Entering text into the input field will update the search result below

YETI: Exciting Growth Opportunities With Some Short-Term Risk

Apr. 07, 2021 12:09 AM ETYETI Holdings, Inc. (YETI)4 Comments


  • Direct to consumer sales channel growth signals brand strength.
  • A slight regression in net income margin towards pre-stay-at-home levels would result in negative net income growth for FY 2021.
  • Drinkware saturation fears are overblown as YETI continues to benefit from secular consumer trends.
  • The recent hire of Head of International signals management focus on the massive international growth opportunity.
  • Entry into the bags and luggage market is a significant growth opportunity and a chance to prove that YETI is more than a two-trick - drinkware and coolers - consumer product company.

Man And A Woman Are Fishing At The Mountains
Photo by ArtistGNDphotography/E+ via Getty Images

YETI Holdings (NYSE:YETI) is a designer, retailer, and distributor of high-end outdoor recreation products with a cult-like following. Despite trading close to all-time highs, YETI is not overvalued for what it is: a

This article was written by

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

Comments (4)

Thanks for the article. How would you determine this - "Investors should consider holding off purchasing YETI until it is evident that net profit margins are unlikely to regress towards pre-stay-at-home levels with the reopening."
@Karan1 Do you have a crystal ball? For me, the future opportunity for Yeti is in affinity marketing. They already have a deal with MLB and a few other groups. I would expect them to expand on that effort. Yeti’s products are of an extremely high quality. The prices are high as well. People need reasons to pay up. I think Yeti is headed in the right direction. The brand already equates to quality.
@rutleyh I wish I did! But my question was meant for the author to expand on that line since it seemed open ended :) I don't disagree with the points you've made, certainly headed in the right direction
@Karan1 Yeti has somehow turned drink-ware and coolers into a luxury brand with the hint of a moat. I do think affinity marketing would help to seal that. We know it isn’t a “value stock” by traditional measurements but I think there is a real opportunity to massively increase sales. With Yeti’s pricing, that should turn into a nice profit margin.
Disagree with this article? Submit your own. To report a factual error in this article, . Your feedback matters to us!

About YETI

SymbolLast Price% Chg
Market Cap
Yield (TTM)
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on YETI

Related Stocks

SymbolLast Price% Chg
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.