YETI.N Hits 20-Day High Amid Strong Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
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Should l Buy YETI?
Source: Fool
Shares of YETI.N surged today, reaching a 20-day high as investor enthusiasm grew. The stock's upward momentum reflects a robust demand for outdoor products, particularly as the summer season approaches. Analysts noted that this breakout indicates a potential shift in market sentiment, with bullish signals suggesting further gains ahead. The positive performance is attributed to recent sales figures that exceeded expectations, highlighting YETI's strong brand presence and effective marketing strategies. Investors are closely monitoring this trend, as continued strength could lead to new highs in the coming weeks.
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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: 49.430
Low
35.00
Averages
42.50
High
70.00
Current: 49.430
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.
- Sales Growth Highlights: YETI Holdings Inc. achieved a 5% net sales growth in Q4 2025, driven by a 6% increase in drinkware sales and a remarkable 25% growth in international markets, indicating the effectiveness of the company's global expansion strategy.
- Strong Cash Flow Performance: The company generated $212 million in free cash flow for the full year, showcasing the robust cash-generating strength of its operating model, while executing $125 million in share repurchases during Q4, enhancing shareholder returns.
- Gross Margin Challenges: Despite achieving an adjusted gross profit of $341 million, the gross margin decreased by 180 basis points year-over-year, primarily due to rising tariff costs, which may pose pressure on future profitability.
- International Market Expansion: International sales reached $136 million, accounting for 23% of Q4 sales, with plans to further expand international business in 2026, particularly in emerging markets like China and Korea, highlighting the potential of its globalization strategy.
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- Strong Sales Growth: YETI achieved a 5% net sales growth in Q4 2025, reaching $583.7 million, with international sales soaring by 25%, indicating robust brand momentum that is expected to lay the groundwork for profitability in 2026.
- Innovation-Driven Product Strategy: The company reported a 6% increase in Drinkware sales, reflecting ongoing product innovation and market demand, with expectations for mid-single-digit growth in 2026, further enhancing competitive positioning.
- Leadership Transition: YETI announced CFO Michael McMullen's departure on February 22, with Scott Bomar stepping in from Home Depot, a change that may impact the company's financial strategy and execution capabilities.
- Shareholder Return Program: The company executed $125 million in share repurchases during Q4, bringing the total for the year to approximately $300 million, demonstrating a commitment to shareholders while providing capital for future growth.
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- Strong Earnings Report: Yeti Holdings reported increased sales momentum in its latest earnings, with management projecting adjusted net sales growth of 6% to 8% and net income per share growth of 12% to 14% by 2026, indicating robust international performance.
- Significant Stock Decline: Despite the positive earnings, Yeti's stock plummeted by 12.2% post-report, primarily due to a 40% increase in share price over the past six months, prompting investors to take profits and leading to an exaggerated market reaction.
- C-Suite Transition Impact: The company announced the appointment of Scott Bomar as the new CFO, succeeding Mike McMullen, who has served for 10 years; while executive changes typically raise concerns, this transition is expected to be orderly with McMullen providing advisory support during the handover.
- Market Risks and Opportunities: Although the stock is currently experiencing a pullback, Yeti's business remains strong, suggesting that investors may want to keep it on their watch list to capitalize on potential growth opportunities in the consumer discretionary market.
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- Share Price Decline: Shares of Yeti Holdings have dropped by 10.5% following recent announcements.
- CFO Change: The decline in share price is attributed to the announcement of a change in the Chief Financial Officer (CFO).
- Q4 Results Impact: The market reaction may also be influenced by the upcoming Q4 results, which are anticipated by investors.
- Investor Sentiment: The combination of leadership changes and financial performance expectations has affected investor confidence in Yeti Holdings.
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- Executive Change: YETI Holdings has appointed Scott Bomar as the new Chief Financial Officer, succeeding Mike McMullen, effective February 23, 2026, aiming to enhance financial management efficiency through new leadership.
- Transition Plan: McMullen will serve as an advisor until May 31, 2026, ensuring a smooth transition, which helps maintain financial stability and mitigate potential risks during the leadership change.
- Background Overview: Bomar joins YETI after nearly two decades at The Home Depot, most recently as Senior Vice President of Finance, and his extensive financial management experience is expected to bring new strategic insights and growth opportunities to YETI.
- Market Reaction: Although YETI's stock has underperformed in the core U.S. market, the addition of a new CFO may improve investor confidence and drive better financial performance in the future.
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- Revenue Growth: Yeti Holdings reported a 6.8% year-over-year revenue increase to $583.7 million, primarily driven by a 25% growth in international net sales, indicating the company's potential for global market expansion.
- Direct-to-Consumer Performance: Direct-to-consumer sales rose 7% to $394.3 million, benefiting from growth across Amazon Marketplace, corporate sales, YETI retail stores, and YETI websites, showcasing the company's strong performance in the DTC sector.
- Adjusted Net Income Decline: Adjusted net income per diluted share decreased 8% to $0.92, below the consensus estimate of $0.88, primarily due to an unfavorable impact of approximately $0.15 from higher tariff costs, reflecting the pressure on profitability from rising costs.
- Cautious Future Outlook: Yeti expects full-year adjusted EPS between $2.77 and $2.83, below the consensus estimate of $2.92, indicating a cautious stance on future growth, although the CEO highlighted ongoing international strength and the potential of the innovation cycle.
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