YETI (NYSE:YETI) Posts Earnings Results, Beats Estimates By $0.13 EPS

Posted by George Bondi on Aug 14th, 2026

YETI (NYSE:YETI – Get Free Report) issued its quarterly earnings results on Thursday. The company reported $0.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.54 by $0.13, FiscalAI reports. YETI had a net margin of 8.36% and a return on equity of 22.61%. The business had revenue of $483.87 million for the quarter, compared to the consensus estimate of $483.80 million. During the same quarter in the prior year, the company earned $0.66 EPS. The firm’s quarterly revenue was up 8.5% on a year-over-year basis. YETI updated its FY 2026 guidance to 2.940-3.000 EPS.

Here are the key takeaways from YETI’s conference call:

Second-quarter sales rose 9% to approximately $484 million, with broad-based growth across categories, channels, and regions. Coolers and equipment increased 16%, while drinkware grew 2% despite U.S. category pressure.
Strong execution supported a 170-basis-point adjusted gross-margin expansion to 59.5%, and the company raised its full-year adjusted operating-margin outlook to approximately 14.9%. Adjusted EPS guidance increased to $2.94–$3.00, from $2.83–$2.89 previously.
Management highlighted continued momentum in international markets, particularly Europe, Australia, and Japan, and expects international sales growth of high-teens to 20% for 2026. YETI plans to expand into 11 Asian markets by year-end, compared with four a year earlier.
The company faces ongoing headwinds from tariffs, raw materials, fuel, transportation, and fulfillment costs; management assumes tariff rates return to approximately 20% beginning in September. A $8.2 million tariff refund benefited second-quarter margins, but executives cautioned that consumer uncertainty remains in the back half.
YETI repurchased $130 million of stock during the quarter, leaving approximately $370 million under its authorization, while management emphasized continued investment in innovation, supply-chain flexibility, international expansion, and productivity initiatives.

YETI Price Performance

YETI opened at $45.55 on Friday. The company has a fifty day moving average price of $49.75 and a two-hundred day moving average price of $44.72. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.06 and a current ratio of 2.10. YETI has a 52 week low of $31.66 and a 52 week high of $53.99. The firm has a market capitalization of $3.45 billion, a PE ratio of 23.24, a P/E/G ratio of 1.60 and a beta of 1.72.

Key YETI News

Here are the key news stories impacting YETI this week:

Positive Sentiment: YETI reported second-quarter adjusted earnings of $0.67 per share, above estimates of approximately $0.54–$0.55, while revenue rose about 8.5% to $483.9 million, essentially in line with forecasts. The company cited broad-based sales strength. YETI Reports Second Quarter 2026 Results
Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $2.94–$3.00, above the prior consensus estimate of $2.80, and lifted its gross-margin outlook to 57.5%–58%. Revenue guidance remains approximately $2.0 billion. YETI 2026 Guidance
Positive Sentiment: YETI plans to return $130 million to shareholders through share repurchases and announced an investor day for September 17, providing potential support for per-share results and future investor visibility. Share Repurchases and Investor Day
Neutral Sentiment: Brokerages collectively maintain a “Moderate Buy” rating, indicating generally constructive analyst sentiment, although the rating may already be reflected in the stock’s valuation. YETI Consensus Rating
Negative Sentiment: The stock plunged after the earnings release even with the profit beat and higher guidance. The selloff indicates that investors may have expected stronger results or viewed the outlook as insufficient relative to prior expectations. YETI Stock Selloff
Negative Sentiment: Recent discounts on YETI products, including the new Venom Collection, could raise questions about demand, inventory, or the sustainability of pricing power, even though management reported improved gross-margin expectations. YETI Product Discounts

Wall Street Analysts Forecast Growth

Several analysts have recently commented on YETI shares. Piper Sandler increased their price target on shares of YETI from $54.00 to $58.00 and gave the company an “overweight” rating in a research note on Monday. Morgan Stanley set a $45.00 price objective on YETI in a report on Tuesday, June 23rd. UBS Group increased their price objective on YETI from $45.00 to $51.00 and gave the company a “neutral” rating in a research report on Thursday, July 16th. The Goldman Sachs Group raised YETI from a “neutral” rating to a “buy” rating and lifted their target price for the company from $46.00 to $63.00 in a research note on Monday, July 20th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of YETI in a research report on Friday, August 7th. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, YETI currently has an average rating of “Moderate Buy” and an average price target of $55.31.

Check Out Our Latest Research Report on YETI

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Wellington Management Group LLP increased its holdings in YETI by 14.3% in the third quarter. Wellington Management Group LLP now owns 5,578,329 shares of the company’s stock valued at $185,089,000 after purchasing an additional 696,983 shares during the last quarter. Morgan Stanley grew its position in shares of YETI by 117.5% during the 4th quarter. Morgan Stanley now owns 1,884,361 shares of the company’s stock worth $83,232,000 after buying an additional 1,017,947 shares during the period. Dimensional Fund Advisors LP grew its position in shares of YETI by 2.3% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,847,025 shares of the company’s stock worth $61,291,000 after buying an additional 41,766 shares during the period. Loomis Sayles & Co. L P increased its stake in shares of YETI by 14.6% in the 4th quarter. Loomis Sayles & Co. L P now owns 1,409,040 shares of the company’s stock valued at $62,237,000 after acquiring an additional 179,275 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its stake in shares of YETI by 44.2% in the 4th quarter. Bank of New York Mellon Corp now owns 1,252,256 shares of the company’s stock valued at $55,312,000 after acquiring an additional 383,771 shares during the last quarter.

YETI Company Profile

(Get Free Report)

YETI Holdings, Inc is an American outdoor and lifestyle products company known for its premium, performance-driven coolers, drinkware and accessories. The company’s portfolio includes hard coolers under its flagship Tundra series, soft coolers in the Hopper line, and vacuum-insulated drinkware sold under the Rambler brand. YETI’s products are engineered for durability, temperature retention and rugged outdoor use, targeting consumers ranging from avid anglers and hunters to outdoor enthusiasts and everyday users seeking high-quality insulated containers.

Founded in 2006 by brothers Roy and Ryan Seiders in Austin, Texas, YETI began with a focus on building a better cooler that could withstand extreme conditions and maintain ice retention longer than traditional alternatives.