YETI (NYSE:YETI) Issues FY 2026 Earnings Guidance

YETI (NYSE:YETI) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.940-3.000 for the period, compared to the consensus earnings per share estimate of 2.800. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion.

Analyst Ratings Changes

Several brokerages have issued reports on YETI. Raymond James Financial boosted their price target on YETI from $55.00 to $56.00 and gave the company an “outperform” rating in a research note on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of YETI in a research report on Friday, August 7th. Roth Capital reaffirmed a “buy” rating and set a $62.00 price objective on shares of YETI in a research report on Friday. Jefferies Financial Group reiterated a “buy” rating and issued a $80.00 price objective on shares of YETI in a research note on Thursday. Finally, UBS Group boosted their target price on shares of YETI from $45.00 to $51.00 and gave the company a “neutral” rating in a research report on Thursday, July 16th. Ten analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $55.29.

YETI Stock Down 2.3%

Shares of NYSE:YETI opened at $44.45 on Friday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.06 and a current ratio of 1.75. YETI has a 52-week low of $31.66 and a 52-week high of $53.99. The business’s 50 day simple moving average is $49.69 and its two-hundred day simple moving average is $44.72. The firm has a market cap of $3.37 billion, a P/E ratio of 19.41, a PEG ratio of 1.43 and a beta of 1.72.

YETI (NYSE:YETI) last released its quarterly earnings data on Thursday, August 13th. The company reported $0.67 EPS for the quarter, beating the consensus estimate of $0.54 by $0.13. YETI had a return on equity of 23.79% and a net margin of 9.24%.The firm had revenue of $483.87 million during the quarter, compared to the consensus estimate of $483.80 million. During the same quarter in the previous year, the company posted $0.66 earnings per share. The company’s quarterly revenue was up 8.5% on a year-over-year basis. YETI has set its FY 2026 guidance at 2.940-3.000 EPS. As a group, research analysts forecast that YETI will post 2.44 EPS for the current fiscal year.

Key Stories Impacting YETI

Here are the key news stories impacting YETI this week:

• Positive Sentiment: Quarterly results exceeded expectations. YETI reported adjusted earnings of $0.67 per share, above the roughly $0.54-$0.55 consensus, while revenue rose 8.5% year over year to $483.9 million, broadly matching estimates. The company cited broad-based sales strength. YETI Reports Second Quarter 2026 Results
• Positive Sentiment: Full-year profitability guidance was raised. YETI now expects fiscal 2026 EPS of $2.94-$3.00, above the previous outlook and approximately $2.80 analyst consensus. The company also raised its gross-margin outlook to 57.5%-58% and plans to return $130 million to shareholders through share repurchases. YETI Raises 2026 EPS and Gross-Margin Outlook
• Positive Sentiment: Several analysts increased their price targets. Robert W. Baird raised its target to $57 and maintained an “outperform” rating, while Stifel lifted its target to $45 but retained a “hold” rating. The brokerage consensus remains “Moderate Buy.” YETI Analysts Boost Their Forecasts
• Neutral Sentiment: YETI introduced new hunting gear, drinkware and crossbody products. These launches could support future sales, but there is no disclosed revenue impact yet. YETI Hunting Collection
• Negative Sentiment: The post-earnings selloff reflects investor disappointment despite the beats. Revenue growth was solid but not substantially above expectations, and investors may have been positioned for a stronger outlook. Promotional coverage highlighting steep discounts on YETI products also raises questions about pricing and near-term demand quality. YETI Earnings Selloff

Institutional Trading of YETI

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Cooper Creek Partners Management LLC bought a new position in shares of YETI in the third quarter valued at $36,150,000. Morgan Stanley increased its position in shares of YETI by 117.5% during the fourth quarter. Morgan Stanley now owns 1,884,361 shares of the company’s stock worth $83,232,000 after acquiring an additional 1,017,947 shares in the last quarter. Disciplined Growth Investors Inc. MN bought a new stake in shares of YETI during the third quarter worth about $25,640,000. Wellington Management Group LLP raised its holdings in shares of YETI by 14.3% in the 3rd quarter. Wellington Management Group LLP now owns 5,578,329 shares of the company’s stock worth $185,089,000 after acquiring an additional 696,983 shares during the last quarter. Finally, Man Group plc raised its holdings in shares of YETI by 394.6% in the 2nd quarter. Man Group plc now owns 515,402 shares of the company’s stock worth $16,245,000 after acquiring an additional 411,201 shares during the last quarter.

YETI Company Profile

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.