Goldman Sachs
June 29, 2026
Recent Pricing Trends in Softlines
Sector ReportEquitiesConsumer Discretionary
This report provides an update on softlines pricing trends and Amazon Prime Day promotional activities for YETI and SN. Analysts observe a trend of reduced promotional reliance alongside improved consumer perception of value.
Key Takeaways
- 1.Softlines sector companies have largely implemented LFL list price increases, with consumer perception of price and value improving recently.
- 2.YETI shows lower promotional depth for the June 2026 Prime Day cycle compared to 2025 events.
Table of Contents
- Amazon Prime Day Promotional Trends at YETI and SN
- Disclosure Appendix
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Authors
Brooke Roach, CFAMentesnot AdamuCarly Chasen
Securities
YETIVansCoach
Themes
Consumer Pricing Strategy
Regions
North AmericaUnited States
