YETI(US:YETI) ZACKSยท2025-02-13 15:36Core Insights - Yeti reported revenue of $555.37 million for the quarter ended December 2024, reflecting a year-over-year increase of 6.9% and a slight revenue surprise of +0.23% over the Zacks Consensus Estimate of $554.08 million [1] - The company's EPS for the quarter was $1.00, up from $0.90 in the same quarter last year, resulting in an EPS surprise of +7.53% compared to the consensus estimate of $0.93 [1] Revenue Breakdown - International revenues reached $108.93 million, exceeding the three-analyst average estimate of $106.13 million, with a year-over-year growth of +27.5% [4] - U.S. revenues were reported at $437.61 million, slightly below the average estimate of $452.23 million, showing a modest year-over-year increase of +0.8% [4] Sales by Category - Net sales for Coolers & Equipment were $180.16 million, compared to the average estimate of $183.11 million, marking a year-over-year increase of +9.2% [4] - Drinkware net sales amounted to $358.08 million, slightly below the average estimate of $362.97 million, with a year-over-year growth of +3.5% [4] - Other category sales were reported at $8.30 million, falling short of the estimated $9.58 million, representing a decline of -5.6% year-over-year [4] Sales by Channel - Wholesale channel sales were $177.95 million, below the average estimate of $187.83 million, but reflecting a year-over-year increase of +1.7% [4] - Direct-to-consumer sales reached $368.59 million, slightly above the average estimate of $367.96 million, with a year-over-year growth of +6.9% [4] Stock Performance - Yeti's shares have returned +2.8% over the past month, compared to a +3.9% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]