YETI (YETI): FY26 Q1 earnings call, May 14, 2026

…a compelling and addressable long-term growth opportunity, we are still early in unlocking it, even with international trending towards 23+% of full-year sales in 2026.

…the second half of the year. Canada and Australia remain our largest international markets, and despite macroeconomic pressures, we expect solid full-year performance from both.…

…more than 3 years, driven by consumer pull across both U.S. and international markets. The headline growth is notable, but what matters most is what's…

…platforms allow us to grow with discipline while maintaining premium standards. Third, international runway is real and still early. Premium performance-oriented brands can travel when…

…low double-digit range, driven by core platform performance, new category adjacencies, and international expansion. When combined with margin expansion and buybacks, we have a model…