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Yeti Hat

Expect a Solid Performance From Yeti in Q4

Yet where much of Yeti's cooler production has moved out of China -- especially for its popular, new soft-sided coolers, where it has found suppliers outside of the country for almost all of its products -- drinkware is still almost wholly rooted... Yeti said there was not much of a developed supplier channel for such products outside of China, so it was going to rely upon other strategies to mitigate the impact of tariffs. Just recently, China said it will lower tariffs on some $75 billion worth of U. S. products, cutting the tariff in half from 10% to 5%. While Yeti did an excellent job of ensuring shared sacrifice from its suppliers through the third quarter, the expected round of list 4B tariffs would not be so easily displaced.

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