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Yeti Holdings (DE:1YN)
FRANKFURT:1YN
Germany Market

Yeti Holdings (1YN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 07, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.16
Last Year’s EPS
0.26
Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 19, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted solid top-line momentum, strong international expansion, robust free cash flow, active capital returns, and an active product innovation pipeline—counterbalanced by meaningful margin pressure from tariffs, higher SG&A as a percent of sales, supply constraints in select C&E subcategories, and year-over-year declines in operating profit and net income. Management provided constructive 2026 guidance with continued investment in marketing and international growth while acknowledging near-term margin phasing challenges driven by tariffs and timing of expenses.
Company Guidance
YETI’s 2026 guidance calls for full-year net sales growth of 6%–8% with relatively consistent quarterly phasing; by category, Coolers & Equipment is expected to grow high single‑digit to low double‑digit (slightly stronger in H1) and Drinkware mid single‑digit (slightly stronger in H2); by channel wholesale is expected to grow slightly faster than DTC; geographically international is guided to high‑teens to 20% growth while the U.S. is expected to be low‑ to mid‑single digit. They expect gross margin of 56%–57% (midpoint 56.5%, ~90 bps decline YoY at midpoint) which embeds roughly 200 bps of incremental tariff cost in 2026 (tariffs add ≈$80M to COGS vs 2024, ~430 bps), with H1 gross margins down ~300 bps YoY and Q1 the weakest and a YoY expansion expected in H2; adjusted SG&A growth of 3%–7% (about 200 bps of deleverage in H1) results in an adjusted operating margin target of ~14.4% (flat vs. 2025) and adjusted operating income growth of 6%–8%, with H1 operating margins down ~500 bps offset by ~400 bps in H2. Additional guide items: effective tax rate ≈24%; diluted shares ≈76.6M (vs. 81.6M in 2025 after $298M buybacks) with $100M of planned repurchases in 2026; adjusted EPS $2.77–$2.83 (+12%–14%, including a ~$0.35 net tariff headwind vs. 2025); capex $60M–$70M; and free cash flow $200M–$225M (fourth consecutive year >$200M), with the $100M buyback ≈50% of FCF.
Q4 Net Sales Growth
Adjusted net sales of $583,700,000 in Q4, up 5% year-over-year, representing the company's strongest quarter of 2025.
Drinkware Rebound
Drinkware sales grew 6% in Q4 to $380,000,000, driven by product innovation and international demand; U.S. Drinkware was flat year-over-year but global Drinkware showed improvement.
Coolers & Equipment Momentum
Coolers & Equipment sales increased 2% to $192,000,000 with strong sell-through in soft coolers and bags (DayTrip, Camino) despite supply constraints.
International Outperformance
International sales rose 25% to $136,000,000 (23% of Q4 sales vs 20% prior year), underscoring expansion progress across Europe, Japan, Australia, Canada, and broader Asia.
Direct-to-Consumer and Wholesale Strength
DTC sales grew 5% to $394,000,000 and wholesale increased 6% to $189,000,000, reflecting broad-based growth across channels including Amazon, owned ecommerce, corporate sales, and retail stores.
Strong Cash Generation and Buybacks
Full-year free cash flow of $212,000,000 in 2025; repurchased $125,000,000 of stock in Q4 and ~$298,000,000 for the year (over 13,000,000 shares repurchased over two years, ~14% reduction in shares outstanding).
Robust 2026 Guidance
Company expects 2026 net sales growth of 6%–8%, adjusted operating income growth of 6%–8%, and adjusted EPS of $2.77–$2.83 (up ~12%–14% versus 2025) while planning $100,000,000 in additional share repurchases.
Product & Brand Momentum
Accelerating product innovation with new launches (Silo jugs, Yonder shaker, DayTrip snack boxes, Scala packs, GoBox One) and expanded Drinkware platforms; marketing delivered ~240,000,000 impressions in holiday campaign and targets ~400,000,000 for spring 2026.

Yeti Holdings (DE:1YN) 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

DE:1YN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 07, 2026
2026 (Q1)
0.16 / -
0.263
Feb 19, 2026
2025 (Q4)
0.75 / 0.78
0.848-8.00% (-0.07)
Nov 06, 2025
2025 (Q3)
0.50 / 0.52
0.602-14.08% (-0.08)
Aug 07, 2025
2025 (Q2)
0.46 / 0.56
0.594-5.71% (-0.03)
May 08, 2025
2025 (Q1)
0.23 / 0.26
0.288-8.82% (-0.03)
Feb 13, 2025
2024 (Q4)
0.79 / 0.85
0.76311.11% (+0.08)
Nov 07, 2024
2024 (Q3)
0.56 / 0.60
0.50918.33% (+0.09)
Aug 08, 2024
2024 (Q2)
0.54 / 0.59
0.48322.81% (+0.11)
May 09, 2024
2024 (Q1)
0.21 / 0.29
0.15388.89% (+0.14)
Feb 15, 2024
2023 (Q4)
0.82 / 0.76
0.66115.38% (+0.10)
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

DE:1YN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 19, 2026
€41.51€39.49-4.87%
Nov 06, 2025
€28.73€30.12+4.84%
Aug 07, 2025
€30.96€27.90-9.88%
May 08, 2025
€24.37€25.91+6.32%
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.

FAQ

When does Yeti Holdings (DE:1YN) report earnings?
Yeti Holdings (DE:1YN) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
    What is Yeti Holdings (DE:1YN) earnings time?
    Yeti Holdings (DE:1YN) earnings time is at May 07, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Yeti Holdings stock?
          The P/E ratio of Yeti Holdings is N/A.
            What is DE:1YN EPS forecast?
            DE:1YN EPS forecast for the fiscal quarter 2026 (Q1) is 0.16.

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