YETI (YETI): FY26 Q2 earnings call, Aug 13, 2026
On its Aug 13, 2026 earnings call (FY26 Q2), YETI said 10 of the 24 words Kalshi and Polymarket listed; Parrot’s count agreed with 23 of 24 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
24 words · 10 settled yes · our count agreed on 23 of 24- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Brand 5+ times | Yes | 42 | 42 | ✓ | 91%transcripts from the transcript model | – |
| Headwind | Yes | 8 | 12 | ✓ | 71%transcripts from the transcript model | – |
| Retail / Retailer | Yes | 7 | 7 | ✓ | 92%transcripts from the transcript model | – |
| Sport | Yes | 2 | 2 | ✓ | 93%transcripts from the transcript model | – |
| Bottle / Jug | Yes | 2 | 2 | ✓ | 87%transcripts from the transcript model | – |
| GoBox | Yes | 2 | 2 | ✓ | 62%transcripts from the transcript model | – |
| Limited | Yes | 1 | 1 | ✓ | 79%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 77%transcripts from the transcript model | – |
| Ranger | Yes | 1 | 1 | ✓ | 54%transcripts from the transcript model | – |
| Tailwind | Yes | 1 | 1 | ✓ | 36%transcripts from the transcript model | – |
| International 20+ times | No | 20 | 20 | ✗ | 55%transcripts from the transcript model | – |
| Cooler 15+ times | No | 13 | 13 | ✓ | 62%transcripts from the transcript model | – |
| Bag 10+ times | No | 6 | 6 | ✓ | 63%transcripts from the transcript model | – |
| China 3+ times | No | 1 | 1 | ✓ | 77%transcripts from the transcript model | – |
| Marketing | No | 0 | 0 | ✓ | 87%transcripts from the transcript model | – |
| Gear | No | 0 | 0 | ✓ | 71%transcripts from the transcript model | – |
| Ceramic | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| TikTok | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| NFL | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Iran / Middle East | No | 0 | 0 | ✓ | 29%transcripts from the transcript model | – |
| Dividend | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Recession | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| World Cup | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “Headwind”; 5 quoted, at least 25 words apart.
…in the category over the past few years. That is a significant headwind, but it has been more than counterbalanced by strong execution of our…
…significant impact of oil markets, raw material cost pressure, ocean and parcel headwinds, and shipping delays across certain Asia trade lanes. We have taken proactive…
…associated with IEEPA tariffs, the broader tariff and inflationary pressures remain a headwind. Our teams are actively focused on mitigating these pressures by driving productivity…
…how you thought about your commentary around drinkware. You talked about some headwinds abating, I think by the end of the year. Maybe just kind…
…really what's driving the underlying strength in drinkware. What we wanted to call out today is there's an acute drag and a headwind to that.
Where the listed words were said
…value-seeking, and ongoing macro uncertainty, YETI's customer is showing up as the brand broadens, our product platforms expand, and the team continues to deliver. That…
…is important to note that Scott also called out some significant inflationary headwinds that we've seen that our supply chain team is doing an incredible…
…strong year-over-year sell-in and sell-through. This performance reflects continued support from our retail partners as they expand their commitments to the broader YETI portfolio and…
…as digital, social, and outdoor environments, including a presence in major live sports, highlighted by the most-watched NBA Finals game since 2016. We paired that…
Hydration remains the growth engine, supported by core Straw Bottles, Rambler Jugs, and Stackable Cups, and core tumblers continue to validate everyday utility. While food…
In cases and storage, the LoadOut GoBox family continued to build momentum across both consumer and professional use cases. As we have said before, there…
…and real-world use. This balance is important. Scale without credibility and trust is expensive. Credibility and trust without scale is limited. YETI is delivering both.
…market. We are also investing in digital and customization capabilities. Ranger, our AI-driven shopping assistant, continues to improve conversion and engagement. Artboard customization, a new…
…we described at the end of Q1, we weren't projecting a significant tailwind out of corporate sales, but the absence of a headwind, and essentially…
Agents: this page as TSV at /api/v1/appearances/yeti:2026-08-13:earnings_call · words: /api/v1/brief?appearance=yeti:2026-08-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP