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SharkNinja 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Holiday performance and business momentum
Achieved strong holiday season sales, exceeding guidance with broad-based growth across retailers and product categories.
Domestic and international markets, including Mexico and new European regions, showed significant acceleration.
Direct-to-consumer and Amazon channels performed exceptionally well, with high consumer demand.
Success with key retailers and strong anticipation for the next holiday season.
Product innovation and launch pipeline
Delayed 2025 product launches will scale in early 2026, expanding to more retailers and international markets.
25 new products are set for launch in 2026, supported by a robust innovation roadmap.
Core categories like vacuums and heated cooking remain strong, while new categories such as outdoor heating are gaining traction.
The Ninja Fireside outdoor heater is projected to generate $75M–$100M in its first full year.
Product lifecycle and category management
Air fryer business exemplifies ongoing innovation, evolving from a single product to a diversified portfolio of 12–14 SKUs.
Category management includes both premium and entry-level offerings to block competitors and address diverse consumer needs.
Coffee and espresso category disrupted with rapid market share gains and plans for both lower-priced and premium models.
Quantify 2025 delayed product launch impact
How does TikTok Shop impact overall demand capture?
What D2C features are planned post-global rollout?
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Strong order intake and profit growth drive upward revision of FY2025 forecasts and reflect key divestiture impact. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out.
Next SharkNinja earnings date
Q4 202511 Feb, 2026
SharkNinja
Next SharkNinja earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
SharkNinja Inc., also known simply as SharkNinja, is a renowned global product design and technology company, recognized for its innovative lifestyle solutions that cater to consumers worldwide. The company's vast portfolio spans various household sub-categories, including cleaning, cooking, food preparation, home environment, and beauty. SharkNinja is particularly noted for its two primary brands, Shark and Ninja, which have become synonymous with quality and innovation in the small household appliance and cleaning solution sectors. The company is headquartered in Needham, Massachusetts, and its shares are listed on the NYSE under the ticker symbol SN.
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