Yeti Holdings, Inc. (NYSE:YETI) Q1 2023 Earnings Conference Call May 11, 2023 8:00 AM ET Company Participants Thomas Shaw - VP, IR Matthew Reintjes - President, CEO & Director Michael McMullen - SVP, Principal Accounting Officer, Treasurer & CFO Conference Call Participants Sharon Zackfia - William Blair & Company Joseph Altobello - Raymond James & Associates Peter Benedict - Robert W. Baird & Co. Peter Grom - UBS John Kernan - TD Cowen Xian Siew Hew Sam - BNP Paribas Exane Robert Ohmes - Bank of America Me ...

产品信息 - 公司的产品线包括Rambler Colsters、Rambler Lowball、Rambler Wine Tumbler等十个产品系列[23] - 公司在2022年推出了Yonder™ Water Bottles，这是公司首款采用耐用和安全BPA免费材料制成的轻便水瓶[23] 销售情况 - 公司的直接消费渠道在2022年和2021年分别占净销售额的58%和56%，批发渠道分别占42%和44%[26] - 公司历史上销售额在第四季度和第二季度最高，2023年预计受到自愿召回产品的影响，销售额有望在2023年第四季度最高[34] - 公司在2023年一月向美国消费品安全委员会（CPSC）报告了关于Hopper® M30软冷却器、Hopper® M20软背包冷却器和SideKick Dry装备箱的磁性封闭件存在潜在安全问题，并启动了全球停售这些产品的行动[22] - 公司的产品销售在第四季度2023年有望恢复，但具体时间可能会受到多种因素的影响[22] 竞争对手 - 公司主要竞争对手包括Igloo、Coleman、HydroFlask等知名品牌，以及一些私人品牌[33] 公司运营 - 公司通过全球第三方物流提供商管理库存，以支持国内和国际运营[32] 知识产权 - 公司拥有专利、商标、版权等知识产权，通过诉讼等手段保护知识产权[35] 人力资源 - 公司在人力资源方面致力于多样性、公平和包容，通过各种倡议支持员工招聘、培训和发展[36] 财务情况 - 2022年，公司的国际销售占总销售额的11%[152] - 公司长期信贷设施的利率风险可通过利率互换合同来减少[149] - 公司的产品成本受到全球供应链紊乱和通货膨胀压力的影响，2022年毛利受到内部运输成本的影响[150]

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® Second Quarter 2021 Highlights YETI YETI 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 statements. Forward-looking ...

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