Welcome to our dedicated page for Yeti Holdings SEC filings (Ticker: YETI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 President and CEO Matthew J. Reintjes reported two tax-related share dispositions tied to vesting restricted stock units. On February 17, 2026, the issuer withheld 3,837 and 2,044 shares of common stock at $48.01 per share to cover tax obligations, rather than open-market sales.
After these transactions, Reintjes directly held 255,495 shares of YETI common stock, which includes 64,318 shares underlying restricted stock units that will settle one-for-one in common shares under the applicable award terms. An additional 110,000 shares are held indirectly in a Spousal Lifetime Access Trust for the benefit of his spouse and children, where his spouse is trustee and he disclaims beneficial ownership.
YETI Holdings President and CEO Matthew J. Reintjes reported two tax-related share dispositions tied to vesting restricted stock units. On February 17, 2026, the issuer withheld 3,837 and 2,044 shares of common stock at $48.01 per share to cover tax obligations, rather than open-market sales.
After these transactions, Reintjes directly held 255,495 shares of YETI common stock, which includes 64,318 shares underlying restricted stock units that will settle one-for-one in common shares under the applicable award terms. An additional 110,000 shares are held indirectly in a Spousal Lifetime Access Trust for the benefit of his spouse and children, where his spouse is trustee and he disclaims beneficial ownership.
YETI Holdings, Inc. CFO Michael John McMullen reported two tax-withholding dispositions of common stock tied to vesting restricted stock units. On February 17, 2026, a total of 2,251 shares of common stock were withheld at $48.01 per share to cover tax obligations.
After these transactions, McMullen directly owned 54,596 shares of YETI common stock, which the disclosure states includes 15,130 shares underlying restricted stock units that will settle one-for-one in common stock under their award terms.
YETI Holdings, Inc. CFO Michael John McMullen reported two tax-withholding dispositions of common stock tied to vesting restricted stock units. On February 17, 2026, a total of 2,251 shares of common stock were withheld at $48.01 per share to cover tax obligations.
After these transactions, McMullen directly owned 54,596 shares of YETI common stock, which the disclosure states includes 15,130 shares underlying restricted stock units that will settle one-for-one in common stock under their award terms.
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 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 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, Inc. received an amended Schedule 13G from several Wellington-affiliated entities reporting a significant institutional position in its common stock. The group reports beneficial ownership of 5,386,954 shares of YETI common stock, representing 6.9% of the outstanding class.
The Wellington entities report no sole voting or dispositive power, but shared voting power over 3,694,845 shares and shared dispositive power over up to 5,386,954 shares, held across investment-advisory clients. The securities are owned of record by clients of Wellington investment advisers, and no single client is known to hold more than five percent of the class.
The filing states the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of YETI.
Baillie Gifford & Co, a Scotland-based investment adviser, reports beneficial ownership of 3,945,196 YETI Holdings, Inc. ordinary shares, representing 5.07% of the class as of the event date. The firm has sole voting power over 3,895,203 shares and sole dispositive power over all 3,945,196 shares.
The securities are held by Baillie Gifford & Co and/or its investment adviser subsidiaries, including Baillie Gifford Overseas Limited, on behalf of investment advisory clients such as funds, employee benefit plans, pension funds, and other institutions. The filing states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of YETI.
YETI Holdings, Inc. reported that its senior vice president, chief legal officer and secretary sold common stock in two transactions on 12/11/2025. The insider sold 4,924 shares and 4,832 shares of common stock at $45.32 per share under a pre-arranged Rule 10b5-1 trading plan adopted on September 11, 2025.
After these sales, the reporting person beneficially owns 56,397 shares of YETI common stock, held directly. This amount includes 16,064 shares underlying restricted stock units that will be settled into common stock on a one-for-one basis in accordance with the applicable award agreement.
YETI has a shareholder filing a Rule 144 notice to sell 9,756 common shares through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 12/11/2025. The filing shows an aggregate market value for these shares of about $442,141.92 at the time of the notice and indicates that 77,808,113 common shares were outstanding.
The shares to be sold were acquired over time through multiple restricted stock vesting events from 2020 through 2024, each labeled as compensation and issued directly by the company. The person for whose account the shares are being sold represents that they do not know of any undisclosed material adverse information about the issuer’s current or prospective operations.
YETI Holdings, Inc. insider reports tax‑related share withholding
A senior officer of YETI Holdings, Inc. (YETI), listed as SVP Supply Chain & Operations, reported a Form 4 transaction dated 11/21/2025. The filing shows that 701 shares of YETI common stock were disposed of with transaction code "F", which indicates shares were withheld to cover tax obligations linked to the vesting of previously granted restricted stock units.
After this tax withholding event, the reporting person beneficially owns 34,656 shares of YETI common stock, which includes 16,523 shares underlying restricted stock units that will settle on a one‑for‑one basis in YETI common stock under the applicable award terms. No derivative security positions are reported in this filing.
YETI Holdings filed its Q3 2025 10‑Q, reporting steady sales with margin pressure. Net sales were $487.8 million, up 2% year over year, while gross margin contracted to 55.9% (down 210 bps) as higher tariffs reduced margin by 320 bps and a lower mix of Drinkware weighed further.
Category trends diverged: Drinkware net sales fell 4% to $263.8 million, while Coolers & Equipment rose 12% to $215.4 million. International net sales increased 14% to $100.4 million, offsetting a 1% decline in the U.S. SG&A rose 5% to $218.2 million (44.7% of sales) on tech and facilities investments and higher stock‑based compensation. Operating income was $54.4 million; net income was $39.4 million, with diluted EPS of $0.48.
Cash was $164.5 million and long‑term debt (net of current) was $69.2 million. The company repurchased 4,278,800 shares for approximately $150.0 million in Q3, totaling 5,023,372 shares for $172.8 million year‑to‑date. Management highlighted ongoing tariff headwinds and supply‑chain diversification efforts that caused inventory constraints, particularly affecting Drinkware.