earnings
confidence high
sentiment positive
materiality 0.85
YETI Q2 sales up 9% to $483.9M, EPS $0.94; raises FY26 EPS outlook
YETI Holdings, Inc.
2026-Q2 EPS reported
$1.06
revenue$864,282,000
- Q2 net sales $483.9M (+9% YoY); EPS $0.94 (+54%), adjusted EPS $0.67 (+2%).
- Gross margin 66.7% (+890 bps) incl. $42.6M IEEPA tariff refund; adjusted gross margin 59.5% (+170 bps).
- FY26 adjusted EPS guidance raised to $2.94-$3.00 (19-21% growth) from $2.83-$2.89; sales growth maintained at 7-8%.
- Repurchased 2.8M shares for $130M in Q2; $370M remains under $500M authorization.
- Investor Day set for Sept 17, 2026 in Austin; international sales +19%, Coolers & Equipment +16%.