YETI beats Q4 estimates as international surge counteracts tariff headwinds
YETI Holdings (NYSE:YETI) reported fourth-quarter results Thursday that cleared Wall Street’s bar, fueled by a massive push into global markets and a stabilizing domestic business.
The premium outdoor brand posted fourth-quarter net income of $58.2 million, or 74 cents per share.
On an adjusted basis—accounting for one-time costs and a significant $0.15 per share headwind from tariffs—earnings reached 92 cents per share, beating the Zacks consensus of 88 cents.
Revenue for the period rose 7% to $583.7 million, also edging past analyst forecasts.
The quarter was defined by a stark contrast between domestic stability and rapid global scaling.
While U.S. sales remained steady, international revenue skyrocketed 25%, now accounting for a record portion of the company's total footprint.
Additionally, YETI’s Drinkware category—which had faced stiff competition throughout the year—returned to growth with a 6% increase, while Coolers & Equipment continued its reliable climb with a 7% gain for the full year.
Meanwhile, YETI remains a cash-flow powerhouse, generating $212.1 million in free cash flow for 2025.
Looking ahead, YETI issued a confident outlook for fiscal 2026, projecting sales growth between 6% and 8%.
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