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Jan 03
YETI Q4 2025 Earnings Report
YETI reported its financial results for the fourth quarter and fiscal year ended January 3, 2026.
Key Takeaways
YETI delivered a strong fourth quarter, with net sales increasing 7% and adjusted net sales up 5%, driven by robust international growth of 25%. Drinkware sales also saw a 6% increase. Despite higher tariff costs impacting adjusted EPS, the company repurchased $124.9 million in shares, demonstrating confidence in its long-term strategy and market position.
Net sales increased 7% to $583.7 million, with adjusted net sales up 5%.
International net sales surged by 25% to $135.9 million, indicating strong global expansion.
Drinkware sales grew 6% to $380.0 million, marking its best performance in over a year.
The company repurchased 3.1 million shares for $124.9 million in Q4 2025, returning value to shareholders.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For Fiscal 2026, YETI expects adjusted sales to increase between 6% to 8%, with adjusted operating income as a percentage of adjusted sales remaining flat at approximately 14.4%. The company anticipates adjusted net income per diluted share to be between $2.77 and $2.83, reflecting a 12% to 14% increase.
Positive Outlook
- Adjusted sales to increase between 6% to 8%, supported by balanced contributions from Drinkware and Coolers & Equipment.
- Continued international strength and a robust innovation cycle are expected to drive growth.
- Adjusted operating income growth of 6% to 8% for the full year, in line with projected sales growth.
- Adjusted net income per diluted share expected to increase by 12% to 14%, ranging from $2.77 to $2.83.
- Free cash flow projected between $200 million and $225 million.
Challenges Ahead
- Higher tariff costs are expected to remain a headwind in 2026, with an incremental unfavorable impact of approximately 200 basis points on adjusted operating income.
- Adjusted operating income as a percentage of adjusted sales is expected to be flat compared to last year.
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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