Yeti (YETI) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Yeti (YETI) reported $445.89 million in revenue for the quarter ended June 2025, representing a year-over-year decline of 3.8%. EPS of $0.66 for the same period compares to $0.70 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $461.24 million, representing a surprise of -3.33%. The company delivered an EPS surprise of +22.22%, with the consensus EPS estimate being $0.54.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Yeti performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Geographic Revenues- International: $78.12 million versus $86.63 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2% change.
• Geographic Revenues- United States: $367.77 million compared to the $378.75 million average estimate based on three analysts. The reported number represents a change of -4.9% year over year.
• Net Sales by Channel- Wholesale: $197.3 million compared to the $211 million average estimate based on four analysts. The reported number represents a change of -7.4% year over year.
• Net Sales by Channel- Direct-to-consumer: $248.6 million versus $251.62 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change.
• Net Sales by Category- Drinkware: $236.44 million versus $235.2 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -4.1% change.
• Net Sales by Category- Other: $8.88 million versus $9.98 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -19.5% change.
• Net Sales by Category- Coolers & Equipment: $200.57 million versus the three-analyst average estimate of $213.49 million. The reported number represents a year-over-year change of -2.6%.

View all Key Company Metrics for Yeti here>>>

Shares of Yeti have returned +12.9% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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