YETI (YETI): FY25 Q1 earnings call, May 8, 2025
No Kalshi or Polymarket word markets were listed for YETI’s May 8, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
27 matches for “China”; 5 quoted, at least 25 words apart.
…pace of product innovation, materially transforming our supply chain, minimizing exposure to China and delivering operating discipline to maintain our fortress balance sheet. Before I…
…we have accelerated our efforts to shift our drinkware production out of China. Our project started in 2023 is ahead of plan and we now…
…have less than 5% of our total COGS related to products from China for the U.S. market. This is a remarkable transition due to the…
…significant supply chain transformation as we diversify our drinkware sourcing away from China. This is impacting our available supply and thus our top-line growth in…
…changes as we prioritize the shift of our drinkware production out of China. For instance, we have made the decision to entirely push the launch…
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