YETI Holdings Analysis (March 2026) | Price Target, Growth & Valuation

YETI Holdings

NYSE:YETI

$ 35,57

$-0,43 (-1,19%)

35,57 $

$-0,43 (-1,19%)

End-of-day quote: 03/27/2026

YETI Holdings Stock Value

Analysts currently rate NYSE:YETI as Outperform.

Outperform

YETI Holdings Company Info

EPS Growth 5Y

-0,71%

Market Cap

$2,69 B

Long-Term Debt

$0,07 B

Short Interest

5,33%

Quarterly earnings

05/08/2026 (E)

Dividend

$0,00

Dividend Yield

0,00%

Founded

2006

Industry

Consumer Discretionary

Country

United States

ISIN Number

US98585X1046

Website

http://www.yeti.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$53,00

49%

Last Update: 03/28/2026

Analysts: 15

Highest Price Target $70,00

Average Price Target $53,00

Lowest Price Target $37,00

In the last five quarters, YETI Holdings’s Price Target has risen from $44,12 to $47,25 - a 7,09% increase. Sixteen analysts predict that YETI Holdings’s share price will increase in the coming year, reaching $53,00. This would represent an increase of 49,00%.

Top growth stocks in the consumer discretionary sector (5Y.)

What does YETI Holdings do?

YETI Holdings, Inc. (‘YETI’) is a global designer, retailer, and distributor of outdoor products. From coolers and drinkware to bags and apparel, YETI products are built to meet the unique and varying needs of diverse outdoor pursuits. Products The company’s product portfolio comprises three categories: Coolers & Equipment; Drinkware; and Other. Coolers & Equipment The company’s Coolers & Equipment family comprises hard coolers, soft coolers, cargo, bags, outdoor living, and associated acces...

Products

The company’s product portfolio comprises three categories: Coolers & Equipment; Drinkware; and Other.

Coolers & Equipment

The company’s Coolers & Equipment family comprises hard coolers, soft coolers, cargo, bags, outdoor living, and associated accessories.

Hard Coolers: The company’s hard coolers are built with seamless rotomolded construction or injection molding construction, making them nearly indestructible. For superior ice retention, the company pressure-injects up to two inches of commercial-grade polyurethane foam into the walls and lid and utilizes a freezer-quality gasket to seal the lid. In 2024, the company expanded its hard cooler offerings with two new sizes within its Roadie cooler family. The company’s hard cooler category includes YETI Tundra, YETI Roadie, YETI V Series hard coolers, YETI TANK ice bucket, and YETI Silo 6G water cooler. Related accessories include locks, dry baskets, beverage holders, and dividers.

Soft Coolers: The Hopper is the company’s line of soft coolers, which are designed to be leakproof and provide superior durability and ice retention compared to ordinary soft coolers. The Hopper soft cooler product line includes: Hopper M15 Soft Cooler, Hopper M12 Soft Backpack Cooler, Hopper M30 Soft Cooler, Hopper M20 Backpack Cooler, Hopper Flip Soft Cooler, Daytrip Lunch Bag, and Daytrip Lunch Box. Related accessories include the Rambler Bottle Sling, MOLLE Zinger retractable lanyard, and a mountable MOLLE Bottle Opener.

In March 2023, the company announced separate, voluntary recalls of its Hopper M30 Soft Cooler, Hopper M20 Soft Backpack Cooler, and SideKick Dry gear case (the ‘affected products’) in collaboration with the U.S. Consumer Product Safety Commission (CPSC). In the fourth quarter of 2023, the company introduced the redesigned and improved versions of the affected products, and also launched two new sizes with the Hopper M15 Soft Cooler and the Hopper M12 Soft Backpack Cooler.

Cargo, Bags, and Outdoor Living: The company’s cargo, bags, and outdoor living product category includes: LoadOut Bucket, LoadOut Swivel Seat, LoadOut GoBox, the Panga submersible duffel bag, Panga Backpack, Crossroads Collection of backpacks, duffel bags, luggage, and packing cubes, Camino Carryall, Hondo Base Camp Chair, Trailhead Camp Chair, Lowlands Blanket, Trailhead Dog Bed, Boomer Dog Bowls, and SideKick Dry gear case, as well as Mystery Ranch branded products.

During the first quarter of 2024, the company acquired Mystery Ranch, LLC (‘Mystery Ranch’), a designer and manufacturer of durable load-bearing backpacks, bags, and pack accessories. The company integrated Mystery Ranch operations and products into its business to further expand its capabilities in the bags category. During the fourth quarter of 2024, launched a limited release of the first Mystery Ranch-inspired Bozeman pack.

Drinkware

Most of the company’s Drinkware products are made with durable, kitchen-grade, 18/8 stainless-steel, double-wall vacuum insulation, and its innovative No Sweat design. The result is high-performing drinkware products that keep beverages at their preferred temperature—whether hot or cold—for hours at a time without condensation. During 2024, the company expanded its Drinkware category with the launch of the Rambler French Press, Rambler Pitcher, Rambler Pour Over, Flask and Shot Glasses, as well as the launch of its Food Storage containers. The company also launched its Cookware category with its new Cast Iron Skillet. The company’s Drinkware product line also includes the Rambler Beverage Bucket, Rambler Wine Chiller, Rambler Cocktail Shaker, Rambler Colsters, Rambler Lowball, Rambler Wine Tumbler, Rambler Stackable Pints, Rambler Mugs, Rambler Tumblers, Rambler Straw Mugs and Cups, Rambler Bottles, Rambler Jugs, and Yonder Water Bottles. Related accessories include the Rambler Bottle Straw Cap, Rambler Bottle Chug Cap, Rambler Magslider Lid, Rambler Straw Lid, Rambler Magslider color pack, Rambler Tumbler Handles, Rambler Jug Mount, and Ice Scoop.

Other

The company’s Other category offers an array of apparel and gear, such as hats, shirts, bottle openers, and ice substitutes.

Sales Channels

The company offers its products in the United States, Canada, Australia, New Zealand, Europe, and Japan through a diverse omni-channel strategy, consisting of its wholesale and direct-to-consumer (‘DTC’) channels. In 2024, the company’s DTC channel accounted for 59% of its net sales, and its wholesale channel accounted for 41% of its net sales. As part of its commitment to premium positioning, the company maintains supply discipline, enforces its minimum advertised price (‘MAP’) policy, and primarily sells through one-step distribution.

In the company’s wholesale channel, the company sells to several retailers with a national presence, including Dick’s Sporting Goods, REI, Academy Sports + Outdoors, Bass Pro Shops, Ace Hardware, Scheels, and Tractor Supply Company; and an assemblage of independent retail partners throughout the United States, Canada, Australia, New Zealand, Europe, and Japan, among others. The company carefully evaluates and selects retail partners that have an image and approach that are consistent with its premium brand and pricing, while also seeking new retail partners that create access to unique shopping experiences or customer bases. The company’s network of independent retail partners includes outdoor specialty, hardware, sporting goods, and farm and ranch supply stores, among others. As of December 28, 2024, the company sold through a diverse base of approximately 4,700 retail partners worldwide.

The company sells its products in its DTC channel to customers on its websites, through YETI Authorized on the Amazon Marketplace, as well as in its retail stores. Additionally, the company offers customized products with licensed marks and original artwork primarily to its DTC channel, through its corporate sales program, on its websites, and at select retail stores. The company’s corporate sales program offers customized products to corporate customers for a wide range of events and activities. Additionally, the company sells its full line of products at its retail stores. The DTC channel enables the company to directly interact with its customers, more effectively deliver its brand experience, better understand consumer behavior and preferences, and offer exclusive products, content, and customization capabilities.

Market

The company’s premium products are designed for use in a wide variety of activities, from professional to recreational and outdoor to indoor, and can be used year round. As a result, the markets it serves are broad, as well as deep, including, for example, outdoor, housewares, home and garden, outdoor living, industrial, and commercial.

The company’s net sales in the United States accounted for approximately 81% of its net sales for 2024, while its international sales represented 19%. The company continues to expand internationally and grow its presence in Canada, Australia, New Zealand, Asia, and Europe, among other countries and regions. The company is expanding internationally by focusing on brand awareness, wholesale expansion, and its DTC channel.

Product Design and Development

The company designs and develops its products to provide superior performance and functionality in a variety of environments. Its products are carefully designed and rigorously tested to maximize performance while minimizing complexity, allowing the company to deliver functional products with simple, clean, and distinct designs.

The company expands its existing product families and enters new product categories by designing solutions grounded in consumer insights and relevant product knowledge. The company uses high-quality materials, as well as advanced design and manufacturing processes, to create premium products. The company continues to expand its product lines by introducing anchor products, followed by product expansions, such as additional sizes and colorways, and then offering corresponding accessories.

To ensure the company’s continued success in bringing category-redefining products to market, the company’s marketing and product development teams collaborate to identify consumer needs and wants to drive its robust product roadmap. The company uses its purpose-built, state-of-the-art research and development centers to generate design prototypes and test performance. The company follows a disciplined, stage-gate product development process that is designed to provide consistent quality control while optimizing speed-to-market. The company collaborates with its YETI Ambassadors, a diverse group of people throughout the world, consisting of elite anglers, hunters, rodeo cowboys, barbecue pitmasters, surfers, brewmasters, fitness experts, skateboarders, and outdoor adventurers who embody its brand, and industry professionals to test its prototypes and provide feedback that is incorporated into final product designs. Once the company approves the final design and specifications of a new product, it partners with global suppliers and specialized manufacturers to produce its products according to its exacting performance and quality standards.

Marketing

The company employs a wide range of marketing tactics and outlets to cultivate its relationships with experts, serious enthusiasts, and everyday consumers. The company uses a combination of traditional, digital, social media, and grassroots initiatives, as well as original short films and high-quality content on YETI websites.

Supply Chain and Quality Assurance

The company manages a global supply chain of highly qualified, third-party manufacturing and logistics partners to produce and distribute its products. The primary raw materials and components used by the company’s manufacturing partners include polyethylene, polyurethane foam, stainless-steel, polyester fabric, zippers, magnets, and other plastic materials and coatings.

Many of the company’s core products are manufactured in China, the Philippines, Vietnam, Taiwan, Poland, Mexico, Thailand, and Malaysia. In addition, the company has other key third-party manufacturing partners in Mexico and Italy. The company continues to mitigate the concentration risk in its supply chain by pursuing a higher diversification of manufacturing partners, with both sourcing and geographical advantages.

Distribution and Inventory Management

The company utilizes global third-party logistics providers to warehouse and distribute finished products from its distribution facilities in Memphis, Tennessee, Salt Lake City, Utah, and Sumner, Washington to support its domestic operations; and in Australia, Canada, the United Kingdom, New Zealand, Vietnam, and the Netherlands to support its international operations. These logistics providers manage various distribution activities, including product receipt, warehousing, certain limited product inspection activities, and coordinating outbound shipping.

Competition

In the Coolers & Equipment category, the company competes against established, well-known, and legacy cooler brands, such as Igloo and Coleman, as well as numerous other brands and retailers that offer competing products. The popularity of YETI products and the YETI brand has attracted numerous new competitors, including Pelican, OtterBox, and others, as well as private label brands. In the Drinkware category, the company competes against well-known brands, such as HydroFlask, Stanley, and Owala, as well as numerous other brands and retailers that offer competing products.

Seasonality

Historically, the company has experienced its highest levels of net sales in the fourth quarter of the year (year ended December 28, 2024), coinciding with the seasonal holiday shopping season. In 2024, the company’s net sales in the first, second, third, and fourth quarters represented 19%, 25%, 26%, and 30%, respectively, of its total net sales for the year.

Research and Development

The company’s research and development expenses were $21.1 million for 2024.

History

YETI Holdings, Inc. was founded in 2006 by brothers Roy and Ryan Seiders in Austin, Texas. The company was incorporated in 2012.

YETI Holdings Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Outdoor products: approx. 60% - Coolers and drinkware: approx. 30% - Apparel and accessories: approx. 10% **TOP 3 markets:** - USA: approx. 75% - Canada: approx. 10% - Europe: approx. 8% YETI Holdings, Inc. generates the majority of its revenue from outdoor p...

At which locations are the company’s products manufactured?

**Production Sites:** USA, China, Philippines, Vietnam YETI Holdings, Inc. produces its products at various international locations. A large part of the production takes place in Asia, especially in China, the Philippines, and Vietnam. These sites enable the company to benefit from cost-efficient p...

What strategy does YETI Holdings pursue for future growth?

**Revenue Growth:** Estimated 10-12% annually (2025-2027) **Market Expansion:** Focus on international markets YETI Holdings, Inc. pursues a strategy aimed at sustainable growth and market expansion. A key element of this strategy is the exploration of new international markets to reduce dependenc...

Which raw materials are imported and from which countries?

**Main raw materials:** Stainless steel, plastics, textiles **Countries of origin:** China, Vietnam, USA YETI Holdings, Inc. sources the main raw materials for its products, such as stainless steel and plastics, mainly from China and Vietnam. These countries are known for their extensive productio...

How strong is the company’s competitive advantage?

**Market share:** 12% (2024, estimate) **Brand awareness:** High YETI Holdings, Inc. has gained a significant competitive advantage through its strong brand awareness and the high quality of its products. The brand is particularly well-known in the USA for its rugged and durable outdoor products, w...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 65% (estimated, 2025) **Insider Buys/Sells:** No significant transactions in the last quarter (2025) The institutional investor share in YETI Holdings, Inc. is approximately 65%. This indicates a strong interest from institutional investors, which is often seen a...

What percentage market share does YETI Holdings have?

**Market share of YETI Holdings, Inc.:** 10% (estimated, 2025) **Main competitors and their market shares:** 1. **The Coleman Company (Newell Brands):** 15% 2. **Igloo Products Corp.:** 12% 3. **Hydro Flask (Helen of Troy Limited):** 11% 4. **RTIC Outdoors:** 8% 5. **Pelican Products, Inc.:** 7% 6....

Is YETI Holdings stock currently a good investment?

**Revenue Growth:** 10% (2024) **Profit Growth:** 8% (2024) **Market Share in the Premium Segment:** 25% (2024) YETI Holdings, Inc. recorded a revenue growth of 10% in 2024, attributed to a strong brand presence and innovative product lines. The company has expanded its market share in the premium...

Does YETI Holdings pay a dividend – and how reliable is the payout?

**Dividend payment:** No dividend (as of 2025) YETI Holdings, Inc. currently does not pay a dividend to its shareholders. The company has focused in the past on reinvesting its profits into the growth and expansion of its business activities rather than distributing dividends. This strategy is typ...

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YETI Holdings Stock Value

YETI Holdings Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does YETI Holdings do?

YETI Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

YETI Holdings Stock Value

YETI Holdings Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does YETI Holdings do?

YETI Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.