<p>YETI Holdings Inc.（纽约证券交易所代码：YETI）的股价在周四上涨，此前该公司发布了第一季度的盈利超预期，并上调了全年展望，给投资者在经历了几个月的波动后带来了新的信心。</p>
<p>这家户外和生活方式产品公司在过去一年中表现强劲，股价上涨超过 25%。然而，在 1 月份创下 52 周高点后，股价急剧回落。在过去三个月中，股价下跌了 15%。不过，随着最新的财报发布，市场情绪似乎再次发生了变化。</p>
<h2>强劲需求推动盈利超预期</h2>
<p>YETI 在第一季度各类产品和渠道中都实现了广泛增长。调整后的每股收益为 26 美分，较去年同期的 31 美分下降了 16%，但超出了分析师预期的 9 美分。约 3.8 亿美元的收入同比增长超过 8%，超出预期约 600 万美元。</p>
<p>在公司的财报电话会议上，首席执行官 Matt Reintjes 强调了季度内需求趋势和执行的改善。他表示：“需求更加多样化，我们的平台正在更高效地扩展。我们的运营系统在动态且常常不可预测的环境中继续保持纪律性执行。”</p>
<p>美国消费者在冷却设备和饮料容器方面的销售需求尤其强劲。冷却设备和器材的销售增长达到两位数，而饮料容器则实现了中个位数的增长。全球批发销售也表现强劲，该渠道增长了 19%。由于订单时机和全球企业环境放缓，企业销售则相对疲软。</p>
<h2>YETI 上调全年展望</h2>
<p>该公司上调了年度展望，称第一季度的强劲业绩和对 2026 年剩余时间的可见性改善。“我们进入第二季度时，全球需求趋势显示出强劲，延续了过去两个季度的势头，” Reintjes 表示。</p>
<p>YETI 表示，现在预计 2026 财年的净销售增长将超过 7% 至 8%，高于之前的 6% 至 8% 的展望。该公司还将调整后的营业利润率预期上调至 14.6%，高于 14.4%，并将调整后的稀释每股收益（EPS）指导提高至 2.83 美元至 2.89 美元。这代表着预计的同比增长为 14% 至 17%。此前，该公司预计的调整后 EPS 为 2.77 美元至 2.83 美元，代表增长超过 12% 至 14%。</p>
<p>展望未来，国际市场仍然是该公司的一个主要长期增长机会，Reintjes 表示，尽管预计国际销售将在 2026 年占全年销售的 23% 以上，但 “我们仍处于解锁这一市场的早期阶段。”</p>
<p>尽管需求趋势依然强劲，但该公司表示仍在应对关税和能源成本带来的逆风，这预计将在上半年对利润率造成压力。然而，包括定价措施和产品组合在内的策略正在帮助抵消部分影响，YETI 预计下半年利润率将改善。</p>
<h2>YETI 股票能否恢复势头？</h2>
<p>在过去的 12 个月中，YETI 的股价在公司连续多个季度盈利超预期的情况下稳步上涨。股价在 2025 年 5 月时低于 30 美元，到 1 月中旬攀升至 52 周的盘中高点超过 51 美元。</p>
<p>然而，在达到这一峰值后，股价开始回落。该趋势在公司 2 月 19 日发布的第四季度财报后加速，股价下跌约 5%。尽管 YETI 交出了超出预期的盈利和收入，但投资者似乎对公司的展望和关税的潜在影响感到不安。</p>
<p>在第一季度财报发布前，股价回落至 38 美元区间。然而，在最新财报发布后，市场情绪发生了变化，股价随后上涨约 6%。</p>
<h2>分析师总体持乐观态度</h2>
<p>过去几个月分析师的行动各有不同，但总体情绪仍然相当积极。YETI 目前的共识评级为适度买入，基于九个买入评级和七个持有评级。</p>
<p>12 个月的共识目标价为 48.50 美元，意味着从当前水平几乎有 20% 的上涨空间，分析师的目标价范围从 37 美元到 60 美元不等。</p>
<p>一些投资者可能会在股价近期回调后看到该股票的估值机会。YETI 目前的市盈率约为 20 倍，而休闲和娱乐产品行业的平均市盈率约为 36 倍。由于与其他公共公司相比，YETI 的产品组合相似的公共市场同行较少，因此直接比较可能会比较困难。</p>
<p>尽管对关税和全球能源价格的担忧依然存在，但该公司最新的财报表明需求趋势仍在保持，而长期机会，特别是在国际市场上，似乎也很强劲。如果 YETI 能够在下半年继续实现稳定增长，同时改善利润率，一些投资者可能会认为近期的抛售过度。</p>
<h2>你现在应该投资 1000 美元在 YETI 吗？</h2>
<p>在考虑 YETI 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而 YETI 并不在名单上。</p>
<p>虽然 YETI 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

YETI

<p>YETI Holdings Inc. 的股票在公司报告第一季度业绩超出预期并上调全年展望后大幅上涨，主要受强劲需求趋势和国际增长的推动。调整后的每股收益为 26 美分，超出分析师预期，而收入同比增长超过 8%。公司现在预计 2026 财年的净销售增长为 7% 至 8%，高于之前的 6% 至 8%。尽管面临关税和能源成本的压力，YETI 的前景依然乐观，分析师维持中性买入的共识评级，12 个月的目标价为 48.50 美元，显示出潜在的上涨空间</p>

<p>Shares of YETI Holdings Inc. NYSE: YETI jumped Thursday after the company delivered a first-quarter earnings beat and raised its full-year outlook, giving investors renewed confidence after a rocky few months for the stock.</p>
<div class="lb-trans"><p>YETI Holdings Inc.（纽约证券交易所代码：YETI）的股价在周四上涨，此前该公司发布了第一季度的盈利超预期，并上调了全年展望，给投资者在经历了几个月的波动后带来了新的信心。</p>
</div><p>The outdoor and lifestyle products company has had a strong run over the last year, with shares climbing over 25%. However, after hitting a 52-week high in January, the stock pulled back sharply. Over the last three months, shares are down 15%. Following the latest earnings report, though, sentiment appears to be shifting again.</p>
<div class="lb-trans"><p>这家户外和生活方式产品公司在过去一年中表现强劲，股价上涨超过 25%。然而，在 1 月份创下 52 周高点后，股价急剧回落。在过去三个月中，股价下跌了 15%。不过，随着最新的财报发布，市场情绪似乎再次发生了变化。</p>
</div><h2>Strong Demand Drives Earnings Beat</h2>
<div class="lb-trans"><h2>强劲需求推动盈利超预期</h2>
</div><p>YETI saw broad-based growth across categories and channels during the first quarter. Adjusted earnings per share of 26 cents declined 16% from 31 cents per share in the year-ago quarter but topped analyst expectations by 9 cents. Revenue of roughly $380 million rose more than 8% year over year and beat expectations by around $6 million.</p>
<div class="lb-trans"><p>YETI 在第一季度各类产品和渠道中都实现了广泛增长。调整后的每股收益为 26 美分，较去年同期的 31 美分下降了 16%，但超出了分析师预期的 9 美分。约 3.8 亿美元的收入同比增长超过 8%，超出预期约 600 万美元。</p>
</div><p>During the company's earnings call, Chief Executive Officer Matt Reintjes highlighted improving demand trends and execution during the quarter. &#34;Demand is more diversified, our platforms are scaling more efficiently. Our operating system continues to execute with discipline in a dynamic and often unpredictable environment,&#34; he said.</p>
<div class="lb-trans"><p>在公司的财报电话会议上，首席执行官 Matt Reintjes 强调了季度内需求趋势和执行的改善。他表示：“需求更加多样化，我们的平台正在更高效地扩展。我们的运营系统在动态且常常不可预测的环境中继续保持纪律性执行。”</p>
</div><p>Demand was particularly strong in U.S. consumer sell-through across both Coolers &amp; Equipment and Drinkware. Coolers &amp; Equipment posted double-digit sales growth, while Drinkware delivered mid-single-digit growth. Global wholesale sales were also strong, with the channel growing 19%. Corporate sales were softer due to order timing and a slower global corporate environment.</p>
<div class="lb-trans"><p>美国消费者在冷却设备和饮料容器方面的销售需求尤其强劲。冷却设备和器材的销售增长达到两位数，而饮料容器则实现了中个位数的增长。全球批发销售也表现强劲，该渠道增长了 19%。由于订单时机和全球企业环境放缓，企业销售则相对疲软。</p>
</div><h2>YETI Raises Full-Year Outlook</h2>
<div class="lb-trans"><h2>YETI 上调全年展望</h2>
</div><p>The company boosted its outlook for the year, citing strong first-quarter results and improving visibility into the remainder of 2026. &#34;We've entered the second quarter with global demand trends showing strength, continuing momentum from the last two quarters,&#34; Reintjes said.</p>
<div class="lb-trans"><p>该公司上调了年度展望，称第一季度的强劲业绩和对 2026 年剩余时间的可见性改善。“我们进入第二季度时，全球需求趋势显示出强劲，延续了过去两个季度的势头，” Reintjes 表示。</p>
</div><p>YETI said it now expects fiscal 2026 net sales growth forecast of more than 7% to 8% year over year, up from its previous outlook of more than 6% to 8%. The company also increased its adjusted operating margin forecast to 14.6%, up from 14.4%, and raised its adjusted diluted earnings per share (EPS) guidance to $2.83 to $2.89. That represents projected year-over-year growth of 14% to 17%. Previously, the company had forecast adjusted EPS of $2.77 to $2.83, representing growth of more than 12% to 14%.</p>
<div class="lb-trans"><p>YETI 表示，现在预计 2026 财年的净销售增长将超过 7% 至 8%，高于之前的 6% 至 8% 的展望。该公司还将调整后的营业利润率预期上调至 14.6%，高于 14.4%，并将调整后的稀释每股收益（EPS）指导提高至 2.83 美元至 2.89 美元。这代表着预计的同比增长为 14% 至 17%。此前，该公司预计的调整后 EPS 为 2.77 美元至 2.83 美元，代表增长超过 12% 至 14%。</p>
</div><p>Looking ahead, international markets remain a major long-term growth opportunity for the company, Reintjes said, adding that even though international sales are expected to account for more than 23% of full-year sales in 2026, &#34;we are still early in unlocking it.&#34;</p>
<div class="lb-trans"><p>展望未来，国际市场仍然是该公司的一个主要长期增长机会，Reintjes 表示，尽管预计国际销售将在 2026 年占全年销售的 23% 以上，但 “我们仍处于解锁这一市场的早期阶段。”</p>
</div><p>While demand trends remain strong, the company said it continues to navigate headwinds from tariffs and energy costs, which are expected to pressure margins during the first half of the year. However, strategies including pricing actions and product mix are helping offset some of the impact, and YETI expects margins to improve in the second half.</p>
<div class="lb-trans"><p>尽管需求趋势依然强劲，但该公司表示仍在应对关税和能源成本带来的逆风，这预计将在上半年对利润率造成压力。然而，包括定价措施和产品组合在内的策略正在帮助抵消部分影响，YETI 预计下半年利润率将改善。</p>
</div><h2>Can YETI Stock Regain Momentum?</h2>
<div class="lb-trans"><h2>YETI 股票能否恢复势头？</h2>
</div><p>Shares of YETI had trended steadily higher through much of the last 12 months as the company delivered multiple quarters of earnings beats. Shares, which were trading below $30 in May 2025, climbed to a 52-week intraday high above $51 by mid-January.</p>
<div class="lb-trans"><p>在过去的 12 个月中，YETI 的股价在公司连续多个季度盈利超预期的情况下稳步上涨。股价在 2025 年 5 月时低于 30 美元，到 1 月中旬攀升至 52 周的盘中高点超过 51 美元。</p>
</div><p>After reaching that peak, however, the stock began to pull back. The trend accelerated following the company's fourth-quarter earnings report on Feb. 19, which sent shares down roughly 5%. Although YETI delivered better-than-expected earnings and revenue, investors seemed spooked by the company's outlook and the potential impact of tariffs.</p>
<div class="lb-trans"><p>然而，在达到这一峰值后，股价开始回落。该趋势在公司 2 月 19 日发布的第四季度财报后加速，股价下跌约 5%。尽管 YETI 交出了超出预期的盈利和收入，但投资者似乎对公司的展望和关税的潜在影响感到不安。</p>
</div><p>Ahead of the Q1 earnings report, shares had fallen back into the $38 range. However, sentiment shifted following the latest earnings release, as shares surged about 6% afterwards.</p>
<div class="lb-trans"><p>在第一季度财报发布前，股价回落至 38 美元区间。然而，在最新财报发布后，市场情绪发生了变化，股价随后上涨约 6%。</p>
</div><h2>Analysts Remain Largely Bullish</h2>
<div class="lb-trans"><h2>分析师总体持乐观态度</h2>
</div><p>Analyst actions over the last few months have been mixed, though overall sentiment remains fairly positive. YETI currently carries a Moderate Buy consensus rating based on nine Buy ratings and seven Hold ratings.</p>
<div class="lb-trans"><p>过去几个月分析师的行动各有不同，但总体情绪仍然相当积极。YETI 目前的共识评级为适度买入，基于九个买入评级和七个持有评级。</p>
</div><p>The 12-month consensus price target is $48.50, implying almost 20% upside from current levels, with analyst price targets ranging from $37 to $60.</p>
<div class="lb-trans"><p>12 个月的共识目标价为 48.50 美元，意味着从当前水平几乎有 20% 的上涨空间，分析师的目标价范围从 37 美元到 60 美元不等。</p>
</div><p>Some investors may also see an opportunity in the stock's valuation following the recent pullback. YETI is currently trading at a price-to-earnings (P/E) ratio of around 20X, while the leisure and recreational products industry trades at an average P/E of around 36X. YETI can be tough to compare directly with other public companies, as there are few public-market peers with a similar product mix.</p>
<div class="lb-trans"><p>一些投资者可能会在股价近期回调后看到该股票的估值机会。YETI 目前的市盈率约为 20 倍，而休闲和娱乐产品行业的平均市盈率约为 36 倍。由于与其他公共公司相比，YETI 的产品组合相似的公共市场同行较少，因此直接比较可能会比较困难。</p>
</div><p>While concerns around tariffs and global energy prices remain, the company's latest earnings report suggested demand trends are still holding up, while long-term opportunities, particularly internationally, appear strong. If YETI can continue delivering steady growth while improving margins in the second half of the year, some investors may see the recent sell-off as overdone.</p>
<div class="lb-trans"><p>尽管对关税和全球能源价格的担忧依然存在，但该公司最新的财报表明需求趋势仍在保持，而长期机会，特别是在国际市场上，似乎也很强劲。如果 YETI 能够在下半年继续实现稳定增长，同时改善利润率，一些投资者可能会认为近期的抛售过度。</p>
</div><h2>Should You Invest $1,000 in YETI Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 YETI 吗？</h2>
</div><p>Before you consider YETI, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 YETI 之前，你需要听听这个。</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. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and YETI wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而 YETI 并不在名单上。</p>
</div><p>While YETI currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 YETI 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

YETI 在盈利超预期以及上调未来展望后股价上涨