YETI (YETI)
Designs and sells outdoor coolers, drinkware, bags, and equipment through direct and wholesale channels.
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Sells coolers and equipment, drinkware, and other products under the YETI brand through direct-to-consumer and wholesale channels. Drinkware is the largest disclosed product category, while the company operates as a single reportable segment.
Built around hard and soft coolers, a broader equipment offering, and drinkware, the product range also includes bags, cargo and storage products, accessories, tableware, cookware, and barware. Rambler drinkware, introduced alongside the Hopper soft-cooler line, expanded the original Tundra hard-cooler proposition.
Sales flow through direct-to-consumer and wholesale channels. The business operates as one reportable segment, while product-category disclosure separates Coolers & Equipment, Drinkware, and Other; drinkware is the largest disclosed category.
After acquiring Mystery Ranch, the company added load-bearing backpacks, bags, and accessories to its portfolio. Product reliability and safety are operating dependencies: past recalls affected Rambler travel mugs, Hopper soft coolers, and SideKick gear cases.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 22, 2026 | Canaccord Genuity | Target | Target: $42 | Target: $45 |
| Sep 18, 2026 | Stifel Nicolaus | Target | Target: $45 | Target: $50 |
| Sep 18, 2026 | B.Riley Financial | Target | Target: — | Target: $54 |
| Sep 18, 2026 | Stifel | Upgrade | ||
| Aug 20, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $45 | Target: $49 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $59.8M · Total debt $253.0M · Total assets $1.30B · Shareholders' equity $609.5M
- Revenue
- $483.9M
- Operating income
- $93.5M
- Net income
- $71.3M
No dividends on record.
| Institutions | 117.70% | 85.91M shares | |
|---|---|---|---|
| 473 holders · as of Jun 30, 2026 | |||
| Insiders | 1.39% | 1.02M shares | |
| 14 holders · as of Aug 18, 2026 | |||
| Strategic holders | 40.61% | 29.64M shares | |
| 1 holder · as of Nov 13, 2019 | |||
| Adds to | 159.70% | ||
72.99M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 159.70%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Cortec Management V, LLC1Strategic10 percent owner | 40.61% | 44.97M | filed Nov 13, 2019 |
BlackRock, Inc.Institution | 9.89% | 7.22M | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 5.80% | 4.23M | as of Jun 30, 2026 |
FMR LLCInstitution | 5.47% | 3.99M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.01% | 3.65M | as of Jun 30, 2026 |
- Cortec Management V, LLC's transaction reports restate only vehicles that traded; the 2019 ownership statement (44.97M) less the 15.33M net shares sold since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 11, 2025 | Bryan C. Barksdale | officer: SVP, CLO and Secretary | −9,756 | $45.32 |
- Helen of Troy
Premium insulated drinkware and technical packs through Hydro Flask and Osprey
- Newell Brands
Coleman coolers and Contigo drinkware target outdoor and everyday use
- VF
Outdoor and backpack brands overlap with bags, packs and outdoor gear
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| YETI | $43.16 | −0.96% | $3.30B | 19.0 | 13.9 | 1.7 | +8.5% |
| Helen of Troy | $28.80 | −2.34% | $686.9M | — | 7.9 | 0.4 | +8.2% |
| Newell Brands | $5.75 | −0.33% | $2.45B | — | 8.9 | 0.3 | +3.1% |
| VF | $13.53 | −0.15% | $5.33B | 19.6 | 12.1 | 0.6 | −5.2% |
| Median | 19.6 | 8.9 | 0.4 | +3.1% |