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Jul 02, 2022

YETI Q2 2022 Earnings Report

YETI delivered strong growth of 17% and experienced softer digital traffic and new customer acquisition trends.

Key Takeaways

YETI Holdings, Inc. reported a 17% increase in sales to $420.0 million for the second quarter ended July 2, 2022, compared to $357.7 million in the same period last year. However, sales were slightly below expectations due to softer digital traffic and new customer acquisition trends. Gross margin and operating expenses were impacted by elevated logistics and distribution costs.

Sales increased 17% to $420.0 million.

Direct-to-consumer (DTC) channel sales increased 14% to $224.8 million.

Wholesale channel sales increased 21% to $195.2 million.

Net income decreased 18% to $46.3 million.

Total Revenue
$420M
Previous year: $358M
+17.4%
EPS
$0.63
Previous year: $0.68
-7.4%
Gross Margin
52.2%
Previous year: 58.5%
-10.8%
Adjusted Operating Margin
17.6%
Previous year: 21.6%
-18.5%
Net Income Margin
11%
Previous year: 15.7%
-29.9%
Gross Profit
$219M
Previous year: $209M
+4.8%
Cash and Equivalents
$92M
Previous year: $234M
-60.6%
Free Cash Flow
$639K
Total Assets
$1.06B
Previous year: $864M
+22.2%

YETI

YETI

YETI Revenue by Segment

YETI Revenue by Geographic Location

Forward Guidance

YETI is adjusting its Fiscal 2022 outlook to sales growth of between 15% and 17% and adjusted operating margin of 17.0% to 17.5%.

Positive Outlook

  • Product launches
  • Impactful brand reach

Revenue & Expenses

Visualization of income flow from segment revenue to net income