YETI Holdings, Inc. Q3 2025 Earnings Recap

YETI Q3 2025 November 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.

Earnings Per Share Beat

$0.61 vs $0.57 est.

+7.0% surprise

Revenue Miss

487766000 vs 582426830 est.

-16.3% surprise

Market Reaction

1-Day +0.0%

5-Day +4.52%

30-Day +18.91%

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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit YETI on AllInvestView.