Stock Track | YETI Holdings Plummets 8.97% Intraday on Weak 2026 Guidance, Tariff Concerns and CFO Transition

Stock Track
Feb 19

YETI Holdings Inc. (YETI) experienced a sharp intraday decline of 8.97% on Thursday, as the stock came under significant selling pressure.

The sell-off was driven by a combination of disappointing forward guidance, ongoing tariff concerns, and a key executive change. While the company reported better-than-expected fourth-quarter results, its outlook for 2026 fell short of analyst expectations. YETI forecast adjusted earnings per share in the range of $2.77 to $2.83 for the full year, below the FactSet consensus estimate of $2.87.

Furthermore, management indicated that tariff pressures would remain a headwind throughout 2026, weighing on future profitability. The market also reacted to the announcement of a CFO transition, with Scott Bomar appointed to succeed Mike McMullen, effective later in the week, introducing an element of uncertainty during a period of strategic execution.

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