YETI Holdings
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Track YETI Holdings in real time with a live news feed covering YETI Holdings stock news, official press releases, company announcements, and an archive of historical YETI Holdings news. ...more
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11:46 PM | Tuesday | Sep 29, 2026
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YETI Holdings has declined over 12% recently, but I remain bullish and see it as a long-term compounder. YETI's innovation, brand strength, and expansion beyond coolers drive a diverse, loyal customer base and a 95% referral rate. International growth is a major catalyst, with management targeting $1 billion in overseas revenue by 2030, a 20% CAGR.
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YETI Holdings has declined over 12% recently, but I remain bullish and see it as a long-term compounder. YETI's innovation, brand strength, and expansion beyond coolers drive a diverse, loyal customer base and a 95% referral rate. International growth is a major catalyst, with management targeting $1 billion in overseas revenue by 2030, a 20% CAGR.
Read full article
YETI Holdings has declined over 12% recently, but I remain bullish and see it as a long-term compounder. YETI's innovation, brand strength, and expansion beyond coolers drive a diverse, loyal customer base and a 95% referral rate. International growth is a major catalyst, with management targeting $1 billion in overseas revenue by 2030, a 20% CAGR.
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YETI stands out as a top pick amid macro volatility, with strong fundamentals and a compelling valuation after a 20% pullback from highs. YETI raised FY26 guidance, now targeting 10-12% adjusted operating income growth, 14.9% operating margins, and $2.94-$3.00 pro forma EPS.
Key drivers include accelerating DTC sales, robust international growth (+19% y/y), and expanding product and distribution channels without margin dilution.
YETI Holdings, Inc. (YETI) Analyst/Investor Day Transcript
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Three consumer brands are making very different bets on growth, and all three have something to prove over the next few years.
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The cooler and drinkware maker targeted annual net sales growth in the mid-single to high-single digits through fiscal 2030, with annual growth for adjusted earnings per share at a low-double-digit to high-teens rate.
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BUILT FOR THE WILD: FIELD-TESTED. MADE FOR MORE.
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Yet they revealed some weaknesses for the company. Although analysts were quick to make bullish adjustments to their Yeti takes, investors weren't as optimistic.
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Restricted stock unit vesting triggered a routine non-discretionary disposition, reducing his direct stake by less than 1%. Reintjes retains ~574,000 shares worth $24.7 million.
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Three outdoor stocks, namely, PII, TREX and YETI offer double-digit upside potential, with growth estimates and earnings outlooks supporting the picks.
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Bank of America Corp DE decreased its position in YETI Holdings, Inc. (NYSE: YETI) by 18.6% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 524,151 shares of the company's stock after selling 119,675 shares during the period. Bank
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