YETI
9/9 ScoreYETI Holdings, Inc.
Analysis Date: February 2, 2026
YETI Holdings, Inc. designs, markets, retails, and distributes products for the outdoor and recreation market under the YETI brand. The company offers hard and soft coolers, as well as cargo, bags, outdoor living, and associated accessories. It also provides drinkware products, such as colsters, lowballs, wine tumblers, stackable pints, mugs, tumblers, bottles, and jugs, as well as accessories comprising bottle straw caps, tumbler handles, jug mounts, and bottle slings under the Rambler brand. In addition, the company offers YETI-branded gear products, such as hats, shirts, bottle openers, and ice substitutes. It sells its products through independent retailers, including outdoor specialty, hardware, sporting goods, and farm and ranch supply stores, as well as through Website. The company operates in the United States, Canada, Australia, New Zealand, Europe, Hong Kong, China, Singapore, and Japan. YETI Holdings, Inc. was founded in 2006 and is headquartered in Austin, Texas.
Buffettology Criteria
All 9 of 9 criteria passed
High ROE
Return on Equity > 12%
Value: 22.7%
High ROIC
Return on Invested Capital > 9%
Value: 21.1%
Cash Machine
FCF / Assets > 5%
Value: 17.2%
Fair Valuation
Earnings Yield > 3.5%
Value: 4.5%
Share Buybacks
Share Count is Dropping
Value: -5.2%
Defensible Moat
Gross Profit Margin > 40%
Value: 57.4%
Simple Business
Not in a speculative sector (e.g., Biotech)
Value: Consumer Cyclical
Conservative Debt
Debt to Equity < 1.5
Value: 0.25x
Consistent Growth
5-Year Growth is Positive
Value: 14.6%
Analysis Summary
This YETI analysis presents a compelling picture. The high returns on equity and invested capital, coupled with strong free cash flow generation and a robust moat, certainly catch my eye. While growth has been modest, the conservative debt levels and ongoing share repurchases suggest a company focused on long-term shareholder value creation, a trait I always appreciate.
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