Yeti (YETI) reported $463.5 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 15.1%. EPS of $0.70 for the same period compares to $0.57 a year ago. The reported revenue represents a surprise of +1.49% over the Zacks Consensus Estimate of $456.69 million. With the consensus EPS estimate being $0.64, the EPS surprise was +9.38%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...

Yeti (YETI) came out with quarterly earnings of $0.70 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 9.38%. A quarter ago, it was expected that this maker of outdoor and recreational products would post earnings of $0.25 per share when it actually produced earnings of $0.34, delivering a surprise of 36%. Over the last four q ...

财务业绩 - 净销售额增长15%，调整后净销售额增长9%[3] - 毛利率扩大360个基点至57.0%，调整后毛利率扩大280个基点至57.7%[10][11] - 营业利润率扩大200个基点至14.5%，调整后营业利润率扩大160个基点至17.3%[14][15] - 每股收益增长34%至0.59美元，调整后每股收益增长23%至0.70美元[16][17] - 调整后全年销售额和每股收益预期上调[34] 销售渠道 - 直营渠道销售额增长11%，批发渠道销售额增长21%[9] - 冷藏箱及装备类销售额增长31%，调整后增长14%[9] - 国际销售额增长35%，调整后增长34%[3] 财务状况 - 现金余额为2.129亿美元，存货增加17%至3.783亿美元[31][32] - 总债务为8,020万美元，较上年同期减少[33] 其他事项 - 2024财年第二季度产品召回储备对净销售额、销售成本和销售、一般及管理费用产生了负面影响[1][2][3] - 公司于2024年第一季度启动了总额300百万美元的股票回购计划,并于2024年第二季度完成了100百万美元的加速回购[4] - 公司将于2024年8月8日召开电话会议讨论2024财年第二季度的财务业绩[5] - 公司使用非GAAP财务指标来补充GAAP财务指标,以衡量盈利能力和财务业绩[7] - 公司无法提供前瞻性非GAAP财务指标与GAAP财务指标的对账,因为无法合理预测某些必要的调整项目[8]

Wall Street analysts forecast that Yeti (YETI) will report quarterly earnings of $0.64 per share in its upcoming release, pointing to a year-over-year increase of 12.3%. It is anticipated that revenues will amount to $456.69 million, exhibiting an increase of 13.5% compared to the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections ...

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. Therefore, the Zacks rating upgrade for Yeti basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price. Since a changing earnings picture is a powerful factor influencing near-te ...

Investors interested in Leisure and Recreation Products stocks are likely familiar with Yeti (YETI) and Pool Corp. (POOL) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores ...

文章核心观点 - 公司在第一季度业绩超预期,并提高了全年指引 [1] - 公司国际业务增长强劲,是公司未来增长的关键 [3][4] - 公司通过并购带来的新产品发布将有助于未来国内业务增长 [5][6][7][8] - 公司冷藏箱业务增长相对较慢,需要关注 [9][10][11] - 公司财务状况良好,盈利能力有所提升 [12][13][14] 根据相关目录分别进行总结 国际业务拓展 - 公司国际业务占比持续提升,国际销售增长超过30% [3][13] - 公司正在建立区域性的商业组织,以更好地满足不同市场的需求 [4] - 公司正在加大国际市场的团队建设、品牌推广等投入 [4] 新产品发布 - 公司近期推出了多款新产品,包括Roadie 32、SideKick Dry等 [5] - 公司计划在今年夏季推出首款铸铁炊具产品 [6] - 新的袋类和炊具产品有望成为公司未来增长的重要驱动力 [6][7][8] 冷藏箱业务表现 - 冷藏箱业务增长相对较慢,需要关注 [9][10] - 公司计划推出200美元价位的硬质冷藏箱,以满足不同价格层次的需求 [11] 财务表现 - 公司第一季度收入增长13%,毛利和净利润也有所增长 [12] - 公司直销和批发渠道销售均有增长 [12] - 公司国际销售占比达19%,增长32% [13] - 公司财务状况良好,现金充足,毛利率和营业利润率有所提升 [14] 估值分析 - 公司当前估值水平较为合理,PE估值约19.6倍 [16] - 根据折现现金流模型,公司内在价值约为44美元/股 [16]

YETI Holdings, Inc. (NYSE:YETI) Q1 2024 Earnings Conference Call May 9, 2024 8:00 AM ET Company Participants Thomas Shaw - Vice President of Investor Relations Matthew Reintjes - President & Chief Executive Officer Michael McMullen - Senior Vice President, Chief Financial Officer & Treasurer Conference Call Participants Randy Konik - Jefferies Anna Glaessgen - B. Riley Peter Benedict - Robert W. Baird John Kernan - TD Cowen Peter Keith - Piper Sandler Brooke Roach - Goldman Sachs Operator Good day and welco ...

The premium brand's profits are going up.Shares of cooler and insulated drinkware maker Yeti Holdings (YETI 11.15%) jumped higher on Thursday after the company reported stronger-than-expected financial results for the first quarter. As of 11:15 a.m. ET, Yeti stock was up 12% today.Encouraging margin expansionFor the first quarter, Yeti generated net sales of $341 million, up 13% year over year. The company showed growth across product categories, sales channels, and geographic regions -- everything came in ...

Yeti (YETI) reported $341.39 million in revenue for the quarter ended March 2024, representing a year-over-year increase of 12.8%. EPS of $0.34 for the same period compares to $0.18 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $333.79 million, representing a surprise of +2.28%. The company delivered an EPS surprise of +36.00%, with the consensus EPS estimate being $0.25.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...