Compared to Estimates, Yeti (YETI) Q1 Earnings: A Look at Key Metrics

Core Insights - Yeti reported revenue of $351.13 million for the quarter ended March 2025, marking a year-over-year increase of 2.9% and exceeding the Zacks Consensus Estimate of $346.31 million by 1.39% [1] - The company's EPS for the same period was $0.31, down from $0.34 a year ago, but it surpassed the consensus EPS estimate of $0.27 by 14.81% [1] Revenue Performance - International revenue reached $79.85 million, exceeding the three-analyst average estimate of $75.61 million, with a year-over-year increase of 21.7% [4] - U.S. revenue was $271.28 million, slightly below the three-analyst average estimate of $272.80 million, reflecting a year-over-year decline of 1.6% [4] Sales by Channel - Direct-to-consumer sales amounted to $196.22 million, surpassing the four-analyst average estimate of $190.31 million, with a year-over-year increase of 4.5% [4] - Wholesale sales were reported at $154.91 million, slightly below the four-analyst average estimate of $155.01 million, showing a year-over-year increase of 0.9% [4] Sales by Category - Other category sales were $5.31 million, significantly below the average estimate of $7.22 million, representing a year-over-year decline of 23.1% [4] - Drinkware sales totaled $205.60 million, under the average estimate of $212.37 million, reflecting a year-over-year decrease of 4.2% [4] - Coolers & Equipment sales reached $140.22 million, exceeding the average estimate of $128.64 million, with a year-over-year increase of 16.9% [4] Stock Performance - Yeti's shares have returned -9.6% over the past month, contrasting with the Zacks S&P 500 composite's increase of 11.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]