Did YETI provide guidance for Q3 2025 and FY 2025, and what are the key assumptions behind that guidance? | YETI (Aug 07, 2025) | Candlesense
YETI

Did YETI provide guidance for Q3 2025 and FY 2025, and what are the key assumptions behind that guidance?

Short answer:

The excerpt you provided from YETI Holdings Inc.’s Q2 2025 earnings release does not contain any explicit guidance for the third quarter of 2025 (Q3 2025) or for the full fiscal year 2025 (FY 2025), nor does it list the assumptions underlying such guidance.

Why the guidance isn’t available in the excerpt

Element you asked about Presence in the supplied text
Q3 2025 guidance No mention
FY 2025 guidance No mention
Key assumptions (e.g., sales trends, cost structure, macro‑economic outlook, product launch plans, etc.) No mention

The only information in the supplied segment is that YETI announced its Q2 2025 results and that the results are presented both on a GAAP and a non‑GAAP basis. The “Non‑GAAP Financial Measures” and “Reconciliation of GAAP to Non‑GAAP Financial Information” sections are referenced, but no actual figures, forward‑looking guidance, or assumption narratives are included.

What to do next

  1. Locate the full press release – The complete Business Wire announcement (often available on YETI’s investor‑relations website or the Business Wire archive) will contain the full earnings release, which normally includes:

    • A “Guidance” or “Outlook” section with Q3 2025 and FY 2025 revenue, earnings‑before‑interest‑tax‑depreciation‑amortization (EBITDA), adjusted EBITDA, net income, or other key metrics.
    • A bullet‑point or paragraph describing the key assumptions that drive that guidance (e.g., expectations for seasonal demand, product innovation pipeline, pricing strategy, supply‑chain conditions, foreign‑exchange impacts, marketing spend, etc.).

  2. Check the earnings call transcript – If YETI held a conference call or webcast to discuss the results, the management Q&A often clarifies assumptions and any changes to prior guidance.

  3. Review supplemental investor materials – Investor decks, supplemental financial tables, or the “Management’s Discussion & Analysis” (MD&A) section of the Form 10‑Q filed for Q2 2025 will also elaborate on forward‑looking expectations and the underlying assumptions.

Typical content you might expect (based on YETI’s historical disclosures)

While we cannot confirm the exact numbers or assumptions without the full release, YETI’s past earnings releases have generally structured guidance as follows:

Metric Typical Q3 2025 Guidance Typical FY 2025 Guidance Common Assumptions
Revenue A range expressed in millions of dollars (e.g., $X‑$Y million) Full‑year range (e.g., $A‑$B million) – Continuation of Q2 seasonal trends
– Expected product launch schedule (new coolers, bags, etc.)
– Anticipated retail and direct‑to‑consumer mix
– Macro‑economic environment (inflation, consumer discretionary spending)
Adjusted EBITDA Dollar range or margin % Full‑year range or margin % – Stable cost‑of‑goods‑sold (COGS) relative to sales
– Operating expense trends (marketing, SG&A)
– Efficiency initiatives from supply‑chain optimization
Net Income / EPS EPS range (e.g., $X.XX‑$Y.YY) Full‑year EPS range – Tax rate assumptions (effective tax rate)
– Share count (including any stock‑based compensation)
Capital Expenditures Approximate spend amount Full‑year capex outlook – Planned investments in warehousing, distribution, and technology platforms
Inventory / Working Capital Expected inventory levels (e.g., days of inventory) Full‑year working‑capital targets – Forecasted demand for seasonal SKUs, lead‑time from suppliers

Key assumption categories that YETI has emphasized in prior quarters

  1. Seasonality – YETI’s sales are heavily influenced by the outdoor‑recreation calendar; Q3 typically includes a “back‑to‑school” and early‑fall outdoor activity surge.
  2. Product Innovation Pipeline – Launches of next‑generation insulated products, collaborations, or limited‑edition collections can materially boost topline growth.
  3. Retail Distribution Mix – Growth in specialty‑retail partners (e.g., REI, Dick’s Sporting Goods) vs. YETI’s own stores and e‑commerce platform affects gross margin assumptions.
  4. Supply‑Chain Stability – Assumptions around raw‑material costs (e.g., high‑performance polymers, stainless steel), freight rates, and lead‑times.
  5. Macroeconomic Factors – Consumer discretionary spending trends, inflation pressures, and foreign‑exchange impacts (YETI reports in USD but sources some components overseas).

Bottom line

  • The short excerpt you shared does not provide YETI’s Q3 2025 or FY 2025 guidance, nor the assumptions behind any such guidance.
  • To obtain those details, you’ll need to review the full Q2 2025 earnings release (press release, Form 10‑Q, earnings call transcript, or investor deck) where YETI typically discloses forward‑looking guidance and the drivers behind it.

Other Questions About This News

Did the company announce any strategic initiatives (e.g., acquisitions, partnerships, sustainability commitments) that could affect future growth? How did YETI perform in its key distribution channels (direct‑to‑consumer, wholesale, e‑commerce) and what are the trends? What is the analyst consensus after this release—any changes to target price or rating from major research houses? How did YETI's revenue and EPS for Q2 2025 compare to the previous quarter and the same quarter last year? What were the key risks highlighted in the earnings release (e.g., supply‑chain disruptions, commodity price volatility, geopolitical factors)? Did YETI report any changes to its capital structure (e.g., debt issuance, share repurchases, or dividend changes)? What were the primary drivers behind any revenue growth or decline (e.g., product mix, geographic performance, channel mix)? How does YETI's Q2 performance compare to its main competitors (e.g., Columbia, Patagonia, smaller outdoor‑goods brands) in terms of growth and profitability? What is YETI's current cash position, free cash flow, and capital expenditures, and how do they impact future dividend or buyback potential? What were the trends in YETI's operating expenses—particularly marketing, R&D, and SG&A—and are they sustainable? What was YETI's non‑GAAP earnings per share and how does it differ from GAAP EPS? What is the outlook for YETI's inventory levels and supply‑chain constraints, and how might that affect future earnings? How does the current macro‑environment (inflation, consumer confidence, discretionary spending) affect YETI's outlook? How did YETI's gross margin and operating margin perform on a GAAP and non‑GAAP basis? What are the expectations for YETI's product pipeline (new product launches, e‑commerce initiatives, or international expansion) and their potential impact on revenue? What is the expected impact of any changes in fiscal year timing or reporting changes on comparability of future results? Are there any insider buying/selling or institutional ownership changes following the earnings release? How does YETI's valuation (P/E, EV/EBITDA, price-to-sales) compare to its historical average and to the sector?