Core Viewpoint - The article emphasizes the importance of confirming the sustainability of stock trends for profitable short-term investing, highlighting the need for sound fundamentals and positive earnings estimates to maintain momentum. Group 1: Trend Analysis - The trend in short-term investing is crucial, as it can lead to significant profits if sustained [1] - A common issue is that trends may reverse before exiting a trade, resulting in potential losses [2] - A "Recent Price Strength" screen can help identify stocks on an uptrend with strong fundamentals, indicating bullishness [3] Group 2: Stock Example - Johnson Outdoor (JOUT) - Johnson Outdoor (JOUT) has shown a solid price increase of 25.1% over the past 12 weeks, indicating investor confidence [4] - The stock has also increased by 14% in the last four weeks, suggesting that the upward trend is still intact [5] - JOUT is trading at 98.4% of its 52-week high-low range, indicating a potential breakout [5] Group 3: Fundamental Strength - JOUT holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6] - The Zacks Rank system has a strong track record, with Rank 1 stocks averaging a +25% annual return since 1988 [7] - The Average Broker Recommendation for JOUT is also 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [7] Group 4: Additional Opportunities - Besides JOUT, there are other stocks that meet the criteria of the "Recent Price Strength" screen, suggesting further investment opportunities [8] - The article encourages exploring over 45 Zacks Premium Screens tailored to different investing styles for potential winning stock picks [8]

Company Overview - Clarus Corporation is a global leader in designing and developing equipment and lifestyle products for outdoor enthusiasts, headquartered in Salt Lake City, Utah [3] - The company aims to provide safe, simple, effective, and aesthetically pleasing products to enhance outdoor pursuits and adventures [3] - Clarus markets its products under well-known brands such as Black Diamond®, Rhino-Rack®, MAXTRAX®, TRED Outdoors®, and RockyMounts®, sold through various channels including outdoor specialty retailers and online platforms [3] Upcoming Financial Results - Clarus Corporation will hold a conference call on March 5, 2026, at 5:00 pm ET to discuss its financial results for the fourth quarter and full year ended December 31, 2025 [1][2] - The financial results will be released in a press release after the close of regular stock market trading hours on the same day as the conference call [1]

Core Insights - YETI Holdings, Inc. reported a 7% increase in net sales for Q4 2025, reaching $583.7 million, compared to $546.5 million in the same period last year [5][6] - The company returned nearly $300 million to shareholders through share repurchases in 2025 [4][37] - International net sales grew by 25%, while drinkware net sales increased by 6% during the fourth quarter [6][18] Fourth Quarter 2025 Highlights - Adjusted net sales increased by 5% to $583.7 million, driven by strong international performance [6][7] - Earnings per share (EPS) rose by 17% to $0.74, while adjusted EPS decreased by 8% to $0.92, impacted by higher tariff costs [6][18] - Operating income decreased by 8% to $75.5 million, reflecting a 250 basis point unfavorable impact from higher tariff costs [15][16] Full Year 2025 Highlights - Full year net sales and adjusted net sales both increased by 2%, with international net sales growing by 16% [20][34] - Coolers & Equipment net sales grew by 7% to $748.5 million, driven by strong performance in bags and soft coolers [20][34] - The company reported operating cash flow of $254.7 million and free cash flow of $212.1 million for the year [6][36] Financial Performance - Gross profit for Q4 increased by 4% to $340.9 million, with a gross margin of 58.4% [11][12] - Selling, general, and administrative (SG&A) expenses rose by 9% to $265.4 million, reflecting higher marketing and growth investments [13][14] - Net income for Q4 increased by 10% to $58.2 million, with a net income margin of 10.0% [18][19] Capital Allocation and Share Repurchase - YETI repurchased 3.1 million shares for $124.9 million in Q4 2025, totaling 8.2 million shares for $297.6 million for the fiscal year [6][37] - The company maintains a strong liquidity position with cash of $188.3 million and total debt of $73.8 million [33] 2026 Outlook - YETI expects full-year sales growth between 6% and 8% for 2026, supported by balanced contributions from drinkware and coolers [38][41] - The company anticipates adjusted operating income growth of 6% to 8%, with an effective tax rate of approximately 24% [41] - Free cash flow is projected to be between $200 million and $225 million [41]

Company Overview - Yeti has a market capitalization of $3.66 billion and reported a revenue of $1.83 billion with a net income of $160.31 million for the trailing twelve months [3] - The company's stock price was $47.06 as of market close on February 10, 2026, reflecting a 30.2% increase over the past year, outperforming the S&P 500 by 15.79 percentage points [2][3] Business Model - Yeti designs premium coolers and drinkware targeting outdoor enthusiasts, utilizing a multi-channel strategy that includes direct-to-consumer e-commerce, independent retailers, and international distribution [5][7] - The company focuses on durable coolers and innovative drinkware, positioning itself strongly within the leisure and outdoor recreation market [5] Recent Developments - Reinhart Partners, LLC increased its position in Yeti by 373,641 shares during Q4 2025, with an estimated value of $14.37 million, bringing the total Yeti position to $134.08 million, an increase of approximately $45.76 million from the previous period [1] - Following this acquisition, Yeti accounted for about 4.02% of the 13F reportable assets under management (AUM) at the end of December 2025 [2] Upcoming Financial Results - Yeti is set to release its fourth-quarter and fiscal-year 2025 financial results on February 19, 2026, and investors are advised to monitor this report closely due to recent pressures on the business [6][8]

Industry Overview - The outdoor industry encompasses recreation, wellness, and lifestyle experiences focused on nature and activities away from home, including outdoor gear, apparel, recreational vehicles, and services for hiking, camping, boating, and off-roading [1] - The industry is benefiting from shifting consumer values towards health, sustainability, and experience-driven living, leading to steady demand across various age groups and regions [2] Company Highlights Deckers Outdoor Corp. (DECK) - Deckers Outdoor reported quarterly earnings of $3.33 per share, exceeding the Zacks Consensus Estimate of $2.77 per share, with revenues of $1.96 billion, surpassing estimates by 4.27% [6] - The company is experiencing strong momentum driven by its HOKA and UGG brands, with HOKA being a key growth engine supported by global demand and market share gains [7] - Deckers is well-positioned for sustained growth with a strong balance sheet, ongoing share repurchases, and investments in product innovation and brand building [8] - The expected revenue and earnings growth rates for Deckers are 8.5% and 7.9%, respectively, for the current fiscal year ending March 2026 [10] Columbia Sportswear Co. (COLM) - Columbia Sportswear reported fourth-quarter 2025 earnings of $1.73 per share, surpassing the Zacks Consensus Estimate of $1.22, with net sales of $1,070.2 million exceeding estimates of $1,037 million [11] - The company is showing momentum through its ACCELERATE strategy, targeting younger consumers with refreshed branding and strong digital marketing [12] - Columbia's Profit Improvement Program focuses on operational efficiency and cost discipline while maintaining investments in brand building, with solid financial health characterized by no debt and strong cash levels [13] - The expected revenue and earnings growth rates for Columbia are 2.1% and -10.6%, respectively, for the current year [13]

Financial Data and Key Metrics Changes - The loss before income taxes for the first quarter was $1.3 million, significantly improved from a pretax loss of $18.9 million in the previous year quarter, driven by revenue growth and improving margins [8] - Gross margin for the first quarter improved to 36.6%, up 6.7 points from the prior year, primarily due to overhead absorption from higher volumes and price increases [8] - Operating expenses increased by $2.1 million from the prior year, mainly due to increased sales volume-related expenses, partially offset by decreased warranty expenses [8] Business Line Data and Key Metrics Changes - The fishing segment, particularly the Minn Kota and Humminbird brands, showed solid performance with strong demand for new products like the XPLORE Series and MEGA Live 2 fish finders [4] - In the camping and watercraft segment, investments in digital and e-commerce have paid off, with Jetboil and Old Town seeing growth driven by online sales [4][5] - The diving segment experienced increased sales due to improved global market conditions and innovation, particularly with the SCUBAPRO's new HYDROS PRO 2 product [5][6] Market Data and Key Metrics Changes - The overall market showed signs of stabilization, contributing to double-digit growth in the first quarter, which is typically a slower period [3] - Trade dynamics improved, allowing for healthy demand and sell-in during the first quarter, positioning the trade in a good inventory state [17] Company Strategy and Development Direction - The company aims to maintain a strong innovation pipeline, grow digital and e-commerce momentum, and improve product costs and operating efficiency through cost-saving initiatives [7] - The focus on innovation is critical for maintaining market leadership amidst strong competition [13] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the start of fiscal 2026, noting improvements in profitability and execution of growth plans despite uncertainties in the broader environment [4][6] - The company remains confident in its ability to create long-term value for shareholders, with a debt-free balance sheet and ongoing dividend payments [9] Other Important Information - The inventory balance at the end of the first quarter was $183.9 million, down about $17.7 million from the previous year quarter [9] Q&A Session Summary Question: Pricing versus unit volumes - Management indicated that most of the increase in the quarter was driven by unit volume, although pricing adjustments were made in response to cost increases [12] Question: Contribution of new products to sales - Management confirmed that innovation remains critical, with improvements in new product success contributing to growth [15] Question: E-commerce revenue percentage and future goals - E-commerce is the fastest-growing channel, with plans to continue expanding its contribution to overall revenue [16] Question: Current trade inventory levels - Management noted that trade inventory levels are healthy, allowing for good sell-in during the first quarter [17] Question: Future cost savings initiatives - Management emphasized the importance of ongoing cost-saving initiatives to optimize product costs and improve efficiency [18] Question: Warranty expense impact on operating expenses - Warranty expenses had a minor impact on the operating expense percentage, which decreased in the quarter [19] Question: Future tax rate expectations - Management indicated that the tax rate may fluctuate based on profits in various geographies, particularly due to a valuation allowance in the U.S. [21]

Financial Data and Key Metrics Changes - The company reported a loss before income taxes of $1.3 million for the first quarter, significantly improved from a pretax loss of $18.9 million in the same quarter last year, driven by revenue growth and improving margins [8] - Gross margin improved to 36.6%, up 6.7 percentage points from the prior year, primarily due to overhead absorption from higher volumes and price increases offsetting material cost increases [8] - Operating expenses increased by $2.1 million compared to the previous year, mainly due to increased sales volume-related expenses, partially offset by decreased warranty expenses [8] Business Line Data and Key Metrics Changes - The fishing segment, particularly the Minn Kota and Humminbird brands, showed solid performance with strong demand for new products like the XPLORE Series and MEGA Live 2 fish finders [4] - In the camping and watercraft segment, investments in digital and e-commerce have paid off, with Jetboil and Old Town seeing growth driven by online sales [4][5] - The diving segment experienced increased sales due to improved global market conditions and successful product innovations, particularly the SCUBAPRO's new HYDROS PRO 2 [5][6] Market Data and Key Metrics Changes - The company noted that markets have stabilized, contributing to double-digit growth in the first quarter, which is typically a slower period [3] - Trade inventory levels were reported to be in a healthy position, allowing for good sell-in during the first quarter [17] Company Strategy and Development Direction - The company aims to maintain a strong innovation pipeline, grow digital and e-commerce momentum, and improve product costs and operating efficiency through cost-saving initiatives [7] - The focus on innovation is seen as critical for maintaining market leadership amid strong competition [13] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the start of fiscal 2026, highlighting improved profitability and execution of growth plans despite uncertainties in the broader environment [4][6] - The company remains confident in its ability to create long-term value for shareholders, with a debt-free balance sheet and ongoing dividend payments [9] Other Important Information - The inventory balance at the end of the first quarter was $183.9 million, down about $17.7 million from the previous year [9] Q&A Session Summary Question: Pricing versus unit volumes - Management indicated that most of the revenue increase was driven by unit volume, although pricing adjustments were made in response to cost increases [12] Question: Contribution of new products to sales - Management confirmed that innovation remains critical, with improvements in new product success rates observed over the last couple of years [15] Question: E-commerce revenue percentage and growth goals - E-commerce is the fastest-growing channel for the company, with goals to continue expanding it at a faster pace than overall business growth [16] Question: Current trade inventory levels - Management reported that trade inventory levels are healthy, allowing for good sell-in during the first quarter [17] Question: Future cost savings initiatives - Management emphasized that cost savings initiatives will continue to be a key strategy, especially in volatile supply chain conditions [18] Question: Warranty expense impact on operating expenses - Warranty expenses were noted to have decreased, contributing to a slight reduction in operating expense percentage [19] Question: Future tax rate expectations - Management indicated that the tax rate may fluctuate based on profits in various geographies, particularly due to a valuation allowance in the U.S. [21]

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Core Viewpoint - YETI Holdings, Inc. is set to report its fourth quarter and fiscal year 2025 financial results on February 19, 2026, before market opening, followed by a conference call to discuss the results [1]. Group 1: Financial Reporting - YETI will announce its financial results for Q4 and fiscal year 2025 on February 19, 2026 [1]. - A conference call will be held at 8:00 a.m. ET on the same day to discuss the financial results [1]. Group 2: Participation Details - Investors and analysts can join the call by dialing 800-717-1738 (international callers: 646-307-1865) about 10 minutes before the call starts [2]. - A live webcast of the conference call will be available on YETI's investor relations website [2]. Group 3: Replay Information - A recorded replay of the call will be accessible shortly after the call and will remain available until March 5, 2026 [3]. - The telephone replay can be accessed by dialing 844-512-2921 (international callers: 412-317-6671) with the access code 1110189 [3]. - A replay of the webcast will be available within two hours after the call and will remain on the website for 90 days [3]. Group 4: Company Overview - YETI Holdings, Inc. is headquartered in Austin, Texas, and specializes in designing, retailing, and distributing innovative outdoor products [4]. - The company offers a range of products including coolers, drinkware, bags, and apparel, catering to various outdoor activities [4]. - YETI has established a strong brand loyalty among outdoor enthusiasts and consumers who value high-quality products [4].

Core Viewpoint - Johnson Outdoors Inc. is set to release its financial results for the first quarter of Fiscal 2026 on February 6, 2026, before market opening, followed by a conference call to discuss the results and provide company updates [1]. Company Overview - Johnson Outdoors Inc. is a leading global innovator in outdoor recreation equipment and technologies, aiming to inspire more people to enjoy the outdoors [3]. - The company designs, manufactures, and markets a diverse portfolio of consumer-preferred brands across four categories: Watercraft Recreation, Fishing, Diving, and Camping [3]. - Iconic brands under Johnson Outdoors include Old Town canoes and kayaks, Carlisle paddles, Minn Kota trolling motors, Cannon downriggers, Humminbird marine electronics, SCUBAPRO dive equipment, and Jetboil outdoor cooking systems [3].