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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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