YETI HOLDINGS INC DL-,01

Langdon Global Smaller Companies Strategy flagged YETI as a top contributor in Q2 2026 despite the company's recent one‑month share drop. The fund says YETI's price weakness reflected shortened market horizons and investor caution, but its research found the share-price decline was not supported by a comparable fall in business value. YETI closed at $41.78 on August 26, 2026 (market cap $3.05 billion), with a one‑month return of -15.18% and a 52‑week gain of 20.78%. » Altro su finance.yahoo.com

YETI reported Q2 adjusted earnings per share of $0.67 (consensus $0.55) and revenue up 9% to $483.9m, broadly in line with expectations on the top line. The strong GAAP earnings of $0.94 per share and the jump in gross margin to 66.7% were largely driven by tariff refunds of about $45.6m (≈$0.40/share); the adjusted gross margin rose only modestly to 59.5%. YETI raised its full-year adjusted EPS guidance to $2.94–3.00, but bases this forecast on the assumption that US tariffs will rise back to roughly 20% in H2 2026, which carries significant execution risk. The company completed a $130m share buyback program; the stock fell about 6.1% in premarket trading. » Altro su de.investing.com

YETI appoints CEO Matthew J. Reintjes as chairman of the board with immediate effect; Robert K. Shearer moves into the role of lead independent director. Reintjes will remain CEO and a board member. Analysts have recently raised price targets and, according to InvestingPro, the stock is rated as undervalued with active share buybacks by management. YETI will release next quarter’s results on August 13; options data point to a potential share move on earnings day. » Altro su de.investing.com