The “set up” actions taken in 2025 have laid the groundwork for improvements in product, supply chain, and marketing that will begin to come to fruition next year, Yeti management explained at the Morgan Stanley investor conference. Highlights on the product front include expansion of drinkware, soft coolers, and bags, while pushing further innovation in the legacy hard cooler business. Next year should see tariff exposure drop as China-to-U.S. volumes decline after 2025’s acceleration of sourcing transition. Further gross margin and annualized cost color will be provided during the Q4 earnings ... Log in to view full article.