Achieved 9% year-over-year net sales growth in Q2 2026 to $483.9 million, led by 16% growth in Coolers & Equipment and 19% international sales growth, with strong performance across channels and geographies.
Gross profit rose 25% to $322.5 million, with gross margin improving 890 bps to 66.7%, primarily due to IEEPA tariff refunds and selective price increases.
Adjusted gross margin increased 170 bps to 59.5%; adjusted operating income was $68.2 million (14.1% margin); adjusted EPS up 2% to $0.67.
Net income for Q2 2026 was $71.3 million, up 39%, with diluted EPS of $0.94, up 54%.
Returned $130 million to shareholders via repurchase of 2.8 million shares; $370 million remains authorized.
Q2 2026 net sales: $483.9 million (+9% year-over-year); gross profit: $322.5 million (+25%); gross margin: 66.7% (up 890 bps, including 780 bps net tariff benefit).
Adjusted gross profit up 12% to $288.1 million; adjusted gross margin up 170 bps to 59.5%.
Adjusted operating income down 7% to $68.2 million (14.1% margin); adjusted net income down 8% to $51 million.
Net income per diluted share: $0.94 (GAAP), $0.67 (adjusted).
Inventory increased 5% to $359.1 million; cash ended at $59.8 million.
Full-year 2026 sales growth expected at 7%–8%.
Adjusted operating income margin guidance raised to 14.9%; adjusted EPS guidance increased to $2.94–$3.00 (19%–21% growth).
Capital expenditures expected at $60–$70 million; free cash flow guidance at $200–$225 million for 2026.
International growth projected in high teens to 20% for the year.
Management expects continued inflationary pressures in distribution and fulfillment costs.
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