Yeti (YETI) came out with quarterly earnings of $0.70 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 9.38%. A quarter ago, it was expected that this maker of outdoor and recreational products would post earnings of $0.25 per share when it actually produced earnings of $0.34, delivering a surprise of 36%. Over the last four q ...

财务业绩 - 净销售额增长15%，调整后净销售额增长9%[3] - 毛利率扩大360个基点至57.0%，调整后毛利率扩大280个基点至57.7%[10][11] - 营业利润率扩大200个基点至14.5%，调整后营业利润率扩大160个基点至17.3%[14][15] - 每股收益增长34%至0.59美元，调整后每股收益增长23%至0.70美元[16][17] - 调整后全年销售额和每股收益预期上调[34] 销售渠道 - 直营渠道销售额增长11%，批发渠道销售额增长21%[9] - 冷藏箱及装备类销售额增长31%，调整后增长14%[9] - 国际销售额增长35%，调整后增长34%[3] 财务状况 - 现金余额为2.129亿美元，存货增加17%至3.783亿美元[31][32] - 总债务为8,020万美元，较上年同期减少[33] 其他事项 - 2024财年第二季度产品召回储备对净销售额、销售成本和销售、一般及管理费用产生了负面影响[1][2][3] - 公司于2024年第一季度启动了总额300百万美元的股票回购计划,并于2024年第二季度完成了100百万美元的加速回购[4] - 公司将于2024年8月8日召开电话会议讨论2024财年第二季度的财务业绩[5] - 公司使用非GAAP财务指标来补充GAAP财务指标,以衡量盈利能力和财务业绩[7] - 公司无法提供前瞻性非GAAP财务指标与GAAP财务指标的对账,因为无法合理预测某些必要的调整项目[8]

Wall Street analysts forecast that Yeti (YETI) will report quarterly earnings of $0.64 per share in its upcoming release, pointing to a year-over-year increase of 12.3%. It is anticipated that revenues will amount to $456.69 million, exhibiting an increase of 13.5% compared to the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections ...

Yeti (YETI) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since ...

Investors interested in Leisure and Recreation Products stocks are likely familiar with Yeti (YETI) and Pool Corp. (POOL) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.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 emphasizes companies with positive estimate revision trends, and our Style Scores ...

文章核心观点 - 公司在第一季度业绩超预期,并提高了全年指引 [1] - 公司国际业务增长强劲,是公司未来增长的关键 [3][4] - 公司通过并购带来的新产品发布将有助于未来国内业务增长 [5][6][7][8] - 公司冷藏箱业务增长相对较慢,需要关注 [9][10][11] - 公司财务状况良好,盈利能力有所提升 [12][13][14] 根据相关目录分别进行总结 国际业务拓展 - 公司国际业务占比持续提升,国际销售增长超过30% [3][13] - 公司正在建立区域性的商业组织,以更好地满足不同市场的需求 [4] - 公司正在加大国际市场的团队建设、品牌推广等投入 [4] 新产品发布 - 公司近期推出了多款新产品,包括Roadie 32、SideKick Dry等 [5] - 公司计划在今年夏季推出首款铸铁炊具产品 [6] - 新的袋类和炊具产品有望成为公司未来增长的重要驱动力 [6][7][8] 冷藏箱业务表现 - 冷藏箱业务增长相对较慢,需要关注 [9][10] - 公司计划推出200美元价位的硬质冷藏箱,以满足不同价格层次的需求 [11] 财务表现 - 公司第一季度收入增长13%,毛利和净利润也有所增长 [12] - 公司直销和批发渠道销售均有增长 [12] - 公司国际销售占比达19%,增长32% [13] - 公司财务状况良好,现金充足,毛利率和营业利润率有所提升 [14] 估值分析 - 公司当前估值水平较为合理,PE估值约19.6倍 [16] - 根据折现现金流模型,公司内在价值约为44美元/股 [16]

YETI Holdings, Inc. (NYSE:YETI) Q1 2024 Earnings Conference Call May 9, 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 Randy Konik - Jefferies Anna Glaessgen - B. Riley Peter Benedict - Robert W. Baird John Kernan - TD Cowen Peter Keith - Piper Sandler Brooke Roach - Goldman Sachs Operator Good day and welco ...

The premium brand's profits are going up.Shares of cooler and insulated drinkware maker Yeti Holdings (YETI 11.15%) jumped higher on Thursday after the company reported stronger-than-expected financial results for the first quarter. As of 11:15 a.m. ET, Yeti stock was up 12% today.Encouraging margin expansionFor the first quarter, Yeti generated net sales of $341 million, up 13% year over year. The company showed growth across product categories, sales channels, and geographic regions -- everything came in ...

Yeti (YETI) reported $341.39 million in revenue for the quarter ended March 2024, representing a year-over-year increase of 12.8%. EPS of $0.34 for the same period compares to $0.18 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $333.79 million, representing a surprise of +2.28%. The company delivered an EPS surprise of +36.00%, with the consensus EPS estimate being $0.25.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Yeti (YETI) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 36%. A quarter ago, it was expected that this maker of outdoor and recreational products would post earnings of $0.96 per share when it actually produced earnings of $0.90, delivering a surprise of -6.25%.Over the last four q ...