Yeti Holdings, Inc. · NYSE:YETI
Yeti — Investor Presentation (June 2025)
73 slides from Yeti's investor presentation, June 2025
Slide 1: Restricted Substance List (RSL) Program
RESTRICTED SUBSTANCE LIST (RSL) PROGRAM Version 5.0 – JUNE 2025
Slide 2: Table of Contents
TABLE OF CONTENTS INTRODUCTION – 03 o Food Contact Requirements TESTING SCHEME – 58 o Contact Information o Regulatory Declarations o Testing Scheme o Transparency SAFER CHEMISTRY – 19 o 3rd Party Laboratory Contacts o Definitions o Safer Chemistry YETI SUPPLIER COMPLIANCE ACKNOWLEDGEMENT – 62 SUPPL
Slide 3: Introduction
INTRODUCTION 3
Slide 4: Introduction
INTRODUCTION Since our founding in 2006, YETI has strived to bring more people into the WILD by providing highly durable gear for any situation. We decided early on that product innovation would come from necessity and firsthand experience. Today, YETI products deliver exceptional performance and du
Slide 5: Contact Information
CONTACT INFORMATION Please contact the YETI RSL team at RSL@yeti.com with any questions or issues. 5
Slide 6: Transparency
TRANSPARENCY YETI will provide training and guidance for all requirements in this RSL Program. Suppliers are encouraged to request additional guidance if they need help understanding these requirements. To ensure sustained compliance with applicable law, the Supplier Code of Conduct, and this RSL Pr
Slide 7: Definitions
DEFINITIONS Allergen Extractable A substance that induces an allergy. Common allergens include pollen, grasses, dust, and some Compounds which are extracted from a material under controlled conditions of solvent, temperature, pH, or medications. another method. Article (EU REACH) Food Contact Articl
Slide 8: Definitions
DEFINITIONS Prohibited Component Supplier A substance that is banned or forbidden. No substance can be detected above the specific method detection limit. These suppliers procure raw materials and are responsible for manufacturing a specific component of the finished good. It is important to note, C
Slide 9: Supplier Responsibility
SUPPLIER RESPONSIBILITY 9
Slide 10: Supplier Responsibility: Chemical Hazards and Risk Management
SUPPLIER RESPONSIBILITY Chemical Hazards and Risk Management Responsible chemical management is critical to consistent compliance and safety within the YETI supply chain. Suppliers must maintain safety and environmental programs, including documented procedures and training to protect workers and th
Slide 11: Supplier Responsibility
SUPPLIER RESPONSIBILITY General Supplier RSL Responsibilities Finished Good Supplier Responsibilities All suppliers must provide YETI with materials that meet the YETI RSL Program requirements through Finished Good suppliers are responsible for standardizing an internal process to collect compliance
Slide 12: Training
TRAINING The RSL helps YETI and its partners comply with laws and safer chemistry initiatives, regulate their supply chains and implement responsible product stewardship. As such, RSL Training is mandatory and provided to all suppliers. This includes members of the supplier’s product safety/complian
Slide 13: Regulatory Requirements
REGULATORY REQUIREMENTS 13
Slide 14: Regulatory Requirements
REGULATORY REQUIREMENTS California Proposition 65 The raw material and/or component supplier is responsible for confirming compliance to REACH (SVHC) at The State of California enacted the Safe Drinking Water and Toxic Enforcement Act of 1986, now referred to their own cost and providing a signed de
Slide 15: Regulatory Requirements
REGULATORY REQUIREMENTS Chemicals of High Concern to Children (CHCC) CARB & Montreal Protocol In the United States, Maine, Oregon, Vermont and Washington have reporting laws that require The Montreal Protocol is a global agreement to protect the stratospheric ozone layer by phasing out the manufactu
Slide 16: Food Contact Requirements
FOOD CONTACT REQUIREMENTS Many YETI products are intended to be used to store or dispense food and beverages. Governments globally have enforced strict health and safety regulations that cover food contact materials (FCM) due to the possibility that substances used during the manufacture of these fo
Slide 17: Food Contact Requirements
FOOD CONTACT REQUIREMENTS European Union Notification No. 196 of 2020 (amends MHLW Notification No. 370) Establishes a Positive List for synthetic resins in food contact materials and articles by requiring these food Regulation (EC) No 1935/2004 contact materials and articles to be manufactured usin
Slide 18: Regulatory Declarations
REGULATORY DECLARATIONS This section outlines YETI’s requirements associated with declarations. Suppliers can submit declarations in their own format for approval by YETI. Alternatively, they can obtain declaration templates from YETI by contacting RSL@yeti.com. New declarations are required when ch
Slide 19: Safer Chemistry
SAFER CHEMISTRY 19
Slide 20: Safer Chemistry
SAFER CHEMISTRY Safer chemistry process at YETI aims to minimize the risks associated with chemicals in YETI products by replacing hazardous substances with safer alternatives, optimizing processes to reduce exposure, and promoting transparency and responsible chemical management. This involves a pr
Slide 21: Safer Chemistry Action
SAFER CHEMISTRY ACTION PFAS BPA & Bisphenols Derivatives Per- and polyfluoroalkyl substances (PFAS) are a large class of chemicals containing carbon-fluorine bonds, YETI goes above and beyond BPA regulations to ensure the safety of our consumers. All YETI Drinkware, one of the strongest chemical bon
Slide 22: Restricted Substance Lists & Guidance
RESTRICTED SUBSTANCE LISTS & GUIDANCE 22
Slide 23: RSL Product Category Guidance
RESTRICTED SUBSTANCE LISTS & GUIDANCE The following table identifies YETI product categories by intended end use. General products, Food Contact products, and Packaging have different requirements which are determined by material composition. Food contact substances must meet the requirements of bot
Slide 24: Materials in Scope
RESTRICTED SUBSTANCE LISTS & GUIDANCE Examples of materials in scope of the YETI General & Food Contact Product RSLs The tables below provide examples of materials within each category but are not all-inclusive. If you are unsure what category your material falls under, please contact RSL@YETI.com.
Slide 25: Material Definitions
MATERIAL DEFINITIONS Natural Fibers Natural Rubber Natural fibers. Animal or vegetable fibers (including semi-synthetics). Elastic material made from latex sap or trees that can be vulcanized. Blended Fibers Crystal Woven or knitted materials created by blending two or more fiber types. A blended fi
Slide 26: General Products: Material Risk & Testing Matrix
RESTRICTED SUBSTANCE LISTS & GUIDANCE: GENERAL PRODUCTS General Products: Material Risk & Testing Matrix The table below outlines the risk associated with chemicals commonly found in specific material types. The matrix table separates out certain polymer types from the general category noted in the
Slide 27: General Products: Material Risk & Testing Matrix
RESTRICTED SUBSTANCE LISTS & GUIDANCE: GENERAL PRODUCTS Plastics & Polymers Natural & Synthetic Latex and Silicone) All other PU & TPU (including Silicone) Rubber (excluding Glues / Adhesives Feathers & Down Synthetic Coated Coatings & Prints Natural Materials All Other Foams, Synthetic Fibers Natur
Slide 28: General Products: Material Risk & Testing Matrix
RESTRICTED SUBSTANCE LISTS & GUIDANCE: GENERAL PRODUCTS Plastics & Polymers Natural & Synthetic Latex and Silicone) All other PU & TPU (including Silicone) Rubber (excluding Glues / Adhesives Feathers & Down Synthetic Coated Coatings & Prints Natural Materials All Other Foams, Synthetic Fibers Natur
Slide 29: General Products: Material Risk & Testing Matrix
RESTRICTED SUBSTANCE LISTS & GUIDANCE: GENERAL PRODUCTS Plastics & Polymers Natural & Synthetic Latex and Silicone) All other PU & TPU (including Silicone) Rubber (excluding Glues / Adhesives Feathers & Down Synthetic Coated Coatings & Prints Natural Materials All Other Foams, Synthetic Fibers Natur
Slide 30: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Acetophenone and 2-Phenyl-2-Propanol CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 98-86-2 Acetophenone Extraction in acetone or methanol GC/MS, 50 ppm Potential breakdown products in EVA foam when using certain cross-linkin
Slide 31: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Alkylphenol and Alkylphenol Ethoxylates (AP & APEOs) including all isomers CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit APEOs can be used as or found in detergents, scouring agents, spinning oils, wetting agents, Textiles a
Slide 32: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Azo-amine and Arylamine Salts CAS No. Substance Name CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 92-67-1 4-Aminobiphenyl 95-53-4 o-Toluidine 92-87-5 Benzidine 95-80-7 2,4-Toluenediamine 95-69-2 4-Chloro-o-toluidine 137-17-
Slide 33: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Bisphenols CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit Used in the production of epoxy resins, polycarbonate plastics, flame retardants, PVC. Bisphenols may be found in 80-05-7 Bisphenol A (BPA) recycled polymeric and pape
Slide 34: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Chlorophenols CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 15950-66-0 2,3,4-Trichlorophenol (TriCP) 933-78-8 2,3,5-Trichlorophenol (TriCP) 933-75-5 2,3,6-Trichlorophenol (TriCP) 95-95-4 2,4,5-Trichlorophenol (TriCP) Chlorop
Slide 35: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Chlorinated Organic Carriers- Chlorinated Benzenes and Toluenes CAS No. Substance Name CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 95-49-8 2-Chlorotoluene 541-73-1 1,3-Dichlorobenzene 108-41-8 3-Chlorotoluene 106-46-7 1,4-
Slide 36: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Dyes (Forbidden and Disperse) CAS No. Substance Name CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 2475-45-8 C.I. Disperse Blue 1 6300-37-4 C.I. Disperse Yellow 7 2475-46-9 C.I. Disperse Blue 3 6373-73-5 C.I. Disperse Yellow
Slide 37: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Dye - Blue Colorant CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 118685-33-9 Component 1: C39H23ClCrN7O12S.2Na Navy blue colorants are regulated and prohibited from use for dyeing of textiles. The listed dyes are 30 ppm eac
Slide 38: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Fluorinated Greenhouse Gases CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit May be used as foam blowing agents, solvents, fire retardants, and aerosol propellants. Fluorinated Sample preparation: Purge and trap — See Regulati
Slide 39: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Heavy Metals (Extractable and Total) CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit Found in or used as a catalyst in polymerization of polyester, All materials except Leather: DIN EN 16711-2:2016 7440-36-0 Antimony (Sb) Extr
Slide 40: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Heavy Metals (Extractable and Total, Continued) CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit Extractable: Adults 4 ppm Cobalt and its compounds can be used in alloys, All materials except Leather: DIN EN 16711-2:2016 7440-4
Slide 41: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Monomers CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit Styrene monomer is a precursor for polymerization and may be present in various Extraction in Methanol GC/MS, sonication at 100-42-5 Styrene 500 ppm 50 ppm Styrene copol
Slide 42: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Organotin Compounds CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit Various Dibutyltin (DBT) Various Dioctyltin (DOT) Various Monobutyltin (MBT) 1 ppm each Various Tricyclohexyltin (TCyHT) Class of chemicals combining tin and
Slide 43: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Ozone-depleting Substances CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit See Regulation (EC) No Ozone-depleting substances have been used as a foaming agents in PU foams as well as a dry-cleaning agents. All materials: GC/MS
Slide 44: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Pesticides CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit May be found in natural fibers, primarily cotton. Pesticides are regulated globally in finished materials products. The listed All materials: ISO 15913 or Various Pest
Slide 45: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Polycyclic Aromatic Hydrocarbons (PAHs) CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit Individual Sum of all PAHs 83-32-9 Acenaphthene 208-96-8 Acenaphthylene 120-12-7 Anthracene 191-24-2 Benzo(g,h,i)perylene 86-73-7 Fluorene
Slide 46: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Quinoline CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit All materials: DIN 54231:2022 Found as an impurity in polyester and some dyestuffs. Quinoline can be included with disperse dye testing, as the same 91-22-5 Quinoline 5
Slide 47: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS UV Absorbers / Stabilizers CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 2440-22-4 Drometrizole 3846-71-7 UV 320 3896-11-5 UV 326 Used as UV absorbers for plastics (PVC, PET, PC, PA, ABS, PU and other polymers), coatings, re
Slide 48: Restricted Substance List: General Products
RESTRICTED SUBSTANCE LIST: GENERAL PRODUCTS Volatile Organic Compounds CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 71-43-2 Benzene Prohibited 67-66-3 Chloroform 75-35-4 1,1-Dichloroethylene 1000 ppm each 76-01-7 Penta chloroethane 630-20-6 1,1,1,2- Tetrachloroethane
Slide 49: Food Contact Products: Material Risk & Testing Matrix
RESTRICTED SUBSTANCE LISTS & GUIDANCE: FOOD CONTACT PRODUCTS Food Contact Products: Material Risk & Testing Matrix The Food Contact Material Risk Matrix outlines the risk associated with chemicals commonly found in specific material types which will come into direct and indirect contact with food. S
Slide 50: Restricted Substance List: Food Contact Products
RESTRICTED SUBSTANCE LIST: FOOD CONTACT PRODUCTS Bisphenols (Specific Migration) CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 0.05 ppm Prohibited Food simulant extraction Drinking cups or bottles Found in polycarbonate materials and coatings/varnishes. Bisphenol A is
Slide 51: Restricted Substance List: Food Contact Products
RESTRICTED SUBSTANCE LIST: FOOD CONTACT PRODUCTS Specific Migration Limits of Heavy Metals CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 7429-90-5 Aluminum 1 mg/Kg 0.2 mg/Kg 7440-39-3 Barium 1 mg/Kg 0.2 mg/Kg 7440-48-4 Cobalt 0.05 mg/Kg 0.01 mg/Kg 7440-50-8 Copper 5 m
Slide 52: Restricted Substance List: Food Contact Products
RESTRICTED SUBSTANCE LIST: FOOD CONTACT PRODUCTS Specific Migration Limits (SML) of Monomers CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit Various monomers are used to Refer to Positive List for polymerize polymeric Various General SML Depends on the SML Depends on SM
Slide 53: Restricted Substance List: Food Contact Products
RESTRICTED SUBSTANCE LIST: FOOD CONTACT PRODUCTS Specific Migration Limits of Poly Aromatic Amines CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 92-67-1 4-Aminobiphenyl (4-ABP) 0.002 mg/Kg 90-04-0 o-Anisidine (o-ASD) 0.002 mg/kg 92-87-5 Benzidine (BNZ) 0.002 mg/Kg 106
Slide 54: Materials in Scope of the YETI Packaging RSL
RESTRICTED SUBSTANCE LISTS & GUIDANCE: PACKAGING Examples of materials in scope of the YETI Packaging RSL The list below provides examples of packaging materials within each category but is not all-inclusive. If you are unsure what category your material falls under, please contact YETI or the lab f
Slide 55: Packaging: Material Risk & Testing Matrix
RESTRICTED SUBSTANCE LISTS & GUIDANCE Packaging: Material Risk & Testing Matrix Finishing, Dyes, Inks & Coatings Paper & Wood Plastic & Wrap Other Items Substance The Packaging Risk Matrix outlines the risk associated with chemicals commonly found Textiles Metal in specific material types. YETI defi
Slide 56: List of Packaging Substances
RESTRICTED SUBSTANCE LIST: PACKAGING All Substances for Packaging RSL CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit NP & OP Textiles: EN ISO 21084:2019 Polymers and all APEOS are used as surfactants in the production of plastics, elastomers, paper, and other materials
Slide 57: List of Packaging Substances
RESTRICTED SUBSTANCE LIST: PACKAGING All Substances for Packaging RSL CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 7440-43-9 Cadmium All materials: Total heavy metals (Cd, 1 ppm Cr, Pb & Hg): EN ISO 16711-1 7439-92-1 Lead If total of four heavy metals exceeds 10 ppm
Slide 58: Testing Scheme
TESTING SCHEME 58
Slide 59: Testing Scheme
TESTING SCHEME Suppliers are responsible for ensuring the initial and ongoing compliance of materials being supplied to YETI. It is the supplier's responsibility to ensure compliance to applicable laws, the YETI RSL Program, and all other legally binding compliance requirements. YETI requires all Fi
Slide 60: 3rd Party Laboratory Contacts
TESTING SCHEME 3rd Party Laboratory Contacts YETI RSL Program testing must be conducted at any accredited 3rd party laboratory. YETI’s lab partners at UL are listed below. Laboratory Shipping Information Contact Information UL Hong Kong UL VS HK Kery Li Andy Li 16/F, Tower B, Regent Centre, 63 Wo Yi
Slide 61: 3rd Party Laboratory Contacts
TESTING SCHEME 3rd Party Laboratory Contacts YETI RSL Program testing must be conducted at any accredited 3rd party laboratory. YETI’s lab partners at Intertek are listed below. Laboratory Shipping Information Contact Information Intertek 4F Bldg. 1, IOT Industrial Park, No. 4012, Wuhe Ave. North,Ba
Slide 62: YETI Supplier Compliance Acknowledgement
YETI SUPPLIER COMPLIANCE ACKNOWLEDGEMENT 62
Slide 63: YETI Supplier Compliance Acknowledgement
YETI SUPPLIER COMPLIANCE ACKNOWLEDGEMENT By signing this document, the Supplier acknowledges that complying with by YETI’s Restricted Substance List Program (RSL) is an essential aspect of doing business with YETI. Every supplier is required to become familiar with this document, analyze the require
Slide 64: Appendices
APPENDICES 64
Slide 65: Appendix A – US FDA Food Contact Notification Program
APPENDIX A – US FDA FOOD CONTACT NOTIFICATION (FCN) PROGRAM In addition to the food positive list many food contact substances are approved through the FDA’s Food Contact Notification Program (FCN). • The FCN is specific to the manufacturer who has received approval. • It is also specific to the app
Slide 66: Appendix B – List of Fluorinated Greenhouse Gases
APPENDIX B – LIST OF FLUORINATED GREENHOUSE GASES Fluorinated Greenhouse Gases CAS No. Substance CAS No. Substance 2551-62-4 Sulfur hexafluoride – SF6 431-63-0 HFC-236ea 75-46-7 HFC-23 – CHF3 690-39-1 HFC-236fa 75-10-5 HFC-32 679-86-7 HFC-245ca 593-53-3 HFC-41 460-73-1 HFC-245fa 138495-42-8 HFC-43-1
Slide 67: Appendix C – PFAS Resources
APPENDIX C – PER & POLYFLUORINATED CHEMICALS (PFAS) RESOURCES OECD EPA The Organization for Economic Co-operation and Development (OECD) is an intergovernmental The Environmental Protection Agency (EPA) is committed to providing meaningful, understandable, organization in which representatives of 38
Slide 68: Appendix D – Lists of Pesticides
APPENDIX D – LISTS OF PESTICIDES United States EPA EU Pesticides Database A pesticide is any substance or mixture of substances intended for The EU Pesticides Database allows users to search for information on active substances used in plant protection products, Maximum Residue Levels (MRLs) in food
Slide 69: Appendix E – Phthalates Restricted in Packaging
APPENDIX E – PHTHALATES RESTRICTED IN PACKAGING Phthalates Restricted in Packaging CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 28553-12-0 Di-Iso-nonylphthalate (DINP) 117-84-0 Di-n-octylphthalate (DNOP) 117-81-7 7 Di(2-ethylhexyl)-phthalate (DEHP) 26761-40-0 Diisode
Slide 70: Appendix F – Additional VOCs
APPENDIX F – ADDITIONAL VOCs Volatile Organic Compounds CAS No. Substance Name Restriction Potential Uses Test Method Reporting Limit 96-18-4 1,2,3-Trichloropropane 78-87-5 1,2-Dichloropropane 111-15-9 2-Ethoxyethyl acetate 149-57-5 2-Ethylhexane acid 62-53-3 Aniline 111-96-6 Bis(2-methoxyethyl)ethe
Slide 71: Revision History
REVISION HISTORY 71
Slide 72: Revision History
REVISION HISTORY Issue Reason Revision Page 1.0 Initial Release NA NA 2.0 2022 Annual Revision Various [Details sent to Suppliers and available on request] Various 3.0 2023 Annual Revision Various [Details sent to Suppliers and available on request] Various 4.0 2024 Annual Revision Various [Details
Slide 73: RSL@YETI.COM
RSL@YETI.COM © 2025 YETI Coolers, LLC. All rights reserved. All content and images are copyright protected and are the property of YETI Coolers, LLC or our featured partner brands. All trademarks, service marks, and tradenames of YETI used herein (including, but not limited to: YETI® and Built for t