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YETI

YETI Holdings

Outdoor products · YETI coolers, YETI drinkware

Research coverage · Snapshot 7 Oct 2026

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—Open investigations
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Research

InvestigationYETI Holdings · YETI7 Oct 2026

Tariff cost structure: FY26 guidance assumes ~20% US tariff rates in H2 2026; what is YETI's real footprint now?

The ~20% H2 2026 tariff-rate assumption is verified verbatim and is a disclosed conservatism buffer, not a management view with insight behind it: CFO Scott Bomar said on the 2026-08-13 call that YETI has 'no particular insight' into rates returning to ~20% and is 'just being conservative,' citing pending investigations.

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InvestigationYETI Holdings · YETI7 Oct 2026

US drinkware: is the ~600bp drag a 3-SKU base effect or broader substitution? (management claim, 2026-08-13)

The ~600bp US drinkware drag is best explained as a SKU-concentrated effect in YETI's handled straw-mug line (its Quencher-style trend products), which YETI is actively retiring at 30% off rather than passively lapping; broad brand-level substitution is not observed, while segment-level substitution toward Owala/Stanley in the value/design handled-tumbler segment is real.

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