YETI Holdings, Inc. (YETI) — ESG & Values Scores

Environment story

YETI discloses minimal quantitative environmental metrics, creating significant opacity. Scope 1 and 2 emissions are not disclosed; Scope 3 is absent from SEC filings. No net-zero target year is publicly stated. The 10-K identifies climate change and tariff-driven supply chain transitions as material risks but provides no verified decarbonization initiatives or renewable energy commitments. The company faces potential greenwashing risk: it publicizes 'sustainability aspirations' and 'goals' without baseline emissions or credible third-party validation. Supply-chain diversification away from China in 2025 was driven by tariff mitigation, not emissions reduction. No evidence of carbon offset programs or physical decarbonization infrastructure investment. Product recalls (Hopper M30, M20, SideKick Dry cases in 2023) involved magnet-closure safety issues, not environmental toxicity, but demonstrate product safety governance gaps. Water consumption, waste management, and habitat impact data are entirely absent from disclosed filings.

Criticisms on file

Product recalls: Hopper M30 Soft Cooler, Hopper M20 Soft Backpack Cooler, and SideKick Dry gear case voluntary recalls in March 2023 due to magnet-closure safety concerns; reserve of $5.4M as of Jan 3, 2026.
Source: YETI 10-K, Item 1A Risk Factors; MD&A Critical Accounting Policies
No disclosed Scope 1, 2, or 3 emissions metrics; no publicly stated net-zero target year or environmental baseline.
Source: YETI 10-K, full document search
Risk factor disclosure: 'Our aspirations, disclosures, and actions related to sustainability matters expose us to risks...Failure to accomplish or accurately track and report on these goals on a timely basis, or at all, could adversely affect our reputation.'
Source: YETI 10-K, Item 1A Risk Factors

Disclosed initiatives

Supply Chain Diversification

In 2025, YETI accelerated diversification of Drinkware manufacturing away from China in response to tariff exposure, moving majority of capacity to other countries. This was driven by tariff mitigation strategy, not emissions reduction.

Tariff-driven, not decarbonization; caused short-term supply disruptions and inventory constraints.

Social story

YETI discloses no CEO-to-median-worker pay ratio, no workforce diversity percentages, no turnover rates, and no formal diversity or pay-equity programs in SEC filings. Executive and board composition diversity is not disclosed. The 10-K acknowledges supply-chain labor compliance risks (child labor, forced labor, wages, working conditions) and states audits are performed, but no results, audit frequency, or remediation specifics are provided. No evidence of union-suppression activities or recent strikes. No modern slavery statement or living wage commitment is disclosed. Supply-chain concentration risk with third-party manufacturers and suppliers is significant, but labor-practice audit transparency is minimal. YETI relies on contract manufacturers in foreign jurisdictions, particularly Asia, with acknowledged FCPA, bribery act, and OFAC compliance risks. No documented human-rights controversies or NLRB complaints are evident in the 10-K. Absence of disclosed diversity metrics and pay-equity data prevents rigorous scoring.

Criticisms on file

No disclosure of executive/board diversity percentages, CEO-to-worker pay ratio, or turnover rates in SEC filings.
Source: YETI 10-K, full document search
No modern slavery statement, living wage commitment, or supplier diversity program disclosure.
Source: YETI 10-K, full document search
Risk acknowledgment: 'If our independent suppliers and manufacturing partners do not comply with ethical business practices or with applicable laws and regulations, our reputation, business, and results of operations could be harmed.' No remediation specifics provided.
Source: YETI 10-K, Item 1A Risk Factors

Disclosed initiatives

Supply-Chain Labor Compliance

10-K states: 'Our reputation...depends in part on our suppliers', manufacturers', and retail partners' compliance with ethical employment practices, such as with respect to child labor, wages and benefits, forced labor, discrimination, safe and healthy working conditions.' Company asserts it does not exercise direct control but conducts audits.

Limited transparency; no audit frequency, scope, or results disclosed.
International Labor Risk Management

10-K notes compliance with anti-corruption laws (FCPA, Bribery Act) and OFAC regulations for suppliers and manufacturers in foreign markets.

Acknowledgment of risk but no verification of compliance or remediation details.

Governance story

YETI discloses no board independence percentage, no share-class structure details, no annual lobbying spend, and no specific regulatory fines or consent decrees in the 10-K. Board composition and governance structure are not detailed in the risk-factors section or MD&A. The company does not disclose dual-class voting or founder control. No evidence of antitrust proceedings, SEC consent decrees, or major consumer-protection litigation is provided. Lobbying activity targeting environmental or consumer-protection deregulation is not disclosed. The company maintains a $300M revolving credit facility and $73.8M term loan, with covenants regarding leverage and interest coverage ratios; the company reports compliance. No shareholder proposals or governance controversies are documented in the 10-K. Absence of disclosed board-independence metrics, lobbying spend, and detailed governance structure limits rigorous scoring, but minimal adverse indicators suggest a baseline governance score.

Criticisms on file

No disclosure of board independence percentage, board composition, or dual-class share structure.
Source: YETI 10-K, full document search
No disclosure of annual lobbying expenditures or political activity targeting environmental or consumer-protection deregulation.
Source: YETI 10-K, full document search
No documented antitrust proceedings, SEC consent decrees, or major consumer-protection litigation disclosed in 10-K.
Source: YETI 10-K, full document search

Disclosed initiatives

Credit Facility Covenant Compliance

YETI maintains compliance with total net leverage ratio and interest coverage ratio covenants under its Credit Facility (June 22, 2028 maturity). At January 3, 2026, company was in compliance with all covenants.

Demonstrates financial discipline and lender confidence; no covenant breaches reported.

These are Missionomics' own editorial scores — directional signals built from disclosed facts under a published method, not certifications or definitive ratings of YETI Holdings, Inc.. Coverage and confidence vary by data point, and figures can lag real-world changes. Read the full Methodology for sourcing, scoring, and correction details — or open YETI Holdings, Inc. in the app for interactive charts and portfolio building.

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