Yeti (YETI) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Yeti (YETI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Yeti (YETI) reported $483.87 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 8.5%. EPS of $0.67 for the same period compares to $0.66 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $482.9 million, representing a surprise of +0.2%. The company delivered an EPS surprise of +21.82%, with the consensus EPS estimate being $0.55.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Yeti performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Geographic Revenues- International: $92.9 million versus $94.77 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +18.9% change.
- Geographic Revenues- United States: $390.97 million versus $387.69 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.
- Net Sales by Channel- Direct-to-consumer: $265.87 million versus the five-analyst average estimate of $262.26 million. The reported number represents a year-over-year change of +7%.
- Net Sales by Channel- Wholesale: $218 million versus the five-analyst average estimate of $220.47 million. The reported number represents a year-over-year change of +10.5%.
- Net Sales by Category- Other: $10.08 million versus $9.42 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +13.5% change.
- Net Sales by Category- Drinkware: $241.38 million versus the five-analyst average estimate of $249.56 million. The reported number represents a year-over-year change of +2.1%.
- Net Sales by Category- Coolers & Equipment: $232.4 million versus the five-analyst average estimate of $222.78 million. The reported number represents a year-over-year change of +15.9%.
View all Key Company Metrics for Yeti here>>>
Shares of Yeti have returned +5.2% over the past month versus the Zacks S&P 500 composite's +2.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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This article originally published on Zacks Investment Research (zacks.com).