Tearsheet

SharkNinja (SN)


Market Price (12/28/2025): $114.05 | Market Cap: $16.1 Bil
Sector: Consumer Discretionary | Industry: Household Appliances

SharkNinja (SN)


Market Price (12/28/2025): $114.05
Market Cap: $16.1 Bil
Sector: Consumer Discretionary
Industry: Household Appliances

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 19%
Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 30x
1 Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Automation & Robotics. Themes include Direct-to-Consumer Brands, and Consumer Robotics & Smart Appliances.
Short seller report
Grizzly Reports report on 11/21/2024.
2  Key risks
SN key risks include [1] managing supply chain vulnerabilities and costs tied to its historical manufacturing concentration in China, Show more.
0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 19%
1 Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Automation & Robotics. Themes include Direct-to-Consumer Brands, and Consumer Robotics & Smart Appliances.
2 Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 30x
3 Short seller report
Grizzly Reports report on 11/21/2024.
4 Key risks
SN key risks include [1] managing supply chain vulnerabilities and costs tied to its historical manufacturing concentration in China, Show more.

Valuation, Metrics & Events

SN Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Between August 31, 2025, and December 28, 2025, SharkNinja (SN) experienced several developments that could have contributed to a stock price movement, including a noted significant decline in early October 2025. While specific reasons for an exact -2.5% move within this period are not precisely detailed for every day, the following key points highlight factors that influenced the stock negatively:

<b>1. CFO Resignation:</b> The resignation of SharkNinja's Chief Financial Officer, Patraic Reagan, effective September 5, 2025, could have introduced investor uncertainty regarding leadership stability.

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<b>2. Secondary Offering by Selling Shareholders:</b> An underwritten public offering of 5 million ordinary shares by selling shareholders, affiliated with the company's board chairperson, led to a decline in SharkNinja's stock in after-hours trading. This transaction involved a substantial amount of shares, exceeding the USD 5 million threshold for insider transactions.

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<b>3. Near-Term Sales Deceleration and Shipment Timing Issues:</b> A significant stock decline in early October 2025 was attributed by JPMorgan to near-term sales deceleration and adjustments in the innovation calendar, as well as shipment timing issues.

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<b>4. Increased Marketing Expenses:</b> SharkNinja's sales and marketing expenses saw a 21.6% increase in the third quarter of 2025, reaching $365.9 million. This surge in spending raised concerns among some analysts about its impact on sustained growth and profitability amid competitive pressures.

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<b>5. Domestic Growth Slowdown and Tariff Pressures:</b> Reports indicated a slowdown in SharkNinja's domestic market growth, with U.S. and Canada revenue growth at 9.5% in Q3 2025, significantly lower than the 25.8% growth in 2024. Additionally, ongoing tariff pressures were noted as a potential factor that could impact future gross margins.

Show more

Stock Movement Drivers

Fundamental Drivers

The 7.6% change in SN stock from 9/27/2025 to 12/27/2025 was primarily driven by a 7.2% change in the company's Net Income Margin (%).
927202512272025Change
Stock Price ($)105.90114.007.65%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)5881.276084.943.46%
Net Income Margin (%)8.82%9.45%7.17%
P/E Multiple28.8127.98-2.87%
Shares Outstanding (Mil)141.04141.11-0.05%
Cumulative Contribution7.65%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025
ReturnCorrelation
SN7.6% 
Market (SPY)4.3%34.3%
Sector (XLY)1.8%36.3%

Fundamental Drivers

The 18.1% change in SN stock from 6/28/2025 to 12/27/2025 was primarily driven by a 20.2% change in the company's Net Income Margin (%).
628202512272025Change
Stock Price ($)96.50114.0018.13%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)5685.056084.947.03%
Net Income Margin (%)7.86%9.45%20.18%
P/E Multiple30.3627.98-7.84%
Shares Outstanding (Mil)140.62141.11-0.35%
Cumulative Contribution18.13%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025
ReturnCorrelation
SN18.1% 
Market (SPY)12.6%38.5%
Sector (XLY)11.9%36.6%

Fundamental Drivers

The 17.2% change in SN stock from 12/27/2024 to 12/27/2025 was primarily driven by a 34.6% change in the company's Net Income Margin (%).
1227202412272025Change
Stock Price ($)97.25114.0017.22%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)5118.956084.9418.87%
Net Income Margin (%)7.02%9.45%34.59%
P/E Multiple37.9227.98-26.21%
Shares Outstanding (Mil)140.11141.11-0.71%
Cumulative Contribution17.22%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025
ReturnCorrelation
SN17.2% 
Market (SPY)17.0%64.9%
Sector (XLY)7.0%65.7%

Fundamental Drivers

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Market Drivers

12/28/2023 to 12/27/2025
ReturnCorrelation
SN121.5% 
Market (SPY)48.0%58.4%
Sector (XLY)37.7%55.5%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
SN Return---24%90%16%173%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
SN Win Rate---50%67%58% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
SN Max Drawdown----36%-9%-33% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

SN has limited trading history. Below is the Consumer Discretionary sector ETF (XLY) in its place.

Unique KeyEventXLYS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-40.3%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven67.4%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven680 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-33.9%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven51.3%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven82 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-21.9%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven28.1%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven105 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-60.1%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven150.8%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven779 days1,480 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

SPDR Select Sector Fund's stock fell -40.3% during the 2022 Inflation Shock from a high on 11/19/2021. A -40.3% loss requires a 67.4% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About SharkNinja (SN)

SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers worldwide. It offers cleaning appliances, including corded and cordless vacuums, as well as other floorcare products; cooking and beverage appliances, such as air fryers, multi-cookers, outdoor and countertop grills and ovens, coffee systems, cookware, cutlery, kettles, toasters, and bakeware products; food preparation appliances comprising blenders, food processors, ice cream makers, and juicers; and beauty appliances, home environment products, and garment care products. The company sells its products through retailers, online and offline, and distributors. SharkNinja, Inc. was incorporated in 2017 and is headquartered in Needham, Massachusetts.

AI Analysis | Feedback

Here are a couple of brief analogies to describe SharkNinja (SN):

  • A more accessible, mass-market Dyson, but covering a wider range of home and kitchen appliances.

  • Dyson for home cleaning and hair care, combined with Instant Pot for kitchen appliances.

AI Analysis | Feedback

  • Shark Vacuums: A diverse range of vacuum cleaners including upright, stick, robot, and handheld models for various floor care needs.
  • Shark Steam Mops: Floor cleaning devices utilizing steam to sanitize and clean hard surfaces effectively.
  • Shark Beauty Products: Hair care appliances such as hair dryers and stylers designed for efficient and gentle hair treatment.
  • Shark Air Purifiers: Systems engineered to improve indoor air quality by capturing allergens, pollutants, and odors.
  • Ninja Blenders & Food Processors: High-performance kitchen appliances for blending, crushing, and food preparation tasks.
  • Ninja Air Fryers: Countertop devices that use hot air circulation for healthier frying, roasting, and baking.
  • Ninja Coffee Makers & Espresso Machines: A variety of systems for brewing coffee, from single-serve to full carafes and specialty drinks.
  • Ninja Multi-Cookers & Pressure Cookers: Versatile kitchen appliances offering multiple cooking functions like pressure cooking, slow cooking, and air crisping.
  • Ninja Indoor Grills & Smokers: Appliances designed to provide outdoor grilling and smoking results indoors with less smoke.

AI Analysis | Feedback

SharkNinja (symbol: SN) primarily sells its products (such as Shark vacuums and Ninja kitchen appliances) to other companies, specifically large retailers and e-commerce platforms, which then sell directly to individual consumers. This makes its business model predominantly Business-to-Business (B2B).

Based on their public financial disclosures (such as their annual 10-K reports), SharkNinja's major customers include the following companies:

  • Walmart Inc. (Symbol: WMT) - Walmart is consistently identified as one of SharkNinja's largest customers, accounting for a significant portion of its net sales (often 20% or more).
  • Amazon.com, Inc. (Symbol: AMZN) - Amazon is another primary customer, also frequently accounting for 20% or more of SharkNinja's net sales, reflecting the strong growth of e-commerce.
  • Target Corporation (Symbol: TGT) - While not always explicitly quantified with the same percentages as Walmart and Amazon in public summaries, Target is a major general merchandise retailer and a significant channel for household appliance brands like SharkNinja.
  • Best Buy Co., Inc. (Symbol: BBY) - Best Buy is a leading retailer of consumer electronics and appliances, making it a key customer for many of SharkNinja's product lines.
  • Costco Wholesale Corporation (Symbol: COST) - As a large membership-only warehouse club, Costco also serves as a substantial customer for bulk and bundled sales of SharkNinja products.

SharkNinja relies heavily on these and other large retail partners for the distribution and sale of its products to the end consumer.

AI Analysis | Feedback

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AI Analysis | Feedback

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Mark Barrocas, Chief Executive Officer

Mark Barrocas joined SharkNinja (then Euro-Pro) in 2008 as president and has since transformed the company into a product innovation powerhouse. [3, 4, 14] Under his leadership, SharkNinja's former parent company went public on the Hong Kong Stock Exchange in 2017, and SharkNinja itself was listed on the New York Stock Exchange in 2023. [3] Barrocas previously held leadership roles at Aramark Uniform and Broder Bros Co. [3, 5] He also has an investment in Hyperice, a recovery and wellness technology company. [14] He was instrumental in navigating the company through its private equity backing by CDH Private Equity in 2017 and its subsequent public listings. [3, 4, 16]

Adam Quigley, Chief Financial Officer

Adam Quigley was appointed Chief Financial Officer of SharkNinja, effective immediately, as of November 6, 2025. [16] He has been with SharkNinja for nearly 11 years, joining in 2015, and has been crucial in shaping the company's financial strategy and global expansion. [10, 16] Quigley's experience includes leading finance teams for global business planning, product costing, and strategic finance. [10, 16] He also played a critical role in the sale of the business in 2017, its listing on the Hong Kong exchange in 2019, and developing the company's tariff mitigation strategy. [16] Before joining SharkNinja, he held finance roles at The Boston Beer Company and Avery Dennison. [10]

Mark Rosenzweig, Founder

Mark Rosenzweig founded the company, originally Euro-Pro Operating LLC, in 1994. [1, 4, 13] He developed steam cleaners and upright vacuums, and later moved the company's headquarters to Needham, Massachusetts, in 2003. [4] Rosenzweig launched the Shark brand in 2007. [4] He and Mark Barrocas partnered in 2008. [13]

Neil Shah, Chief Commercial Officer

Neil Shah provides global leadership to SharkNinja's Sales, Analytics, and Marketing organization, having been named Chief Commercial Officer in 2018. [8] He joined SharkNinja in October 2007 as Manager of Sales Planning and Analysis and has since held various leadership roles within Strategic Sales & Marketing. [8] Prior to SharkNinja, Shah held several positions at The Holmes Group, including Category Manager for the Wal-Mart business. [8]

Anthony Marra, Chief Product Officer

Anthony Marra is SharkNinja's Chief Product Officer, responsible for leading the development and introduction of all Shark and Ninja products. [8] He initially joined SharkNinja in September 2008 as a Quality Engineer and rejoined in 2014, serving as Vice President of Quality and later SVP of Product Development for Shark. [8] He was appointed Chief Product Officer in 2025. [8] His previous experience includes working for ITW North American Metal Fasteners and NGK Spark Plugs USA. [8]

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AI Analysis | Feedback

The key risks to SharkNinja's (SN) business primarily stem from external economic factors, global supply chain complexities, and the highly competitive nature of the home appliance market.

  1. Macroeconomic Pressures and Consumer Discretionary Spending: SharkNinja's sales are significantly tied to consumer discretionary spending, making the company vulnerable to economic downturns, inflation, and reduced consumer confidence. During periods of economic uncertainty, consumers tend to curb spending on non-essential home appliances, directly impacting SharkNinja's revenue and profitability.
  2. Supply Chain Vulnerabilities, Tariffs, and Geopolitical Risks: The company faces ongoing risks related to global supply chain disruptions, fluctuating raw material and logistics costs, currency fluctuations, and potential tariff headwinds. Historically, SharkNinja has relied on overseas manufacturing, particularly in China, which has exposed it to geopolitical events and trade disputes. While SharkNinja is actively diversifying its manufacturing base to Southeast Asian nations to mitigate these risks, the complexities of a global supply chain and the potential for new tariffs remain significant challenges to cost management and operational efficiency.
  3. Intense Market Competition and Maintaining Product Differentiation: The small appliance sector in which SharkNinja operates is highly competitive, with numerous established brands and new entrants vying for market share. Companies like Dyson, Breville, and iRobot, among others, offer competing products. To maintain its market position and avoid price erosion, SharkNinja must continuously innovate, differentiate its products, and invest significantly in research and development, as well as marketing and distribution. Failure to adapt to evolving consumer preferences and technological trends, such as smart home connectivity, could erode its market share.

AI Analysis | Feedback

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AI Analysis | Feedback

SharkNinja (SN) operates in several key product categories through its Shark and Ninja brands, addressing substantial global markets for household and kitchen appliances, as well as beauty products.

  • Vacuum Cleaners: The global vacuum cleaner market size was estimated at USD 15.05 billion in 2024. It is predicted to increase to approximately USD 39.19 billion by 2034, expanding at a Compound Annual Growth Rate (CAGR) of 10.04% from 2025 to 2034.
  • Hair Dryers: The global hair dryer market size was evaluated at USD 11.50 billion in 2025. This market is expected to surpass around USD 19.61 billion by 2034, growing at a CAGR of 6.12% from 2025 to 2034. The U.S. hair dryer market size is estimated at USD 2.87 billion in 2025 and is projected to be worth around USD 5.15 billion by 2034, growing at a CAGR of 6.75% from 2025 to 2034.
  • Air Fryers: The global air fryer market size was valued at USD 1.42 billion in 2024. It is projected to grow from USD 1.54 billion in 2025 to reach USD 2.32 billion by 2030, expanding at a CAGR of 8.5% during the forecast period (2025–2030).
  • Blenders: The global food blenders and mixers market size was valued at USD 12.01 billion in 2024. It is projected to reach USD 20.19 billion by 2033, growing at a CAGR of 5.94% during the forecast period (2025-2033).
  • Kitchen Appliances (Overall): The broader global kitchen appliances market was valued at USD 242.30 billion in 2024. It is expected to grow to USD 428.23 billion by 2034, at a CAGR of 5.9% during the forecast period.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for SharkNinja (SN) over the next 2-3 years:
  • Product Innovation and New Category Expansion: SharkNinja consistently emphasizes a robust pipeline of new products and a strategy to expand into new and adjacent categories. The company planned to launch 25 new products in 2025 across both new and existing categories. Recent successes and expansion areas include beauty tech, frozen drink makers (like the Ninja SLUSHi), carpet extractors, and other home environment products such as air purifiers and fans. This continued focus on disruptive innovation and solving consumer problems is a key driver for future sales.
  • International Market Expansion: SharkNinja is actively growing its presence outside of North America. The company has shown strong year-over-year international net sales growth, with particular strength noted in Europe (especially the UK, Germany, and France) and Latin America (Mexico). SharkNinja's strategic goal is to have 50% of its business outside the United States in the near term, demonstrating a significant push for global market share.
  • Gaining Market Share in Existing Categories: Even in a challenging or slower-growing market, SharkNinja has demonstrated consistent market share gains across its four major product categories: cleaning, cooking, food preparation, and beauty and home environment. This outperformance is attributed to strong consumer demand for their "five-star products" and their ability to differentiate within established segments.
  • Strategic Pricing and Cost Optimization: While not directly a top-line revenue driver, SharkNinja's focus on cost optimization and strategic pricing plays a crucial role in enabling sustainable growth. The company has successfully mitigated the impact of tariffs through these strategies, with minimal declines in product demand. Improved gross margins, partly due to cost discipline and the end of a contractual sourcing service fee in July 2025, provide resources for reinvestment in product development and marketing, thereby indirectly supporting revenue growth.

AI Analysis | Feedback

Capital Allocation Decisions (Last 3-5 Years)

Share Issuance

  • Diluted weighted average shares outstanding for SharkNinja increased from approximately 139.3 million in fiscal 2023 to an estimated 143 million for fiscal 2025.

Capital Expenditures

  • Capital expenditures have shown a significant increase, rising from $61 million in 2020 to $151 million in 2024.
  • Expected capital expenditures for fiscal year 2025 are projected to be between $180 million and $200 million.
  • The primary focus of these capital expenditures is to support investments in new product launches and technology, including efforts towards manufacturing diversification outside of China.

Trade Ideas

Select ideas related to SN. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BBWI_11302025_Dip_Buyer_1M_Insider_Buying_GTE_1Mil_EBITp+DE11302025BBWIBath & Body WorksDip BuyDB | Insider Buys | Low D/EDip Buy with Strong Insider Buying
Buying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
13.7%13.7%0.0%
HRB_11262025_Dip_Buyer_FCFYield11262025HRBH&R BlockDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
6.0%6.0%-0.1%
LRN_11262025_Dip_Buyer_FCFYield11262025LRNStrideDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
3.8%3.8%-4.4%
ABNB_11212025_Dip_Buyer_FCFYield11212025ABNBAirbnbDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
19.7%19.7%0.0%
MTN_11212025_Dip_Buyer_FCFYield11212025MTNVail ResortsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.3%2.3%-1.6%

Recent Active Movers

More From Trefis

Peer Comparisons for SharkNinja

Peers to compare with:

Financials

SNHPQHPEIBMCSCOAAPLMedian
NameSharkNin.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price114.0023.2624.49305.0978.16273.4096.08
Mkt Cap16.121.932.6284.9309.24,074.4158.8
Rev LTM6,08555,29534,29665,40257,696408,62556,496
Op Inc LTM7823,6241,64411,54412,991130,2147,584
FCF LTM3922,80062711,85412,73396,1847,327
FCF 3Y Avg1762,9781,40011,75313,879100,5037,366
CFO LTM5373,6972,91913,48313,744108,5658,590
CFO 3Y Avg3133,6723,89613,49814,736111,5598,697

Growth & Margins

SNHPQHPEIBMCSCOAAPLMedian
NameSharkNin.HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM18.9%3.2%13.8%4.5%8.9%6.0%7.4%
Rev Chg 3Y Avg--3.9%6.5%2.6%3.7%1.8%2.6%
Rev Chg Q14.3%4.2%14.4%9.1%7.5%9.6%9.4%
QoQ Delta Rev Chg LTM3.5%1.1%3.7%2.1%1.8%2.1%2.1%
Op Mgn LTM12.8%6.6%4.8%17.7%22.5%31.9%15.2%
Op Mgn 3Y Avg10.5%7.4%7.2%16.4%24.2%30.8%13.4%
QoQ Delta Op Mgn LTM1.0%-0.2%-1.4%0.6%0.4%0.1%0.2%
CFO/Rev LTM8.8%6.7%8.5%20.6%23.8%26.6%14.7%
CFO/Rev 3Y Avg6.0%6.8%12.7%21.4%26.1%28.4%17.1%
FCF/Rev LTM6.4%5.1%1.8%18.1%22.1%23.5%12.3%
FCF/Rev 3Y Avg3.3%5.5%4.6%18.6%24.6%25.6%12.1%

Valuation

SNHPQHPEIBMCSCOAAPLMedian
NameSharkNin.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap16.121.932.6284.9309.24,074.4158.8
P/S2.60.41.04.45.410.03.5
P/EBIT20.36.819.925.122.531.321.4
P/E28.08.6572.736.029.941.033.0
P/CFO30.05.911.221.122.537.521.8
Total Yield3.6%14.1%2.3%5.0%5.4%2.8%4.3%
Dividend Yield0.0%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg1.6%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.10.50.70.20.10.00.2
Net D/E0.00.30.60.20.00.00.1

Returns

SNHPQHPEIBMCSCOAAPLMedian
NameSharkNin.HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn18.6%-1.8%14.4%0.6%2.7%-1.5%1.7%
3M Rtn7.6%-11.9%2.7%7.9%17.0%7.1%7.4%
6M Rtn18.1%-4.0%34.5%6.6%15.2%36.3%16.7%
12M Rtn17.2%-27.0%16.2%40.5%34.5%7.5%16.7%
3Y Rtn175.8%-1.9%71.1%143.1%81.3%120.2%100.7%
1M Excs Rtn19.7%-5.6%12.9%-2.2%-0.0%-3.7%-1.1%
3M Excs Rtn3.3%-16.2%-1.7%3.6%12.7%2.8%3.1%
6M Excs Rtn5.9%-16.3%22.3%-5.7%3.0%24.0%4.4%
12M Excs Rtn2.8%-42.9%-0.7%25.0%19.9%-8.4%1.0%
3Y Excs Rtn94.5%-83.5%-11.2%59.6%-1.2%28.4%13.6%

Financials

Segment Financials

Revenue by Segment
$ Mil2024202320222021
Cleaning Appliances1,8191,9321,9501,685
Cooking and Beverage Appliances1,4421,0791,173684
Food Preparation Appliances654590548377
Beauty and Home Environment Appliances339   
Other 117557
Total4,2543,7173,7272,753


Price Behavior

Price Behavior
Market Price$114.00 
Market Cap ($ Bil)16.1 
First Trading Date07/31/2023 
Distance from 52W High-6.0% 
   50 Days200 Days
DMA Price$98.76$98.84
DMA Trendindeterminateindeterminate
Distance from DMA15.4%15.3%
 3M1YR
Volatility43.3%51.9%
Downside Capture124.57178.08
Upside Capture134.97166.87
Correlation (SPY)34.2%64.9%
SN Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta1.351.261.231.571.74-0.03
Up Beta1.811.361.731.641.840.05
Down Beta-0.650.150.211.011.520.38
Up Capture250%134%76%166%251%240%
Bmk +ve Days13263974142427
Stock +ve Days11192762124301
Down Capture105%187%202%185%140%105%
Bmk -ve Days7162452107323
Stock -ve Days9233663124281

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
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Based On 5-Year Data
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Based On 10-Year Data
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Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity7,878,279
Short Interest: % Change Since 11302025-8.9%
Average Daily Volume1,904,256
Days-to-Cover Short Interest4.14
Basic Shares Quantity141,112,020
Short % of Basic Shares5.6%

SEC Filings

Expand for More
Report DateFiling DateFiling
9302025110620256-K 9/30/2025
630202580720256-K 6/30/2025
331202550820256-K 3/31/2025
12312024331202520-F 12/31/2024
9302024103120246-K 9/30/2024
630202480820246-K 6/30/2024
331202450920246-K 3/31/2024
12312023301202420-F 12/31/2023
9302023110920236-K 9/30/2023
630202382420236-K 6/30/2023
123120228022023424B3 12/31/2022