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YETI
CNBC
136 days

Engaged Capital and Yeti reach a key agreement. Here are three ways to create shareholder value

1. Engaged Capital is now a shareholder, owning 1.87% of YETI. 2. YETI's board is expanding and welcoming two new experienced directors. 3. The company has opportunities for growth in Europe and product categories. 4. YETI's stock may benefit from aggressive communication and capital allocation. 5. Current trading occurs at low multiples suggesting valuation upside potential.

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FAQ

Why Bullish?

Engaged Capital's involvement suggests potential for strategic growth and improved governance. Historical instances show activist interventions often lead to significant share price appreciation.

How important is it?

The article highlights significant corporate governance changes and growth strategies likely to influence investor sentiment and stock performance.

Why Long Term?

While immediate impact may be minimal, the strategic changes outlined should enhance YETI's value over the long term, similar to other successful activist campaigns.

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