Once sizzling hot growth is now looking more like it's stuck in one of the company's coolers.
February 13, 2025
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When I originally wrote about Yeti $YETI two weeks ago, I noted that it was just ahead of earnings, adding…
While I’m generally loathe to red-flag a company so close to results, this isn’t about this quarter or the next. It’s about rising risk.
Based on that quarter, reported today, the situation is not getting better… not that you would know it from the headlines, which touted the non-GAAP earnings “beat.”
Source: SeekingAlpha
Yet looking at Q4 results, away form the headlines and management’s generally positive spin, the deterioration continues. Among quick observations, in no particular order...
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