YETI Q4 sales rise 7%, adjusted EPS beats estimates, helped by strong international growth

YETI Holdings

19/02/2026 11:10

Overview

Outdoor products company's Q4 net sales rose 7%, driven by strong international growth

Adjusted EPS for Q4 beat analyst expectations despite higher tariff costs

Company returned nearly $300 mln to shareholders through share repurchases

Outlook

YETI expects full-year sales growth between 6% and 8% in 2026

Company anticipates 2026 adjusted net income per share between $2.77 and $2.83

YETI projects free cash flow between $200 mln and $225 mln for 2026

Result Drivers

INTERNATIONAL SALES - Yeti's international sales grew 25%, led by Australia and Europe, contributing significantly to overall sales growth

TARIFF IMPACT - Higher tariff costs negatively impacted margins, but were partially offset by lower product costs and price increases

DTC CHANNEL GROWTH - Direct-to-consumer sales increased 7% due to growth across all DTC businesses, including Amazon Marketplace and YETI retail stores

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$583.70 mln
$582.46 mln (15 Analysts)
Q4 Adjusted EPS
Beat
$0.92
$0.88 (16 Analysts)
Q4 Adjusted Net Income
Beat
$71.80 mln
$69.12 mln (14 Analysts)
Q4 Adjusted Operating Income
Beat
$94.70 mln
$91.86 mln (14 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the recreational products peer group is "buy"

Wall Street's median 12-month price target for Yeti Holdings Inc is $45.00, about 9% below its February 18 closing price of $49.43

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX39y8js

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)