balance sheet, as we look forward into the fourth quarter of 2022, Fiscal 2023, and beyond.” For Fiscal 2022, YETI expects: • Sales are expected to increase approximately 16%; • Operating income as a percentage of sales is expected to be approximately 16% and operating income is expected to decrease approximately 6%; • Adjusted operating income as a percentage of sales is expected to be approximately 17% and adjusted operating income is expected to decrease approximately 6%; • The effective tax rate is expected to be approximately 24.6% (compared to 20.8% in the prior year period); • Adjusted net income per diluted share is expected to be approximately $2.36, reflecting a 9% decrease; • Diluted weighted average shares outstanding is expected to be 87.3 million; and • Capital expenditures are now expected to be approximately $50 million (versus the previous outlook of approximately $60 million) primarily to support investments in technology and new product innovation and launches.” Previous: “We remain confident in our ability to drive brand and product momentum, build out a great team, and strengthen an already sound balance sheet, as we look forward into the fourth quarter of 2022, Fiscal 2023, and beyond.” For Fiscal 2022, YETI expects: • Sales are expected to increase approximately 16%; • Operating income as a percentage of sales is expected to be approximately 16% and operating income is expected to decrease approximately 6%; • Adjusted operating income as a percentage of sales is expected to be approximately 17% and adjusted operating income is expected to decrease approximately 6%; • The effective tax rate is expected to be approximately 24.6% (compared to 20.8% in the prior year period); • Adjusted net income per diluted share is expected to be approximately $2.36, reflecting a 9% decrease; • Diluted weighted average shares outstanding is expected to be 87.3 million; and • Capital expenditures are now expected to be approximately $50 million (versus the previous outlook of approximately $60 million) primarily to support investments in technology and new product innovation and launches.”
SEC filingas of
Earnings · Financial · yeti
The DTC channel represented 54% of sales, compared to 55% in the prior year period.
SEC filingas of
Earnings · Financial · yeti
Remarkably, our sales have nearly doubled since the same period in 2019.
SEC filingas of
Earnings · Financial · yeti
The DTC channel grew to 60% of net sales, compared to 58% in the prior year period.
SEC filingas of
2021
Earnings · Financial · yeti
The DTC channel grew to 54% of net sales, compared to 51% in the prior year period.
SEC filingas of
Earnings · Financial · yeti
The DTC channel grew to 55% of net sales, compared to 54% in the prior year period.
SEC filingas of
Earnings · Financial · yeti
The DTC channel grew to 51% of net sales, compared to 46% in the prior year period.
SEC filingas of
2020
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