$YETI 0.55 Developing

Notable posts

• @wallstengine bullish 45 eng

  Goldman Sachs Upgrades $YETI to Buy from Neutral, Raises PT to $63 from $46 Analyst comments: "Our latest channel checks and brand momentum work increase our conviction that YETI’s growth outlook is becoming more durable. Retailer feedback remained broadly constructive through 2Q, with several accounts highlighting inventory constraints and planned restocking entering 3Q. At the same time, innovation breadth continues to expand across categories, supporting our view that YETI can sustain growth in legacy and emerging franchises. While some consumer indicators moderated exiting the quarter, we believe the balance of evidence points toward improving revenue visibility and a favorable setup for both earnings and margin upside into 2Q and 2H26. While we remain cognizant of longer-term bear concerns, we now see a favorable catalyst path versus peers ahead. This is predicated on a backdrop of: 1) YETI’s upcoming Fall Investor Day; 2) the company’s more conservative tariff and oil guidance versus our coverage group; 3) a less intense competitive backdrop; 4) stronger pricing and promotion trends; and 5) scaling innovation." Analyst: Brooke Roach

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• @TENETTRADEGROUP neutral 28 eng

  Tenet Market Wake-Up Summary 📷📷 July.20.26 $SPX $TSLA $GE $BETA $NASA $BA $NVDA $DELL $SMCI $SPCX $LMT $FERG $AON $AAPL $BABA $IBM $TSM $COST $ACHR $FCEL $NXT $AMC $DPZ $YETI $GPN $URBN $USB $CRWV $DDOG $NET $VGNT $BP $HUBS $TFC $HUT $NNBR $IREN $GVH $IMOS $BTC @ripster47 | @tenet_research | @TenetCharts

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