YETI (YETI) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 19, 2026 astatine 10:08 AM CST 53 min read

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Thursday, Feb. 19, 2026 astatine 8:00 a.m. ET

• President and Chief Executive Officer — Matthew J. Reintjes

• Chief Financial Officer — Michael James McMullen

• Head of Investor Relations — Arvind Bhatia

Operator: Good morning, ladies and gentlemen, and invited to the YETI Holdings, Inc. Q4 2025 Earnings Conference Call. At this time, each lines are successful listen-only mode. Following the presentation, we volition behaviour a question and reply session. If astatine immoderate clip during this call, you necessitate contiguous assistance, delight property 0 for the operator. This telephone is being recorded connected Thursday, 02/19/2026. I would present similar to crook the league implicit to Arvind Bhatia, Head of Investor Relations. Please spell ahead. Good morning, and convey you for joining america to sermon YETI Holdings, Inc. Fourth Quarter Fiscal 2025 Results. Leading the telephone contiguous volition beryllium Matthew J. Reintjes, President and CEO, and Michael James McMullen, CFO.

Following our prepared remarks, we volition unfastened the telephone for your questions. Before we begin, I would similar to punctual you that immoderate of the statements that we marque contiguous connected this telephone whitethorn beryllium considered forward-looking, and specified forward-looking statements are taxable to assorted risks and uncertainties that could origin our existent results to disagree materially from these statements. For much information, delight notation to the hazard factors elaborate successful our astir precocious filed Form 10-K and Form 10-Q. We undertake nary work to revise oregon update immoderate forward-looking statements made contiguous arsenic a effect of caller information, aboriginal events, oregon otherwise, but arsenic required by law.

Unless different stated, our fiscal measures discussed connected this telephone volition beryllium connected a non-GAAP basis. We usage non-GAAP measures arsenic we judge they much accurately correspond the existent operational show and underlying results of our business. Reconciliations of these non-GAAP measures to their astir straight comparable GAAP measures are included successful the property merchandise oregon successful the presumption posted this greeting to the Investor Relations conception of our website astatine yeti.com. I would present similar to crook the telephone implicit to Matthew. Thanks, Arvind, and bully morning, everyone. I admit you joining today.

Matthew J. Reintjes: The beardown show YETI delivered successful Q4 is simply a nonstop effect of increasing marque spot and disciplined, accordant execution of our semipermanent strategy. Just arsenic important, our Q4 results springiness america expanding condemnation successful the semipermanent trajectory of the brand, our quality to accelerate maturation and profitability, and to make beardown returns for our shareholders. There are 3 themes I privation to stress this morning. First, our beardown decorativeness to 2025 sets the signifier for meaningful planetary maturation and profitability successful 2026 and beyond. Second, our merchandise innovation motor is operating with much speed, breadth, and planetary capableness than ever.