YETI Holdings Management
Management criteria checks 4/4
YETI Holdings' CEO is Matt Reintjes, appointed in Sep 2015, has a tenure of 10.58 years. total yearly compensation is $7.70M, comprised of 13.7% salary and 86.3% bonuses, including company stock and options. directly owns 0.53% of the company’s shares, worth $15.95M. The average tenure of the management team and the board of directors is 3 years and 6.3 years respectively.
Key information
Matt Reintjes
Chief executive officer
US$7.7m
Total compensation
| CEO salary percentage | 13.74% |
| CEO tenure | 10.6yrs |
| CEO ownership | 0.5% |
| Management average tenure | 3yrs |
| Board average tenure | 6.3yrs |
Recent management updates
Recent updates
YETI: Future EPS Will Depend On Share Repurchases And Margin Stability
The analyst price target for YETI Holdings has moved from approximately $41.43 to $50.00. Analysts point to updated models that incorporate expectations for steadier sales trends, improving margins, and a slightly higher future P/E assumption following recent research updates across the Street.
YETI: Returning Sales Momentum Will Support Stronger Margins Through 2026
The updated fair value estimate for YETI Holdings edges higher to about $68.34 per share from roughly $68.09, reflecting analysts' mixed but generally constructive adjustments to price targets as they weigh recent Q4 results, revised long term sales and margin expectations, and a wider range of Buy and Equal Weight ratings across the Street. Analyst Commentary Recent Street research around YETI Holdings centers on how the latest Q4 results and updated guidance line up with analysts' expectations for earnings, sales momentum, and margin trends.Yeti: Likely Worth More Than A Cold Shoulder
Apr 08
YETI: Taiwan And Guidance Risks Will Temper Rising Confidence In Recovery
The analyst price target for YETI Holdings has been raised from $35.00 to $37.00, as analysts factor in updated models that reflect recent Q4 results, revised EPS estimates, and an outlook that includes higher expectations for sales growth and future P/E assumptions despite mixed guidance. Analyst Commentary Street research around YETI Holdings has been active, with a mix of higher price targets and more cautious revisions tied to updated earnings models, sales assumptions, and margin outlooks.YETI: Returning Sales Trends Will Support Sustained Margin Momentum Into 2026
Analysts have made only a slight trim to the implied value in this update, with the fair value estimate easing by about $0.02 per share as they factor in blended price targets that reflect a mix of modest cuts on longer term EPS views and several recent upgrades tied to Q4 performance, improving drinkware trends, and expectations for sales and margin momentum into 2026 and 2027. Analyst Commentary Recent Street research around YETI Holdings has tilted more positive, with a cluster of upgrades and higher price targets following the latest Q4 results and updated guidance.YETI: Returning Sales Trends And Margin Expansion Will Drive Future EPS Upside
The analyst price target for YETI Holdings has been raised from about $58.78 to about $68.11 as analysts highlight improving sales trends, especially in drinkware, and the potential for stronger margins supported by recent upgrades and higher targets across multiple firms. Analyst Commentary Bullish analysts have been steadily lifting their expectations for YETI Holdings, with multiple price target increases and several upgrades to more positive ratings.YETI: Future Taiwan Distribution Upside Will Likely Disappoint Versus Elevated Expectations
Analysts have lifted their price target on YETI Holdings by $9, citing updated views on its future P/E, slight tweaks to revenue growth and margin assumptions, and recent research that highlights YETI as a key beneficiary in new distribution and branding opportunities. Analyst Commentary Recent research on YETI Holdings has centered on updated P/E assumptions, fresh views on its revenue and margin setup, and how new distribution agreements could influence the brand story.YETI: U.S. Drinkware Weakness Will Likely Limit Benefits From Taiwan Deal
Analysts have raised their price targets on YETI Holdings by as much as US$9, citing slightly stronger assumptions for revenue growth and profit margin, along with a modest adjustment to the discount rate, while maintaining a fair value estimate near US$35 per share. Analyst Commentary Recent research on YETI Holdings has generally centered on adjustments to price targets and views on the company’s growth outlook, with different firms focusing on the balance between demand for drinkware, profit margins, and capital returns through share repurchases.YETI: U.S. Drinkware Weakness Will Likely Outweigh Buyback Support
Analysts have lifted their fair value estimate for YETI Holdings to $35.00 from $32.00, citing higher modeled revenue growth, slightly adjusted discount rate assumptions, improved profit margins, and a lower future P/E multiple, supported by recent research that highlights potential benefits from international expansion and ongoing share repurchases. Analyst Commentary Recent research on YETI reflects mixed views, with some firms highlighting opportunities around international exposure and brand strength, while others emphasize execution risks and a competitive backdrop that could limit upside for the shares.YETI Holdings (NYSE:YETI) Is Reinvesting At Lower Rates Of Return
Jan 06
YETI: Future EPS Will Rely On Durable Buybacks Amid Mixed Demand
Analysts have nudged their price target on YETI Holdings modestly higher, lifting it by approximately $0.40 per share. They cite improving visibility into a rebound in global drinkware growth and a more durable EPS growth outlook supported by accelerated share repurchases.YETI Sees Durable Buybacks Driving Future EPS Accretion And Upside Potential
Analysts have raised their price target on YETI Holdings, reflecting higher fair value estimates of approximately $59 versus about $47 previously, supported by improving revenue growth expectations, slightly better profit margins, and anticipated EPS accretion from an accelerated share repurchase pace. Analyst Commentary Bullish analysts highlight that the recent price target increase, while modest in absolute terms, reinforces growing confidence in YETI Holdings' ability to stabilize and reaccelerate its core drinkware business.YETI: Durable Buybacks And FY26 Setup Will Drive Balanced Future Prospects
Analysts have nudged their blended fair value target for YETI Holdings slightly higher to about $41 per share from roughly $40.47, citing improving visibility into a rebound in global drinkware growth, durable share repurchases that could modestly boost EPS, and a favorable Q3 and FY26 setup supported by new product launches and operating leverage. Analyst Commentary Street research points to a more constructive but still balanced outlook for YETI Holdings, with recent commentary highlighting both improving growth visibility and lingering category and competitive risks.Why Investors Shouldn't Be Surprised By YETI Holdings, Inc.'s (NYSE:YETI) 25% Share Price Surge
Dec 02YETI: Durable Buybacks And Strong Web Trends Will Shape Upcoming Performance
The average analyst price target for YETI Holdings has increased from approximately $37.93 to $40.47. Analysts cite improving outlooks for drinkware sales, a resilient share repurchase program, and potential for upside performance in upcoming quarters.YETI: Strong Web Traffic and Operating Leverage Will Drive Upside Momentum
Analysts have slightly raised their price target for YETI Holdings to $37.93 from $37.67, citing improved confidence in upcoming product launches and operating leverage. These factors could drive upside performance in the near term.Analysts Weigh Growth Prospects and Risks as YETI Holdings Receives Slight Valuation Boost
Narrative Update on YETI Holdings Analysts have slightly raised their fair value estimate for YETI Holdings to $37.67 per share from $36.53. This change is attributed to optimism for upcoming quarters, supported by stronger web traffic and expectations of accelerated growth from new product launches.Investors Shouldn't Overlook The Favourable Returns On Capital At YETI Holdings (NYSE:YETI)
Oct 02International Expansion In Europe And Asia Will Unlock Global Opportunities
Analysts maintain a stable price target for YETI Holdings at $36.53, balancing improved website performance and tariff relief against renewed market share losses to competitors. Analyst Commentary Improved web traffic to YETI’s website.What Is YETI Holdings, Inc.'s (NYSE:YETI) Share Price Doing?
Aug 08Is YETI Holdings (NYSE:YETI) A Risky Investment?
Jul 21Investors Aren't Buying YETI Holdings, Inc.'s (NYSE:YETI) Earnings
Jul 03YETI Holdings (NYSE:YETI) Is Achieving High Returns On Its Capital
May 25Why YETI Holdings, Inc. (NYSE:YETI) Could Be Worth Watching
May 07YETI: Beloved Brand With Too Many Risks At The Moment
Apr 08A Piece Of The Puzzle Missing From YETI Holdings, Inc.'s (NYSE:YETI) Share Price
Mar 20YETI: Losing Patience Amid Slowing Sales (Rating Downgrade)
Feb 15Is YETI Holdings (NYSE:YETI) A Risky Investment?
Feb 12YETI: Great Buy Amid International Growth And Supply Chain Expansion
Jan 11Capital Investment Trends At YETI Holdings (NYSE:YETI) Look Strong
Jan 05YETI Holdings: Fairly Valued And Positioned For Success
Dec 10YETI Holdings, Inc. (NYSE:YETI) Shares Could Be 21% Above Their Intrinsic Value Estimate
Nov 30YETI Holdings: Undervalued Stock Currently Trading At Multiyear Lows
Nov 27YETI: A Great, Undervalued Small Cap
Nov 19YETI Holdings (NYSE:YETI) Has A Rock Solid Balance Sheet
Oct 30YETI Holdings, Inc. (NYSE:YETI) Doing What It Can To Lift Shares
Oct 09YETI Holdings Is Now A Great Value Proposition (Rating Upgrade)
Sep 18
Innovative Product Lines And Decisive Partnerships Propel Market Penetration And Sales
YETI's innovation and expansion efforts are expected to drive future sales growth and improve international market penetration.YETI Holdings (NYSE:YETI) Is Reinvesting To Multiply In Value
Aug 28Yeti Holdings: Good Growth Initiatives But Macro Backdrop Is Not Favorable
Aug 22YETI Holdings (NYSE:YETI) Could Easily Take On More Debt
Jul 14YETI Holdings, Inc. (NYSE:YETI) Shares Could Be 47% Below Their Intrinsic Value Estimate
Jun 25YETI Holdings: Solid Q1 Results Led By International Growth
Jun 19YETI Holdings, Inc. (NYSE:YETI) Stocks Shoot Up 25% But Its P/E Still Looks Reasonable
Jun 06Here's What YETI Holdings' (NYSE:YETI) Strong Returns On Capital Mean
May 21YETI: Growth Through M&A
Apr 10Getting In Cheap On YETI Holdings, Inc. (NYSE:YETI) Is Unlikely
Apr 10Is YETI Holdings (NYSE:YETI) A Risky Investment?
Mar 19YETI: Strong Product Roadmap Portends 2024 Rebound
Feb 23Statutory Profit Doesn't Reflect How Good YETI Holdings' (NYSE:YETI) Earnings Are
Feb 22CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jan 03 2026 | US$8m | US$1m | US$165m |
| Sep 27 2025 | n/a | n/a | US$160m |
| Jun 28 2025 | n/a | n/a | US$177m |
| Mar 29 2025 | n/a | n/a | US$176m |
| Dec 28 2024 | n/a | n/a | US$176m |
| Sep 28 2024 | n/a | n/a | US$201m |
| Jun 29 2024 | n/a | n/a | US$188m |
| Mar 30 2024 | n/a | n/a | US$175m |
| Dec 30 2023 | n/a | n/a | US$170m |
| Sep 30 2023 | n/a | n/a | US$64m |
| Jul 01 2023 | n/a | n/a | US$66m |
| Apr 01 2023 | n/a | n/a | US$75m |
| Dec 31 2022 | US$5m | US$1m | US$90m |
| Oct 01 2022 | n/a | n/a | US$190m |
| Jul 02 2022 | n/a | n/a | US$198m |
| Apr 02 2022 | n/a | n/a | US$208m |
| Jan 01 2022 | US$8m | US$969k | US$213m |
| Oct 02 2021 | n/a | n/a | US$202m |
| Jul 03 2021 | n/a | n/a | US$201m |
| Apr 03 2021 | n/a | n/a | US$178m |
| Jan 02 2021 | US$6m | US$919k | US$156m |
| Sep 26 2020 | n/a | n/a | US$98m |
| Jun 27 2020 | n/a | n/a | US$68m |
| Mar 28 2020 | n/a | n/a | US$57m |
| Dec 28 2019 | US$6m | US$875k | US$50m |
Compensation vs Market: Matt's total compensation ($USD7.70M) is about average for companies of similar size in the US market ($USD7.00M).
Compensation vs Earnings: Matt's compensation has been consistent with company performance over the past year.
CEO
Matt Reintjes (49 yo)
10.6yrs
Tenure
US$7,697,528
Compensation
Mr. Matthew J. Reintjes, also known as Matt, has been Independent Director of Harley-Davidson, Inc. since September 15, 2025. He has the perspective of a successful, tenured CEO of a public company, leadin...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 10.6yrs | US$7.70m | 0.53% $ 16.0m | |
| Senior VP | 3.4yrs | US$1.54m | 0.041% $ 1.2m | |
| Senior VP | 10.7yrs | US$1.38m | 0.086% $ 2.6m | |
| Advisor | less than a year | US$1.75m | 0.088% $ 2.6m | |
| CFO, Senior VP & Treasurer | less than a year | no data | no data | |
| Vice President of Investor Relations | 1.3yrs | no data | no data | |
| Vice President of Corporate Development | 2.5yrs | no data | no data | |
| Chief Human Resources Officer | 3.8yrs | no data | no data |
3.0yrs
Average Tenure
51yo
Average Age
Experienced Management: YETI's management team is considered experienced (3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 10.1yrs | US$7.70m | 0.53% $ 16.0m | |
| Independent Director | 7.5yrs | US$250.00k | 0.035% $ 1.0m | |
| Independent Chair of the Board & Presiding Director | 7.5yrs | US$374.99k | no data | |
| Independent Director | 7.2yrs | US$267.49k | 0.019% $ 564.2k | |
| Independent Director | 2.3yrs | US$259.97k | no data | |
| Independent Director | 6.3yrs | US$257.49k | 0.018% $ 527.5k | |
| Independent Director | 1.1yrs | US$230.64k | no data | |
| Independent Director | 5.5yrs | US$257.49k | 0.014% $ 420.7k | |
| Independent Director | 1.1yrs | US$231.89k | 0% $ 0 |
6.3yrs
Average Tenure
60yo
Average Age
Experienced Board: YETI's board of directors are considered experienced (6.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/29 03:54 |
| End of Day Share Price | 2026/04/29 00:00 |
| Earnings | 2026/01/03 |
| Annual Earnings | 2026/01/03 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
YETI Holdings, Inc. is covered by 22 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Peter Benedict | Baird |
| Alexander Maroccia | Berenberg |
| Xian Siew Hew Sam | BNP Paribas |