SharkNinja (SN) investor relations material

Growth strategy and business performance

• Achieved a 21% CAGR over 17 years, driven by share gains in existing categories, expansion into new categories, and international growth.

• International revenue is expected to approach 50% of total sales in the near term, with direct market expansion in Europe and Latin America.

• Strong base business in vacuums and blending supports double-digit growth even in challenging markets.

• Diversification across brands, products, countries, and channels reduces reliance on any single category or market.

• New product innovation, such as the Ninja Fireside, leverages consumer problem-solving and drives viral engagement.

International expansion and market dynamics

• Germany and France represent over $2B in opportunity, with the UK nearing $1B in revenue.

• Expansion into Poland, the Nordics, and Latin America is underway, with direct market strategies replacing distributors.

• Social media content in English and Spanish accelerates product awareness before official launches in new countries.

• Localized content and retailer partnerships drive SKU expansion across Europe.

• International margins mature over a 2–3 year horizon as initial media investments taper.

Marketing, innovation, and consumer engagement

• Spends $700M annually on advertising, over 11% of sales, creating a competitive moat.

• In-house content creators localize marketing for each region, enhancing resonance and engagement.

• Social media-driven launches, such as the Ninja Slushie, generate significant consumer excitement and demand.

• Viral marketing and influencer partnerships are central to rapid product adoption.

• Focus on solving specific consumer problems underpins product development and marketing strategy.