Tariffs on imported products
Most products are imported and subject to duties, quotas, and trade barriers.
- Scope
- China and other foreign sourcing countries
- Materiality
- high
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.
14,3 %
57,4 %
8,9 %
1.98
1.11
| % | |
|---|---|
| Coolers & Equipment | 45% Hard coolers, soft coolers, bags, outdoor equipment, cargo, and related parts. |
| Drinkware | 40% Stainless-steel drinkware and related accessories sold under the YETI brand. |
| Other | 10% Ice substitutes, apparel, hats, shirts, and other YETI-branded items. |
| Customized and Corporate Sales | 5% Customized products with licensed marks, artwork, and corporate orders. |
YETI sells to outdoor enthusiasts, recreational users, and consumers who value premium design and durability...
- Outdoor consumersprimary
Buy coolers, drinkware, bags, and equipment for recreation, travel, and outdoor use.
- Wholesale retail partnersprimary
National and regional retailers that stock YETI products for resale to consumers.
- Direct-to-consumer shoppersprimary
Customers buying through YETI websites, stores, and Amazon Marketplace.
- Corporate and custom buyerssecondary
Companies and organizations ordering customized products for events and promotions.
- International distributors and retailerssecondary
Partners in markets such as Canada, Australia, New Zealand, Europe, and Japan.
YETI is headquartered in Austin, Texas and sells primarily in the United States, with additional wholesale and DTC...
- •Headquartered in Austin, Texas
- •United States is the core sales market
- •Wholesale partners operate in Canada, Europe, Japan, and Oceania
- •DTC sales reach customers through websites, stores, and Amazon
- •Global sourcing and manufacturing affect cost and supply continuity
YETI’s strategy centers on maintaining a premium brand, expanding product categories, and balancing wholesale with...
01
Diversify Drinkware manufacturingshort-term
Reduces tariff exposure and lowers dependence on China-based sourcing.
02
Protect premium brand positioningmedium-term
Selective distribution and pricing support brand equity and customer loyalty.
03
Balance channels and improve direct engagementmedium-term
DTC provides closer customer relationships and channel control.
04
Allocate capital to share repurchasesshort-term
Repurchases are a key use of excess cash and support per-share returns.
YETI is exposed to tariff, import, and supply-chain risks because much of its product base is sourced internationally...
Inventory constraints from supply-chain changes
Manufacturing diversification can disrupt sourcing and reduce product availability.
- Scope
- Drinkware and other imported categories
- Materiality
- high
Consumer discretionary demand weakness
YETI products are premium and can be deferred when household spending tightens.
- Scope
- U.S. and international consumer markets
- Materiality
- medium
Wholesale channel concentration and partner execution
Retailers are important to reach consumers and stock availability affects sell-through.
- Scope
- Specialty and national retail accounts
- Materiality
- medium
Trade and customs enforcement actions
CBP detentions or changes in exemptions can interrupt shipments and increase costs.
- Scope
- Cross-border import activity
- Materiality
- medium
Channel revenue recognition and returns
Net revenue and quarterly comparability
Inventory valuation and supply constraints
Gross margin and working capital
Tariffs, duties, and import cost estimates
Cost of goods sold and cash requirements
Share repurchase accounting
Equity, EPS, and capital allocation analysis
: 29.4.2026