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Dec 28, 2024
YETI Q4 2024 Earnings Report
Key Takeaways
YETI reported a 5% YoY revenue increase in Q4 2024, driven by strong international sales and growth in the Coolers & Equipment segment. However, operating margin contracted due to higher SG&A expenses. Adjusted EPS grew by 11%.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
YETI expects 5%-7% revenue growth in FY 2025, with margin expansion and strong free cash flow despite FX headwinds.
Positive Outlook
- Revenue expected to grow between 5% and 7%
- Adjusted operating income projected to increase by 5.5%-7.5%
- Adjusted EPS forecasted to grow 6%-8% to $2.90-$2.95
- Strong free cash flow generation anticipated
- Continued global expansion and product innovation
Challenges Ahead
- Foreign exchange expected to be a 100 bps headwind on revenue growth
- FX impact of $0.10 on adjusted EPS
- Ongoing competitive pressures in the U.S. market
- Expected near-term macroeconomic uncertainties
- Increased promotional activity in the Drinkware segment
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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