Sucharas wongpeth Investment summary My recommendation for Yeti Holdings (NYSE:YETI) is a hold rating. I commend management’s ability to execute on its growth initiatives—innovation and new partnership deals—and these have translated into tangible results in the C&E segment. However, my worry is that demand will be impacted by the overall weak macro backdrop, especially for discretionary products. The revenue y/y growth slowdown in the US segment supports my view. As such, I think the near-term demand i ...