Sign In
Buy YETI
YETI Holdings Earnings Calls
| Release date | Nov 06, 2025 |
| EPS estimate | $0.570 |
| EPS actual | $0.610 |
| EPS Surprise | 7.02% |
| Revenue estimate | 581.124M |
| Revenue actual | 487.766M |
| Revenue Surprise | -16.07% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.540 |
| EPS actual | $0.660 |
| EPS Surprise | 22.22% |
| Revenue estimate | 482.336M |
| Revenue actual | 445.892M |
| Revenue Surprise | -7.56% |
| Release date | May 08, 2025 |
| EPS estimate | $0.270 |
| EPS actual | $0.310 |
| EPS Surprise | 14.81% |
| Revenue estimate | 480.003M |
| Revenue actual | 351.128M |
| Revenue Surprise | -26.85% |
| Release date | Feb 13, 2025 |
| EPS estimate | $0.93 |
| EPS actual | $1.00 |
| EPS Surprise | 7.53% |
| Revenue estimate | 362.633M |
| Revenue actual | 546.54M |
| Revenue Surprise | 50.71% |
Last 4 Quarters for YETI Holdings
Below you can see how YETI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 13, 2025 |
| Price on release | $37.58 |
| EPS estimate | $0.93 |
| EPS actual | $1.00 |
| EPS surprise | 7.53% |
| Date | Price |
|---|---|
| Feb 07, 2025 | $36.34 |
| Feb 10, 2025 | $36.14 |
| Feb 11, 2025 | $37.82 |
| Feb 12, 2025 | $37.91 |
| Feb 13, 2025 | $37.58 |
| Feb 14, 2025 | $38.02 |
| Feb 18, 2025 | $38.43 |
| Feb 19, 2025 | $37.12 |
| Feb 20, 2025 | $36.91 |
| 4 days before | 3.41% |
| 4 days after | -1.78% |
| On release day | 1.17% |
| Change in period | 1.57% |
| Release date | May 08, 2025 |
| Price on release | $29.61 |
| EPS estimate | $0.270 |
| EPS actual | $0.310 |
| EPS surprise | 14.81% |
| Date | Price |
|---|---|
| May 02, 2025 | $28.84 |
| May 05, 2025 | $28.46 |
| May 06, 2025 | $27.35 |
| May 07, 2025 | $27.93 |
| May 08, 2025 | $29.61 |
| May 09, 2025 | $28.16 |
| May 12, 2025 | $31.71 |
| May 13, 2025 | $31.67 |
| May 14, 2025 | $31.37 |
| 4 days before | 2.67% |
| 4 days after | 5.94% |
| On release day | -4.90% |
| Change in period | 8.77% |
| Release date | Aug 07, 2025 |
| Price on release | $32.66 |
| EPS estimate | $0.540 |
| EPS actual | $0.660 |
| EPS surprise | 22.22% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $35.93 |
| Aug 04, 2025 | $37.02 |
| Aug 05, 2025 | $37.02 |
| Aug 06, 2025 | $36.43 |
| Aug 07, 2025 | $32.66 |
| Aug 08, 2025 | $32.66 |
| Aug 11, 2025 | $31.86 |
| Aug 12, 2025 | $33.76 |
| Aug 13, 2025 | $35.36 |
| 4 days before | -9.10% |
| 4 days after | 8.27% |
| On release day | 0% |
| Change in period | -1.59% |
| Release date | Nov 06, 2025 |
| Price on release | $35.13 |
| EPS estimate | $0.570 |
| EPS actual | $0.610 |
| EPS surprise | 7.02% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $33.99 |
| Nov 03, 2025 | $33.54 |
| Nov 04, 2025 | $32.50 |
| Nov 05, 2025 | $33.39 |
| Nov 06, 2025 | $35.13 |
| Nov 07, 2025 | $36.28 |
| Nov 10, 2025 | $36.49 |
| Nov 11, 2025 | $38.47 |
| Nov 12, 2025 | $38.61 |
| 4 days before | 3.35% |
| 4 days after | 9.91% |
| On release day | 3.27% |
| Change in period | 13.59% |
YETI Holdings Earnings Call Transcript Summary of Q3 2025
YETI reported Q3 FY2025 sales of $487.8M, +2% YoY, driven by double-digit growth in Coolers & Equipment and international markets (international sales +14%, ~21% of total). Drinkware was down 4% (U.S. Drinkware pressured by elevated promotional activity and conservative wholesale ordering), but management highlighted strong sell-through in both Drinkware and C&E, robust direct channel performance on Amazon, and improving international momentum (notably the U.K., Europe, Japan, Australia and Canada). Gross margin was 55.9% (down 230 bps YoY), pressured primarily by higher tariffs and a Drinkware mix shift; adjusted operating income and EPS declined YoY. Management reiterated a long-term growth target of high single to low double digits driven by product innovation, brand expansion (including sports partnerships and a major U.S. brand campaign), and international expansion. Supply-chain diversification is on track to reduce China tariff exposure to <5% of COGS by year-end. YETI increased its share repurchase target (upsized 2025 buyback to $300M, $500M combined 2024–25) and now expects full-year 2025 sales growth of 1–2%, adjusted EPS $2.38–$2.49, gross margin ~56.5–57%, and free cash flow of ~ $200M. Capital spending remains ~ $50M. Management plans an Investor Day in H1 2026 in Austin.
