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YETI Holdings (YETI) investor relations material
YETI Holdings Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Net sales grew 2% year-over-year to $487.8 million in Q3 2025, driven by strong Coolers & Equipment and international growth, while Drinkware sales declined 4% due to U.S. market pressures and supply chain issues.
International sales rose 14% to $100.4 million, now 21% of total sales, with Europe, Japan, and Asia as key growth drivers.
Adjusted EPS fell 14% to $0.61, and net income dropped 30% to $39.4 million, mainly due to higher tariffs and lower Drinkware mix.
Over 30 new products launched in 2025, including Silo Jug and upcoming Shaker Bottle, with expanded global innovation centers in Thailand and Vietnam.
Year-to-date share repurchases reached $173 million, with a 2025 target of $300 million and a two-year plan of $500 million.
Financial highlights
Q3 2025 net sales: $487.8 million (+2% YoY); adjusted gross profit: $272.5 million (55.9% margin), down 210–230 bps YoY due to tariffs and lower Drinkware mix.
Adjusted operating income: $66.6 million (13.7% margin); net income: $39.4 million; adjusted net income: $49.6 million.
Adjusted EPS: $0.61 (down from $0.71); basic EPS: $0.49; diluted EPS: $0.48.
Inventory decreased 12% YoY to $324 million; cash at period end: $164.5 million; debt: $74.9 million.
Free cash flow for nine months: $50.1 million; guidance for 2025: $200 million.
Outlook and guidance
FY2025 sales expected to rise 1–2%, with C&E up mid-single digits and Drinkware down slightly.
Adjusted operating margin guidance: 14.0–14.5%; adjusted EPS: $2.38–$2.49, including $0.40 tariff impact.
Free cash flow expected at ~$200 million for 2025; capex at ~$50 million.
International sales growth outlook maintained at 15–20% for 2025, with Q4 acceleration expected.
Ongoing macroeconomic and consumer spending challenges, with supply chain transformation and tariffs impacting margins.
FY25 adjusted EPS tariff impact?
Supply chain transformation's inventory impact?
Re-accelerate US Drinkware growth strategies?
Shaker Bottle's role in sport/health/wellness expansion
International growth's long-term margin profile
AI's impact on consumer engagement and margins
2026 tariff exposure post-diversification?
How do new innovation centers boost product speed?
Explain U.S. wholesale sell-in vs. sell-through gap.
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Next YETI Holdings earnings date
Q4 202512 Feb, 2026
Next YETI Holdings earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Coolers, Drinkware, and Outdoor Living
YETI is an American company that produces and sells various drinkware products and associated items for outdoor use. This includes things such as tumblers, cups, mugs, and similar products built to be tough and excel at maintaining both heat and cold. The company is headquartered in Austin, Texas, and its shares are traded on the NYSE.
Founded by Two Brothers
YETI was founded in 2006 by brothers Roy and Ryan Seiders in Austin, Texas. The Seiders, passionate about outdoor adventures, were dissatisfied with the quality of coolers available on the market. They sought to create a cooler that was exceptionally durable and effective at keeping items cold, catering to the needs of outdoor enthusiasts. YETI's initial product, a high-end cooler, gained rapid popularity among hunters, anglers, and campers for its robustness and ability to keep content at a desired temperature. This success paved the way for expansion into a wider range of products, and today YETI has a diverse portfolio of products for sale.
Building the Brand
YETI has built its brand through a focus on high-quality, durable products and a strong connection with its customer base. The company initially targeted serious outdoor enthusiasts, offering products that met their rigorous demands for durability and performance. This approach helped establish YETI's reputation for quality and reliability. Over time, YETI expanded its reach to a broader audience, emphasizing a lifestyle associated with adventure and the outdoors. The brand's marketing strategy includes storytelling that resonates with its customers' experiences and aspirations. Collaborations with professionals in outdoor sports and strategic social media engagement have also assisted in spurring growth.
The Products
The company’s coolers, designed for robust use, have been a key part of the brand's identity and continue to be one of its most popular products. Since the beginning, YETI’s offerings have diversified to include insulated drinkware, like tumblers and bottles, which are also focused on durability and thermal insulation. Additionally, YETI's portfolio has grown to incorporate outdoor gear such as waterproof bags, soft coolers, and other accessories like chairs and blankets, all maintaining a consistent theme of functionality and ruggedness for outdoor use. Some examples of other companies operating in a similar area include Fenix Outdoor, Vista Outdoor and Newell Brands.
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