Will Shark Beauty’s Walmart.com Debut and Leadership Moves Reshape SharkNinja's (SN) Growth Narrative?

• SharkNinja recently reported strong third-quarter results with net sales of US$1.63 billion and raised its 2025 net sales guidance, while also launching its Shark Beauty product line on Walmart.com to broaden its retail presence.
• The appointment of Adam Quigley as Chief Financial Officer highlights a focus on financial leadership continuity amid ongoing growth and new category expansion.
• We'll assess how the Walmart.com launch of Shark Beauty could impact SharkNinja's broader growth trajectory and investment case.

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SharkNinja Investment Narrative Recap

To own SharkNinja, you need to believe that sustained innovation, category expansion, and diversified distribution can drive above-average growth, even as platform dependence and product cycles introduce volatility. The Shark Beauty launch on Walmart.com may support short-term sales momentum, but the largest catalyst remains the successful rollout and adoption of new product categories, while the most material risk continues to be rising manufacturing and tariff costs in Asia; the impact of this retail expansion on those core risks and catalysts is not likely to be material in the immediate term. Among recent announcements, SharkNinja's raised FY2025 net sales guidance is especially relevant, reflecting confidence in current demand, including from expanded retail channels like Walmart.com. This surge in guidance could encourage shareholders, but persistent cost pressures and competition in both legacy and new categories still loom over long-term margin profiles. Yet, investors should also factor in the less visible risk, persistent inflation and supply chain pressures may not be fully reflected in recent earnings...

Read the full narrative on SharkNinja (it's free!)

SharkNinja's narrative projects $8.0 billion revenue and $982.2 million earnings by 2028. This requires 10.8% yearly revenue growth and a $463.7 million earnings increase from $518.5 million today.

Uncover how SharkNinja's forecasts yield a $132.57 fair value, a 51% upside to its current price.

Exploring Other Perspectives

Retail investor fair value estimates for SharkNinja range from US$91.06 to US$162.49 across eight Simply Wall St Community submissions. With rising cost pressures in Asia a central risk, your opinion on the company’s margin resilience could shift how you interpret this wide valuation spread.

Explore 8 other fair value estimates on SharkNinja - why the stock might be worth as much as 85% more than the current price!

Build Your Own SharkNinja Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SharkNinja research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free SharkNinja research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SharkNinja's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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