$YETI

Yeti (YETI) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Yeti reported Q2 results with international revenue of $92.9M versus $94.77M expected, and U.S. revenue of $390.97M versus $387.69M expected. Direct-to-consumer net sales were $265.87M vs $262.26M, while wholesale was $218M vs $220.47M. Drinkware net sales were $241.38M vs $249.56M.

Original reporting
Published Aug 13, 2026, 1:30 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 13, 2026, 3:51 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Yeti (YETI) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates — source image
Decision brief

The 30-second read

$YETINeutralLow
01

Why it matters

Traders can use the segment and channel beats/misses as a directional check, but the excerpt does not include the earnings items that typically drive repricing (EPS, guidance, margins).

02

Market read

Mixed sales outcomes versus consensus (international slightly down, DTC slightly up) suggest limited incremental information for valuation without guidance or profitability details.

03

What to watch

Without EPS, gross margin, operating income, cash flow, and management guidance, traders cannot assess whether the sales mix is translating into earnings power.

Relevance 4/10Novelty 4/10Timing: during/after Q2 earnings release window (published 2026-08-13 13:30 UTC)

Background

The piece summarizes YETI Q2 results by geography and sales channel, comparing reported figures to Wall Street averages.

Company-level read

Ticker impact

$YETINeutralMedium confidence
Context

YETI reports Q2 geographic and channel net sales figures versus analyst averages, including international $92.9M vs $94.77M and DTC $265.87M vs $262.26M.

Expected impact

Likely limited near-term impact unless the full earnings release shows larger misses or raises guidance; this excerpt alone suggests mixed but not extreme results.

Evidence & confidence

International sales slightly miss consensus while US sales are near consensus; DTC modestly beats and wholesale slightly misses, implying offsetting effects without a clear directional surprise.

Market effects

Limited signal for the broader consumer/housewares space because the excerpt lacks margins, demand commentary, or guidance.

International demand appears slightly below consensus in this excerpt, while US is roughly in line.

Mostly company-specific; no cross-company or macro linkage is provided.

Counterpoint

The mixed channel results could still mask a stronger underlying trend if margins or inventory dynamics improved, which are not included in this excerpt.

Key entities

  • YETI

    YETI reports Q2 net sales by international vs US and by direct-to-consumer vs wholesale, with comparisons to analyst estimates.

Related articles

$YETIHighAI 8/10

YETI’s (YETI) Brand Machine Keeps Growing, But Cash Is Draining Fast

YETI Holdings reported Q2 2026 sales of $484M, up 9% YoY, with growth across all categories. Gross margin expanded to 59.5%, and full-year guidance was raised. However, operating expenses grew 19%, reducing adjusted operating income by 7% and cash reserves by $210M. Management cited tariffs, inflation, and rising costs as challenges. Shares trade at a forward P/E of 15.77.

$YETIMedAI 8/10

YETI (YETI) Q2 2026 Earnings Call Transcript

YETI reported Q2 2026 net sales of $483.9M, up 9%, driven by demand across categories. Coolers & Equipment sales rose 16%, while Drinkware grew 2%. Adjusted EPS was $0.67, up 2%. The company raised full-year EPS guidance to $2.94-$3.00. Management noted inflationary pressures and U.S. Drinkware sales headwinds, but expects international growth to continue.

$YETIMed

Why YETI (YETI) Stock Is Down Today

YETI shares (NYSE: YETI) fell about 12.7% after the company reported Q2 2026 results. Adjusted EPS was $0.67 vs $0.54 expected, and revenue rose 9% to $483.9 million. YETI raised full-year adjusted EPS guidance to $2.94–$3.00, but investors focused on tariff-refund benefits and slower direct-to-consumer growth. Shares closed at $45.47.

$YETIMed

Why Yeti Stock Is Plummeting Today

YETI shares fell about 13% Thursday after mixed Q2 results. Sales rose 9% and met expectations, while EPS rose 54% and beat forecasts, aided by a $0.40 tariff-related benefit. YETI said adjusted operating income fell 7% and adjusted SG&A rose 19%. It reiterated 2026 revenue growth of 7% to 8% and raised EPS guidance to $2.97 from $2.86 midpoint.