<p>财报季总是会带来一些惊喜。一个令人惊喜的公司是 <strong>YETI 控股有限公司（NYSE：YETI）</strong>。这家生产标志性冷藏箱并专注于热爱户外活动的人群的公司，以每股收益（EPS）为 70 美分，营收为 4.635 亿美元超出预期。</p>
<p>这两个数字均超出分析师的预期，但同比增长尤为令人印象深刻。营收同比增长 13％，EPS 同比增长 37％。该公司还提高了未来的业绩指引。当前季度的销售预计将在 8％至 10％的范围内，而之前的指引为 7％至 9％。调整后的净收入预计将在每股 2.61 美元至 2.65 美元的范围内，高于之前的 2.49 美元至 2.62 美元的指引。</p>
<p>获取 <strong>最新市场新闻</strong> 警报：</p>
<p>在股市承受相当大压力、对消费者消费能力耗尽的担忧日益加剧的一周里，这份报告难以忽视。</p>
<p>投资者当然没有忽视。YETI 股价在报告发布后上涨约 17％，达到每股 43.50 美元左右。这几乎使股价突破了 6 月份建立的阻力水平。然而，该股票今年迄今仍下跌了 19％，这可能是一个买入机会。但首先，有意参与的投资者需要考虑一些事项。</p>
<h2><strong>YETI 的正面财报可能意味着很多事情</strong></h2>
<p>使 YETI 的财报结果更令人惊讶的是，该公司的产品属于非必需类别。此外，YETI 是一个高端品牌。</p>
<p>一方面，这表明该公司吸引有能力投资高端产品的消费者。这支持了已经形成的两极分化经济论点。也就是说，有能力消费的人继续这样做。</p>
<p>如果是这样，消费者在过去几个月有理由购买 YETI 产品。该公司推出了一整套针对返校市场的产品线。本季度还涵盖了露营季和父亲节的开始。</p>
<p>为了扩大目标受众，YETI 最近宣布与美国职业橄榄球联盟达成许可协议，并与达拉斯牛仔队建立了团队合作伙伴关系。这恰逢全国各地的尾门派对季。这只是众多企业合作伙伴之一，他们将公司的产品用作奖励和礼物。</p>
<p>另一方面，市场已经看到其他拥有高端品牌的公司，如 <strong>Lululemon Athletica Inc.（NASDAQ：LULU）</strong>，交出了扎实的业绩。然而，2024 年，LULU 股票的跌幅是 YETI 股票的两倍多。</p>
<p>有人可能会认为 Lululemon 的股票困境归结为对执行和创新的担忧。但仍值得注意的是，这两只股票走势大不相同。</p>
<h2><strong>YETI 还有一个实际角度</strong></h2>
<p>任何经历过数天停电或家电停止工作的人都知道，最大的担忧之一就是食物腐坏，尤其是冷冻食品。YETI 冷藏箱可以帮助保鲜和保护冷冻食品数天。</p>
<p>尽管这不是消费者列出拥有 YETI 产品的首要原因，但在食品成本仍然居高不下的时候，备用计划可能使公司的产品成为一项值得投资的投资。</p>
<p>这也可以解释该公司国际冷藏箱销量显著增加的原因，同比增长 35％，比美国销量高出 12％。</p>
<h2><strong>YETI 股票被低估了吗？</strong></h2>
<p>MarketBeat 上的 YETI 分析师预测给予 YETI 股票一个一致的持有评级，目标股价为 46.29 美元。这比 2024 年 8 月 15 日收盘价高出 10％。目标股价也与预计的约 13％的盈利增长相一致，这是支持 YETI 股票被合理定价的论点。</p>
<p>然而，尽管最近股价上涨，YETI 股票的前瞻市盈率约为 17 倍。这低于消费者自由支出股票的行业平均水平，约为 22 倍。这是否意味着该股票正在以折扣价交易？</p>
<p>较低的利率可能是决定性因素。如果有潜在需求被抑制，可能会在年后半段出现在公司的报告中。YETI 股票距离 52 周高点还有很大的差距，但这可能是对耐心投资者的回报。</p>
<p>→ 马斯克表示 ‘美元将一文不值…’（来自 Crypto 101 Media）（广告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04ODMw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04ODMw"/></p>
<h2>您现在应该投资 1000 美元吗？</h2>
<p>在您进行下一笔交易之前，您会想要听到这个消息。</p>
<p>MarketBeat 每天跟踪华尔街评级最高且表现最佳的研究分析师以及他们向客户推荐的股票。</p>
<p>我们的团队已经确定了五家顶级分析师悄悄告诉客户现在应该购买的五家股票…而且这些股票中没有一家大公司。</p>
<p>他们认为这五家公司是投资者现在应该购买的五家最佳公司…</p>
<p>查看这五家公司</p>

YETI

<p>YETI 控股公司（NYSE：YETI）发布了一份正面的财报，股价上涨约 17％，每股收益为 70 美分，营收达到 4.325 亿美元，超出分析师预期，营收同比增长 13％，每股收益增长 37％。尽管股价出现上涨，但全年股价仍下跌 19％，提供了潜在的买入机会。公司提高了未来业绩指引，产品推出与返校季和野营季重合。分析师们维持对该股的持有评级，目标股价为 45.29 美元，表明与行业平均水平相比，YETI 可能被低估了</p>

<p>Earnings season is always good for a few surprises. One name that's surprising to the upside is <strong>YETI Holdings Inc. (NYSE: YETI)</strong>. The company, which makes iconic coolers and focuses on those who love the outdoors, beat expectations with earnings per share (EPS) of 70 cents on revenue of $463.50 million.</p>
<div class="lb-trans"><p>财报季总是会带来一些惊喜。一个令人惊喜的公司是 <strong>YETI 控股有限公司（NYSE：YETI）</strong>。这家生产标志性冷藏箱并专注于热爱户外活动的人群的公司，以每股收益（EPS）为 70 美分，营收为 4.635 亿美元超出预期。</p>
</div><p>Both numbers beat analysts' expectations, but the year-over-year (YoY) growth was particularly impressive. Revenue was up 13% YoY, and EPS was up 37% YoY. The company also raised its forward guidance. Sales in the current quarter are expected to be in a range of 8% to 10% versus the prior guidance of between 7% and 9%. Adjusted net income is expected to be in a range between $2.61 and $2.65 per share above prior guidance of $2.49 to $2.62.</p>
<div class="lb-trans"><p>这两个数字均超出分析师的预期，但同比增长尤为令人印象深刻。营收同比增长 13％，EPS 同比增长 37％。该公司还提高了未来的业绩指引。当前季度的销售预计将在 8％至 10％的范围内，而之前的指引为 7％至 9％。调整后的净收入预计将在每股 2.61 美元至 2.65 美元的范围内，高于之前的 2.49 美元至 2.62 美元的指引。</p>
</div><p>Get <strong>breaking market news</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>最新市场新闻</strong> 警报：</p>
</div><p>During a week that saw stocks under considerable pressure and growing concerns about a tapped-out consumer, this report was hard not to notice.</p>
<div class="lb-trans"><p>在股市承受相当大压力、对消费者消费能力耗尽的担忧日益加剧的一周里，这份报告难以忽视。</p>
</div><p>Investors sure didn't. YETI stock jumped approximately 17% after the report to around $43.50 per share. That nearly had the stock busting above a resistance level established in June. However, the stock is still down 19% year-to-date, which could make this a buying opportunity. But first, investors looking to get involved have some things to consider.</p>
<div class="lb-trans"><p>投资者当然没有忽视。YETI 股价在报告发布后上涨约 17％，达到每股 43.50 美元左右。这几乎使股价突破了 6 月份建立的阻力水平。然而，该股票今年迄今仍下跌了 19％，这可能是一个买入机会。但首先，有意参与的投资者需要考虑一些事项。</p>
</div><h2><strong>YETI's Positive Earnings Report Could Mean Many Things</strong></h2>
<div class="lb-trans"><h2><strong>YETI 的正面财报可能意味着很多事情</strong></h2>
</div><p>What makes YETI's earnings results more surprising is that the company's products are firmly in the discretionary category. Furthermore, YETI is a premium brand.</p>
<div class="lb-trans"><p>使 YETI 的财报结果更令人惊讶的是，该公司的产品属于非必需类别。此外，YETI 是一个高端品牌。</p>
</div><p>On the one hand, that indicates that the company attracts consumers with the income to invest in high-end products. This supports the bifurcated economy thesis that has settled in. That is, those that have the means to spend continue to do so.</p>
<div class="lb-trans"><p>一方面，这表明该公司吸引有能力投资高端产品的消费者。这支持了已经形成的两极分化经济论点。也就是说，有能力消费的人继续这样做。</p>
</div><p>If that's the case, consumers have had reasons to buy YETI products in the past few months. The company has an entire product line geared to the back-to-school market. This quarter also covered the start of camping season and Father's Day.</p>
<div class="lb-trans"><p>如果是这样，消费者在过去几个月有理由购买 YETI 产品。该公司推出了一整套针对返校市场的产品线。本季度还涵盖了露营季和父亲节的开始。</p>
</div><p>To expand its target audience, YETI recently announced a licensing agreement with the National Football League and a team partnership with the Dallas Cowboys. This comes just in time for tailgate season across the country. And it's just one of the numerous corporate partners that use the company's products as rewards and gifts.</p>
<div class="lb-trans"><p>为了扩大目标受众，YETI 最近宣布与美国职业橄榄球联盟达成许可协议，并与达拉斯牛仔队建立了团队合作伙伴关系。这恰逢全国各地的尾门派对季。这只是众多企业合作伙伴之一，他们将公司的产品用作奖励和礼物。</p>
</div><p>On the other hand, the market has seen other companies with premium brands such as <strong>Lululemon Athletica Inc. (NASDAQ: LULU)</strong> deliver solid earnings. Yet, LULU stock is down more than twice YETI stock in 2024.</p>
<div class="lb-trans"><p>另一方面，市场已经看到其他拥有高端品牌的公司，如 <strong>Lululemon Athletica Inc.（NASDAQ：LULU）</strong>，交出了扎实的业绩。然而，2024 年，LULU 股票的跌幅是 YETI 股票的两倍多。</p>
</div><p>Some may argue that Lululemon's stock troubles boil down to concerns over execution and innovation. But it's still worth noting that the two stocks are on much different paths.</p>
<div class="lb-trans"><p>有人可能会认为 Lululemon 的股票困境归结为对执行和创新的担忧。但仍值得注意的是，这两只股票走势大不相同。</p>
</div><h2><strong>Then There's a Practical Angle for YETI</strong></h2>
<div class="lb-trans"><h2><strong>YETI 还有一个实际角度</strong></h2>
</div><p>Anyone who's been without power for several days or had an appliance stop working knows that one of the biggest concerns is food spoilage, particularly of frozen food. YETI coolers can help keep fresh and frozen food protected for days.</p>
<div class="lb-trans"><p>任何经历过数天停电或家电停止工作的人都知道，最大的担忧之一就是食物腐坏，尤其是冷冻食品。YETI 冷藏箱可以帮助保鲜和保护冷冻食品数天。</p>
</div><p>It's not something that consumers will list as their first reason for owning a YETI product, however, at a time when food costs remain elevated, having a backup plan could make the company's products a worthwhile investment.</p>
<div class="lb-trans"><p>尽管这不是消费者列出拥有 YETI 产品的首要原因，但在食品成本仍然居高不下的时候，备用计划可能使公司的产品成为一项值得投资的投资。</p>
</div><p>That may also explain the company's significant increase in international cooler sales, which were up 35% and 12% higher than U.S. sales.</p>
<div class="lb-trans"><p>这也可以解释该公司国际冷藏箱销量显著增加的原因，同比增长 35％，比美国销量高出 12％。</p>
</div><h2><strong>Is YETI Stock Undervalued?</strong></h2>
<div class="lb-trans"><h2><strong>YETI 股票被低估了吗？</strong></h2>
</div><p>The YETI analyst forecasts on MarketBeat give YETI stock a consensus Hold rating with a price target of $46.29. That's a 10% gain from the stock's closing price on August 15, 2024. The price target also aligns with projected earnings growth of around 13%, which is the argument for a fairly valued YETI stock.</p>
<div class="lb-trans"><p>MarketBeat 上的 YETI 分析师预测给予 YETI 股票一个一致的持有评级，目标股价为 46.29 美元。这比 2024 年 8 月 15 日收盘价高出 10％。目标股价也与预计的约 13％的盈利增长相一致，这是支持 YETI 股票被合理定价的论点。</p>
</div><p>However, despite the recent stock price gains, YETI stock has a forward P/E ratio of around 17x earnings. That's below the sector average for consumer discretionary stocks, which is around 22x. Could that mean that the stock is trading at a discount?</p>
<div class="lb-trans"><p>然而，尽管最近股价上涨，YETI 股票的前瞻市盈率约为 17 倍。这低于消费者自由支出股票的行业平均水平，约为 22 倍。这是否意味着该股票正在以折扣价交易？</p>
</div><p>Lower interest rates may be the deciding factor. If there's latent demand being held back, it may start showing up in the company's reports in the back half of the year. There's a large gap to fill to YETI stock's 52-week high, but that could be a reward for patient investors.</p>
<div class="lb-trans"><p>较低的利率可能是决定性因素。如果有潜在需求被抑制，可能会在年后半段出现在公司的报告中。YETI 股票距离 52 周高点还有很大的差距，但这可能是对耐心投资者的回报。</p>
</div><p>→ Musk Says ‘Dollar Will Be Worth Nothing…’ (From Crypto 101 Media)(Ad)</p>
<div class="lb-trans"><p>→ 马斯克表示 ‘美元将一文不值…’（来自 Crypto 101 Media）（广告）</p>
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<h2>Where should you invest $1,000 right now?</h2>
<div class="lb-trans"><h2>您现在应该投资 1000 美元吗？</h2>
</div><p>Before you make your next trade, you'll want to hear this.</p>
<div class="lb-trans"><p>在您进行下一笔交易之前，您会想要听到这个消息。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街评级最高且表现最佳的研究分析师以及他们向客户推荐的股票。</p>
</div><p>Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list.</p>
<div class="lb-trans"><p>我们的团队已经确定了五家顶级分析师悄悄告诉客户现在应该购买的五家股票…而且这些股票中没有一家大公司。</p>
</div><p>They believe these five stocks are the five best companies for investors to buy now...</p>
<div class="lb-trans"><p>他们认为这五家公司是投资者现在应该购买的五家最佳公司…</p>
</div><p>See The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五家公司</p>
</div>

YETI 股票是一个特例还是强大品牌的象征？