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.

Kysy yhtiöstä
Liikevaihto1 868milj. USD
+0,0 %v/v
Liikevoitto (EBIT)214milj. USD
+0,0 %v/v
EBIT-marginaali11,4%
+0,0 %-yks.v/v
Nettotulos165milj. USD
+0,0 %v/v
Vapaa kassavirta212milj. USD
+0,0 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

05001 0001 5002 000milj. USD2021: 1 092 milj. USD2021: EBIT 214 milj. USD20212022: 1 595 milj. USD2022: EBIT 126 milj. USD20222023: 1 659 milj. USD2023: EBIT 225 milj. USD20232024: 1 830 milj. USD2024: EBIT 245 milj. USD20242025: 1 868 milj. USD2025: EBIT 214 milj. USD20252026: 1 868 milj. USD2026: EBIT 214 milj. USD20261 868214
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: YETI Holdings, Inc.

Liiketoiminta

Osuus liikevaihdosta
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.

Tuotteet

Raportoitu · osuus liikevaihdosta
58,1%40,1%FY2026100 %
  • Drinkware58,1 %
  • Coolers and Equipment40,1 %
  • Other1,8 %

Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

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.

Strategia

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 manufacturingLyhyt aikaväli

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

Protect premium brand positioningKeskipitkä aikaväli

Selective distribution and pricing support brand equity and customer loyalty.

Balance channels and improve direct engagementKeskipitkä aikaväli

DTC provides closer customer relationships and channel control.

Allocate capital to share repurchasesLyhyt aikaväli

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

Maantiede

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.

USA77 %
Other countries (US filing)23 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

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.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Tariffs on imported products1Inventory constraints from supply-chain changes2Trade and customs enforcement actions3Consumer discretionary demand weakness4Wholesale channel concentration and partner execution5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Tariffs on imported productsVaikutus: KorkeaTodennäköisyys: Korkea

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

    Kohdistuu: China and other foreign sourcing countries

  2. Inventory constraints from supply-chain changesVaikutus: KorkeaTodennäköisyys: Korkea

    Manufacturing diversification can disrupt sourcing and reduce product availability.

    Kohdistuu: Drinkware and other imported categories

  3. Trade and customs enforcement actionsVaikutus: KeskitasoTodennäköisyys: Korkea

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

    Kohdistuu: Cross-border import activity

  4. Consumer discretionary demand weaknessVaikutus: KeskitasoTodennäköisyys: Kohtalainen

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

    Kohdistuu: U.S. and international consumer markets

  5. Wholesale channel concentration and partner executionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

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

    Kohdistuu: Specialty and national retail accounts

Kysy Clarifolta: YETI Holdings, Inc.

Kirjanpito

Harkinnanvaraiset erät
Channel revenue recognition and returns

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

Vaikutus: Net revenue and quarterly comparability

Inventory valuation and supply constraints

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

Vaikutus: Gross margin and working capital

Tariffs, duties, and import cost estimates

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

Vaikutus: Cost of goods sold and cash requirements

Share repurchase accounting

Buybacks are recorded as treasury stock and reduce equity.

Vaikutus: Equity, EPS, and capital allocation analysis

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Päivitetty: 24.9.2026

YETI Holdings, Inc. (YETI) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo