The earnings call revealed a mixed performance for YETI, with significant achievements in international expansion and supply chain transformation. However, these positives were countered by declines in overall sales and specific challenges in the Drinkware segment and wholesale channels. The company's strategic initiatives and partnerships show promise for future growth, but current market conditions and macroeconomic factors present ongoing challenges.

Company Guidance

During the YETI Holdings Second Quarter 2025 Earnings Conference Call, the company provided guidance reflecting a modest adjustment in top-line expectations due to a prolonged recovery in the U.S. Drinkware market. Despite a 4% decrease in Q2 sales to $445.9 million, YETI is optimistic about its long-term strategy, with plans to open an Asia-based innovation center in Thailand and launch over 30 new products this fiscal year. The company anticipates flat to 2% sales growth for the full year, driven by a robust innovation pipeline and strengthened international performance, particularly in Europe and Japan. Gross margins are expected to range between 56.5% and 57%, with a $40 million impact from tariffs, while EPS guidance has been raised to between $2.34 and $2.48. YETI also plans to repurchase approximately $200 million in shares during fiscal 2025, supported by an improved free cash flow outlook of $150 million to $200 million.

International Expansion Success

YETI's international sales grew by 2% to $78.1 million, driven by strong performance in Europe and expansion in Japan, marking significant progress in the company's global strategy.

Bags and Packs Momentum

The bags and packs category showed remarkable growth, with products like the Camino tote experiencing a surge in demand and selling out across channels, indicating strong consumer interest and market potential.

Supply Chain Transformation

YETI is on track with its accelerated supply chain diversification strategy, expecting less than 5% of goods to be exposed to U.S. tariffs from China by year-end, enhancing resilience and operational efficiency.

Successful Strategic Partnerships

YETI announced a strategic partnership with Fanatics, expanding its presence in sports and introducing team color Drinkware and coolers for NFL, MLB, NHL, and NCAA programs.

Increased Free Cash Flow Guidance

YETI raised its free cash flow guidance for 2025 to between $150 million and $200 million, up from a prior outlook of $100 million to $125 million, reflecting strong financial management.

Yeti Holdings (YETI) Earnings, Revenues Date & History

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YETI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.58 / -	0.71	―	―	―
Aug 07, 2025	2025 (Q2)	0.55 / 0.66	0.7	-5.71% (-0.04)
May 08, 2025	2025 (Q1)	0.27 / 0.31	0.34	-8.82% (-0.03)
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)

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

YETI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$36.43	$32.66	-10.35%
May 08, 2025	$27.93	$29.61	+6.02%
Feb 13, 2025	$37.91	$37.58	-0.87%
Nov 07, 2024	$36.13	$38.87	+7.58%

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.