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Added to YB: 2025-07-25

Pitch date: 2025-07-22

YETI [bullish]

YETI Holdings, Inc.

+13.49%

current return

Author Info

No bio for this author

Company Info

YETI Holdings, Inc. designs, retails, and distributes outdoor products under the YETI brand name. It offers coolers and equipment, including hard and soft coolers, cargo, bags, outdoor living, and associated accessories; and backpacks, duffel bags, luggage, packing cubes, carryalls, camp chairs, blankets, dog beds, dog bowls, and gear cases under the LoadOut, Panga, Crossroads, Camino, Hondo Base, Trailhead, Lowlands, Boomer, and SideKick Dry brand names.

Market Cap

$3.2B

Pitch Price

$38.84

Price Target

N/A

Dividend

N/A

EV/EBITDA

10.91

P/E

21.41

EV/Sales

1.78

Sector

Leisure Products

Category

growth

Show full summary:
YETI’s TikTok-Fueled Momentum Could Challenge the Street’s Flat Revenue View

YETI: Camino tote bag viral on TikTok (#yeticamino impressions +7x since May), driving strong brand momentum. Coolers tracker +15.8% YoY, weekly/monthly accel 5.5%/11%. Yeti.com traffic +20% YoY. TikTok followers +1-2K daily vs hundreds last year. $130-150 Camino bags selling out. Analysts forecast -0.4% Q2 rev, but data suggests upside to Q2 earnings (Aug 7, 2025). Tariff risks remain.

Read full article (2 min)