#BoycottNRA

They won’t be toast but I don’t get the idea of investing in a space where your competitors have copied your mousetrap. I don’t think the concept was a bad one, but the element of surprise is gone. Unless you’re headed 100 miles off the coast to chase fish I don’t think you’ll ever realize the potential of the products.

they're toast because the thing they had going for them was brand image. price was beat, quality is matched, brand isn't as strong as it was just a few years back and now it's an unwelcomed image to their customer demo. sales will drop fast.
 
If Yeti succeeds or fails now, it'll hinge on the success or failure on them as a lifestyle brand. It isn't about performance of the product anymore, because there isn't any discernible performance difference between them and their cheaper competitors. I think at first the people buying their products were serious hunters/fishers that actually used the stuff to its potential. Now there are tons of alternatives that do the same thing much cheaper. Yeti can obviously respond to that by lowering prices, but that presumably hurts margins (I'm assuming they probably can't make the coolers any more cheaply than they already are), and when you're trying to go public that'll make people run the other direction real quick.

I think it is telling that if you go to their website, they sell hats, t-shirts, chairs, etc. branded with their logo right alongside the cups and coolers. Their brand is their biggest asset (no different than a company like Apple or Coca-Cola) and they can only command the high price if you maintain your standing as a brand.

Agree and about the only place I see their ads consistently are on the Sportsman's channel. If the Sportsman's channel decides they don't need Yeti's $$ and can fill their ad time with someone else, Yeti is sunk.

Also, if you are looking to go public, that isn't the time to let the public know that your board will bow to the winds of public opinion, especially since you are branding to the demographic that you are snubbing.
 
They won’t be toast but I don’t get the idea of investing in a space where your competitors have copied your mousetrap. I don’t think the concept was a bad one, but the element of surprise is gone. Unless you’re headed 100 miles off the coast to chase fish I don’t think you’ll ever realize the potential of the products.

I think they are toast. As I stated above, if the Sportsman's channel pulls them and finds the ad $$ somewhere else, they will be sunk.
 
I think they are toast. As I stated above, if the Sportsman's channel pulls them and finds the ad $$ somewhere else, they will be sunk.

I'd be willing to bet that half of Yeti's sales comes from millennial liberals who are brand snobs. Losing the Pro 2A consumer probably won't hurt them as bad as some of you think.
 
I'd be willing to bet that half of Yeti's sales comes from millennial liberals who are brand snobs. Losing the Pro 2A consumer probably won't hurt them as bad as some of you think.

disagree about the liberal part. agree about millennials but also think it's to provide an image of outdoorsmanship and that image is gone now. itll be embarrassing to have instead.
 
I'd be willing to bet that half of Yeti's sales comes from millennial liberals who are brand snobs. Losing the Pro 2A consumer probably won't hurt them as bad as some of you think.

Yep. If you like the brand, even if you are a pro-NRA, pro-2A person, it won't keep you from buying their stuff.
 
I'd be willing to bet that half of Yeti's sales comes from millennial liberals who are brand snobs. Losing the Pro 2A consumer probably won't hurt them as bad as some of you think.

I tend to only watch sports (i.e. games) on other channels and don't watch the BS commentary shows. I do watch the Outdoor channel on Saturday and Sunday mornings at times. I do not recall EVER seeing an ad other than during a game on the the ODC. If that is their demographic, then cutting a lot of those folks off, especially if another cooler brand comes in and picks up the ODC advertising slots, then they are a lot stronger than I think and if the do an IPO, you better buy their stock. I think that their ad people shot them in the foot. I believe that you will see the "new and improved" Yeti cooler soon that is half the price and the same product.
 
Yep. If you like the brand, even if you are a pro-NRA, pro-2A person, it won't keep you from buying their stuff.

Disagree, I think there is enough product out that is competitive or better that if you purchase you are ONLY purchasing the brand. Once word gets out they are anti-NRA, they lose sales.
 
I can just see a set of commercials or air time segments on some of the shows akin to the Verizon guy changing companies. If that happens, Yeti will be chapter 11 in 6 months.
 
cheaper, comparable products makes yetis competitive advantage image and image only. They've lost a significant image imo.

I don't think so. This really isn't all that big of a news story. Also, the people buying Yeti stuff aren't buying it because it represents conservative political beliefs. The people buying their products are overwhelmingly conservative, I'm sure, but they aren't buying the stuff to make a political point.

Yeti was the first big entrant into a unique market (coolers/cups that kept stuff hot/cold for a really long time). They established a very dominant position in that market. Cheaper competitors have come along, but Yeti was there before, so they continue to have the brand recognition.

Marketing, and how people do it successfully, is fascinating to me. Yeti is a signifier of a certain lifestyle, the product itself is expensive, and it is known by people who don't own Yeti stuff to be expensive.
 
Anyone tried the Walmart brand Ozark Trail?

I saw these in-store a couple of months ago and they appear to be made just as good as the Orca my brother owns.


4c9673cb-7203-43a5-b6b4-17ae5588daed_1.b2b579aca2321eb6e893c281db78025c.jpeg

Ozark Trail 26-Quart High-Performance Cooler


74159a8a-7116-4465-b485-2f6350ba5baa_1.5aaf7cc81d57e90b18ac4b4f040638b8.jpeg

Ozark Trail 26-Quart High-Performance Cooler


b8940af0-ee08-45ad-81d1-8aedaafc21f7_1.a6c9fbdc1e5a1341115d5bb9eb0431a0.jpeg

Ozark Trail 73-Quart High-Performance Cooler


I own other OT products included a couple of pair of hiking/work boots that a couple of years in still hold up really well and are comfortable.



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So, what's the truth here? It sounds like yeti changed some discount programs for several organizations and the NRA is throwing their weight around to bully them.

On a cursory look, that's how it appears to me, and if that's the case I think it's a bad look for the NRA.
 
It can be a big deal if you're really going to be out for awhile. Dropping big money on a cooler that'll never be asked to hold ice for more than 24hrs? Yeah, what you said.

Could have used Yeti type coolers back in the 80's when we were making 4-5 day Bahamas runs.
 
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