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

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 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 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