YETI
YETI Holdings, Inc.42.99
-0.37-0.85%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
3.49BP/E (TTM)
22.39Basic EPS (TTM)
1.92Dividend Yield
0%Recent Filings
10-K
8-K
8-K
10-Q
Q3 FY2025 results
YETI's Q3 sales edged up 2% y/y to $487.8M, with Coolers & Equipment surging 12% y/y on soft coolers and bags, offsetting a 4% Drinkware dip from U.S. promotions and supply snags; international jumped 14% y/y to 21% of total. Gross margin slipped to 55.9% from 58.0% on tariff hits, while operating income fell 22% y/y to $54.4M as SG&A climbed 5% y/y on tech/facility investments and stock comp. Diluted EPS dropped to $0.48 from $0.66, matching 81.4M shares. Cash sits at $164.5M with $300M revolver available and $75M Term Loan A; Q3 asset buy for Helimix shaker added $38M intangibles (15/9-year lives). Share buybacks aggressive. Tariffs crimp margins.
8-K
Q3 sales up 2%, international +14%
YETI posted Q3 net sales up 2% to $487.8M on November 6, 2025, with Coolers & Equipment surging 12% to $215.4M and international sales climbing 14% to $100.4M, yet Drinkware dipped 4% amid US promotions and supply snags. Tariffs slashed EPS 27% to $0.48; inventory fell 12%. Raised 2025 buyback to $300M. Momentum builds overseas.
AOUT
American Outdoor Brands, Inc.
8.00+0.30
CLAR
Clarus Corporation
3.36-0.04
COLM
Columbia Sportswear Company
56.57-0.47
DECK
Deckers Outdoor Corporation
104.20+0.21
FNKO
Funko, Inc.
3.03-0.03
GOOS
Canada Goose Holdings Inc. Subo
12.98+0.33
JOUT
Johnson Outdoors Inc.
43.92+1.06
LEVI
Levi Strauss & Co
22.55+0.61
SPWH
Sportsman's Warehouse Holdings,
1.47-0.03
URBN
Urban Outfitters, Inc.
81.73-0.97