YETINYSESporting & Athletic Goods, NECUS GAAP · USD

YETI Holdings, Inc.

YETI Holdings, Inc. designs, markets, and distributes premium outdoor products from its headquarters in Austin, Texas. Its core lineup includes coolers, drinkware, bags, outdoor equipment, apparel, and accessories sold through wholesale partners and direct-to-consumer channels across the United States and international markets.

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Revenue1,868m USD
+0.0 %y/y
Operating profit (EBIT)214m USD
+0.0 %y/y
EBIT margin11.4%
+0.0 ppy/y
Net income165m USD
+0.0 %y/y
Free cash flow212m USD
+0.0 %y/y

Fiscal year 2026 · change from previous year

Development 2021–2026

05001,0001,5002,000m USD2021: 1,092 m USD2021: EBIT 214 m USD20212022: 1,595 m USD2022: EBIT 126 m USD20222023: 1,659 m USD2023: EBIT 225 m USD20232024: 1,830 m USD2024: EBIT 245 m USD20242025: 1,868 m USD2025: EBIT 214 m USD20252026: 1,868 m USD2026: EBIT 214 m USD20261,868214
RevenueOperating profit (EBIT)
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Business

Share of revenue
Coolers & Equipment45 %

Hard coolers, soft coolers, bags, outdoor equipment, cargo, and related parts.

Drinkware40 %

Stainless-steel drinkware and related accessories sold under the YETI brand.

Other10 %

Ice substitutes, apparel, hats, shirts, and other YETI-branded items.

Customized and Corporate Sales5 %

Customized products with licensed marks, artwork, and corporate orders.

Products

Reported · share of revenue
58.1%40.1%FY2026100 %
  • Drinkware58.1 %
  • Coolers and Equipment40.1 %
  • Other1.8 %

Source: 10-K FY2026, revenue the company reports per product line (SEC XBRL). Shares are of the lines shown and add up to 100 %.

Customers

YETI sells to outdoor enthusiasts, recreational users, and consumers who value premium design and durability. It also serves wholesale retail partners, corporate buyers seeking customized products, and online shoppers through its direct-to-consumer channels and marketplace presence.

Outdoor consumers

Buy coolers, drinkware, bags, and equipment for recreation, travel, and outdoor use.

Wholesale retail partners

National and regional retailers that stock YETI products for resale to consumers.

Direct-to-consumer shoppers

Customers buying through YETI websites, stores, and Amazon Marketplace.

Corporate and custom buyers

Companies and organizations ordering customized products for events and promotions.

International distributors and retailers

Partners in markets such as Canada, Australia, New Zealand, Europe, and Japan.

Strategy

YETI’s strategy centers on maintaining a premium brand, expanding product categories, and balancing wholesale with direct-to-consumer distribution. It is also focused on supply-chain diversification, especially for Drinkware manufacturing, while using pricing, supplier negotiations, and inventory management to protect availability and brand relationships.

Diversify Drinkware manufacturingShort term

Reduces tariff exposure and lowers dependence on China-based sourcing.

Protect premium brand positioningMedium term

Selective distribution and pricing support brand equity and customer loyalty.

Balance channels and improve direct engagementMedium term

DTC provides closer customer relationships and channel control.

Allocate capital to share repurchasesShort term

Repurchases are a key use of excess cash and support per-share returns.

Geography

Q2/2026

YETI is headquartered in Austin, Texas and sells primarily in the United States, with additional wholesale and DTC activity in Canada, Australia, New Zealand, Europe, and Japan. Its manufacturing and sourcing footprint is global, and the company relies on cross-border supply chains for imported products and contract manufacturing.

United States77 %
Other countries (US filing)23 %

Share of the revenue the company reports by geography.

Risks

YETI is exposed to tariff, import, and supply-chain risks because much of its product base is sourced internationally and sold through a global retail network. Its premium consumer business also depends on discretionary spending, retailer relationships, and inventory availability, so disruptions can quickly affect sales and brand perception.

Sorted by severity
LowMediumHighLowMediumHighImpact →Likelihood →Tariffs on imported products1Inventory constraints from supply-chain changes2Trade and customs enforcement actions3Consumer discretionary demand weakness4Wholesale channel concentration and partner execution5
Impact is the risk’s severity and likelihood how probable it is over the next few years, both assessed from the company’s reports. Numbers match the list.
  1. Tariffs on imported productsImpact: HighLikelihood: High

    Most products are imported and subject to duties, quotas, and trade barriers.

    Exposure: China and other foreign sourcing countries

  2. Inventory constraints from supply-chain changesImpact: HighLikelihood: High

    Manufacturing diversification can disrupt sourcing and reduce product availability.

    Exposure: Drinkware and other imported categories

  3. Trade and customs enforcement actionsImpact: MediumLikelihood: High

    CBP detentions or changes in exemptions can interrupt shipments and increase costs.

    Exposure: Cross-border import activity

  4. Consumer discretionary demand weaknessImpact: MediumLikelihood: Medium

    YETI products are premium and can be deferred when household spending tightens.

    Exposure: U.S. and international consumer markets

  5. Wholesale channel concentration and partner executionImpact: MediumLikelihood: Medium

    Retailers are important to reach consumers and stock availability affects sell-through.

    Exposure: Specialty and national retail accounts

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Accounting

Judgemental items
Channel revenue recognition and returns

Wholesale and DTC sales include returns and promotional discounts that affect net sales.

Impact: Net revenue and quarterly comparability

Inventory valuation and supply constraints

Shortages and sourcing changes can affect inventory levels, obsolescence, and cost flow.

Impact: Gross margin and working capital

Tariffs, duties, and import cost estimates

Imported products are exposed to changing trade costs and customs-related judgments.

Impact: Cost of goods sold and cash requirements

Share repurchase accounting

Buybacks are recorded as treasury stock and reduce equity.

Impact: Equity, EPS, and capital allocation analysis

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Last updated: 24/09/2026

YETI Holdings, Inc. (YETI) Revenue, Earnings & Financials 2025 – Clarifo