YETI Holdings, Inc. to Take Part in Upcoming Investor Conferences
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
0mins
Source: Businesswire
Investor Conferences: YETI Holdings, Inc. will participate in the Morgan Stanley Global Consumer & Retail Conference on December 2-3, 2025, and the KeyBanc Capital Markets Consumer Conference on December 12, 2025.
Fireside Chat Details: A fireside chat at the Morgan Stanley conference is scheduled for December 2 at 10:15 a.m. EST, with a live webcast available on YETI's investor relations website.
Company Overview: YETI, based in Austin, Texas, designs and distributes innovative outdoor products, including coolers, drinkware, bags, and apparel, catering to a wide range of outdoor activities.
Brand Commitment: YETI is dedicated to delivering high-quality products for outdoor enthusiasts and maintaining a strong connection with outdoor and recreation communities globally.
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Analyst Views on YETI
Wall Street analysts forecast YETI stock price to fall
13 Analyst Rating
4 Buy
9 Hold
0 Sell
Moderate Buy
Current: 46.720
Low
35.00
Averages
42.50
High
70.00
Current: 46.720
Low
35.00
Averages
42.50
High
70.00
About YETI
YETI Holdings, Inc. is a designer, retailer, and distributor of outdoor products. The Company's product portfolio consists of three categories: Coolers & Equipment; Drinkware, and Other. Its Coolers & Equipment family is comprised of hard coolers, soft coolers, cargo, bags, outdoor living, and associated accessories. Its hard cooler category includes YETI Tundra, YETI Roadie, YETI V Series hard coolers, YETI TANK ice, and YETI Silo 6G water cooler. The Hopper soft cooler product line includes Hopper M15 Soft Cooler, Hopper M12 Soft Backpack Cooler, Hopper M30 Soft Cooler, Hopper Flip Soft Cooler, and Daytrip Lunch Bag, among others. Its Drinkware product line consists of Rambler Colsters, Rambler Lowball, Rambler Wine Tumblers, Rambler Stackable Pints, Rambler Mugs, Rambler Tumblers, Rambler Straw Mugs and Cups, Rambler Bottles, Rambler Jugs, and Yonder Water Bottles. The Other category offers an array of apparel and gear, such as hats, shirts, bottle openers and ice substitutes.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Performance: Last quarter, YETI reported revenues of $583.7 million, up 5.1% year-on-year; however, while the earnings per share (EPS) beat analyst expectations, the full-year EPS guidance fell short, reflecting challenges the company faces.
- Market Reaction: YETI's stock has risen 7.1% over the past month, while the overall consumer discretionary sector has remained flat, suggesting investor optimism ahead of the earnings report, with an analyst price target of $50.47 compared to the current price of $39.49.
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- Margin Improvement Outlook: The company now expects full-year gross margins to be between 56.5% and 57%, up from prior guidance of 56%-57%, indicating management's confidence in margin recovery in the second half, despite a 200 basis point headwind in the first half.
- Expanded Share Buyback Plan: YETI plans to execute $100 million in share repurchases in 2026, with the board increasing the total repurchase authorization to $500 million, reflecting confidence in future cash flows and commitment to shareholders.
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- Wholesale Channel Performance: Wholesale channel sales surged 19% to $183.6 million, reflecting strong demand in both the U.S. and international markets, despite a decline in global corporate sales, showcasing overall strong performance.
- Gross Margin Decline: Gross margin decreased by 210 basis points to 55.3%, primarily impacted by higher tariff costs, although favorable foreign exchange rates and lower product costs partially offset this, highlighting ongoing cost pressures.
- Optimistic Future Outlook: YETI raised its FY26 sales growth guidance to a range of 7% to 8%, with expected EPS between $2.83 and $2.89, surpassing the consensus of $2.81, reflecting the company's confidence in future growth prospects.
See More
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