Professional
Added to YB: 2025-11-28
Pitch date: 2025-10-23
YETI [neutral]
YETI Holdings, Inc.
+23.57%
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 in the United States, Canada, Australia, New Zealand, Europe, and Japan.
Market Cap
$2.9B
Pitch Price
$35.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.26
P/E
19.27
EV/Sales
1.58
Sector
Leisure Products
Category
value
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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