YETI Holdings demonstrated strong financial performance with significant growth in international markets and robust product innovation. However, challenges were noted in the U.S. Drinkware market due to increased competition and promotions, as well as the impact of a product recall adjustment. Despite these challenges, the company's achievements and strategic initiatives outweigh the lowlights.

Company Guidance

In the YETI Holdings Fourth Quarter 2024 Earnings Conference Call, the company provided guidance for 2025, highlighting expected sales growth between 5% and 7%, despite a 100-basis-point anticipated FX headwind. YETI plans to leverage its strong cash generation to drive sustainable growth through strategic investments, accelerating innovation, and share repurchases, with $450 million available under its repurchase authorization. The company projects mid-single-digit growth domestically and mid-teens growth internationally, with significant opportunities in markets like Europe and Japan. YETI anticipates adjusted operating income growth between 5.5% and 7.5%, maintaining strong margins and free cash flow of approximately $200 million. The guidance reflects the company's focus on expanding its product portfolio, optimizing its omnichannel strategy, and enhancing supply chain diversification.

Record Annual Performance

YETI Holdings grew sales by 9% to $1.84 billion in 2024, with a notable growth in operating income by 18% to $309 million and earnings per share by 21% to $2.73.

Strong International Growth

International sales grew by 30% to $339 million, representing 18% of total sales, driven by exceptional growth in Europe and Australia.

Robust Product Innovation

2024 saw 24 new product launches, including expansions in drinkware, coolers, and bags, with a significant diversification strategy resonating with consumers.

Successful Supply Chain Diversification

Achieved target of shifting 20% of global Drinkware capacity outside of China by end of 2024, with plans to increase this to 80% by end of 2025.

Strong Cash Flow and Shareholder Returns

Generated over $200 million in free cash flow and executed $200 million in share repurchases, representing roughly 6% of outstanding shares.

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Yeti Holdings (YETI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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YETI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 08, 2025	2025 (Q1)	0.27 / -	0.34	―	―	―
Feb 13, 2025	2024 (Q4)	0.93 / 1.00	0.9	11.11% (+0.10)
Nov 07, 2024	2024 (Q3)	0.67 / 0.71	0.6	18.33% (+0.11)
Aug 08, 2024	2024 (Q2)	0.64 / 0.70	0.57	22.81% (+0.13)
May 09, 2024	2024 (Q1)	0.24 / 0.34	0.18	88.89% (+0.16)
Feb 15, 2024	2023 (Q4)	0.96 / 0.90	0.78	15.38% (+0.12)
Nov 09, 2023	2023 (Q3)	0.55 / 0.60	0.63	-4.76% (-0.03)
Aug 10, 2023	2023 (Q2)	0.47 / 0.57	0.63	-9.52% (-0.06)
May 11, 2023	2023 (Q1)	0.15 / 0.18	0.33	-45.45% (-0.15)
Feb 23, 2023	2022 (Q4)	0.79 / 0.78	0.87	-10.34% (-0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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YETI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 13, 2025	$37.91	$37.58	-0.87%
Nov 07, 2024	$36.13	$38.87	+7.58%
Aug 08, 2024	$37.03	$43.12	+16.45%
May 09, 2024	$34.81	$39.26	+12.78%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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