Jun 2026 (Q2 FY26) — Aug 13, 2026
YETI Q2 FY26 — Strong Top-Line Growth and Raised Full-Year Outlook
Read the full callYETI (YETI) earnings
- Jul 2026
- Jun 2026 (Q2 FY26)
- Jan 2026
YETI earnings: last reported Thu, 13 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 484 | +8.5% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 19.3 | +5.4 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 71.3 | +39.4% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
29 of 30 judged targets kept · 40 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Japan e-commerce launch with doubled SKU lineup | e-commerce debut in 2026 with a doubled SKU lineup | Dec 2025 | We've expanded to just over 500 wholesale doors, recently launched our e-commerce platform and continue to see growing consumer demand for the brand. | Achieved |
| Full-year adjusted EPS | $2.77 to $2.83 (12%-14% growth) | Dec 2025 | We expect adjusted earnings per diluted share of $2.94 to $3, reflecting growth of 19% to 21% compared to prior guidance of $2.83 to $2.89, a growth of 14% to 17%. | Revised Up |
| Asia market count (live markets, year-end) | live in 11 markets by end of 2026 (vs. 4 a year earlier) | Jun 2026 | We are also advancing our expansion plans for Korea, China, Indonesia and Taiwan, and by the end of 2026, we expect to be live in 11 markets compared to 4 at this point last year. | New |
1 of YETI Holdings, Inc.'s 70 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 67 more targets are in the full ledger.
Claimed
- Delivered nearly 9% top-line growth to $484 million, underscoring business strength and resilience.
- Adjusted gross margin expanded 170 basis points to 59.5%, driven by operational improvements and tariff refunds.
- Executed $130 million in share repurchases in the quarter, bringing the total since 2024 to over $600 million.
- Raised full-year adjusted operating income margin outlook to approximately 14.9% and adjusted EPS guidance to $2.94-$3.00.
- International sales grew 19% to $93 million, reflecting strong growth in Europe, Australia, and Japan.
Qualified
- Adjusted operating income decreased 7% to $68 million, and adjusted net income decreased 8% to $51 million.
- Adjusted SG&A increased 19% to $220 million and deleveraged 410 basis points to 45.4% of sales due to brand campaign timing and higher incentive compensation accrual.
- U.S. Drinkware sales were flat amidst continued market pressure and competition, despite mid-single-digit end consumer demand growth.
- Increased inflationary pressures in distribution, fulfillment, and other costs led to a raised OpEx growth outlook of 6% to 8%.
- Sales in Canada were below expectations as wholesale partners maintained a cautious approach to inventory purchases, despite healthy D2C and sell-through trends.
Price
$42.12 −2.21% · −$0.95
Performance +24.8% 1Y
1Y: $33.74 on 17 Oct 2025 → $42.12. High $52.68 (10 Aug 2026), low $32.5 (4 Nov 2025).
- Previous close
- $43.07
- 52-week range
- $32.5 – $52.68
- One year
- +23.92%
Overview
- Symbol
- YETI
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
29 of 30 judged targets kept · 40 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Japan e-commerce launch with doubled SKU lineup | e-commerce debut in 2026 with a doubled SKU lineup | Dec 2025 | We've expanded to just over 500 wholesale doors, recently launched our e-commerce platform and continue to see growing consumer demand for the brand. | Achieved |
| Full-year adjusted EPS | $2.77 to $2.83 (12%-14% growth) | Dec 2025 | We expect adjusted earnings per diluted share of $2.94 to $3, reflecting growth of 19% to 21% compared to prior guidance of $2.83 to $2.89, a growth of 14% to 17%. | Revised Up |
| Asia market count (live markets, year-end) | live in 11 markets by end of 2026 (vs. 4 a year earlier) | Jun 2026 | We are also advancing our expansion plans for Korea, China, Indonesia and Taiwan, and by the end of 2026, we expect to be live in 11 markets compared to 4 at this point last year. | New |
Claimed
- Delivered nearly 9% top-line growth to $484 million, underscoring business strength and resilience.
- Adjusted gross margin expanded 170 basis points to 59.5%, driven by operational improvements and tariff refunds.
- Executed $130 million in share repurchases in the quarter, bringing the total since 2024 to over $600 million.
- Raised full-year adjusted operating income margin outlook to approximately 14.9% and adjusted EPS guidance to $2.94-$3.00.
- International sales grew 19% to $93 million, reflecting strong growth in Europe, Australia, and Japan.
Qualified
- Adjusted operating income decreased 7% to $68 million, and adjusted net income decreased 8% to $51 million.
- Adjusted SG&A increased 19% to $220 million and deleveraged 410 basis points to 45.4% of sales due to brand campaign timing and higher incentive compensation accrual.
- U.S. Drinkware sales were flat amidst continued market pressure and competition, despite mid-single-digit end consumer demand growth.
- Increased inflationary pressures in distribution, fulfillment, and other costs led to a raised OpEx growth outlook of 6% to 8%.
- Sales in Canada were below expectations as wholesale partners maintained a cautious approach to inventory purchases, despite healthy D2C and sell-through trends.
The full ledger
Open YETI Holdings, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 70 tracked commitments, with each call’s wording and source.
Call summaries
Every analysed call
YETI earnings calls (YETI)
Financials
What the filings say
Net profit, year on year: +39% (quarter to jul 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 478 | 547 | 351 | 446 | 488 | 584 | 380 | 484 |
| Operating profit | 70 | 83 | 22 | 62 | 54 | 76 | 12 | 94 |
| Operating margin | 14.6% | 15.1% | 6.2% | 13.9% | 11.1% | 12.9% | 3.3% | 19.3% |
| Profit before tax | 74 | 69 | 23 | 68 | 53 | 76 | 12 | 94 |
| Tax rate | 24.0% | 23.1% | 28.9% | 24.9% | 25.8% | 23.1% | 19.9% | 24.3% |
| Net profit | 56 | 53 | 17 | 51 | 39 | 58 | 10 | 71 |
| EPS ($ per share) | 0.66 | — | 0.20 | 0.62 | 0.49 | — | 0.13 | 0.95 |
| Line item | Dec 2018 | Dec 2019 | Jan 2021 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | -240 | -190 | -34 | 179 | 269 | 438 | 614 | 780 |
| Total liabilities | 485 | 508 | 449 | 579 | 550 | 574 | 546 | 585 |
| Fixed assets | 74 | 83 | 78 | 119 | 125 | 131 | 126 | 142 |
| Total assets | 514 | 630 | 737 | 1,096 | 1,077 | 1,297 | 1,286 | 1,235 |
| Line item | Dec 2018 | Dec 2019 | Jan 2021 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 176 | 87 | 366 | 147 | 101 | 286 | 261 | 255 |
| Cash from investing | -32 | -49 | -23 | -66 | -57 | -73 | -131 | -102 |
| Cash from financing | -118 | -46 | -163 | -23 | -123 | -14 | -209 | -321 |
| Net cash flow | 26 | -8 | 181 | 59 | -77 | 204 | -80 | -170 |
| Capital expenditure | -21 | -32 | -16 | -56 | -46 | -51 | -42 | -43 |
| Free cash flow | 155 | 55 | 351 | 90 | 55 | 235 | 220 | 212 |
YETI revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | 100% | 100% | 100% | 100% | 100% | 100% | +8.5% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2027 · share of revenue
- US 81% ↓ 1 pt
- Non Us 19%
As YETI cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
52 filings between Nov 21, 2025 and Aug 17, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$442.1K
2 sales by 1 insider
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 21
- Award — granted as compensation
- 27
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Barksdale Bryan C. | — | $442.1K | Dec 11, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 17, 2026 | Reintjes Matthew J Chair, President and CEO | Tax withheld | 2,062 | $88.7K |
| Aug 17, 2026 | Duff Martin SVP Supply Chain & Operations | Tax withheld | 630 | $27.1K |
| Aug 17, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Tax withheld | 554 | $23.8K |
| Aug 14, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Tax withheld | 596 | $26.6K |
| Aug 14, 2026 | Duff Martin SVP Supply Chain & Operations | Tax withheld | 790 | $35.2K |
| Aug 14, 2026 | Reintjes Matthew J Chair, President and CEO | Tax withheld | 2,228 | $99.3K |
| May 7, 2026 | GIBEAU FRANK D Director | Award | 3,719 | $0 |
| May 7, 2026 | MCCOY DUSTAN E Director | Award | 3,719 | $0 |
| May 7, 2026 | Kelley Mary Lou Director | Award | 2,819 | $0 |
| May 7, 2026 | Dean Alison Director | Award | 3,719 | $0 |
| May 7, 2026 | Kelley Mary Lou Director | Award | 3,719 | $0 |
| May 7, 2026 | Welander Jan Magnus Director | Award | 6,238 | $0 |
| May 7, 2026 | SHEARER ROBERT K Director | Award | 9,117 | $0 |
| May 7, 2026 | arens arne Magnus Director | Award | 3,719 | $0 |
| May 7, 2026 | Axelrod Elizabeth L Director | Award | 3,719 | $0 |
| May 6, 2026 | GIBEAU FRANK D Director | Gift | 5,467 | $0 |
| May 6, 2026 | GIBEAU FRANK D Director | Gift | 5,467 | $0 |
| Feb 24, 2026 | Duff Martin SVP, Supply Chain & Operations | Tax withheld | 607 | $27.6K |
| Feb 24, 2026 | Reintjes Matthew J President and CEO | Tax withheld | 1,754 | $79.7K |
| Feb 24, 2026 | Reintjes Matthew J President and CEO | Tax withheld | 10,523 | $478.2K |
| Feb 24, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Tax withheld | 546 | $24.8K |
| Feb 24, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Tax withheld | 546 | $24.8K |
| Feb 23, 2026 | Bomar Scott C SVP, CFO and Treasurer | Award | 20,045 | $0 |
| Feb 23, 2026 | Bomar Scott C SVP, CFO and Treasurer | Award | 55,298 | $0 |
| Feb 20, 2026 | Duff Martin SVP, Supply Chain & Operations | Tax withheld | 7,357 | $350.8K |
| Feb 20, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Award | 16,632 | $0 |
| Feb 20, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Award | 16,632 | $0 |
| Feb 20, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Tax withheld | 6,570 | $313.3K |
| Feb 20, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Tax withheld | 6,570 | $313.3K |
| Feb 20, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Award | 7,550 | $0 |
| Feb 20, 2026 | Duff Martin SVP, Supply Chain & Operations | Award | 16,644 | $0 |
| Feb 20, 2026 | Duff Martin SVP, Supply Chain & Operations | Award | 11,011 | $0 |
| Feb 20, 2026 | McMullen Michael John CFO | Award | 20,546 | $0 |
| Feb 20, 2026 | McMullen Michael John CFO | Award | 20,546 | $0 |
| Feb 20, 2026 | McMullen Michael John CFO | Tax withheld | 8,116 | $387.0K |
| Feb 20, 2026 | McMullen Michael John CFO | Tax withheld | 8,116 | $387.0K |
| Feb 20, 2026 | Reintjes Matthew J President and CEO | Award | 160,448 | $0 |
| Feb 20, 2026 | Reintjes Matthew J President and CEO | Award | 160,448 | $0 |
| Feb 20, 2026 | Reintjes Matthew J President and CEO | Tax withheld | 63,137 | $3.01M |
| Feb 20, 2026 | Reintjes Matthew J President and CEO | Tax withheld | 63,137 | $3.01M |
| Feb 20, 2026 | Reintjes Matthew J President and CEO | Award | 30,610 | $0 |
| Feb 17, 2026 | McMullen Michael John CFO | Tax withheld | 1,503 | $72.2K |
| Feb 17, 2026 | McMullen Michael John CFO | Tax withheld | 748 | $35.9K |
| Feb 17, 2026 | Reintjes Matthew J President and CEO | Tax withheld | 3,837 | $184.2K |
| Feb 17, 2026 | Reintjes Matthew J President and CEO | Tax withheld | 2,044 | $98.1K |
| Feb 17, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Tax withheld | 1,186 | $56.9K |
| Feb 17, 2026 | Barksdale Bryan C. SVP, CLO and Secretary | Tax withheld | 569 | $27.3K |
| Feb 17, 2026 | Duff Martin SVP, Supply Chain & Operations | Tax withheld | 1,564 | $75.1K |
| Feb 17, 2026 | Duff Martin SVP, Supply Chain & Operations | Tax withheld | 653 | $31.4K |
| Dec 11, 2025 | Barksdale Bryan C. SVP, CLO and Secretary | Sale 10b5-1 plan | 4,832 | $219.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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