<p>YETI Holdings Inc.（紐約證券交易所代碼：YETI）的股價在週四上漲，此前該公司發佈了第一季度的盈利超預期，並上調了全年展望，給投資者在經歷了幾個月的波動後帶來了新的信心。</p>
<p>這家户外和生活方式產品公司在過去一年中表現強勁，股價上漲超過 25%。然而，在 1 月份創下 52 周高點後，股價急劇回落。在過去三個月中，股價下跌了 15%。不過，隨着最新的財報發佈，市場情緒似乎再次發生了變化。</p>
<h2>強勁需求推動盈利超預期</h2>
<p>YETI 在第一季度各類產品和渠道中都實現了廣泛增長。調整後的每股收益為 26 美分，較去年同期的 31 美分下降了 16%，但超出了分析師預期的 9 美分。約 3.8 億美元的收入同比增長超過 8%，超出預期約 600 萬美元。</p>
<p>在公司的財報電話會議上，首席執行官 Matt Reintjes 強調了季度內需求趨勢和執行的改善。他表示：“需求更加多樣化，我們的平台正在更高效地擴展。我們的運營系統在動態且常常不可預測的環境中繼續保持紀律性執行。”</p>
<p>美國消費者在冷卻設備和飲料容器方面的銷售需求尤其強勁。冷卻設備和器材的銷售增長達到兩位數，而飲料容器則實現了中個位數的增長。全球批發銷售也表現強勁，該渠道增長了 19%。由於訂單時機和全球企業環境放緩，企業銷售則相對疲軟。</p>
<h2>YETI 上調全年展望</h2>
<p>該公司上調了年度展望，稱第一季度的強勁業績和對 2026 年剩餘時間的可見性改善。“我們進入第二季度時，全球需求趨勢顯示出強勁，延續了過去兩個季度的勢頭，” Reintjes 表示。</p>
<p>YETI 表示，現在預計 2026 財年的淨銷售增長將超過 7% 至 8%，高於之前的 6% 至 8% 的展望。該公司還將調整後的營業利潤率預期上調至 14.6%，高於 14.4%，並將調整後的稀釋每股收益（EPS）指導提高至 2.83 美元至 2.89 美元。這代表着預計的同比增長為 14% 至 17%。此前，該公司預計的調整後 EPS 為 2.77 美元至 2.83 美元，代表增長超過 12% 至 14%。</p>
<p>展望未來，國際市場仍然是該公司的一個主要長期增長機會，Reintjes 表示，儘管預計國際銷售將在 2026 年佔全年銷售的 23% 以上，但 “我們仍處於解鎖這一市場的早期階段。”</p>
<p>儘管需求趨勢依然強勁，但該公司表示仍在應對關税和能源成本帶來的逆風，這預計將在上半年對利潤率造成壓力。然而，包括定價措施和產品組合在內的策略正在幫助抵消部分影響，YETI 預計下半年利潤率將改善。</p>
<h2>YETI 股票能否恢復勢頭？</h2>
<p>在過去的 12 個月中，YETI 的股價在公司連續多個季度盈利超預期的情況下穩步上漲。股價在 2025 年 5 月時低於 30 美元，到 1 月中旬攀升至 52 周的盤中高點超過 51 美元。</p>
<p>然而，在達到這一峯值後，股價開始回落。該趨勢在公司 2 月 19 日發佈的第四季度財報後加速，股價下跌約 5%。儘管 YETI 交出了超出預期的盈利和收入，但投資者似乎對公司的展望和關税的潛在影響感到不安。</p>
<p>在第一季度財報發佈前，股價回落至 38 美元區間。然而，在最新財報發佈後，市場情緒發生了變化，股價隨後上漲約 6%。</p>
<h2>分析師總體持樂觀態度</h2>
<p>過去幾個月分析師的行動各有不同，但總體情緒仍然相當積極。YETI 目前的共識評級為適度買入，基於九個買入評級和七個持有評級。</p>
<p>12 個月的共識目標價為 48.50 美元，意味着從當前水平幾乎有 20% 的上漲空間，分析師的目標價範圍從 37 美元到 60 美元不等。</p>
<p>一些投資者可能會在股價近期回調後看到該股票的估值機會。YETI 目前的市盈率約為 20 倍，而休閒和娛樂產品行業的平均市盈率約為 36 倍。由於與其他公共公司相比，YETI 的產品組合相似的公共市場同行較少，因此直接比較可能會比較困難。</p>
<p>儘管對關税和全球能源價格的擔憂依然存在，但該公司最新的財報表明需求趨勢仍在保持，而長期機會，特別是在國際市場上，似乎也很強勁。如果 YETI 能夠在下半年繼續實現穩定增長，同時改善利潤率，一些投資者可能會認為近期的拋售過度。</p>
<h2>你現在應該投資 1000 美元在 YETI 嗎？</h2>
<p>在考慮 YETI 之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄向客户推薦，現在就買入，以便在更廣泛的市場注意到之前……而 YETI 並不在名單上。</p>
<p>雖然 YETI 目前在分析師中獲得了適度買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>在這裏查看這五隻股票</p>

YETI

<p>YETI Holdings Inc. 的股票在公司報告第一季度業績超出預期並上調全年展望後大幅上漲，主要受強勁需求趨勢和國際增長的推動。調整後的每股收益為 26 美分，超出分析師預期，而收入同比增長超過 8%。公司現在預計 2026 財年的淨銷售增長為 7% 至 8%，高於之前的 6% 至 8%。儘管面臨關税和能源成本的壓力，YETI 的前景依然樂觀，分析師維持中性買入的共識評級，12 個月的目標價為 48.50 美元，顯示出潛在的上漲空間</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.（紐約證券交易所代碼：YETI）的股價在週四上漲，此前該公司發佈了第一季度的盈利超預期，並上調了全年展望，給投資者在經歷了幾個月的波動後帶來了新的信心。</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>這家户外和生活方式產品公司在過去一年中表現強勁，股價上漲超過 25%。然而，在 1 月份創下 52 周高點後，股價急劇回落。在過去三個月中，股價下跌了 15%。不過，隨着最新的財報發佈，市場情緒似乎再次發生了變化。</p>
</div><h2>Strong Demand Drives Earnings Beat</h2>
<div class="lb-trans"><h2>強勁需求推動盈利超預期</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 在第一季度各類產品和渠道中都實現了廣泛增長。調整後的每股收益為 26 美分，較去年同期的 31 美分下降了 16%，但超出了分析師預期的 9 美分。約 3.8 億美元的收入同比增長超過 8%，超出預期約 600 萬美元。</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>在公司的財報電話會議上，首席執行官 Matt Reintjes 強調了季度內需求趨勢和執行的改善。他表示：“需求更加多樣化，我們的平台正在更高效地擴展。我們的運營系統在動態且常常不可預測的環境中繼續保持紀律性執行。”</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>美國消費者在冷卻設備和飲料容器方面的銷售需求尤其強勁。冷卻設備和器材的銷售增長達到兩位數，而飲料容器則實現了中個位數的增長。全球批發銷售也表現強勁，該渠道增長了 19%。由於訂單時機和全球企業環境放緩，企業銷售則相對疲軟。</p>
</div><h2>YETI Raises Full-Year Outlook</h2>
<div class="lb-trans"><h2>YETI 上調全年展望</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>該公司上調了年度展望，稱第一季度的強勁業績和對 2026 年剩餘時間的可見性改善。“我們進入第二季度時，全球需求趨勢顯示出強勁，延續了過去兩個季度的勢頭，” 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，現在預計 2026 財年的淨銷售增長將超過 7% 至 8%，高於之前的 6% 至 8% 的展望。該公司還將調整後的營業利潤率預期上調至 14.6%，高於 14.4%，並將調整後的稀釋每股收益（EPS）指導提高至 2.83 美元至 2.89 美元。這代表着預計的同比增長為 14% 至 17%。此前，該公司預計的調整後 EPS 為 2.77 美元至 2.83 美元，代表增長超過 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>展望未來，國際市場仍然是該公司的一個主要長期增長機會，Reintjes 表示，儘管預計國際銷售將在 2026 年佔全年銷售的 23% 以上，但 “我們仍處於解鎖這一市場的早期階段。”</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>儘管需求趨勢依然強勁，但該公司表示仍在應對關税和能源成本帶來的逆風，這預計將在上半年對利潤率造成壓力。然而，包括定價措施和產品組合在內的策略正在幫助抵消部分影響，YETI 預計下半年利潤率將改善。</p>
</div><h2>Can YETI Stock Regain Momentum?</h2>
<div class="lb-trans"><h2>YETI 股票能否恢復勢頭？</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>在過去的 12 個月中，YETI 的股價在公司連續多個季度盈利超預期的情況下穩步上漲。股價在 2025 年 5 月時低於 30 美元，到 1 月中旬攀升至 52 周的盤中高點超過 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，在達到這一峯值後，股價開始回落。該趨勢在公司 2 月 19 日發佈的第四季度財報後加速，股價下跌約 5%。儘管 YETI 交出了超出預期的盈利和收入，但投資者似乎對公司的展望和關税的潛在影響感到不安。</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>在第一季度財報發佈前，股價回落至 38 美元區間。然而，在最新財報發佈後，市場情緒發生了變化，股價隨後上漲約 6%。</p>
</div><h2>Analysts Remain Largely Bullish</h2>
<div class="lb-trans"><h2>分析師總體持樂觀態度</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>過去幾個月分析師的行動各有不同，但總體情緒仍然相當積極。YETI 目前的共識評級為適度買入，基於九個買入評級和七個持有評級。</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 個月的共識目標價為 48.50 美元，意味着從當前水平幾乎有 20% 的上漲空間，分析師的目標價範圍從 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>一些投資者可能會在股價近期回調後看到該股票的估值機會。YETI 目前的市盈率約為 20 倍，而休閒和娛樂產品行業的平均市盈率約為 36 倍。由於與其他公共公司相比，YETI 的產品組合相似的公共市場同行較少，因此直接比較可能會比較困難。</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>儘管對關税和全球能源價格的擔憂依然存在，但該公司最新的財報表明需求趨勢仍在保持，而長期機會，特別是在國際市場上，似乎也很強勁。如果 YETI 能夠在下半年繼續實現穩定增長，同時改善利潤率，一些投資者可能會認為近期的拋售過度。</p>
</div><h2>Should You Invest $1,000 in YETI Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在 YETI 嗎？</h2>
</div><p>Before you consider YETI, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮 YETI 之前，你需要聽聽這個。</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 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄向客户推薦，現在就買入，以便在更廣泛的市場注意到之前……而 YETI 並不在名單上。</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>雖然 YETI 目前在分析師中獲得了適度買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在這裏查看這五隻股票</p>
</div>

YETI 在盈利超預期以及上調未來展望後股價上漲