Yeti

Q2 FY2026 EarningsQ2 FY26 results were solid with revenue of $483.9M hitting consensus perfectly, and normalized EPS of $0.67 beating the $0.55 estimate by 21.8%. Growth was led by a 16% surge in Coolers & Equipment and 19% international growth, offsetting a softer 2% increase in Drinkware. Management raised full-year FY26 adjusted EPS guidance to $2.94-$3.00, well above the prior range and consensus, supported by improved profitability and aggressive share repurchases ($130M in Q2).