YETI Q1 sales up 8% to $380.4M; EPS falls 35% to $0.13 on tariff headwinds

YETI Holdings, Inc.

2026-Q1 EPS reported $0.13 revenue$380,414,000

Adjusted EPS of $0.26, down 16% YoY; includes $0.09 unfavorable net impact from incremental tariffs.
Coolers & Equipment sales rose 11% to $156.1M; Drinkware up 5% to $216.9M.
Wholesale channel surged 19%; DTC flat as corporate sales declined.
Raises FY2026 sales growth outlook to 7%-8% (from 6%-8%); EPS outlook to $2.83-$2.89.
Board increases share repurchase authorization to $500M; $100M in buybacks expected in FY2026.

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

YETI Holdings, Inc. reported the first quarter ended April 4, 2026 results: revenue $380.4 million, net income $9.9 million, EPS $0.13. Guidance raised.

Period: the first quarter ended April 4, 2026
Revenue: $380.4 million
Net income: $9.9 million
EPS: $0.13
Guidance: raised
Result: reported results

Exact text from the filing

supply chain flexibility, and broadening global capabilities. We are incredibly excited about the opportunities in front of us.” First Quarter 2026 Results Sales increased 8% to $380.4 million, driven by broad-based performance across our key product categories and channels. Sales by Channel • Wholesale channel sales increased 19% to $183.6 million, driven by strong

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Source: SEC EDGAR

accession 0001670592-26-000027

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