YETI Q2 Sales Rise 9%, Raises FY26 EPS Outlook, Returns $130M via Buybacks
YETI sits 58% above its 52-week low of $31.655 on elevated volume (1.8× avg).
Summary
YETI reported Q2 2026 sales up 9% to $483.9 million, raised full-year adjusted EPS guidance, and repurchased $130 million in shares.
Key Events · Earnings and Guidance · YETI
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Q2 Sales Rise 9%
Net sales increased 9% to $483.9 million, led by 16% growth in Coolers & Equipment and 19% international growth.
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EPS Outlook Raised
Full-year 2026 adjusted EPS guidance raised to $2.94-$3.00, up from $2.83-$2.89, reflecting 19%-21% growth.
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$130M Share Repurchase
Repurchased 2.8 million shares for $130 million in Q2; $370 million remains under the $500 million authorization.
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Tariff Refund Boost
Recognized a $42.6 million IEEPA tariff refund benefit, contributing $0.40 to GAAP EPS.
Analysis · YETI · Manufacturing
A strong second quarter for YETI featured 9% sales growth and a 54% jump in GAAP EPS, the latter aided by a one-time $42.6 million tariff refund. More importantly, the company raised its full-year adjusted EPS guidance to $2.94-$3.00, up from $2.83-$2.89, signaling confidence in sustained profitability. The $130 million in share repurchases underscores management's commitment to returning capital, while the announced Investor Day on September 17, 2026, provides a near-term catalyst for strategic updates.
How filings like this one have moved
In the 30 days to Oct 5, 2026, 36.9% of the 964 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.65%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, YETI was trading at $50.10 on NYSE in the Manufacturing sector, with a market capitalization of approximately $3.9B. The 52-week trading range was $31.66 to $53.99. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.