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.
Yeti (YETI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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.
YETI Holdings, Inc. (YETI) Presents at 2026 Baird Global Consumer, Technology & Services Conference Transcript
YETI Holdings, Inc. has outperformed the market, delivering 19% alpha since prior coverage and continues to present a strong fundamental case. YETI beat Q1 2026 earnings expectations, raised sales guidance to 7-8% growth, and maintains robust free cash flow and aggressive share repurchases. Despite macroeconomic headwinds and tariff impacts, YETI trades near fair value ($40.57–$47.87/share) with double-digit returns on capital and strong margins.
YETI (NYSE:YETI) lifted its full-year guidance and topped first-quarter expectations, offering investors a more confident growth trajectory just as concerns over consumer spending and tariff headwinds had weighed on the stock. The outdoor lifestyle brand now expects fiscal 2026 net sales growth of 7% to 8%, tightened from a prior range of 6% to 8%, and raised its adjusted EPS outlook to $2.83-$2.89 from $2.77-$2.83.
YETI NYSE: YETI reported first-quarter fiscal 2026 sales growth of 8.3% and raised parts of its full-year outlook, as management pointed to stronger wholesale demand, improving Drinkware trends and continued momentum in Coolers & Equipment.
YETI Holdings, Inc. is upgraded to a Buy after strong Q1 sales and a resilient U.S. recovery, despite the stock being down ~10% YTD. YETI's mid-50s gross margins and growing direct-to-consumer mix support profitability and scale, distinguishing it from many retail peers. International sales are accelerating, outpacing U.S. growth but still offering significant runway, currently comprising a low-20s percentage of total sales.
Shares of YETI Holdings Inc. NYSE: YETI jumped Thursday after the company delivered a first-quarter earnings beat and raised its full-year outlook, giving investors renewed confidence after a rocky few months for the stock.
YETI Holdings, Inc. (YETI) Q1 2026 Earnings Call Transcript
Yeti (YETI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.