Foren & Soziale Netzwerke zur YETI HOLDINGS Aktie

 

5/13/26 :: VROCKSTAR :: NYSE:YETI Neck out into print... - first, it's interesting to notice the chart pattern of NYSE:YETI relative to ((basically)) every other discretionary into print. higher high early may, vs. others put in lower high - then when i look at google trends YoY, it's the only discretionary that not only had the feb-apr bump above trend... but we remain above trend today. - so i put the two together and say "yes macro" (fill in the blank.. tariffs, oil etc. etc.) hit. and "yes mgmt" are prudent. - but when i pair this vs. the reiterate guide that NYSE:BIRK gave this morning and was affirmed ahead of the print by the google trends... - and yeti is a far better cap structure $3B EV company... prints at least (low end) $150M cash this year... that's 5% yield and where growth is likely already understated. - so at a very min this is a name where i'd own more lower. so i'm owning spot (no leverage in this tape ESP in discretionary. that's a no-no) - pretty high short interest - so yeah, i'm

4/9/26 :: VROCKSTAR :: NYSE:YETI AI-immune... 5% yield... grower - about two weeks ago i went through all my alerts, re-ordered my watchlists and narrowed down "what do i care about if/when things really hit the fan and i am forced to react and don't want to be thinking" - YETI keeps coming back as one of the more interesting consumer names - in an AI-gone-wild scenario we'll have a lot people touching grass... - this is such a great brand. everything i've bought from yeti over the years (except the ice packs... which suck) are just quality all around. the opposite of everything else. #metoo copies just aren't the same - and when i look at google trends... this thing seems to be chugging along quite well https://trends.google.com/trends/explore?date=2025-01-01%202025-12-31,2024-01-01%202024-12-31,2023-01-01%202023-12-31,2022-01-01%202022-12-31,2026-01-01%202026-12-31&geo=,,,,&q=yeti,yeti,yeti,yeti,yeti&hl=en - frankly i like the mgmt - the valuation at about 8x ebtida for ebitda growing HSD and the tren