YETI Holdings, Inc. (YETI) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
YETI remains a compelling long-term investment as it diversifies beyond coolers into new product categories and expands internationally. YETI's partnerships with major sports leagues and recent Helimix acquisition strengthen its brand presence and drive innovation in Drinkware. Despite margin pressures from tariffs and supply chain costs, YETI raised its 2025 guidance and increased share repurchases, signaling management confidence.
YETI Holdings, Inc. ( YETI ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Arvind Bhatia - VP of Investor Relations Matthew Reintjes - President, CEO & Director Michael McMullen - Senior VP, CFO & Treasurer Conference Call Participants Randal Konik - Jefferies LLC, Research Division Brooke Roach - Goldman Sachs Group, Inc., Research Division Peter Benedict - Robert W. Baird & Co. Incorporated, Research Division Phillip Blee - William Blair & Company L.L.C.
| Financial Services Industry | Financials Sector | Matthew J. Reintjes CEO | XBER Exchange | US98585X1046 ISIN |
| US Country | 1,340 Employees | - Last Dividend | - Last Split | 25 Oct 2018 IPO Date |
YETI Holdings, Inc. is a prominent name in the outdoor and recreation market, offering a wide range of high-quality products designed for enthusiasts who demand durability and performance in their gear. Founded in 2006 and based in Austin, Texas, YETI has established itself as a trusted brand among outdoor adventurers by consistently delivering products that withstand the rigors of outdoor activities. The company markets its products globally, with operations stretching from the United States and Canada to Europe and Asia, making its products accessible to a broad audience of outdoor enthusiasts. YETI’s commitment to quality and innovation is evident in its varied product lines, which range from coolers and drinkware to apparel and outdoor living essentials.