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Added to YB: 2025-11-28

Pitch date: 2025-10-23

YETI [neutral]

YETI Holdings, Inc.

+23.82%

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

$35.60

Price Target

N/A

Dividend

N/A

EV/EBITDA

10.91

P/E

21.41

EV/Sales

1.78

Sector

Leisure Products

Category

value

Show full summary:
Langdon Global Smaller Companies Portfolio Holding: YETI Holdings, Inc.

YETI (holding update): Strong mgmt team (ex-THULE CEO added), int'l expansion (20% sales, growing faster than US), product diversification into bags/cookware. 57% gross margin, 16% op margin, 12% FCF margin, net cash position. Trading 12x fwd PE below historical avg despite superior growth prospects vs peers.

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