YETI Holdings, Inc. Q4 2025 Earnings Call Summary

Strategic positioning is increasingly focused on 'agentic shopping' and digital discovery, utilizing AI-driven tools like the 'Ranger' assistant to improve conversion on owned channels.The supply chain transformation has successfully shifted major production exposure away from China to factories in Thailand and Vietnam to enhance long-term resilience.US wholesale performance reflects ongoing retailer caution and tight inventory planning, with sell-through consistently outpacing sell-in throughout the fiscal ...