Description

YETI Holdings: Wholesale Doors, Local E-Commerce, and Amazon Expansion Power the Global Ramp!

YETI Holdings delivered a strong finish to fiscal 2025, posting fourth-quarter net sales growth of 5% to $583.7 million, with Drinkware up 6% to $380 million and Coolers and Equipment up 2% to $192 million. The quarter showed improving balance across categories, channels, and geographies, with international sales rising 25% to $136 million and representing 23% of quarterly revenue. Management attributed the improved trend to a broadened product portfolio, faster product development cycles enabled by a more global innovation footprint, and an omnichannel model that captures shoppers across owned e-commerce, wholesale partners, Amazon Marketplace, corporate sales, and stores. In the United States, Drinkware was flat in the quarter, reinforcing that the growth mix is increasingly dependent on international momentum and category expansion rather than a broad domestic category rebound. Profitability reflected a clear trade-off between brand investment and external cost pressure. Gross margin was 58.