Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ FORM 10-K ________________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 3, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38713 ________________________ ...

Financial Performance - YETI Holdings reported quarterly earnings of 92 cents per share, exceeding the analyst consensus estimate of 88 cents per share [1] - The company achieved quarterly sales of $583.708 million, surpassing the analyst consensus estimate of $582.455 million [1] - For FY2026, YETI expects adjusted EPS in the range of $2.77-$2.83, compared to market estimates of $2.83 [1] - YETI anticipates sales between $1.980 billion and $2.017 billion, against estimates of $1.975 billion [1] Management Commentary - Matt Reintjes, President and CEO, stated that Q4 was the strongest quarter of the year, highlighting solid demand and effective execution by the teams [2] - The company’s strategy developed over the past few years is reflected in the positive numbers and outlook [2] Stock Performance and Analyst Ratings - Following the earnings announcement, YETI shares rose 0.1% to trade at $47.10 [2] - B. Riley Securities analyst upgraded YETI Holdings from Neutral to Buy, raising the price target from $35 to $54 [3] - Baird analyst maintained an Outperform rating on the stock and increased the price target from $52 to $54 [3]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Barclays upgraded Etsy (ETSY) to Overweight from Equal Weight with a price target of $72, up from $62. The firm sees the company's sale of Depop and its core business hovering around flattish after years of declines as a "tipping point" for Etsy, the firm tells investors in a research note. Argus upgraded Deck ...

Leadership Changes - Yeti appointed Scott Bomar as CFO, effective February 23, succeeding Mike McMullen, who will transition to an advisory role until May 31 [2] - Atlassian hired James Chuong as finance chief, effective March 30, succeeding Joe Binz, who is retiring [3] - Gemini Space Station experienced a leadership shakeup with CFO Dan Chen and other executives leaving the company, effective February 17 [4] - GoPro promoted Brian Tratt to CFO, succeeding Brian McGee, who will remain as president and COO [5] Executive Backgrounds - Scott Bomar previously held senior finance roles at Home Depot and Deluxe, with over 16 years at Home Depot [2] - James Chuong has a background in finance leadership at LinkedIn and experience as an investment banker at J.P. Morgan, Citigroup, and Bank of America Securities [3] - Danijela Stojanovic, the new interim CFO at Gemini, has been the chief accounting officer since May 2025 and held leadership roles at Blue Apron Holdings [4] - Brian Tratt has been with GoPro since 2012, previously serving as vice president of finance and assistant controller [5]

Strategic positioning is increasingly focused on 'agentic shopping' and digital discovery, utilizing AI-driven tools like the 'Ranger' assistant to improve conversion on owned channels.The supply chain transformation has successfully shifted major production exposure away from China to factories in Thailand and Vietnam to enhance long-term resilience.US wholesale performance reflects ongoing retailer caution and tight inventory planning, with sell-through consistently outpacing sell-in throughout the fiscal ...

Yeti Holdings (NYSE: YETI) reported earnings today, but that isn't really the reason the stock is crashing. Shares of the maker of the popular, high-quality, durable coolers and drinkware shed as much as 13% after its latest earnings report. The results weren't really the problem as sales momentum increased through year-end. Management also expects that to continue into 2026. But a strong run in the stock over the last six months led investors to take profits anyway. Shares remained down by 12.2% as of 11: ...

YETI (NYSE:YETI) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsArvind Bhatia - Vice President, Investor RelationsMatt Reintjes - President and CEOMike McMullen - CFOConference Call ParticipantsBrian McNamara - Managing Director and Senior AnalystBrooke Roach - Managing Director, Equity Research AnalystJoe Altobello - Equity Research AnalystPhilip Lee - Equity Research AnalystRandy Konik - Managing Director and Senior Equity AnalystNone - AnalystNone - AnalystNone - AnalystOperatorG ...

YETI (NYSE:YETI) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Company ParticipantsArvind Bhatia - Vice President, Investor RelationsMatt Reintjes - President and CEOMike McMullen - CFOConference Call ParticipantsBrian McNamara - Managing Director and Senior AnalystBrooke Roach - Managing Director, Equity Research AnalystJoe Altobello - Equity Research AnalystPhilip Lee - Equity Research AnalystRandy Konik - Managing Director and Senior Equity AnalystNone - AnalystNone - AnalystNone - AnalystOperatorG ...

Financial Data and Key Metrics Changes - In Q4 2025, the company reported adjusted net sales of $583.7 million, representing a 5% year-over-year growth, marking the strongest quarterly performance of the year [28] - Adjusted gross profit was $341 million, or 58.4% of sales, down 180 basis points year-over-year, impacted by higher tariff costs [31] - Adjusted net income decreased 15% to $71.8 million, or 12.3% of sales, with adjusted EPS declining to $0.92 from $1 [32] Business Line Data and Key Metrics Changes - Drinkware sales grew 6% to $380 million, while U.S. Drinkware sales were flat year-over-year [28][29] - Coolers and Equipment sales grew 2% to $192 million, despite supply constraints [29] - Direct-to-consumer sales grew 5% to $394 million, with growth across all D2C channels [30] Market Data and Key Metrics Changes - International sales grew 25% to $136 million, representing 23% of Q4 sales, up from 20% in the prior year [30] - Europe showed exceptional growth, particularly in the U.K. and Germany, while Australia delivered its strongest performance of the year [30][17] - The international market has grown from 2% of sales at IPO to 21% today, indicating significant expansion potential [16] Company Strategy and Development Direction - The company aims for 6%-8% net sales growth in 2026, driven by innovation and expanding global reach [6][34] - Strategic priorities include driving product innovation, broadening brand reach, and expanding globally [7][16] - The company is investing in foundational technology platforms and AI to enhance consumer engagement and operational efficiency [21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth trajectory, despite a challenging consumer environment [6][7] - The company anticipates healthy growth in 2026 as new production capacity comes online [10] - Management highlighted the importance of maintaining premium positioning and protecting channel integrity [16] Other Important Information - The company executed $125 million in share repurchases during Q4, totaling approximately $300 million for the year [5][33] - A leadership transition was announced, with Scott Bomar appointed as the new CFO [22][23] Q&A Session Summary Question: Pricing and Tariffs - Inquiry about pricing increases and potential tariff relief - Management indicated pricing impacts would be similar to the previous year, with no current expectations for tariff relief [45][46] Question: International Business Foundations - Request for details on foundational work for international expansion - Management highlighted established teams in key markets and the focus on building wholesale and e-commerce capabilities [50][52] Question: Revenue Guidance Context - Inquiry about the conservatism in international revenue guidance and drinkware expectations - Management confirmed a cautious but optimistic outlook, with inventory levels down year-over-year [56][57] Question: U.S. Market Improvement - Request for context on expected sequential improvement in the U.S. market - Management noted stabilization in the drinkware category and opportunities for growth across all categories [62][63] Question: Operating Expense Leverage - Inquiry about expected inflection in operating expense leverage - Management discussed investments made in 2025 that are expected to yield leverage in 2026 [65][66]

Why These 5 Depressed Stocks Are Flashing Classic Take-Private Signals in 2026 - 24/7 Wall St.[S&P 5006,860.80 -0.29%][Dow Jones49,525.90 -0.26%][Nasdaq 10024,781.60 -0.42%][Russell 20002,648.72 -0.36%][FTSE 10010,621.00 -0.83%][Nikkei 22557,043.00 -0.87%][Investing]# Why These 5 Depressed Stocks Are Flashing Classic Take-Private Signals in 2026### Quick ReadEPAM Systems (EPAM) delivered 12.8% revenue growth and holds $1.3B cash with no debt despite trading 63% below highs.YETI (YETI) is the smallest and mo ...