SharkNinja (SN) 28th Annual ICR Conference 2026 summary

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.