YETI
Designs and sells outdoor coolers, drinkware, bags, and equipment through direct and wholesale channels.
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Profile
Sells coolers and equipment, drinkware, and other products under the YETI brand through direct-to-consumer and wholesale channels. Drinkware is the largest disclosed product category, while the company operates as a single reportable segment.
Built around hard and soft coolers, a broader equipment offering, and drinkware, the product range also includes bags, cargo and storage products, accessories, tableware, cookware, and barware. Rambler drinkware, introduced alongside the Hopper soft-cooler line, expanded the original Tundra hard-cooler proposition.
Sales flow through direct-to-consumer and wholesale channels. The business operates as one reportable segment, while product-category disclosure separates Coolers & Equipment, Drinkware, and Other; drinkware is the largest disclosed category.
After acquiring Mystery Ranch, the company added load-bearing backpacks, bags, and accessories to its portfolio. Product reliability and safety are operating dependencies: past recalls affected Rambler travel mugs, Hopper soft coolers, and SideKick gear cases.
Company facts
Categories
Key statistics
Year to date −7.3% · Average volume (30d) 1.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Morgan Stanley | Reiterate | Equal Weight | $45 | $49 | |
| Aug 14, 2026 | Roth Capital | Reiterate | Buy | $60 | $62 | |
| Aug 14, 2026 | Stifel Nicolaus | Target | $42 | $45 | ||
| Aug 14, 2026 | Robert W. Baird | Target | $55 | $57 | ||
| Aug 13, 2026 | Raymond James | Reiterate | Outperform | $55 | $56 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | $0.54 | $0.67 | +24.1% | $483.8M | $483.9M | 0.0% | −10.56% |
| May 14, 2026Q1 FY26 | $0.17 | $0.26 | +52.9% | $374.7M | $380.4M | +1.5% | +4.87% |
| Feb 19, 2026Q4 FY25 | $0.88 | $0.92 | +4.5% | $581.9M | $583.7M | +0.3% | +1.32% |
| Nov 6, 2025Q3 FY25 | $0.57 | $0.61 | +7.0% | $582.4M | $487.8M | −16.3% | +3.27% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $351.1M | $445.9M | $487.8M | $583.7M | $380.4M | $483.9M | |
| Gross profit | $201.7M | $257.6M | $272.5M | $340.9M | $210.2M | $322.5M | |
| Operating income | $21.7M | $62.0M | $54.4M | $75.5M | $12.4M | $93.5M | |
| Net income | $16.6M | $51.2M | $39.4M | $58.2M | $9.9M | $71.3M | |
| Diluted EPS | $0.20 | $0.61 | $0.48 | $0.74 | $0.13 | $0.94 | |
| Gross margin | 57.4% | 57.8% | 55.9% | 58.4% | 55.3% | 66.7% | |
| Operating margin | 6.2% | 13.9% | 11.1% | 12.9% | 3.3% | 19.3% |
Fiscal years (4-quarter sums)FY21 $1.41B · FY22 $1.60B · FY23 $1.66B · FY24 $1.83B · FY25 $1.87B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jul 4, 2026Cash & short-term investments $59.8M · Total debt $253.0M · Total assets $1.30B · Shareholders' equity $609.5M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 75.76M · Float 74.75M · 98.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 7.22M | 9.53% | 13F | Aug 7, 2026 |
| Wellington Management Group LLP | 4.23M | 5.59% | 13F | Aug 14, 2026 |
| FMR LLC | 3.99M | 5.27% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 3.65M | 4.82% | 13F | Aug 13, 2026 |
| Baillie Gifford & Co | 3.60M | 4.75% | 13F | Aug 6, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 11, 2025 | Bryan C. Barksdale | officer: SVP, CLO and Secretary | −9,756 | $45.32 |
Peers
- Helen of Troy
Premium insulated drinkware and technical packs through Hydro Flask and Osprey
- Newell Brands
Coleman coolers and Contigo drinkware target outdoor and everyday use
- VF
Outdoor and backpack brands overlap with bags, packs and outdoor gear
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| YETI | $41.25 | −0.76% | $3.15B | 18.2 | 13.3 | 1.6 | +8.5% |
| Helen of Troy | $28.62 | 0.00% | $666.6M | — | 7.8 | 0.4 | +8.2% |
| Newell Brands | $6.20 | +0.32% | $2.62B | — | 9.6 | 0.4 | +3.1% |
| VF | $13.77 | +0.68% | $5.37B | 19.8 | 12.1 | 0.6 | −5.2% |
| Median | 19.8 | 9.6 | 0.4 | +3.1% |