Yeti Holdings Inc.’s stock YETI tumbled 11% early Thursday, after the maker of drinkware, coolers and outdoor products missed profit and sales estimates for the fourth quarter and offered soft guidance. Austin, Texas-based Yeti had net income of $78.6 million, or 90 cents a share, for the quarter, after a loss of $27.7 million, or 32 cents a share, in the year-earlier period. Adjusted per-share earnings also came to 90 cents, below the 96-cent FactSet consensus. Sales rose 16% to $519.8 million, also below ...

Yeti公司财报预测 - Yeti公司预计在即将发布的季度财报中，每股收益将达到0.96美元，同比增长23.1%[1] Yeti公司销售额预测 - 分析师们对Yeti公司的净销售额进行了预测，其中'Coolers & Equipment'类别预计达到1.8696亿美元，同比增长43.3%[6] - 'Drinkware'类别预计达到3.4亿美元，同比增长10.3%；'Other'类别预计达到962万美元，同比增长3.1%[7] Yeti公司销售渠道预测 - 'Wholesale'渠道的净销售额预计达到1.7693亿美元，同比增长27.7%；'Direct-to-consumer'渠道预计达到3.5952亿美元，同比增长16.2%[8][9]

Yeti Holdings Inc (NYSE:YETI) is 1.4% lower at $46.48 this morning, after Canaccord Genuity downgraded the stock to "hold" from "buy." And though the analyst hiked its price target by $1 to $50, it said Stanley is proving to be a tougher-than-expected rival to Yeti, and Owala is making more noise than anticipated as well. The brokerage bunch is still mostly optimistic towards YETI, with seven of the 17 analysts in question calling it a "buy" or better. Plus, the 12-month consensus target price of $47.63 is ...

任命新独立董事 - YETI控股公司宣布任命Beth Axelrod和Rob Katz为独立董事[1] - Beth Axelrod在人力资源领域拥有超过20年的经验，曾在Airbnb和eBay担任高管职位[2] - Rob Katz曾担任Vail Resorts首席执行官，具有丰富的领导经验[3] 公司业务 - YETI控股公司致力于设计、销售和分销创新的高端产品，建立了忠实客户群体[5]

业绩总结 - 公司2023年第三季度调整后净销售额为434亿美元，同比增长6%[10] - 调整后毛利润为250百万美元，毛利率为57.8%，较2022年第三季度的222百万美元和51.3%有所增长[30] - 调整后营业收入为71百万美元，营业利润率为16.5%，略低于2022年第三季度的73百万美元和16.9%[30] - 2023年第三季度，调整后的净收入为52.9百万美元，每股摊薄净收入为0.60美元[37] 用户数据 - 公司在全球范围内扩大了客户群体，推出新产品，加速DTC渠道增长，以及国际扩张[9] - 公司在社交媒体上拥有庞大的粉丝群体，包括Instagram粉丝超过540万[13] 未来展望 - 2023财年展望显示，调整后净销售额预计约为17亿美元，同比增长约4%[33] 新产品和新技术研发 - 公司通过定制、色彩和限量版产品扩展产品覆盖范围，鼓励新老客户购买[20] 市场扩张和并购 - 公司采取平衡的全渠道战略，包括DTC和批发渠道，国际市场覆盖加拿大、澳大利亚、新西兰、日本、欧洲和英国[22] 负面信息 - 公司在2019财年第四季度因特定事件导致非现金股权补偿费用增加4070万美元[41]

财务数据和关键指标变化 - 第三季度销售额保持平稳,达到4.34亿美元 [48] - 毛利率大幅提升650个基点至57.8% [62] - 营业利润率略有下降至16.5% [65] - 每股收益下降3%至0.60美元 [65] 各条业务线数据和关键指标变化 - 直营销售增长14%至2.59亿美元,占总销售的60% [54] - 批发销售下降16%至1.74亿美元,主要受到软质冷藏箱召回的影响 [56][57] - 冷藏箱及装备销售下降8%至1.72亿美元 [57] - 杯具类销售增长6%至2.53亿美元 [60] 各个市场数据和关键指标变化 - 国际销售增长20%至6800万美元,占总销售的16% [40][57] - 美国市场消费者需求强劲,批发渠道销售增长 [82][117] 公司战略和发展方向及行业竞争 - 持续投资品牌建设,扩大全球影响力 [20][21][23] - 加大产品创新,拓展杯具和冷藏箱等核心品类 [26][28][29][30] - 优化全渠道运营,提升消费者体验 [32][34][37] - 加快国际市场拓展,特别是欧洲和亚洲 [40][41][42] - 未发现明显的价格竞争或低价产品进入 [119][120] 管理层对经营环境和未来前景的评论 - 消费者需求保持强劲,公司有信心在节日旺季表现良好 [78] - 虽然宏观环境存在不确定性,但公司有望在2024年恢复双位数增长 [104][111] - 公司将继续保持进攻性投入,提升品牌、产品和渠道实力 [111][112][113] 问答环节重要的提问和回答 问题1 **Peter Keith 提问** 询问公司最近几个月的销售趋势 [81][82] **Matt Reintjes 回答** 公司第三季度销售表现强劲,消费者需求持续旺盛,有信心在节日旺季表现良好 [82] 问题2 **Brooke Roach 提问** 询问公司未来新品类拓展的计划 [124][125] **Matt Reintjes 回答** 公司将在现有核心品类基础上持续创新,同时也在评估一些新的品类机会,需要补充一些新的人才和能力 [125][126]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the tr ...

Second Quarter 2023 Highlights SAFE HARBOR STATEMENT 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 Statements This presentation, as well as other written or oral communications made from time to time by us, may contain certain “forward-looking statem ...

YETI Holdings, Inc. (NYSE:YETI) Q2 2023 Earnings Conference Call August 10, 2023 8:00 AM ET Company Participants Tom Shaw - Vice President, Investor Relations Matt Reintjes - President & Chief Executive Officer Mike McMullen - Chief Financial Officer Conference Call Participants Randy Konik - Jefferies Peter Benedict - Baird Sharon Zackfia - William Blair Joe Altobello - Raymond James Robby Ohmes - Bank of America ML Peter Grom - UBS John Kernan - TD Cowen Xian Siew Hew Sam - BNP Paribas Tom Shaw Good morn ...

T First Quarter 2023 Highlights ® Visti N YETI YETI t ris ( alli 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 Statements This presentation, as well as other written or oral communications made from time to time by us, may contain certain "forward-l ...