YETI sales fall 4% in Q2 but company raises 2025 adjusted EPS outlook
YETI reported second-quarter 2025 net sales of $445.9 million, down 4% from a year earlier, while GAAP diluted EPS rose 3% to $0.61 and adjusted EPS fell 6% to $0.66. The company raised its 2025 adjusted EPS outlook to $2.34 to $2.48 from $1.96 to $2.02, but modestly lowered its adjusted sales outlook and expects about $200 million in 2025 share repurchases. The mix matters to shareholders because sales and adjusted profit declined in the quarter while full-year profit guidance improved.
Key points
- Q2 net sales fell 4% to $445.9 million; U.S. sales fell 5% to $367.8 million and international sales rose 2% to $78.1 million.
- Q2 adjusted operating income fell 9% to $73.2 million; the company cited higher technology expenses and tariff costs.
- 2025 adjusted EPS outlook raised to $2.34 to $2.48 from $1.96 to $2.02; adjusted sales outlook now flat to up 2%, from 1% to 4%.
- Repurchased $23.0 million of stock in Q2 and expects about $200 million in 2025 repurchases; acquired shaker bottle assets for $38 million in August 2025.
The filing
Written by AI on Nov 8, 2026, 1:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 07, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.