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.
Although the revenue and EPS for Yeti (YETI) give a sense of how its business performed in the quarter ended September 2025, 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 $0.61 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.71 per share a year ago.
Investors with an interest in Leisure and Recreation Products stocks have likely encountered both Yeti (YETI) and Pool Corp. (POOL). But which of these two companies is the best option for those looking for undervalued stocks?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
YETI's supply chain diversification and new Thailand innovation center reduce China exposure, enhancing resilience and supporting global expansion. The Camino tote and new bags, drives brand momentum, while Fanatics partnership expands reach in sports drinkware. Despite a 4% revenue decline, YETI improved net income and EPS, maintained a strong balance sheet, and increased share repurchases.
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 companies is the best option for those looking for undervalued stocks?
YETI Holdings, Inc. (NYSE:YETI ) Q2 2025 Earnings Conference Call August 7, 2025 8:00 AM ET Company Participants Arvind Bhatia - VP of Investor Relations Matthew J. Reintjes - President, CEO & Director Michael James McMullen - Senior VP, CFO & Treasurer Conference Call Participants Alexia Morgan - Piper Sandler & Co., Research Division Brooke Siler Roach - Goldman Sachs Group, Inc., Research Division Joseph Nicholas Altobello - Raymond James & Associates, Inc., Research Division Peter Sloan Benedict - Robert W.
The headline numbers for Yeti (YETI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Yeti (YETI) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.7 per share a year ago.