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YETI Holdings, Inc. (YETI) Analyst/Investor Day Transcript

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YETI Holdings, Inc. (YETI) Analyst/Investor Day September 17, 2026 9:00 AM EDT

Company Participants

Arvind Bhatia – Vice President of Investor Relations
Matthew Reintjes – President, CEO & Chairman
Bill Neff
Hannah Mara
Layne Rigney
Scott Bomar – CFO, Senior VP & Treasurer
Mitch Whitaker
Stuart Hogue
David Heath

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Conference Call Participants

Peter Benedict – Robert W. Baird & Co. Incorporated, Research Division
Phillip Blee – William Blair & Company L.L.C., Research Division
Randal Konik – Jefferies LLC, Research Division
Joseph Altobello – Raymond James & Associates, Inc., Research Division
Peter Grom – UBS Investment Bank, Research Division
Andrew Didora – BofA Securities, Research Division
Peter Keith – Piper Sandler & Co., Research Division
Anna Glaessgen – B. Riley Securities, Inc., Research Division
Peter McGoldrick – Stifel, Nicolaus & Company, Incorporated, Research Division
Matt Koranda – ROTH Capital Partners, LLC, Research Division
Brian McNamara – Canaccord Genuity Corp., Research Division
Chasen Bender – Citigroup Inc., Research Division

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Presentation

Arvind Bhatia
Vice President of Investor Relations

All right. Good morning, everyone. Welcome to YETI’s 2026 Investor Day. My name is Arvind Bhatia, and I lead Investor Relations at YETI. Thank you all for joining us, whether you’re here with us in Austin or tuning into our webcast. We have an exciting day ahead for all of you.

Now there was one part of the agenda that we tried to innovate but could not, our forward-looking statements. Now, those of you who join us on our earnings calls and have seen our SEC filings, you will recognize these. They’re durable, dependable, if you ask me, built to last forever. So pretty much on brand. I’ll give you guys a moment to review the information on the slides. While you do that, I do have a few quick announcements for you. Before we begin, please silence your phones. There will be a Q&A session at the end. So if you could refrain from asking any questions until then, that would be great. We’ll break for lunch around noon. Following that, you’ll

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