Yeti Holdings

YETI

Market cap $3.66B

Investors interested in Leisure and Recreation Products stocks are likely familiar with Yeti (YETI) and Pool Corp. (POOL). But which of these two companies is the best option for those looking for undervalued stocks?

YETI Holdings has outperformed the S&P 500 over the last year, driven by strong brand loyalty, robust wholesale growth and international expansion. Management raised FY26 guidance, now projecting 7–8% sales growth and adjusted EPS of $2.83–$2.89. International expansion remains a key growth lever, with high-teens to 20% expected sales growth and new market entries in Asia planned.

The Leisure and Recreation Products industry is benefiting from strong fitness demand and momentum in the boating industry. Moreover, stocks like YETI, MBUU, MCFT and ESCA are likely to benefit from the trend.

Yeti (YETI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Yeti (YETI) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

This year, Father's Day comes at a time when it appears that the long-awaited sector rotation is finally here. But the story may get better.

YETI Holdings, Inc. (YETI) Presents at 2026 Baird Global Consumer, Technology & Services Conference Transcript

AUSTIN, Texas, May 28, 2026 (GLOBE NEWSWIRE) -- YETI Holdings, Inc. (“YETI”) (NYSE: YETI) today announced that management will be attending the following investor conferences:

YETI Holdings, Inc. has outperformed the market, delivering 19% alpha since prior coverage and continues to present a strong fundamental case. YETI beat Q1 2026 earnings expectations, raised sales guidance to 7-8% growth, and maintains robust free cash flow and aggressive share repurchases. Despite macroeconomic headwinds and tariff impacts, YETI trades near fair value ($40.57–$47.87/share) with double-digit returns on capital and strong margins.

YETI (NYSE:YETI) lifted its full-year guidance and topped first-quarter expectations, offering investors a more confident growth trajectory just as concerns over consumer spending and tariff headwinds had weighed on the stock. The outdoor lifestyle brand now expects fiscal 2026 net sales growth of 7% to 8%, tightened from a prior range of 6% to 8%, and raised its adjusted EPS outlook to $2.83-$2.89 from $2.77-$2.83.