1 Investment Firm Just Loaded Up on Yeti Shares. Here's why.

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]