Optimistic Growth Outlook for Yeti Holdings Amidst Challenges: Buy Rating Affirmed by Chasen Bender

Yeti Holdings (YETI – Research Report), the Consumer Cyclical sector company, was revisited by a Wall Street analyst today. Analyst Chasen Bender from Citi maintained a Buy rating on the stock and has a $36.00 price target.

Chasen Bender has given his Buy rating due to a combination of factors that indicate potential future growth for Yeti Holdings. Despite the challenges faced in 2025, such as supply chain disruptions and tariff cost headwinds, Bender sees an opportunity for acceleration in 2026. This optimism is based on the expectation that product supply will improve and delayed innovations will reach the market, alongside a reduction in tariff-related costs.
Additionally, Yeti’s strong performance in certain segments, like hard coolers and bags, and the positive growth in international markets, particularly in Europe, contribute to the Buy rating. The company’s above-average margins, net cash position, and free cash flow generation profile further position it favorably compared to its peers, allowing it to navigate the challenging macroeconomic environment more effectively. Bender anticipates a significant return on shares, reinforcing the positive outlook for Yeti Holdings.