YETI (NYSE:YETI) Posts Earnings Results, Beats Estimates By $0.07 EPS

YETI (NYSE:YETI) released its quarterly earnings results on Thursday. The company reported $0.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.84 by $0.07, FiscalAI reports. The company had revenue of $517.93 million for the quarter, compared to the consensus estimate of $523.07 million. YETI had a net margin of 9.24% and a return on equity of 23.79%. YETI’s revenue was up 4.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.48 earnings per share.

Here are the key takeaways from YETI’s conference call:

• YETI lowered its full-year adjusted sales growth outlook to approximately 6%, from 7%–8%, citing softer demand and a more deal-focused consumer. Management expects demand to remain pressured in Q4.
• Third-quarter adjusted sales rose 6% to approximately $518 million, while adjusted gross margin expanded 310 basis points to 59%. Adjusted operating income increased 35% and adjusted diluted EPS rose 49% to $0.91.
• International sales increased 19% and wholesale sales grew 19%, led by strength in Europe and Australia. DTC declined 3%, partly reflecting the Prime Day timing shift and comparisons with prior-year product restocking.
• Drinkware growth faced an estimated 500-basis-point drag from concentrated SKUs in Q3, with a roughly 600-basis-point impact expected for the full year; management expects this pressure to largely ease in 2027. YETI cited more than 50 active Project Upcycle initiatives and ongoing product innovation as longer-term growth and productivity opportunities.

YETI Stock Performance

Shares of YETI traded down $4.46 during midday trading on Thursday, hitting $38.33. 7,466,295 shares of the stock traded hands, compared to its average volume of 1,553,916. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.87 and a current ratio of 1.75. The business’s 50 day moving average price is $42.19 and its two-hundred day moving average price is $43.93. The firm has a market capitalization of $2.80 billion, a PE ratio of 16.74, a price-to-earnings-growth ratio of 1.18 and a beta of 1.63. YETI has a 1-year low of $34.90 and a 1-year high of $53.99.

Latest YETI News

Investors following YETI have been watching these news items:

• Positive Sentiment: Third-quarter EPS was $0.91, topping estimates of about $0.83–$0.84 and rising from $0.61 a year earlier. The company also reported adjusted EPS growth of 49%. Yeti Tops Q3 Earnings Estimates
• Neutral Sentiment: YETI is offering a rare discount on Rambler travel bottles. A single-product promotion may support demand, but the report does not indicate its broader effect on sales or margins. YETI Rambler discount
• Negative Sentiment: Third-quarter revenue increased 4.4% year over year to about $517.9 million, but missed analyst expectations of roughly $523.1 million. The revenue shortfall tempered the earnings beat. YETI Reports Third Quarter 2026 Results

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on YETI shares. Roth Capital reiterated a “buy” rating and set a $62.00 price objective on shares of YETI in a research note on Friday, August 14th. Weiss Ratings upgraded YETI from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, August 21st. Stifel Nicolaus raised YETI from a “hold” rating to a “buy” rating and boosted their price target for the company from $45.00 to $50.00 in a report on Friday, September 18th. Ladenburg Thalmann & Co. Inc. started coverage on YETI in a report on Tuesday, October 13th. They issued a “buy” rating and a $52.00 price target for the company. Finally, Wall Street Zen cut shares of YETI from a “buy” rating to a “hold” rating in a research note on Saturday, November 7th. Twelve equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $55.20.

YETI Company Profile

YETI Holdings, Inc. designs, markets and distributes premium outdoor products. Founded in 2006 by brothers Roy and Ryan Seiders, the company is headquartered in Austin, Texas. Its product lineup includes hard and soft coolers, insulated drinkware, bags, outdoor and camping equipment, and related accessories. YETI sells through its website, company-operated stores and a network of retail partners. The company serves customers in the United States and international markets, including Canada, Europe, Australia and parts of Asia.