YETI (NYSE:YETI) Releases Quarterly Earnings Results

YETI (NYSE:YETI) posted its quarterly earnings data on Thursday. The company reported $0.91 EPS for the quarter, topping analysts’ consensus estimates of $0.84 by $0.07, FiscalAI reports. YETI had a net margin of 9.24% and a return on equity of 23.79%. The firm had revenue of $509.42 million during the quarter, compared to analyst estimates of $523.07 million. During the same quarter last year, the business posted $0.48 EPS. The company’s revenue was up 4.4% on a year-over-year basis.

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

YETI stock traded up $1.00 during mid-day trading on Friday, reaching $39.30. The company had a trading volume of 2,708,455 shares, compared to its average volume of 1,558,530. The company has a quick ratio of 0.87, a current ratio of 1.75 and a debt-to-equity ratio of 0.16. YETI has a 52 week low of $34.90 and a 52 week high of $53.99. The company has a 50 day moving average of $42.13 and a 200-day moving average of $43.88. The firm has a market cap of $2.87 billion, a price-to-earnings ratio of 17.18, a PEG ratio of 1.12 and a beta of 1.63.

Analysts Set New Price Targets

YETI has been the subject of a number of recent analyst reports. Raymond James Financial reaffirmed an “outperform” rating on shares of YETI in a research note on Thursday. Jefferies Financial Group reaffirmed a “buy” rating and issued a $80.00 price objective on shares of YETI in a research note on Thursday, August 13th. Piper Sandler lowered shares of YETI from an “overweight” rating to a “neutral” rating and decreased their price objective for the stock from $58.00 to $39.00 in a research note on Friday. Ladenburg Thalmann & Co. Inc. initiated coverage on shares of YETI in a research note on Tuesday, October 13th. They issued a “buy” rating and a $52.00 price objective for the company. Finally, Wall Street Zen lowered shares of YETI from a “buy” rating to a “hold” rating in a research note on Saturday, November 7th. Eleven equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $51.87.

Key Headlines Impacting YETI

Investors following YETI have been watching these headlines:

• Positive Sentiment: Q3 adjusted EPS rose 49% year over year to $0.91, beating the roughly $0.84 analyst consensus. International sales increased 19% to $119 million, helping offset softer North American demand. YETI Reports Third Quarter 2026 Results
• Neutral Sentiment: Net sales grew 4% to about $518 million (6% on an adjusted basis), but came in below analysts’ approximately $523 million estimate. Yeti: Q3 Earnings Snapshot
• Negative Sentiment: YETI lowered its 2026 adjusted sales-growth outlook to about 6% from 7%–8% previously and projected adjusted EPS of $2.90–$2.95. The cautious outlook reflects weaker U.S. and Canadian demand, weighing on the growth outlook despite international gains. YETI Q3 2026 deep dive

About YETI

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.