YETI Holdings, Inc. filings document the company’s outdoor products business, NYSE-listed common stock, operating results, governance matters and material corporate events. Form 8-K reports cover quarterly and annual financial results, results of operations and financial condition, non-GAAP reconciliations furnished with earnings releases, share repurchase disclosures, and category or channel sales commentary for products such as drinkware and coolers and equipment.
YETI’s proxy materials document annual meeting procedures, stockholder voting matters and board governance. Other current reports record officer appointments, director departures and related compensation or governance disclosures, while exchange-act cover pages identify the company’s common stock, par value and New York Stock Exchange listing under the YETI symbol.
YETI Holdings, Inc. is the issuer of common stock for which Reinhart Partners, LLC reported beneficial ownership of 3,889,802 shares, or 5.14%, as of September 30, 2026. Reinhart Partners, LLC is identified as organized in Delaware.
YETI Holdings, Inc. (YETI) used its 2026 Investor Day to outline a long-term growth strategy and financial framework through Fiscal 2030, targeting diversified sales growth that translates into faster earnings growth and strong free cash flow, with most excess cash expected to be returned to shareholders via share repurchases.
The long-term framework calls for annual net sales growth in the mid- to high-single digits, annual adjusted operating income growth in the high-single to low-double digits, and annual adjusted EPS growth in the low-double to high-teens, with cumulative free cash flow of $1.2–$1.4 billion over the five-year period ending Fiscal 2030. Through its enterprise-wide productivity initiative, Project Upcycle, YETI has identified about $100 million of productivity opportunity across cost of goods sold and operating expenses to fund growth investments and support margin expansion.
YETI also reiterated its Fiscal 2026 outlook, including sales growth of 7–8%, adjusted operating income growth of 10–12%, adjusted operating margin of 14.9%, adjusted EPS of $2.94–$3.00, free cash flow of $200–$225 million, and capital expenditures of $60–$70 million, based on 75.4 million diluted weighted average shares outstanding.
YETI Holdings, Inc. reported that Chair, President and CEO Matthew J. Reintjes had two Form 4 code F transactions, where a total of 4,290 shares of common stock were withheld by the company on August 14 and 17, 2026 to satisfy tax withholding obligations upon vesting of previously granted restricted stock units, at prices of $44.56 and $43.00 per share. His reported position also includes 52,830 shares underlying restricted stock units, and a separate 110,000 shares are held indirectly in a Spousal Lifetime Access Trust for his family, for which he disclaims beneficial ownership.
YETI Holdings, Inc. insider Bryan C. Barksdale, SVP, CLO and Secretary, reported two Form 4 transactions involving YETI common stock. On August 17, 2026, 554 shares were withheld at $43.00 per share, and on August 14, 2026, 596 shares were withheld at $44.56 per share. In both cases, shares were withheld by YETI to satisfy tax withholding obligations arising from the vesting of previously granted restricted stock units, rather than sold in open-market transactions. A related footnote states that Barksdale’s holdings include 13,492 shares underlying restricted stock units, which will settle one-for-one in YETI common stock under the applicable award agreements.
YETI Holdings, Inc. (YETI) reported that officer Duff Martin, SVP Supply Chain & Operations, had shares of common stock withheld to cover tax obligations tied to vesting equity awards. On August 14, 2026, 790 shares were withheld at $44.56 per share, and on August 17, 2026, 630 shares were withheld at $43.00 per share. These transactions relate to previously granted restricted stock units, and Martin continues to hold awards covering 17,859 shares of common stock, deliverable on a one-for-one basis upon settlement.
YETI Holdings, Inc. is the subject of an amended Schedule 13G filing in which Wellington Management Group LLP, Wellington Group Holdings LLP and Wellington Investment Advisors Holdings LLP report beneficial ownership of 4,231,102 shares of YETI common stock, representing 5.58% of the outstanding class.
The Wellington entities report no sole voting or dispositive power. They have shared voting power over 2,514,849 shares and shared dispositive power over 4,231,102 shares, reflecting authority exercised through various affiliated investment advisers.
The shares are held of record by clients of one or more Wellington investment advisers. Those clients are entitled to dividends and sale proceeds, and no single client is known to hold more than five percent of the YETI common stock class.
YETI Holdings reported strong second-quarter 2026 performance, with net sales of $483.9 million, up 9% year over year, driven by 10% wholesale growth and continued expansion in direct-to-consumer channels. Coolers & Equipment sales rose 16% to $232.4 million, while Drinkware grew 2% to $241.4 million. International revenue increased 19% to $92.9 million, representing 19% of total sales.
Gross profit climbed 25% to $322.5 million, and gross margin expanded to 66.7% from 57.8%, largely due to a $45.6 million net benefit from IEEPA tariff refunds plus selective price increases and lower costs. SG&A rose 17% to $229.0 million, increasing to 47.3% of sales as YETI invested in marketing, distribution, international growth, and infrastructure.
Net income for the quarter increased to $71.3 million from $51.2 million, with diluted EPS of $0.94. For the first half, net sales reached $864.3 million and net income $81.2 million. YETI ended the quarter with $59.8 million in cash, $71.7 million outstanding on its term loan and $30.0 million drawn on its $300 million revolving credit facility. The company repurchased 2.8 million shares for about $130.0 million, leaving $370.0 million authorized for future buybacks.
YETI Holdings, Inc. reported solid second quarter 2026 results with net sales up 9% to $483.9 million, driven by 16% growth in Coolers & Equipment and 19% international growth. Gross margin expanded 890 bps to 66.7%, aided by a $45.6 million IEEPA tariff refund; adjusted gross margin rose 170 bps to 59.5%.
GAAP EPS increased 54% to $0.94, including about $0.40 of net tariff benefit, while adjusted EPS grew 2% to $0.67. Adjusted operating income declined 7% and adjusted operating margin fell to 14.1% as SG&A investments outpaced sales. Free cash flow for the first half was $4.3 million.
The company repurchased 2.8 million shares for $130 million in the quarter, leaving $370 million under its authorization. Management reaffirmed 2026 sales growth of 7%–8% and raised the 2026 adjusted operating margin outlook to 14.9% and adjusted EPS guidance to $2.94–$3.00, implying 19%–21% growth.
YETI Holdings, Inc. reported a change in board leadership roles. Effective August 7, 2026, the Board appointed Matthew J. Reintjes, who already serves as President, Chief Executive Officer, and director, to the additional position of Chair of the Board. Robert K. Shearer, previously the independent Chair, has transitioned to serve as Lead Independent Director of the Board. This refreshes the Board’s leadership structure by combining the CEO and Chair roles while maintaining a designated lead independent director.
YETI Holdings Inc. received a Schedule 13G filing from FMR LLC and Abigail P. Johnson reporting a significant institutional position in its common stock. As of June 30, 2026, they beneficially owned 3,994,852.34 shares of YETI common stock, representing 5.3% of the outstanding class.
FMR LLC reported sole voting power over 3,991,443.00 shares and sole dispositive power over 3,994,852.34 shares, with no shared voting or dispositive power. One or more other persons may receive dividends or sale proceeds tied to these shares, but no such person holds more than five percent of the class.