YETI Holdings, Inc. (NYSE: YETI)

YETI Holdings, Inc. is a global designer, retailer, and distributor of innovative outdoor products. The company creates high-performance gear including coolers, drinkware, bags, and apparel for outdoor enthusiasts and consumers seeking durable, premium-quality equipment. YETI serves customers engaged in activities ranging from hunting and fishing to beach outings and everyday use, emphasizing product reliability and brand loyalty.

YETI generates revenue through the sale of its product categories: Coolers & Equipment, Drinkware, and Other. In 2025, Coolers & Equipment accounted for 40% of net sales, Drinkware for 58%, and Other for 2%. Revenue is derived from both direct-to-consumer and wholesale channels, with the direct-to-consumer channel representing 60% of net sales in 2025. The company sells through its websites, retail stores, and authorized third-party platforms such as Amazon Marketplace.

The company operates through the following segments:

YETI holds a strong position in the premium outdoor and recreation market, competing against established brands such as Igloo and Coleman in coolers, and HydroFlask, Stanley, and Owala in drinkware. The company differentiates itself through superior product design, durability, brand recognition, and its direct-to-consumer capabilities. YETI leverages a broad network of national, regional, and independent retail partners to maintain its premium positioning and market reach.

YETI serves a diverse customer base including serious outdoor enthusiasts, recreational users, and individuals who value high-quality, durable products. The company sells through approximately 5,300 retail partners worldwide, including major retailers such as Dick’s Sporting Goods, REI, Academy Sports + Outdoors, Bass Pro Shops, Ace Hardware, Scheels, and Tractor Supply Company. Internationally, notable partners include FGL Sports and SportChek in Canada, BCF and Rebel in Australia, and GO Outdoors in the United Kingdom. No single customer accounted for 10% or more of gross sales in 2025.