Spoken Alpha
YETI
YETI Holdings, Inc.
Overview
YETI designs and manufactures premium outdoor products including hard and soft coolers, insulated drinkware, bags, and apparel sold to outdoor enthusiasts and consumers valuing quality and durability.
YETI Holdings, Inc is a Consumer Cyclical company operating in Leisure with a $3.76B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 5, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-1416 Q&A exchanges
- Q4 FY2025Earnings2026-02-1920 Q&A exchanges
- Q3 FY2025Earnings2025-11-0613 Q&A exchanges
- Q2 FY2025Earnings2025-08-0711 Q&A exchanges
- Q1 FY2025Earnings2025-05-0819 Q&A exchanges
- Q4 FY2024Earnings2025-02-1314 Q&A exchanges
- Q3 FY2024Earnings2024-11-0715 Q&A exchanges
- Q2 FY2024Earnings2024-08-0823 Q&A exchanges
- Q1 FY2024Earnings2024-05-0916 Q&A exchanges
- Q4 FY2023Earnings2024-02-1517 Q&A exchanges
- Q3 FY2023Earnings2023-11-0921 Q&A exchanges
- Q2 FY2023Earnings2023-08-1026 Q&A exchanges
- Q1 FY2023Earnings2023-05-1120 Q&A exchanges
- Q4 FY2022Earnings2023-02-2322 Q&A exchanges
- Q3 FY2022Earnings2022-11-1017 Q&A exchanges
- Q2 FY2022Earnings2022-08-0421 Q&A exchanges
- Q1 FY2022Earnings2022-05-1120 Q&A exchanges
- Q4 FY2021Earnings2022-02-1721 Q&A exchanges
- Q3 FY2021Earnings2021-11-1125 Q&A exchanges
- Q2 FY2021Earnings2021-08-0618 Q&A exchanges
- Q1 FY2021Earnings2021-05-1318 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-05EPS— vs $0.44—Rev— vs ——EODHD
- Q1 FY20262026-05-13EPS$0.26 vs $0.19+36.8%Rev$380.4M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-05 | — | $0.44 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-13 | $0.26 | $0.19 | +36.8% | $380.4M | — | — | EODHD |
Source: EODHD. YETI reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks YETI's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.70 | $4.13 | -10.3% | -5.3% | -4.3% |
| Q4 FY2026 | $3.64 | $4.15 | -12.4% | +3.7% | +6.0% |
| Q3 FY2026 | $3.37 | $4.07 | -17.2% | -5.1% | -2.1% |
| Q2 FY2026 | $3.63 | $4.10 | -11.5% | -1.2% | -0.8% |
| Q1 FY2025 | $3.52 | $4.17 | -15.6% | -4.4% | -4.7% |
| Q4 FY2025 | $4.09 | $4.31 | -5.1% | +0.9% | +1.9% |
| Q3 FY2025 | $3.96 | $4.25 | -6.8% | -0.4% | +1.7% |
| Q2 FY2025 | $3.51 | $4.21 | -16.6% | -0.4% | +1.7% |
| Q1 FY2024 | $3.97 | $4.36 | -8.9% | -1.5% | +0.9% |
| Q4 FY2024 | $3.80 | $4.26 | -10.9% | +1.0% | -0.7% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Matthew J ReintjesCEO10 mo21 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
- Scott C BomarCFO4 mo1 callCurrentSample
CFO since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Michael John McMullenCFO10 mono recorded callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • last guidance raise Q2 FY2026
- Bryan C BarksdaleSVP, CLO and Secretary1 yr 4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance raise Q3 FY2026
- Martin DuffSVP, Supply Chain & Operations4 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 2/2 beats (100%) • guidance suspended Q1 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for YETI.
$ curl https://api.spokenalpha.com/v1/companies/YETIFAQ
Frequently asked about YETI
Where can I find YETI Holdings, Inc.'s (YETI) earnings call transcripts?
Spoken Alpha indexes YETI's earnings call transcripts at https://spokenalpha.com/companies/YETI. Each call links to attributed speakers and parsed analyst Q&A. YETI Holdings, Inc.'s own investor relations page is at https://investors.yeti.com/overview/default.aspx.
When was YETI Holdings, Inc.'s most recent earnings call?
YETI Holdings, Inc. (YETI) held its most recent earnings call on 2026-05-14, covering fiscal Q1 2026.
What sector is YETI in?
YETI Holdings, Inc. (YETI) operates in the Consumer Cyclical sector (Leisure industry).