Every material Form 8-K Yeti filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
YETI reported fiscal second quarter 2026 net sales up 9% to $483.9 million, and GAAP diluted EPS up 54% to $0.94. The company raised its 2026 adjusted EPS outlook to $2.94 to $3.00 from $2.83 to $2.89, while adjusted operating income fell 7% in the quarter. Results include a $45.6 million IEEPA tariff refund benefit, and the company repurchased $130.0 million of shares.
Net sales rose 9% to $483.9 million; GAAP diluted EPS rose 54% to $0.94, including an approximately $0.40 net tariff benefit.
Adjusted EPS rose 2% to $0.67; adjusted operating income fell 7% to $68.2 million.
2026 adjusted EPS outlook raised to $2.94 to $3.00; 2026 sales growth outlook maintained at 7% to 8%.
Repurchased 2.8 million shares for $130.0 million; about $370.0 million remained under the $500 million authorization as of July 4, 2026.
YETI reported first quarter 2026 sales up 8% to $380.4 million, while diluted EPS fell 35% to $0.13 from $0.20 and adjusted EPS fell 16% to $0.26, including a $0.09 unfavorable net impact from incremental tariffs. The company raised its 2026 adjusted EPS outlook to $2.83 to $2.89 and increased its share repurchase authorization to $500 million, which matters to shareholders because the earnings forecast rose and buyback capacity expanded even though profit declined in the quarter.
Q1 2026 net sales rose 8% to $380.4 million; wholesale sales rose 19% to $183.6 million, while direct-to-consumer sales were flat at $196.8 million
Diluted EPS fell 35% to $0.13 from $0.20; net income fell 41% to $9.9 million; operating income margin was 3.3%
2026 adjusted EPS outlook raised to $2.83 to $2.89, up from $2.77 to $2.83; sales growth outlook low end raised to 7% to 8%
Board increased share repurchase authorization to $500 million available as of May 14, 2026; outlook includes $100 million in expected 2026 repurchases
YETI reported fourth quarter and full year 2025 results on February 19, 2026, with sales up 7% in the quarter and 2% for the year. Adjusted earnings per share fell in both periods, with tariff costs cited as a $0.15 hit in the quarter and $0.35 for the year. The company expects 2026 adjusted sales to grow 6% to 8% and adjusted EPS of $2.77 to $2.83, which would be a 12% to 14% increase.
Q4 2025 net sales rose 7% to $583.7 million; international sales rose 25% to $135.9 million.
Q4 adjusted EPS fell 8% to $0.92 from $1.00, while GAAP EPS rose 17% to $0.74 from $0.63.
Full year 2025 adjusted EPS fell 9% to $2.48 from $2.73; full year sales rose 2% to $1,868.5 million.
For 2026, YETI expects adjusted sales growth of 6% to 8%, adjusted EPS of $2.77 to $2.83, and free cash flow of $200 million to $225 million.
YETI Holdings announced that Scott Bomar, previously Senior Vice President of Finance at The Home Depot, will become Senior Vice President, Chief Financial Officer and Treasurer effective February 23, 2026, and will also serve as principal accounting officer. Current CFO Michael McMullen's role ends on the same date; he will serve as a consultant until May 31, 2026, and the filing discloses no financial results.
Scott Bomar's annual base salary is $725,000, with a 2026 short-term incentive target of 100% of base and a long-term incentive target of 250% of base.
Bomar receives a $500,000 sign-on bonus, sign-on RSUs valued at $2,500,000 (time-based) and $1,000,000 (performance-based), and a $100,000 relocation bonus.
Michael McMullen, who was informed on February 13, 2026 that his role would end, will receive Senior Leadership Severance Benefits Plan benefits and consulting fees of $10,000 per month, $30,000 in total, through May 31, 2026.
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.
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