Yeti Holdings (YETI)
NYSE:YETI
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.54Last Year’s EPS
0.66Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents strong operational momentum and top-line growth (Q1 sales +8.3%), notable category and wholesale strength (Drinkware +5%, Coolers & Equipment +11%, Wholesale +19%), a raised full-year revenue and EPS outlook, and continued aggressive capital returns. These positives are tempered by near-term margin pressure (gross margin down ~200 bps in Q1, tariff and input-cost uncertainty), lower Q1 profitability (adjusted operating income and net income down ~24% and ~23%), a significant cash decline due to buybacks, and some supply/corporate-sales lumpiness. Management’s tone is confident, with a constructive outlook for H2 improvement in margins and capacity to capture demand. Overall, the operational and strategic positives outweigh the near-term financial headwinds described.Company Guidance
Top-Line Growth and Raised Full-Year Guide
Q1 sales of $380.4M, up 8.3% year-over-year; company raised full-year sales growth guidance to 7%–8% (from prior 6%–8%) based on Q1 momentum.
Category Strength — Drinkware
Global Drinkware sales grew 5% YoY to $217M (second consecutive quarter of Drinkware growth and a return to U.S. Drinkware growth), with broadened assortment (stackable cups, chug bottles, ceramic mugs) and improved retention/lifetime value metrics.
Category Strength — Coolers & Equipment
Coolers & Equipment sales increased 11% YoY to $156M, led by soft coolers, bags, Daytrip and Camino; demand currently outpacing supply with additional capacity expected in H2 to capture more revenue.
Wholesale Momentum
Global wholesale sales rose 19% YoY to $184M — the strongest wholesale quarter in more than three years — supported by double-digit sell-through in the U.S., balanced channel inventories and strong partner confidence.
Regional Performance and International Opportunity
U.S. sales up 8% YoY to $293M; International sales up 9% YoY to $87M (included ~800 bps FX favorability in Q1). Management reiterates full-year international growth target of high teens to 20% and notes international running toward ~23% of full-year sales in 2026.
Improved Full-Year Margin Outlook and EPS Guidance
Raised full-year gross margin range to 56.5%–57.0% (raising the low end) and now expects adjusted operating income margin of ~14.6% (up ~20 bps vs 2025). Adjusted EPS guidance increased to $2.83–$2.89 (14%–17% growth vs prior year).
Strong Capital Allocation and Liquidity Position
Nearly $1.4B free cash flow generated since IPO through 2025; FY2026 free cash flow guidance $200M–$225M; shares outstanding reduced to ~76.6M (from 81.6M) after nearly $300M repurchases in 2025 and $100M planned in 2026; Board increased repurchase authorization bringing remaining to $500M. Management also cites more than $425M in liquidity and roughly $70M of debt (CFO reported cash $127.8M and total debt ~$73M at quarter end).
Product & Go-to-Market Execution
Broad-based innovation cadence and omnichannel investments — AI shopping assistant 'Ranger,' TikTok shop launch, website improvements — improving conversion, add-to-cart and AOV; Drinkware and Bags gaining traction and platform diversification creating repeat purchase lift.
YETI Earnings History
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 |
|---|---|---|---|
May 14, 2026 | $38.33 | $40.69 | +6.16% |
Feb 19, 2026 | $49.43 | $47.06 | -4.79% |
Nov 06, 2025 | $33.39 | $35.13 | +5.21% |
Aug 07, 2025 | $36.43 | $32.66 | -10.35% |
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 (YETI) report earnings?
Yeti Holdings (YETI) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Yeti Holdings (YETI) earnings time?
Yeti Holdings (YETI) earnings time is at Aug 06, 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 YETI EPS forecast?
YETI EPS forecast for the fiscal quarter 2026 (Q2) is 0.54.
