$YETI

YETI Holdings, Inc.

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No SEC Form 4 filings for $YETI in the last 30 days.

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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.

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.

YETI sentiment & insider activity

Recent YETI coverage spans earnings, market movers and financial news.

What's driving YETI

  • Earnings beat top‑line expectations and guidance raise suggest upside potential, but cash burn and margin pressure temper enthusiasm.

    insidermonkey.com · Aug 21, 2026

  • Strong top‑line growth and raised guidance may support price appreciation; share repurchase adds support.

    fool.com · Aug 20, 2026

  • IdeaForge’s Project YETI, an autonomous fixed-wing VTOL logistics aircraft, is at TRL 4 with a target to reach TRL 9 within three years, according to its Annual Report 2025-26. The firm received a Letter of Intent for up to ₹151 crore under India’s RDI Scheme. TDB data show 22 RDI projects approved and initial disbursement of ₹50 crore to Eyestem Research.

    financialexpress.com · Aug 16, 2026

  • Guidance split (higher EPS, lower sales) and pre-market drop suggest near-term margin/volume uncertainty despite earnings beat.

    benzinga.com · Aug 14, 2026

  • Guidance raise and margin expansion are positives, but management’s inflation and consumer-caution caveats likely cap upside and keep volatility elevated.

    financialcontent.com · Aug 14, 2026

alphai scores every news story that mentions YETI with an AI model for sentiment and relevance, and aggregates insider trades from YETI Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $YETI

Score
$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.

Inside India’s Rs 1 trillion plan to take defence prototypes towards production—starting with YETI

IdeaForge’s Project YETI, an autonomous fixed-wing VTOL logistics aircraft, is at TRL 4 with a target to reach TRL 9 within three years, according to its Annual Report 2025-26. The firm received a Letter of Intent for up to ₹151 crore under India’s RDI Scheme. TDB data show 22 RDI projects approved and initial disbursement of ₹50 crore to Eyestem Research.

$YETIMedAI 8/10

YETI Q2 Deep Dive: Brand Expansion and Margin Gains Tempered by Cautious Guidance

YETI reported Q2 CY2026 revenue of $483.9 million, up 8.5% year on year and slightly above analysts’ $483.2 million estimate. Non-GAAP EPS was $0.67, above the $0.55 consensus. Management raised full-year Adjusted EPS guidance to $2.97 (midpoint) and said margins should keep improving, while citing consumer caution and ongoing inflationary supply chain pressures.

$YETIMedAI 8/10

Why is YETI stock sliding today?

YETI reported fiscal Q2 2026 results before the bell. Adjusted EPS was $0.67, above $0.55 consensus, and net sales were $483.9M, up 9% and in line. The beat was boosted by about $0.40 per share from IEEPA tariff refunds. Adjusted gross margin rose to 59.5%. YETI raised full-year adjusted EPS guidance to $2.94-$3.00, assuming U.S. tariffs return to ~20% in H2 2026.

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