$YETI 0.46 Noisy

Notable posts

• @wallstengine neutral 106 eng

  Today's Key Events (All EST) — 08/13/2026 08:15: Fed's Hammack 08:30: US PPI Inflation data 08:30: US Initial Jobless Claims 08:40: Fed's Barkin 13:00: US 30-Year Bond Auction Before Open 👇 05:45: $JD 06:00: $YETI 06:45: Tapestry $TPR 06:50: Vertical Aerospace $EVTL 06:55: Bullish $BLSH 06:55: Paysafe $PSFE 07:00: Fermi $FRMI 07:00: GDS Holdings $GDS 07:00: SOLV Energy $MWH 07:00: Stratasys $SSYS 07:00: Cellebrite $CLBT 07:30: Intuitive Machines $LUNR 07:30: Ascendis Pharma $ASND 07:30: Madison Square Garden Sports $MSGS B.O.: Ondas $ONDS B.O.: Figure Technology Solutions $FIGR B.O.: Birkenstock $BIRK B.O.: X-Energy $XE B.O.: Bit Digital $BTBT B.O.: Brookfield $BN After Hours 👇 16:00: Applied Materials $AMAT 16:00: TMC the metals company $TMC 16:00: Heartflow $HTFL 16:05: DLocal $DLO 16:05: Capricor Therapeutics $CAPR 16:05: Quantum-Si $QSI 16:05: Blaize Holdings $BZAI 16:10: AudioEye $AEYE 16:10: Xos $XOS 16:15: Globant $GLOB 16:15: KULR Technology $KULR 16:15: Faraday Future $FFAI 16:15: Nektar Therapeutics $NKTR 16:15: York Space Systems $YSS 16:30: Gemini Space Station $GEMI 17:55: Nu Holdings $NU 18:00: Agora $API After Close: StoneCo $STNE After Close: DeFi Technologies $DEFT After Close: HawkEye 360 $HAWK

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• @wallstengine neutral 50 eng

  $YETI Q2’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: $483.9M (Est. $484M) 🟡; +9% YoY 🔹 Adj. EPS: $0.67 (Est. $0.55) 🟢; +2% YoY 🔹 Gross Margin: 66.7%; +890 bps YoY, incl. 780 bps net tariff benefit 🔹 Adj. Operating Income: $68.2M; -7% YoY FY26 Guide: 🔹 Adj. EPS: $2.94-$3.00 (Est. $2.89) 🟢; from $2.83-$2.89 🔹 CapEx: $60M-$70M (Est. $64.6M) 🟡 🔹 Free Cash Flow: $200M-$225M (Est. $203M) 🟢 🔹 Sales Growth: +7%-+8% 🔹 Adj. Op Inc. Growth: +10%-+12%; from +8%-+10% 🔹 Adj. Op Inc. Margin: 14.9%; from 14.6% Segment Net Revenue: 🔹 Coolers & Equipment: $232.4M; +16% YoY 🔹 Drinkware: $241.4M; +2% YoY 🔹 International: $92.9M; +19% YoY 🔹 Wholesale: $218.0M; +10% YoY Other Q2 Metrics: 🔹 Adjusted Gross Margin: 59.5%; +170 bps YoY, incl. 60 bps net tariff benefit 🔹 IEEPA Tariff Refund Net Benefit: $45.6M; includes $42.6M reduction of COGS and $2.9M interest income Comments: 🔸 “stronger-than-expected profitability.” 🔸 “In an uneven consumer environment, demand across our product platforms remained strong, driven by the durability, design, and performance that differentiate YETI.”

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• @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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