Yeti (YETI) reported $487.77 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 2%. EPS of $0.61 for the same period compares to $0.71 a year ago.
The reported revenue represents a surprise of +1.85% over the Zacks Consensus Estimate of $478.9 million. With the consensus EPS estimate being $0.57, the EPS surprise was +7.02%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $100.44 million versus the three-analyst average estimate of $104.14 million. The reported number represents a year-over-year change of +13.8%.
- Geographic Revenues- United States: $387.33 million versus $376.27 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change.
- Net Sales by Channel- Direct-to-consumer: $288.72 million versus $279.65 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
- Net Sales by Channel- Wholesale: $199.05 million versus the four-analyst average estimate of $200.35 million. The reported number represents a year-over-year change of +0.7%.
- Net Sales by Category- Other: $8.59 million versus $9.64 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -20.9% change.
- Net Sales by Category- Drinkware: $263.79 million versus $268.34 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -4.1% change.
- Net Sales by Category- Coolers & Equipment: $215.39 million compared to the $201.72 million average estimate based on four analysts. The reported number represents a change of +11.8% year over year.
View all Key Company Metrics for Yeti here>>>
Shares of Yeti have returned -0.7% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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YETI Holdings, Inc. (YETI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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