YETI (YETI): FY25 Q4 earnings call, Feb 19, 2026

Thu, Feb 19Earnings callSpeaker-labelled transcriptYETI

No Kalshi or Polymarket word markets were listed for YETI’s Feb 19, 2026 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

6 matches for “Headwind”; 5 quoted, at least 25 words apart.

Matthew Reintjescompanyprepared

…significant runway. Turning to supply chain. While tariffs remain a meaningful margin headwind in the first half, as Mike will discuss, our supply chain transformation…

Michael Mc Mullencompanyprepared

…basis points versus last year. This includes a 310 basis point gross headwind from higher tariff costs, partially offset by lower product costs and selective…

Michael Mc Mullencompanyprepared

…will primarily impact us in the first half of the year. This headwind is on top of the 230 basis point gross tariff impact in…

Phillip Bleeanalystqa

…but there are some easier comparisons with, I believe, 300 basis point headwind that you guys called out related to supply chain constraints and delays…

Joseph Altobelloanalystqa

…question, I wanted to ask about tariffs. You mentioned it was $0.35 headwind last year, expected to be another $0.35 headwind this year. which was…

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