YETI Holdings, Inc.

YETI Unveils Long-Term Growth Strategy and Financial Framework at 2026 Investor Day

YETI hosted its 2026 Investor Day in Austin, laying out four growth priorities: creating the next billion dollars of sales, building Bags & Soft Coolers into its next billion-dollar product platform, generating a billion dollars of international sales, and delivering more than a billion dollars of cumulative free cash flow. The long-term financial algorithm through Fiscal 2030 targets mid-single-digit to high-single-digit annual net sales growth, low-double-digit to high-teens adjusted EPS growth, and $1.2 billion to $1.4 billion of cumulative free cash flow, the majority of which will be returned to shareholders via share repurchases. Through Project Upcycle, its enterprise-wide productivity initiative, YETI has identified approximately $100 million of opportunity across cost of goods sold and operating expenses to fund growth investments and support margin expansion. YETI reiterated its Fiscal 2026 outlook, unchanged from August 13, 2026: sales growth of 7% to 8%, adjusted EPS of $2.94 to $3.00, and free cash flow of $200 million to $225 million.

•1mo ago

YETI Reports Second Quarter 2026 Results

YETI reported Q2 revenue of $483.9 million, up 9% year-over-year, with GAAP EPS surging 54% to $0.94 driven largely by a favorable net tariff benefit. The company raised its full-year adjusted EPS outlook to $2.94-$3.00, representing 19-21% growth, while maintaining sales growth guidance of 7-8%. Management returned $130 million to shareholders through the repurchase of 2.8 million shares and announced an Investor Day for September 17 in Austin, Texas.

•2mo ago

YETI Reports First Quarter 2026 Results

YETI reported Q1 2026 net sales of $380.4 million, up 8% year-over-year, driven by strong consumer demand across categories and channels. Wholesale sales grew 19% to $183.6 million, delivering the company's best quarterly performance in over three years. US sales increased 8% to $293.1 million, while International sales grew 9% to $87.3 million. YETI raised the lower end of its 2026 sales growth outlook to a new range of 7% to 8%, up from 6% to 8%. The company also increased its 2026 EPS outlook to $2.83 to $2.89, reflecting 14% to 17% growth. The company's Board of Directors approved an increase to the share repurchase program, resulting in $500 million available for the repurchase of shares as of May 14, 2026.

•5mo ago