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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
SharkNinja (SN) investor relations material
SharkNinja Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary2 Dec, 2025
Key growth drivers and innovation
Achieved mid-teens top-line growth, with high teens internationally and low teens in the U.S. despite market challenges.
Product innovation across 38 categories, including new launches like outdoor heaters, cordless stain cleaners, and beauty devices.
Strong investment in media and marketing, leveraging celebrity partnerships and influencers to drive demand.
Omnichannel strategy ensures presence in DTC, Amazon, and major retailers.
Supply chain diversification, moving U.S. production outside China, now sourcing from six countries.
Strategic responses and organizational agility
Rapid response to tariff challenges, launching 1,500 initiatives in eight days to mitigate impact.
History of emerging stronger from crises, expanding from one product to 36 categories and 26 countries over 17 years.
Emphasis on problem-solving and continuous reinvention as core organizational strengths.
Holiday and near-term performance
Exceeded guidance with 16% top-line growth in Q4, driven by strong Prime Day 2 and Black Friday performance.
Broad-based growth across product categories and geographies, with notable DTC and TikTok Shop success.
Direct market shift: margin impact?
How does SharkNinja create new markets?
Demand generation: AI and TikTok's evolving role?
Partial view of Summaries dataset, powered by Quartr API
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Next SharkNinja earnings date
Q4 202513 Feb, 2026
Next SharkNinja earnings date
Q4 202513 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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