YETI Holdings, Inc.: management transactions · United States · SEC (Form 4)

About YETI Holdings, Inc.

YETI Holdings, Inc. is a U.S.-based premium outdoor products company listed on the NYSE under the ticker YETI. Headquartered in Austin, Texas, United States, the company was founded in 2006 by Roy and Ryan Seiders, who started with a simple but powerful idea: build rugged, high-performance coolers for serious outdoor use. What began as a cooler brand has evolved into a broader consumer brand centered on durability, portability, and premium design. YETI’s business is organized around two core categories: Drinkware and Coolers & Equipment. Around these pillars, the company has built a wider portfolio that includes soft and hard coolers, insulated bottles and tumblers, bags, cargo products, outdoor living items, apparel, accessories, and pet products. Flagship lines such as Rambler drinkware, Tundra hard coolers, Hopper soft coolers, and newer bag and everyday-carry offerings illustrate how YETI has extended its brand beyond its original cooler franchise. This broader product mix helps the company increase purchase frequency, expand use cases, and deepen consumer engagement. From a competitive standpoint, YETI occupies the premium end of the outdoor and lifestyle market. Its moat is less about price and more about brand equity, product quality, perceived toughness, innovation, and a loyal consumer base. The company benefits from a strong direct-to-consumer platform alongside wholesale distribution, giving it both higher-margin brand control and broad retail reach. That combination is important for an equity story built on premiumization rather than pure volume. Geographically, YETI remains heavily tied to the United States, but international expansion has become an increasingly important growth lever. Recent company updates highlighted robust momentum in Europe and Australia, and Japan was launched in 2025, underscoring a deliberate push to broaden the brand globally. The company’s latest disclosures also show continued investment in global product development and category expansion. Recent news has been constructive, though not without challenges. In February 2026, YETI reported full-year 2025 results and guided to 2026 sales growth of 6% to 8%, supported by both Drinkware and Coolers & Equipment, continued international strength, and a strong innovation pipeline. Management also pointed to tariff pressure and supply-chain transition costs as near-term headwinds, but emphasized margin recovery actions, supply-chain diversification, and share repurchases. For investors, YETI remains a differentiated NYSE-listed U.S. consumer brand with premium positioning, a growing international footprint, and a multi-category platform that is still expanding beyond coolers.