YETI Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.6%projected annual EPS growth
Analyst Coverage
15analysts covering
FY Revenue (est.)
$2Bnext fiscal year
FY EPS (est.)
$2.99next fiscal year
Monitoring Framework
Key Performance Indicators
Wholesale Channel Sales Growth Quarterly1,900.0%Target: Slightly faster rate than DTC in FY 2026
Direct-to-Consumer (DTC) Channel Sales Growth Quarterly0.0%Target: High-single digit growth
Gross Profit Margin Quarterly5,530.0%Target: Expansion in H2 2026 as tariff impacts are lapped
Adjusted Operating Income Margin Annually1,460.0%Target: Approximately 14.6% for FY 2026
Watch Items
- Tariff Exposure and Supply Chain Sourcing TransitionTrigger: Gross margin compression below 55% due to incremental tariffsAction: Accelerate sourcing transitions to Thailand and Vietnam to reduce China-to-US volumes.
- Drinkware Segment CompetitionTrigger: Drinkware sales growth slowing below 5% year-over-yearAction: Increase marketing spend on collegiate/professional sports partnerships and accelerate product innovation.
Research as of 19 Jun 2026