The S&P 500 continues to shake off recent concerns and charge higher, now sitting at nearly a 20% gain for the year. Against this backdrop, I continue to recommend rotating more of your portfolio toward lesser-known value stocks that have fallen this year and, in With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. ...

文章核心观点 - 公司的创新和新的合作伙伴关系为C&E(冷却和设备)分部带来了强劲的增长 [4] - 但宏观经济环境疲弱可能会影响公司的需求,尤其是对于非必需品 [7] - 公司正在积极拓展产品线和分销渠道,但短期内仍存在不确定性 [10] 公司概况 - 公司主要生产和销售便携式冷却器,产品包括硬质和软质冷却器、饮料杯、包袋、椅子等 [3] - 收入主要来自冷却和设备(37%)、饮料杯(61%)和其他(6%)三大类别 [3] - 销售渠道包括批发(40%)和直销(60%),主要市场为美国(84%)和国际市场(16%) [3] 2Q24财报亮点 - 总销售额464百万美元,超出市场预期454百万美元,主要得益于C&E分部14%的强劲增长 [4] - 批发渠道增长约11%,快于直销渠道的7%增长,但毛利率仍扩大180个基点至57.7% [4] - 息税前利润率扩大160个基点至17.3%,净利润率也扩大120个基点,调整后每股收益增长22% [4] 增长动力 - 公司在创新方面持续保持良好势头,新推出的更低价位产品符合当前宏观环境 [6] - 与NFL的新合作协议有助于提升品牌知名度和营销推广,带来更多变现机会 [6] - 公司正在加快将生产转移出中国的步伐,以规避关税风险,这是一个积极的长期举措 [8]

Earnings season is always good for a few surprises. One name that's surprising to the upside is YETI Holdings Inc. (NYSE: YETI). The company, which makes iconic coolers and focuses on those who love the outdoors, beat expectations with earnings per share (EPS) of 70 cents on revenue of $463.50 million. YETI Today Algonquin YETI YETI $41.61 -0.34 (-0.81%) 52-Week Range $33.88 ▼ $54.15 P/E Ratio 20.70 Price Target $46.29 Add to Watchlist Both numbers beat analysts' expectations, but the year-over-year (YoY) g ...

Investors interested in stocks from the Leisure and Recreation Products sector have probably already heard of Yeti (YETI) and Sportradar Group AG (SRAD) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock. In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end. However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyon ...

YETI Holdings, Inc. YETI shares are trading lower Friday. BofA Securities analyst Alexander Perry upgraded the company to Buy (from Neutral) and raised the price target to $55 (from $46). The company reported second-quarter financial results yesterday and raised FY24 adjusted EPS guidance. YETI reported adjusted EPS of $0.70 (+23% Y/Y), beating the estimate. The company projects FY24 adjusted sales to rise 8% – 10% (up from 7% – 9% prior) and adjusted EPS of $2.61 – $2.65 (versus $2.59 estimate), up from pr ...

Key Takeaways Yeti posted quarterly profit and sales that exceeded forecasts on strong demand for its coolers. International sales also increased. Yeti raised its full-year guidance for adjusted earnings per share and revenue. Yeti Holdings (YETI) shares surged Thursday as the maker of insulated food and drink holders reported betterthan-expected results and raised its guidance as demand for its coolers jumped. The company posted second-quarter adjusted earnings per share (EPS) of $0.70, with revenue rising ...

i ® Second Quarter 2024 Highlights | --- | --- | --- | --- | --- | --- | |--------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | ■ YETI | ■ | | | | | | | | | | | | Disclaimer We are not making any representations or warranties, express or implied, with respect to the information (financial, business, legal or otherwise) contained in this presentation. No person has been authorized to give any information other than that contained in this presentation. Forward Looking S ...

YETI Holdings, Inc. (NYSE:YETI) Q2 2024 Earnings Conference Call August 8, 2024 8:00 AM ET Company Participants Thomas Shaw - Vice President of Investor Relations Matthew Reintjes - President & Chief Executive Officer Michael McMullen - Senior Vice President, Chief Financial Officer & Treasurer Conference Call Participants Brooke Roach - Goldman Sachs Randy Konik - Jefferies Peter Benedict - Robert Baird Operator Good morning ladies and gentlemen and welcome to the YETI Holdings 2Q 2024 Earnings Conference ...

Yeti (YETI) reported $463.5 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 15.1%. EPS of $0.70 for the same period compares to $0.57 a year ago. The reported revenue represents a surprise of +1.49% over the Zacks Consensus Estimate of $456.69 million. With the consensus EPS estimate being $0.64, the EPS surprise was +9.38%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...