YETI stock fell 1.21 percent on October 2 as guidance held

Published on 10/04/2026 at 21:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

YETI stock was last at USD 40.87 on October 2, 2026, while fiscal 2026 adjusted EPS guidance stayed at USD 2.94-3.00. Q2 revenue rose 9 percent to USD 483.9 million.

YETI, US98585X1046, Illustration mit AI erstellt.

YETI Holdings (ISIN US98585X1046) was last at USD 40.87 on the NYSE on October 2, 2026 at 4:00 p.m. ET, down 1.21 percent from the prior session. The company reiterated fiscal 2026 adjusted EPS guidance of USD 2.94-3.00 in an October 2 update, keeping the central question on profit growth rather than product demand.

Guidance keeps the bar high

According to MarketBeat on October 2, 2026, YETI set fiscal 2026 EPS guidance above the USD 2.89 consensus estimate. Revenue guidance was USD 2.0 billion, matching the consensus figure cited in the report.

The latest reported quarter gives that outlook a concrete base. For Q2 2026, YETI generated USD 483.9 million in net sales, up 9 percent year over year, while adjusted EPS was USD 0.67 versus USD 0.54 expected, according to StockTitan.

New categories must deliver

YETI's September 17, 2026 Investor Day added a longer runway to the near-term guidance. The company outlined mid- to high-single-digit annual net sales growth through fiscal 2030 and cumulative free cash flow of USD 1.2 billion to USD 1.4 billion over the five-year period, according to YETI.

The strategy puts bags, soft coolers and international sales alongside the established drinkware business. Project Upcycle identified USD 100 million of productivity opportunity, while fiscal 2026 free cash flow was projected at USD 200 million to USD 225 million. Those figures make execution the key investor variable: the plan calls for growth investments and margin expansion at the same time.

Consensus target exceeds the quote

MarketBeat reported on October 3, 2026, that 12 of 16 covering brokerages rated YETI Buy and four rated it Hold, producing a Moderate Buy consensus. The average 12-month price target was USD 56.00, which places the target 37.0 percent above the October 2 price of USD 40.87.

YETI stock stays below its yearly high

YETI stock was last at USD 40.87 on the NYSE on October 2, 2026, with a 52-week range of USD 31.66 to USD 53.99. Its market capitalization was USD 3.1 billion and trading volume was 1,105,603 shares.