What is everyone thinking about Yeti today?
What is everyone thinking about Yeti today?
i saw that goldman sachs upgraded Yeti to a buy because they're seeing better restocking trends for the rest of the year. it's pretty impressive that is holding up so well while other consumer brands are struggling. do you think their premium coolers are still a safe bet for the long term?
The upgrade is definitely encouraging, but I'll be watching to see if improving demand actually shows up in future results. If the business keeps executing well, the long-term story still looks interesting.
i'm wondering if the international growth for yeti will be the real driver this year. the restocking news is definitely a step in the right direction.
Improving demand is a positive sign, but long-term performance will depend on sustained growth and execution.