® Second Quarter 2021 Highlights YETI YETI We are not making any representations or warranties, express or implied, with respect to the information (financial, business, legal or otherwise) contained in this presentation. No person has been authorized to give any information other than that contained in this presentation. Forward-Looking Statements This presentation, as well as other written or oral communications made from time to time by us, may contain certain forward-looking statements. Forward-looking ...

Yeti Holdings, Inc. (NYSE:YETI) Q2 2021 Earnings Conference Call August 5, 2021 8:00 AM ET Company Participants Thomas Shaw - VP, IR Matthew Reintjes - President, CEO & Director Paul Carbone - SVP & CFO Conference Call Participants Sharon Zackfia - William Blair & Company Camilo Lyon - BTIG Peter Benedict - Robert W. Baird & Co. Brooke Roach - Goldman Sachs Group Joseph Altobello - Raymond James & Associates Xian Siew - Exane BNP Paribas Wendy Nicholson - Citigroup Peter Grom - UBS Operator Thank you for st ...

® First Quarter 2021 Highlights We are not making any representations or warranties, express or implied, with respect to the information (financial, business, legal or otherwise) contained in this presentation. No person has been authorized to give any information other than that contained in this presentation. Forward-Looking Statements This presentation, as well as other written or oral communications made from time to time by us, may contain certain forward-looking statements. Forward-looking statements ...

Financial Data and Key Metrics Changes - Net sales increased by 42% to $247.6 million compared to $174.4 million in the prior year period, marking the highest growth rate since going public [50][12] - Adjusted net income rose to $33.3 million or $0.38 per diluted share, compared to $9.9 million or $0.11 per diluted share during the prior year period [60] - Gross profit increased by 57% to $145.2 million, with gross margin expanding by 560 basis points to 58.6% [56][14] Business Line Data and Key Metrics Changes - Direct-to-consumer sales grew by 59% to $126.8 million, representing 51% of net sales, up from 46% in the previous year [51][52] - Wholesale net sales increased by 27% to $120.8 million, driven by strong growth in both Coolers & Equipment and Drinkware categories [53] - Drinkware net sales rose by 32% to $148.9 million, while Coolers & Equipment net sales surged by 57% to $93.5 million [54][55] Market Data and Key Metrics Changes - International net sales grew by 146% to reach 9% of total net sales, with significant contributions from Australia, Canada, and Europe [56][41] - The international business saw a more than threefold increase in Australia, reflecting strong demand and brand acceptance [41][43] Company Strategy and Development Direction - The company is focused on digital-led growth, emphasizing digital demand creation, product launches, and data analytics [11][10] - YETI aims to expand beyond its $1 billion base, with a top-line outlook increase to 20% to 22% for the full year [17][63] - The brand is committed to sustainability and has joined the Outdoor Industry Association's Climate Action Corp to measure and reduce greenhouse gas emissions [26][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the brand and product demand, despite ongoing supply chain pressures [48][16] - The company anticipates strong sales growth in Q2, with continued double-digit growth expected in the latter half of the year [63][64] - Management highlighted the importance of maintaining a healthy inventory position to meet rising demand [81][85] Other Important Information - The company launched a new collection of bags, which received positive market feedback and is seen as a significant growth opportunity [31][95] - YETI's marketing efforts have focused on brand awareness and product education, utilizing both digital and traditional channels [20][19] Q&A Session Summary Question: Inventory management and future flows - Management indicated that while inventory is down 9% year-over-year, there was a 31% sequential increase from Q4, and they expect positive inventory growth moving forward [81][82] Question: International market growth and margin composition - Management noted that the margin profile in international markets is similar across Canada, Australia, and Europe, with expectations for continued growth [83][84] Question: Luggage launch and inventory concerns - Management acknowledged challenges with stock levels for new products but emphasized a measured approach to ramping up supply [117][118] Question: Cooler business momentum - Management confirmed strong performance in the cooler category, driven by both new and returning customers, with a balanced acquisition strategy [100][99] Question: Long-term gross margin outlook - Management stated that there is no ceiling on gross margins, with expectations for continued improvement driven by channel mix and product cost efficiencies [104][102]

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 2, 2021 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 ________________________ ...

YETI Holdings, Inc. (NYSE:YETI) Q4 2020 Earnings Conference Call February 11, 2021 8:00 AM ET Company Participants Tom Shaw – Vice President, Investor Relations Matt Reintjes – President and Chief Executive Officer Paul Carbone – Chief Financial Officer Conference Call Participants Sharon Zackfia – William Blair Peter Benedict – Baird Anna Glaessgen – Jefferies Camilo Lyon – BTIG Robbie Ohmes – Bank of America Merrill Lynch Jim Duffy – Stifel Kimberly Greenberger – Morgan Stanley Joe Altobello – Raymond Jam ...

YETI Holdings, Inc. (NYSE:YETI) Q3 2020 Earnings Conference Call November 5, 2020 8:00 AM ET Company Participants Tom Shaw – Vice President-Investor Relations Matt Reintjes – President and Chief Executive Officer Paul Carbone – Chief Financial Officer Conference Call Participants Peter Benedict – Baird Camilo Lyon – BTIG Alexandra Walvis – Goldman Sachs Randy Konik – Jefferies Sharon Zackfia – William Blair Robby Ohmes – Bank of America Securities Peter Keith – Piper Sandler Matt Koranda – ROTH Capital Part ...

Y = ® Third Quarter 2020 Highlights 2017 FATS We are not making any representations or warranties, express or implied, with respect to the information (financial, business, legal or otherwise) contained in this presentation. No person has been authorized to give any information other than that contained in this presentation. Forward-Looking Statements This presentation, as well as other written or oral communications made from time to time by us, may contain certain forward-looking statements. Forward-looki ...

YETI Holdings, Inc (NYSE:YETI) Q2 2020 Earnings Conference Call August 6, 2020 8:00 AM ET Company Participants Tom Shaw – Investor Relations Matt Reintjes – President and Chief Executive Officer Paul Carbone – Chief Financial Officer Conference Call Participants Randy Konik – Jefferies Sharon Zackfia – William Blair John Kernan – Cowen Peter Benedict – Baird Camilo Lyon – BTIG Robby Ohmes – Bank of America Merrill Lynch Joe Altobello – Raymond James Jim Duffy – Stifel Kimberly Greenberger – Morgan Stanley O ...

G Second Quarter 2020 Highlights We are not making any representations or warranties, express or implied, with respect to the information (financial, business, legal or otherwise) contained in this presentation. No person has been authorized to give any information other than that contained in this presentation. Forward-Looking Statements This presentation, as well as other written or oral communications made from time to time by us, may contain certain forward-looking statements. Forward-looking statements ...