The looming tariffs proposed by President Trump have shaken Yeti Holdings, significantly affecting its stock performance. Shares fell dramatically in December and again in March as the threat of tariffs on products from China, where Yeti has major manufacturing, loomed large.

This environment of economic uncertainty has led many businesses to seek settlements with activists to stabilize relations and ensure operational continuity. The increasing tariffs have become a catalyst for change in CEO and activist interactions.

Investors are watching closely to see just how much these tariffs shape corporate strategies and market performance in the coming months.