YETI (YETI) News Today

YETI Holdings, Inc. (NYSE: YETI) faces pressure from a weaker 2026 outlook and a quarterly revenue miss, despite beating earnings estimates. Analysts’ reactions were mixed, with one downgrade offset by several firms maintaining bullish ratings.

• Positive Sentiment: Third-quarter adjusted EPS rose 49% year over year to $0.91, above the roughly $0.84 analyst consensus. Adjusted sales increased 6% to about $518 million, with international sales up 19%. YETI’s Q3 results
• Positive Sentiment: KeyCorp, Stifel Nicolaus, and Robert W. Baird lowered their price targets but retained overweight, buy, and outperform ratings, respectively. Their revised targets of $48–$50 remain above the cited share price. KeyCorp, Stifel, and Baird
• Negative Sentiment: Revenue of approximately $518 million missed analysts’ roughly $523 million estimate. More importantly, YETI cut its 2026 adjusted sales-growth outlook to about 6%, from 7%–8% previously, and now forecasts adjusted EPS of $2.90–$2.95. The company cited consumer caution as it heads into the holiday season. WSJ coverage and outlook and revenue report
• Negative Sentiment: Piper Sandler downgraded YETI from overweight to neutral and cut its price target from $58 to $39, signaling reduced confidence in the near-term outlook. Piper Sandler rating