Companies That Will Struggle In A $10 / Gallon Environment -- June 11, 2022

Yeti: I like Yeti products, but I never buy their products for myself. I get their products -- thermos-like containers -- as gifts. They are simply too expensive. Worse, for the company, once you have one or two, you don't need any more. And at $40 a piece for a thermos, if you need gasoline at $6 / gallon or a $40-thermos, what are you going to buy?

Yeti holdings here.

Apparently, I'm not alone in my thinking:

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Right Down The Line

Right Down The Line, Gerry Rafferty