Dafinchi AI

YETI

Consumer

Adjusted EPS declined 6% to $0.66, including a $0.07 net tariff cost impact.
Adjusted gross profit decreased 4% to $257.6 million with a slight margin improvement to 57.8%, aided by product cost optimization and selective price increases but offset by higher tariffs.
Cash increased to $269.7 million; 745,000 shares repurchased for $23 million in Q2 under a $450 million authorization.
Coolers & Equipment sales decreased 3% to $200.6 million, with growth in hard coolers offset by declines in soft coolers.
Direct-to-consumer sales decreased 1% to $248.6 million, representing 56% of total sales, with strong Amazon and corporate sales offset by softer e-commerce demand.
Drinkware sales declined 4% to $236.4 million, impacted by a promotional market and supply chain constraints.
International sales grew 2% to $78.1 million, led by strong performance in Europe and expansion in Japan.
Operating income decreased 9% to $73.2 million (16.4% margin), and net income decreased 7% to $55.2 million.
Wholesale sales declined 7% to $197.3 million, driven by U.S. Drinkware weakness and cautious ordering internationally.
YETI reported Q2 2025 sales of $445.9 million, down 4% year-over-year, slightly below expectations due to cautious consumer and retail partner spending.

CENTA

Consumer

Adjusted EBITDA increased by $11 million to $167 million overall, with segment EBITDA improvements in Garden and declines in Pet.
Cash provided by operations was $265 million, with inventory reduced by $67 million during the quarter.
GAAP EPS increased 28% to $1.52, and non-GAAP EPS rose 18% to $1.56, both record Q3 results.
Garden segment sales declined 4% to $468 million, impacted by exit of 2 product lines and adverse weather conditions.
Gross profit increased 5% to $332 million, with gross margin expanding by 280 basis points to 34.6%.
Net sales for Q3 2025 were $961 million, down 4% year-over-year.
Non-GAAP operating income rose 9% to $139 million, with operating margin expanding by 170 basis points to 14.5%.
Pet segment sales declined 3% to $493 million, driven by exit of lower margin durable products and tariff pressures.
Share repurchases totaled $55 million in Q3, with $46 million remaining authorized.

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