<p>財報季總是會帶來一些驚喜。一個令人驚喜的公司是 <strong>YETI 控股有限公司（NYSE：YETI）</strong>。這家生產標誌性冷藏箱並專注於熱愛户外活動的人羣的公司，以每股收益（EPS）為 70 美分，營收為 4.635 億美元超出預期。</p>
<p>這兩個數字均超出分析師的預期，但同比增長尤為令人印象深刻。營收同比增長 13％，EPS 同比增長 37％。該公司還提高了未來的業績指引。當前季度的銷售預計將在 8％至 10％的範圍內，而之前的指引為 7％至 9％。調整後的淨收入預計將在每股 2.61 美元至 2.65 美元的範圍內，高於之前的 2.49 美元至 2.62 美元的指引。</p>
<p>獲取 <strong>最新市場新聞</strong> 警報：</p>
<p>在股市承受相當大壓力、對消費者消費能力耗盡的擔憂日益加劇的一週裏，這份報告難以忽視。</p>
<p>投資者當然沒有忽視。YETI 股價在報告發布後上漲約 17％，達到每股 43.50 美元左右。這幾乎使股價突破了 6 月份建立的阻力水平。然而，該股票今年迄今仍下跌了 19％，這可能是一個買入機會。但首先，有意參與的投資者需要考慮一些事項。</p>
<h2><strong>YETI 的正面財報可能意味着很多事情</strong></h2>
<p>使 YETI 的財報結果更令人驚訝的是，該公司的產品屬於非必需類別。此外，YETI 是一個高端品牌。</p>
<p>一方面，這表明該公司吸引有能力投資高端產品的消費者。這支持了已經形成的兩極分化經濟論點。也就是説，有能力消費的人繼續這樣做。</p>
<p>如果是這樣，消費者在過去幾個月有理由購買 YETI 產品。該公司推出了一整套針對返校市場的產品線。本季度還涵蓋了露營季和父親節的開始。</p>
<p>為了擴大目標受眾，YETI 最近宣佈與美國職業橄欖球聯盟達成許可協議，並與達拉斯牛仔隊建立了團隊合作伙伴關係。這恰逢全國各地的尾門派對季。這只是眾多企業合作伙伴之一，他們將公司的產品用作獎勵和禮物。</p>
<p>另一方面，市場已經看到其他擁有高端品牌的公司，如 <strong>Lululemon Athletica Inc.（NASDAQ：LULU）</strong>，交出了紮實的業績。然而，2024 年，LULU 股票的跌幅是 YETI 股票的兩倍多。</p>
<p>有人可能會認為 Lululemon 的股票困境歸結為對執行和創新的擔憂。但仍值得注意的是，這兩隻股票走勢大不相同。</p>
<h2><strong>YETI 還有一個實際角度</strong></h2>
<p>任何經歷過數天停電或家電停止工作的人都知道，最大的擔憂之一就是食物腐壞，尤其是冷凍食品。YETI 冷藏箱可以幫助保鮮和保護冷凍食品數天。</p>
<p>儘管這不是消費者列出擁有 YETI 產品的首要原因，但在食品成本仍然居高不下的時候，備用計劃可能使公司的產品成為一項值得投資的投資。</p>
<p>這也可以解釋該公司國際冷藏箱銷量顯著增加的原因，同比增長 35％，比美國銷量高出 12％。</p>
<h2><strong>YETI 股票被低估了嗎？</strong></h2>
<p>MarketBeat 上的 YETI 分析師預測給予 YETI 股票一個一致的持有評級，目標股價為 46.29 美元。這比 2024 年 8 月 15 日收盤價高出 10％。目標股價也與預計的約 13％的盈利增長相一致，這是支持 YETI 股票被合理定價的論點。</p>
<p>然而，儘管最近股價上漲，YETI 股票的前瞻市盈率約為 17 倍。這低於消費者自由支出股票的行業平均水平，約為 22 倍。這是否意味着該股票正在以折扣價交易？</p>
<p>較低的利率可能是決定性因素。如果有潛在需求被抑制，可能會在年後半段出現在公司的報告中。YETI 股票距離 52 周高點還有很大的差距，但這可能是對耐心投資者的回報。</p>
<p>→ 馬斯克表示 ‘美元將一文不值…’（來自 Crypto 101 Media）（廣告）</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>您現在應該投資 1000 美元嗎？</h2>
<p>在您進行下一筆交易之前，您會想要聽到這個消息。</p>
<p>MarketBeat 每天跟蹤華爾街評級最高且表現最佳的研究分析師以及他們向客户推薦的股票。</p>
<p>我們的團隊已經確定了五家頂級分析師悄悄告訴客户現在應該購買的五家股票…而且這些股票中沒有一家大公司。</p>
<p>他們認為這五家公司是投資者現在應該購買的五家最佳公司…</p>
<p>查看這五家公司</p>

YETI

<p>YETI 控股公司（NYSE：YETI）發佈了一份正面的財報，股價上漲約 17％，每股收益為 70 美分，營收達到 4.325 億美元，超出分析師預期，營收同比增長 13％，每股收益增長 37％。儘管股價出現上漲，但全年股價仍下跌 19％，提供了潛在的買入機會。公司提高了未來業績指引，產品推出與返校季和野營季重合。分析師們維持對該股的持有評級，目標股價為 45.29 美元，表明與行業平均水平相比，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>財報季總是會帶來一些驚喜。一個令人驚喜的公司是 <strong>YETI 控股有限公司（NYSE：YETI）</strong>。這家生產標誌性冷藏箱並專注於熱愛户外活動的人羣的公司，以每股收益（EPS）為 70 美分，營收為 4.635 億美元超出預期。</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>這兩個數字均超出分析師的預期，但同比增長尤為令人印象深刻。營收同比增長 13％，EPS 同比增長 37％。該公司還提高了未來的業績指引。當前季度的銷售預計將在 8％至 10％的範圍內，而之前的指引為 7％至 9％。調整後的淨收入預計將在每股 2.61 美元至 2.65 美元的範圍內，高於之前的 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>獲取 <strong>最新市場新聞</strong> 警報：</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>在股市承受相當大壓力、對消費者消費能力耗盡的擔憂日益加劇的一週裏，這份報告難以忽視。</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>投資者當然沒有忽視。YETI 股價在報告發布後上漲約 17％，達到每股 43.50 美元左右。這幾乎使股價突破了 6 月份建立的阻力水平。然而，該股票今年迄今仍下跌了 19％，這可能是一個買入機會。但首先，有意參與的投資者需要考慮一些事項。</p>
</div><h2><strong>YETI's Positive Earnings Report Could Mean Many Things</strong></h2>
<div class="lb-trans"><h2><strong>YETI 的正面財報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 的財報結果更令人驚訝的是，該公司的產品屬於非必需類別。此外，YETI 是一個高端品牌。</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，這表明該公司吸引有能力投資高端產品的消費者。這支持了已經形成的兩極分化經濟論點。也就是説，有能力消費的人繼續這樣做。</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>如果是這樣，消費者在過去幾個月有理由購買 YETI 產品。該公司推出了一整套針對返校市場的產品線。本季度還涵蓋了露營季和父親節的開始。</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>為了擴大目標受眾，YETI 最近宣佈與美國職業橄欖球聯盟達成許可協議，並與達拉斯牛仔隊建立了團隊合作伙伴關係。這恰逢全國各地的尾門派對季。這只是眾多企業合作伙伴之一，他們將公司的產品用作獎勵和禮物。</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，市場已經看到其他擁有高端品牌的公司，如 <strong>Lululemon Athletica Inc.（NASDAQ：LULU）</strong>，交出了紮實的業績。然而，2024 年，LULU 股票的跌幅是 YETI 股票的兩倍多。</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>有人可能會認為 Lululemon 的股票困境歸結為對執行和創新的擔憂。但仍值得注意的是，這兩隻股票走勢大不相同。</p>
</div><h2><strong>Then There's a Practical Angle for YETI</strong></h2>
<div class="lb-trans"><h2><strong>YETI 還有一個實際角度</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>任何經歷過數天停電或家電停止工作的人都知道，最大的擔憂之一就是食物腐壞，尤其是冷凍食品。YETI 冷藏箱可以幫助保鮮和保護冷凍食品數天。</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>儘管這不是消費者列出擁有 YETI 產品的首要原因，但在食品成本仍然居高不下的時候，備用計劃可能使公司的產品成為一項值得投資的投資。</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>這也可以解釋該公司國際冷藏箱銷量顯著增加的原因，同比增長 35％，比美國銷量高出 12％。</p>
</div><h2><strong>Is YETI Stock Undervalued?</strong></h2>
<div class="lb-trans"><h2><strong>YETI 股票被低估了嗎？</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 分析師預測給予 YETI 股票一個一致的持有評級，目標股價為 46.29 美元。這比 2024 年 8 月 15 日收盤價高出 10％。目標股價也與預計的約 13％的盈利增長相一致，這是支持 YETI 股票被合理定價的論點。</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，儘管最近股價上漲，YETI 股票的前瞻市盈率約為 17 倍。這低於消費者自由支出股票的行業平均水平，約為 22 倍。這是否意味着該股票正在以折扣價交易？</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>較低的利率可能是決定性因素。如果有潛在需求被抑制，可能會在年後半段出現在公司的報告中。YETI 股票距離 52 周高點還有很大的差距，但這可能是對耐心投資者的回報。</p>
</div><p>→ Musk Says ‘Dollar Will Be Worth Nothing…’ (From Crypto 101 Media)(Ad)</p>
<div class="lb-trans"><p>→ 馬斯克表示 ‘美元將一文不值…’（來自 Crypto 101 Media）（廣告）</p>
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<h2>Where should you invest $1,000 right now?</h2>
<div class="lb-trans"><h2>您現在應該投資 1000 美元嗎？</h2>
</div><p>Before you make your next trade, you'll want to hear this.</p>
<div class="lb-trans"><p>在您進行下一筆交易之前，您會想要聽到這個消息。</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 每天跟蹤華爾街評級最高且表現最佳的研究分析師以及他們向客户推薦的股票。</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>我們的團隊已經確定了五家頂級分析師悄悄告訴客户現在應該購買的五家股票…而且這些股票中沒有一家大公司。</p>
</div><p>They believe these five stocks are the five best companies for investors to buy now...</p>
<div class="lb-trans"><p>他們認為這五家公司是投資者現在應該購買的五家最佳公司…</p>
</div><p>See The Five Stocks Here</p>
<div class="lb-trans"><p>查看這五家公司</p>
</div>

YETI 股票是一個特例還是強大品牌的象徵？