YETI Holdings, Inc.

YETI Holdings, Inc. Earnings Recaps

YETI Consumer Discretionary 1 recap
Q3 2025 Nov 8, 2025

YETI Holdings reported strong third-quarter results, driven by robust double-digit growth in the Coolers & Equipment category, and notable international expansion, while navigating challenges in U.S. e-commerce and wholesale sell-in.

Key takeaways
  • Double-digit growth in Coolers & Equipment, particularly in international markets, although U.S. e-commerce performance was soft.
  • Over 30 new product launches planned for 2025, enhancing the brand's innovative portfolio across Drinkware and Coolers.
  • Strong consumer demand for new products like the Silo Jug and upcoming YETI Shaker Bottle, targeting a $2.5 billion market segment in sports and wellness.
  • Ongoing strategic trade-offs to advance supply chain diversification amid pressures in U.S. wholesale inventory.
Full recap