YETI Holdings outlined a long-term strategy at an investor day in Austin, Texas, targeting mid-single- to high-single-digit annual net sales growth through fiscal 2030 and low-double-digit to high-teens annual growth in adjusted earnings per share. The company projected $1.2 billion to $1.4 billion in cumulative free cash flow over the five-year period and reaffirmed its fiscal 2026 targets of 7% to 8% revenue growth and adjusted EPS of $2.94 to $3.00, first disclosed on Aug. 13, 2026. YETI identified bags and soft coolers as its next potential billion-dollar product platform, alongside expansion across gear and equipment, home and hydration categories and international wholesale, direct-to-consumer and marketplace channels. Project Upcycle is expected to identify approximately $100 million in savings across cost of goods sold and operating expenses. Shares rose 1.7% in premarket trading to $41.25, but remained 8.2% below their year-start level as of Wednesday's close.