Form 8-K

8-K — YETI Holdings, Inc.

Accession: 0001104659-26-108378

Filed: 2026-09-17

Period: 2026-09-17

CIK: 0001670592

SIC: 3949 ()

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — tm2625309d1_8k.htm (Primary)

EX-99.1 — EXHIBIT 99.1 (tm2625309d1_ex99-1.htm)

GRAPHIC (tm2625309d1_ex99-1img001.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K — FORM 8-K

8-K (Primary)

Filename: tm2625309d1_8k.htm · Sequence: 1

false

0001670592

2026-09-17

iso4217:USD

xbrli:shares

iso4217:USD

xbrli:shares

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event

reported): September 17, 2026

YETI Holdings, Inc.

(Exact name of registrant as specified

in its charter)

Delaware

001-38713

45-5297111

(State or other jurisdiction

(Commission

(IRS Employer

of incorporation)

File Number)

Identification No.)

7601 Southwest Parkway

Austin, Texas 78735

(Address of principal executive offices,

including zip code)

(Registrant's telephone number, including

area code): (512) 394-9384

Not applicable

(Former name or former address, if changed

since last report)

Check the appropriate box below if the

Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions

(see General Instruction A.2. below):

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section

12(b) of the Act:

Title of each class

Trading symbol(s)

Name

of each exchange on which

registered

Common stock, par value $0.01

YETI

New York Stock Exchange

Indicate by check mark whether the registrant

is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2

of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate

by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial

accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item

7.01 Regulation FD Disclosure

On September 17, 2026, YETI

Holdings, Inc. (the “Company”) issued a press release in connection with its previously announced Investor Day. A link to

the live webcast of Investor Day will be available today, the day of the event, on the Company’s website at investors.YETI.com.

The webcast and presentation materials will be available on investors.YETI.com after the event. Further information about Investor Day

is provided in the Company’s press release, a copy of which is included as Exhibit 99.1 attached hereto and is incorporated herein

by reference.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits

Exhibit

No.

Description

99.1

Press release issued by YETI Holdings, Inc., dated September 17, 2026

104

Cover Page Interactive Data File, formatted in Inline Extensible Business Reporting Language (iXBRL)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934,

the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

YETI Holdings, Inc.

Date: September 17, 2026

By:

/s/ Bryan C. Barksdale

Bryan C. Barksdale

Senior Vice President, Chief Legal Officer and Secretary

EX-99.1 — EXHIBIT 99.1

EX-99.1

Filename: tm2625309d1_ex99-1.htm · Sequence: 2

Exhibit 99.1

YETI Unveils Long-Term Growth Strategy and Financial

Framework at 2026 Investor Day

BUILT FOR THE WILD: FIELD-TESTED. MADE FOR MORE.

Austin, Texas, September 17,

2026 – YETI Holdings, Inc. (“YETI”) (NYSE: YETI) will host its 2026 Investor Day today

in Austin, Texas. Under the theme “Built for the Wild: Field-Tested. Made for More.,” YETI’s leadership team will

outline how the Company intends to build on its iconic brand, accelerate innovation, strengthen commercialization and scale a proven

international playbook to drive increasingly profitable growth and long-term shareholder value.

Matt Reintjes, Chair of the Board, President and

Chief Executive Officer said, “We have spent two decades building a field-tested foundation, and we believe YETI is well positioned

to expand what we build, where we sell it and how far our brand can travel. The capabilities beneath the business are stronger, the playbook

is clearer and the opportunity is broader. The next chapter for YETI is about building a larger, more global and more durable company,

supported by expanding product platforms, improving profitability and strong free cash flow generation. As we enter our next decade, we

are focused on four priorities: creating the next billion dollars of sales, building our next billion-dollar product platform, generating

a billion dollars of sales outside the United States and delivering more than a billion dollars of cumulative free cash flow. These priorities

are underpinned by a clear operating plan and disciplined capital allocation framework, which we believe will drive durable growth and

attractive long-term shareholder returns.”

A Focused Strategy Built to Compound

YETI will detail four mutually reinforcing growth

engines as part of investor day presentations:

· Build on a strong foundation and extend the

brand. Deepen YETI’s relevance in the communities it serves while earning a place in more moments, with more consumers and across

more geographies.

· Accelerate Innovation. Apply a repeatable

innovation engine to expand product families across Gear & Equipment, Home & Hydration, and Bags & Soft Coolers,

with Bags & Soft Coolers becoming YETI’s next billion-dollar platform.

· Power US commercialization. Put the right

product in the right place with the right story through sharper consumer vertical strategies, complementary channel expansion, and a more

disciplined end-to-end go-to-market process.

· Scale globally. Repeat a proven playbook

that builds credibility, activates locally and scales through wholesale, direct-to-consumer and marketplace channels, positioning YETI

to generate a billion dollars of International sales.

Long-Term Financial Framework

YETI’s long-term financial algorithm through

Fiscal 2030 is the basis for the Company’s long-term financial commitments and is designed to translate diversified sales growth

into faster earnings growth and strong free cash flow generation – the majority of which will continue to be returned to shareholders

via share repurchases:

Long-Term

Metric

Financial

Framework

Annual

net sales growth

Mid-single-digit

to High-single-digit

Annual

adjusted operating income growth

High-single-digit

to Low-double-digit

Annual

adjusted EPS growth

Low-double-digit

to High-teens

Cumulative

free cash flow (5-year period ending Fiscal 2030)

$1.2

billion to $1.4 billion

The Company intends to fund its highest-return

organic growth opportunities, maintain balance-sheet flexibility, selectively pursue tuck-in acquisitions that add capability or speed,

and return excess cash to shareholders, primarily through share repurchases. Through Project Upcycle, YETI’s enterprise-wide productivity

initiative, the Company has identified approximately $100 million of productivity opportunity across cost of goods sold and operating

expenses to help fund growth investments, offset mix pressures, and support sustainable margin expansion.

Fiscal 2026 Outlook Reiterated

YETI is reiterating the Fiscal 2026 outlook most

recently provided on August 13, 2026:

Fiscal

2026 Metric

Outlook

Sales

growth

to 8%

Adjusted

operating income growth

10%

to 12%

Adjusted

operating income as a percentage of sales

14.9%

Adjusted

EPS

$2.94

to $3.00

Effective

tax rate (GAAP)

24%

Diluted

weighted average shares outstanding

75.4

million

Capital

expenditures

$60

million to $70 million

Free

cash flow

$200

million to $225 million

Investor Day Webcast

Presentations will begin today at 8:00 a.m. Central

Time (9:00 a.m. Eastern Time). A live webcast will be available in the investor relations section of YETI’s website at investors.yeti.com.

A replay of the event and presentation materials will be available on the website following the event.

About YETI Holdings, Inc.

Headquartered in Austin, Texas, YETI is a global designer, retailer,

and distributor of innovative outdoor products. From coolers and drinkware to bags and apparel, YETI products are built to meet the unique

and varying needs of diverse outdoor pursuits, whether in the remote wilderness, at the beach, or anywhere life takes you. By consistently

delivering high-performing, exceptional products, we have built a strong following of brand loyalists throughout the world, ranging from

serious outdoor enthusiasts to individuals who simply value products of uncompromising quality and design. We have an unwavering commitment

to outdoor and recreation communities, and we are relentless in our pursuit of building superior products for people to confidently enjoy

life outdoors and beyond. For more information, please visit www.YETI.com.

Non-GAAP Financial Measures

This press release includes forward-looking non-GAAP

financial measures, including adjusted operating income, adjusted operating income margin, adjusted EPS and free cash flow. YETI does

not provide reconciliations of forward-looking non-GAAP measures to the most directly comparable GAAP measures because such reconciliations

are not available without unreasonable effort. This is due to the inherent difficulty in forecasting with reasonable certainty certain

amounts that are necessary for such reconciliations. For the same reasons, we are unable to forecast with reasonable certainty all deductions

and additions needed in order to provide forward-looking GAAP financial measures at this time. The amount of these deductions and additions

may be material and, therefore, could result in forward-looking GAAP financial measures being materially different or less than forward-looking

non-GAAP financial measures. See “Forward-Looking Statements” below.

Forward-Looking Statements

This press release contains ‘‘forward-looking

statements’’ within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements

of historical or current fact included in this press release are forward-looking statements. Forward-looking statements include statements

containing words such as “anticipate,” “assume,” “believe,” “can have,” “contemplate,”

“continue,” “could,” “design,” “due,” “estimate,” “expect,” “forecast,”

“goal,” “intend,” “likely,” “may,” “might,” “objective,” “plan,”

“predict,” “project,” “potential,” “seek,” “should,” “target,”

“will,” “would,” and other words and terms of similar meaning in connection with any discussion of the timing

or nature of future operational performance or other events. For example, all statements made regarding long-term strategy, future operating

results and financial condition, growth opportunities, productivity initiatives, capital allocation plans, including share repurchases

and acquisitions, international expansion, product platform ambitions and the Fiscal 2026 outlook constitute forward-looking statements.

All forward-looking statements are subject to

risks and uncertainties that may cause actual results to differ materially from those that are expected and, therefore, you should not

unduly rely on such statements. The risks and uncertainties that could cause actual results to differ materially from those expressed

or implied by these forward-looking statements include but are not limited to: (i) economic conditions or consumer confidence in

future economic conditions; (ii) our ability to maintain and strengthen our brand and generate and maintain ongoing demand for our

products; (iii) our ability to successfully design, develop and market new products; (iv) our ability to effectively manage

our growth; (v) our ability to expand into additional consumer markets, and our success in doing so; (vi) the success of our

international expansion plans; (vii) our ability to compete effectively in the outdoor and recreation market and protect our brand;

(viii) the level of customer spending for our products, which is sensitive to general economic conditions and other factors; (ix) problems

with, or loss of, our third-party contract manufacturers and suppliers or an inability to obtain raw materials; (x) fluctuations

in the cost and availability of raw materials, equipment, labor, and transportation and subsequent manufacturing delays or increased costs;

(xi) adverse changes in international trade policies, tariffs and treaties, including increases in tariff rates and the imposition

of additional tariffs; (xii) our ability to accurately forecast demand for our products and our results of operations; (xiii) our

relationships with our national, regional, and independent retail partners, who account for a significant portion of our sales; (xiv) risks

associated with our direct-to-consumer channel; (xv) substantial fixed costs related to operating retail stores; (xvi) the impact

of natural disasters and failures of our information technology on our operations and the operations of our manufacturing partners; (xvii) the

integration and use of artificial intelligence; (xviii) our ability to attract and retain skilled personnel and senior management,

and to maintain the continued efforts of our management and key employees; (xix) the impact of our indebtedness on our ability to

invest in the ongoing needs of our business; and (xx) our ability to successfully execute our share repurchase program and its impact

on stockholder value and the volatility of the price of our common stock. For a more extensive list of factors that could materially affect

our results, you should read our filings with the United States Securities and Exchange Commission (the “SEC”), including

our Annual Report on Form 10-K for the year ended January 3, 2026, as such filings may be amended, supplemented or superseded

from time to time by other reports YETI files with the SEC.

These forward-looking statements are made based

upon detailed assumptions and reflect management’s current expectations and beliefs. While YETI believes that these assumptions

underlying the forward-looking statements are reasonable, YETI cautions that it is very difficult to predict the impact of known factors,

and it is impossible for YETI to anticipate all factors that could affect actual results. The forward-looking statements included here

are made only as of the date hereof. YETI undertakes no obligation to publicly update or revise any forward-looking statement as a result

of new information, future events, or otherwise, except as required by law.

Investor Relations Contact:

Arvind Bhatia, CFA

Investor.relations@yeti.com

Media Contact:

YETI Holdings, Inc. Media Hotline

Media@yeti.com

GRAPHIC

Filename: tm2625309d1_ex99-1img001.jpg · Sequence: 6

Binary file (3191 bytes)

Download tm2625309d1_ex99-1img001.jpg

XML — IDEA: XBRL DOCUMENT

XML

Filename: R1.htm · Sequence: 8

v3.26.3

Cover

Sep. 17, 2026

Cover [Abstract]

Document Type

8-K

Amendment Flag

false

Document Period End Date

Sep. 17, 2026

Entity File Number

001-38713

Entity Registrant Name

YETI Holdings, Inc.

Entity Central Index Key

0001670592

Entity Tax Identification Number

45-5297111

Entity Incorporation, State or Country Code

Entity Address, Address Line One

7601 Southwest Parkway

Entity Address, City or Town

Austin

Entity Address, State or Province

Entity Address, Postal Zip Code

78735

City Area Code

512

Local Phone Number

394-9384

Written Communications

false

Soliciting Material

false

Pre-commencement Tender Offer

false

Pre-commencement Issuer Tender Offer

false

Title of 12(b) Security

Common stock, par value $0.01

Trading Symbol

YETI

Security Exchange Name

NYSE

Entity Emerging Growth Company

false

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

+ References

No definition available.

+ Details

Name:

dei_AmendmentFlag

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Area code of city

+ References

No definition available.

+ Details

Name:

dei_CityAreaCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Cover page.

+ References

No definition available.

+ Details

Name:

dei_CoverAbstract

Namespace Prefix:

dei_

Data Type:

xbrli:stringItemType

Balance Type:

Period Type:

duration

- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

+ References

No definition available.

+ Details

Name:

dei_DocumentPeriodEndDate

Namespace Prefix:

dei_

Data Type:

xbrli:dateItemType

Balance Type:

Period Type:

duration

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the City or Town

+ References

No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

Period Type:

duration

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

dei_

Data Type:

dei:centralIndexKeyItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

Period Type:

duration

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

Period Type:

duration

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

Period Type:

duration

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

Period Type:

duration

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration