Every 8-K that YETI Holdings, Inc. (YETI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow YETI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full YETI filings page.
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 reported solid first quarter 2026 sales growth but weaker profitability, while raising its full-year outlook. Net sales rose 8% to $380.4 million, led by 19% wholesale growth, 11% growth in Coolers & Equipment, and 5% growth in Drinkware. U.S. sales increased 8% and international sales 9%.
Gross margin fell to 55.3%, down 210 basis points, mainly from higher tariff costs and mix shifts. Net income declined 41% to $9.9 million, with EPS down 35% to $0.13. Adjusted EPS was $0.26, down from $0.31, including an approximately $0.09 unfavorable impact from incremental tariffs.
The company highlighted strong liquidity with $127.8 million in cash, $72.8 million of total debt, and an undrawn $300 million revolver. The Board increased the share repurchase authorization to $500 million. For fiscal 2026, YETI now expects sales to grow 7%–8%, adjusted operating income to grow 8%–10% with an adjusted operating margin of about 14.6%, and adjusted EPS of $2.83–$2.89, reflecting 14%–17% growth.
YETI Holdings, Inc. reported results of its 2026 Annual Meeting of Stockholders. As of the March 10, 2026 record date, 75,693,642 shares of common stock were outstanding and entitled to vote. Stockholders elected four Class II directors to serve three-year terms ending at the 2029 annual meeting.
Stockholders approved, on a non-binding advisory basis, the compensation of YETI’s named executive officers and supported holding future advisory say-on-pay votes every year. They also ratified the appointment of PricewaterhouseCoopers LLP as YETI’s independent registered public accounting firm for the fiscal year ending January 2, 2027.
YETI Holdings reported modest growth for 2025 and a stronger finish to the year. Fourth-quarter net sales rose 7% to $583.7 million, driven by 25% international growth and 6% Drinkware growth. Q4 EPS increased 17% to $0.74, while adjusted EPS fell 8% to $0.92 due to higher tariff costs.
For full-year 2025, net sales grew 2% to $1.87 billion. EPS slipped 1% to $2.03 and adjusted EPS declined 9% to $2.48 as tariffs reduced margins. Free cash flow reached $212.1 million, and YETI repurchased 8.2 million shares for $297.6 million.
For 2026, YETI guides adjusted sales growth of 6%–8% and adjusted operating margin around 14.4%. Adjusted EPS is expected between $2.77 and $2.83, a 12%–14% increase, with free cash flow of $200–$225 million and about $100 million of additional share repurchases.
YETI Holdings is undergoing a chief financial officer transition, appointing Scott Bomar as Senior Vice President, Chief Financial Officer and Treasurer, effective February 23, 2026. He will also serve as principal accounting officer, bringing senior finance and operational experience from The Home Depot and Deluxe Corporation.
Bomar’s compensation includes a $725,000 base salary, 2026 short-term incentive target equal to 100% of salary, and a long-term incentive target equal to 250% of salary. He will receive a $500,000 sign-on bonus, time-based RSUs valued at $2.5 million, performance-based RSUs valued at $1 million, and a $100,000 relocation bonus. Outgoing CFO Mike McMullen will receive severance benefits under the Senior Leadership Severance Benefits Plan and will consult through May 31, 2026 at $10,000 per month, totaling $30,000, to support a smooth transition.
YETI Holdings reported that it issued a press release announcing its fiscal third quarter 2025 financial results. The company furnished this press release as Exhibit 99.1 to the current report. The filing also lists the company’s common stock trading on the NYSE under the symbol YETI. Further financial details are contained in the accompanying press release referenced in the exhibit list.