YETI (NYSE:YETI) Issues FY 2026 Earnings Guidance

YETI (NYSE:YETI) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.830-2.890 for the period, compared to the consensus EPS estimate of 2.710. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion.

YETI Price Performance

Shares of YETI stock opened at $40.64 on Friday. YETI has a twelve month low of $28.98 and a twelve month high of $51.29. The stock has a market capitalization of $3.08 billion, a P/E ratio of 20.02, a PEG ratio of 1.24 and a beta of 1.69. The company has a current ratio of 1.98, a quick ratio of 1.11 and a debt-to-equity ratio of 0.11. The business’s fifty day moving average price is $38.52 and its 200 day moving average price is $41.80.

YETI (NYSE:YETI) last issued its earnings results on Thursday, May 14th. The company reported $0.26 earnings per share for the quarter, beating analysts’ consensus estimates of $0.17 by $0.09. YETI had a return on equity of 22.53% and a net margin of 8.85%.The firm had revenue of $380.41 million for the quarter, compared to analysts’ expectations of $374.73 million. During the same quarter last year, the firm earned $0.31 earnings per share. The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. YETI has set its FY 2026 guidance at 2.830-2.890 EPS. As a group, research analysts anticipate that YETI will post 2.33 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts have commented on the company. Roth Mkm upgraded YETI from a “neutral” rating to a “buy” rating and set a $60.00 price objective on the stock in a research note on Tuesday, February 17th. B. Riley Financial upgraded YETI from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $35.00 to $54.00 in a research note on Friday, February 20th. The Goldman Sachs Group restated a “neutral” rating and set a $45.00 price objective on shares of YETI in a research note on Tuesday, January 27th. Piper Sandler boosted their price objective on YETI from $43.00 to $54.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 17th. Finally, UBS Group reduced their price objective on YETI from $47.00 to $40.00 and set a “neutral” rating on the stock in a research note on Tuesday, April 7th. Nine investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $48.50.

Key Headlines Impacting YETI

Here are the key news stories impacting YETI this week:

• Positive Sentiment: YETI beat Q1 estimates with EPS of $0.26 versus $0.17 expected and revenue of $380.4 million versus $374.7 million expected, showing better-than-expected demand across its product lineup. YETI Reports First Quarter 2026 Results
• Positive Sentiment: The company raised FY 2026 EPS guidance to $2.83-$2.89, above Wall Street’s $2.71 estimate, reinforcing confidence in profitability for the rest of the year. YETI Reports First Quarter 2026 Results
• Positive Sentiment: Management highlighted strong sales growth, including 19% wholesale growth, 8% U.S. growth, and 9% international growth, which suggests broad-based momentum and expanding reach. YETI Reports First Quarter 2026 Results
• Neutral Sentiment: Quarterly EPS fell 35% year over year to $0.13 in the press release version, indicating that while sales are improving, profitability still faces pressure from costs and margin dynamics. YETI Reports First Quarter 2026 Results
• Neutral Sentiment: Several writeups focused on product launches and branding changes, but these appear less important to the stock’s move than the earnings beat and outlook raise. Yeti’s wordmark is its best brand asset. It just got rid of it in a new ad

Institutional Trading of YETI

Hedge funds and other institutional investors have recently modified their holdings of the business. Quarry LP purchased a new stake in shares of YETI during the third quarter worth about $30,000. Safe Harbor Fiduciary LLC purchased a new stake in shares of YETI during the fourth quarter worth about $41,000. Meeder Asset Management Inc. purchased a new stake in shares of YETI during the fourth quarter worth about $44,000. Aster Capital Management DIFC Ltd purchased a new stake in shares of YETI during the fourth quarter worth about $63,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in shares of YETI during the third quarter worth about $53,000.

About YETI

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.