Yeti (YETI) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
YETI Holdings remains a compelling buy after a post-earnings sell-off, with shares now trading within my fair value range of $40.57–$47.87. YETI continues to deliver strong fundamentals: 59% gross margin, nearly 10% free cash flow margin, and double-digit ROE, ROIC, and ROCE. Management reaffirmed high single-digit sales growth and expects 2026 EPS of $2.92–$3.00, signaling about 20% year-over-year growth.
Investors looking for stocks in the Leisure and Recreation Products sector might want to consider either Yeti (YETI) or Pool Corp. (POOL). But which of these two stocks offers value investors a better bang for their buck right now?
Shares in cooler maker, YETI Holdings, Inc., sold off over 10% following the release of its Q2 results. The YETI selloff is despite beats on both the top and bottom lines, as well as a raise in its forward profitability outlook. The stock is up more than 20% since my last update where I mentioned that the stock's value was worth more than investors were crediting it for.
YETI NYSE: YETI reported second-quarter fiscal 2026 sales growth of 9%, supported by gains across coolers and equipment, wholesale, direct-to-consumer channels and international markets. The company also raised its full-year operating margin and adjusted earnings outlook, while maintaining its sales growth forecast.
Yeti Holdings stock sank after earnings despite a profit beat and raised guidance, leaving shares trading at a steep discount to the consumer discretionary sector.
YETI Holdings, Inc. (YETI) Q2 2026 Earnings Call Transcript
Although the revenue and EPS for Yeti (YETI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Yeti (YETI) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.66 per share a year ago.
Yeti (YETI) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Investors interested in Leisure and Recreation Products stocks are likely familiar with Yeti (YETI) and Pool Corp. (POOL). But which of these two companies is the best option for those looking for undervalued stocks?
YETI Holdings has outperformed the S&P 500 over the last year, driven by strong brand loyalty, robust wholesale growth and international expansion. Management raised FY26 guidance, now projecting 7–8% sales growth and adjusted EPS of $2.83–$2.89. International expansion remains a key growth lever, with high-teens to 20% expected sales growth and new market entries in Asia planned.