SharkNinja (SN)
Market Price (8/27/2026): $189.65 | Market Cap: $26.8 BilSector: Consumer Discretionary | Industry: Household Appliances
SharkNinja (SN)
Market Price (8/27/2026): $189.65Market Cap: $26.8 BilSector: Consumer DiscretionaryIndustry: Household Appliances
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 17% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% Low stock price volatilityVol 12M is 42% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Automation & Robotics. Themes include Direct-to-Consumer Brands, and Consumer Robotics & Smart Appliances. | Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% | Expensive valuation multiplesP/SPrice/Sales ratio is 3.9x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 29x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 27x Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 70% Short seller reportGrizzly Reports report on 11/21/2024. Key risksSN key risks include [1] managing supply chain vulnerabilities and costs tied to its historical manufacturing concentration in China, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 17% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Low stock price volatilityVol 12M is 42% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Automation & Robotics. Themes include Direct-to-Consumer Brands, and Consumer Robotics & Smart Appliances. |
| Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 3.9x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 29x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 27x |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 70% |
| Short seller reportGrizzly Reports report on 11/21/2024. |
| Key risksSN key risks include [1] managing supply chain vulnerabilities and costs tied to its historical manufacturing concentration in China, Show more. |
Qualitative Assessment
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SharkNinja (SN) stock has gained about 65% since 4/30/2026 because of the following key factors:
1. Robust Fiscal Q2 2026 Financial Performance Exceeded Expectations.
SharkNinja reported strong financial results for fiscal Q2 2026, which ended on June 30, 2026. The company's net sales increased by 22.2% year-over-year to $1.77 billion, surpassing the expected revenue of $1.65 billion. Adjusted diluted earnings per share (EPS) rose by 29.9% to $1.26, beating the consensus estimate of $1.11 by $0.15.
2. Upward Revision of Full-Year Fiscal 2026 Outlook.
Following the strong Q2 2026 performance, SharkNinja significantly raised its full-year fiscal 2026 guidance. The company now anticipates net sales growth of 16%-17%, an increase from the previous guidance of 11.5%-12.5%. Adjusted EPS guidance was also raised to $6.45-$6.55, up from the prior range of $6.00-$6.10.
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SharkNinja (SN) stock has gained about 65% since 4/30/2026 because of the following key factors:
1. Robust Fiscal Q2 2026 Financial Performance Exceeded Expectations.
SharkNinja reported strong financial results for fiscal Q2 2026, which ended on June 30, 2026. The company's net sales increased by 22.2% year-over-year to $1.77 billion, surpassing the expected revenue of $1.65 billion. Adjusted diluted earnings per share (EPS) rose by 29.9% to $1.26, beating the consensus estimate of $1.11 by $0.15.
2. Upward Revision of Full-Year Fiscal 2026 Outlook.
Following the strong Q2 2026 performance, SharkNinja significantly raised its full-year fiscal 2026 guidance. The company now anticipates net sales growth of 16%-17%, an increase from the previous guidance of 11.5%-12.5%. Adjusted EPS guidance was also raised to $6.45-$6.55, up from the prior range of $6.00-$6.10.
3. Significant Expected Tariff Refund Bolstered Financial Projections.
A substantial factor contributing to the raised fiscal 2026 guidance was the acceptance of a $247.1 million tariff refund claim by U.S. Customs and Border Protection (CBP). This refund is expected to be recorded as a reduction in the cost of sales in fiscal Q3 2026.
4. Broad-Based Growth Across Product Categories and Geographies, Fueled by Innovation.
SharkNinja experienced broad-based strength across its product categories and geographies. International net sales surged by 36.6% year-over-year, while domestic sales grew by 15.5% in fiscal Q2 2026. The company continued its innovation-driven growth strategy, entering its 40th product sub-category and launching new products like the Ninja Luxe Cafe espresso machine and the Ninja HydraSense water filtration system.
5. Positive Analyst Sentiment and Upgraded Price Targets.
Following the robust earnings report and optimistic outlook, analyst sentiment towards SharkNinja became largely positive. The stock received a consensus rating of "Moderate Buy" or "Strong Buy" from a majority of Wall Street analysts. Several firms, including UBS and Canaccord Genuity, subsequently raised their price targets for SN.
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Stock Movement Drivers
Fundamental Drivers
The 63.2% change in SN stock from 4/30/2026 to 8/26/2026 was primarily driven by a 64.9% change in the company's P/E Multiple.| (LTM values as of) | 4302026 | 8262026 | Change |
|---|---|---|---|
| Stock Price ($) | 115.53 | 188.55 | 63.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,399 | 6,910 | 8.0% |
| Net Income Margin (%) | 11.0% | 10.1% | -8.2% |
| P/E Multiple | 23.3 | 38.3 | 64.9% |
| Shares Outstanding (Mil) | 141 | 141 | -0.2% |
| Cumulative Contribution | 63.2% |
Market Drivers
4/30/2026 to 8/26/2026| Return | Correlation | |
|---|---|---|
| SN | 63.2% | |
| Market (SPY) | 6.6% | 29.8% |
| Sector (XLY) | -1.0% | 36.5% |
Fundamental Drivers
The 59.5% change in SN stock from 1/31/2026 to 8/26/2026 was primarily driven by a 32.2% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 8262026 | Change |
|---|---|---|---|
| Stock Price ($) | 118.20 | 188.55 | 59.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,085 | 6,910 | 13.6% |
| Net Income Margin (%) | 9.4% | 10.1% | 6.5% |
| P/E Multiple | 29.0 | 38.3 | 32.2% |
| Shares Outstanding (Mil) | 141 | 141 | -0.2% |
| Cumulative Contribution | 59.5% |
Market Drivers
1/31/2026 to 8/26/2026| Return | Correlation | |
|---|---|---|
| SN | 59.5% | |
| Market (SPY) | 11.0% | 50.0% |
| Sector (XLY) | -3.1% | 52.2% |
Fundamental Drivers
The 62.4% change in SN stock from 7/31/2025 to 8/26/2026 was primarily driven by a 28.0% change in the company's Net Income Margin (%).| (LTM values as of) | 7312025 | 8262026 | Change |
|---|---|---|---|
| Stock Price ($) | 116.10 | 188.55 | 62.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,685 | 6,910 | 21.5% |
| Net Income Margin (%) | 7.9% | 10.1% | 28.0% |
| P/E Multiple | 36.5 | 38.3 | 5.0% |
| Shares Outstanding (Mil) | 141 | 141 | -0.5% |
| Cumulative Contribution | 62.4% |
Market Drivers
7/31/2025 to 8/26/2026| Return | Correlation | |
|---|---|---|
| SN | 62.4% | |
| Market (SPY) | 22.2% | 44.9% |
| Sector (XLY) | 6.4% | 45.1% |
Fundamental Drivers
nullnull
Market Drivers
7/31/2023 to 8/26/2026| Return | Correlation | |
|---|---|---|
| SN | 356.2% | |
| Market (SPY) | 73.3% | 49.8% |
| Sector (XLY) | 37.9% | 47.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SN Return | - | - | 24% | 90% | 15% | 64% | 345% |
| Peers Return | 7% | -18% | 11% | 21% | -4% | 10% | 24% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| SN Win Rate | - | - | 50% | 67% | 58% | 88% | |
| Peers Win Rate | 50% | 44% | 46% | 52% | 45% | 57% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| SN Max Drawdown | - | - | - | -20% | -43% | -26% | |
| Peers Max Drawdown | -35% | -41% | -34% | -23% | -38% | -32% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: BSET, SN, ALH, WHR, HLMN.
[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] 2026 data is for the year up to 8/26/2026 (YTD)
How Low Can It Go
| Event | SN | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -41.5% | -18.8% |
| % Gain to Breakeven | 70.9% | 23.1% |
| Time to Breakeven | 100 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -36.4% | -9.5% |
| % Gain to Breakeven | 57.3% | 10.5% |
| Time to Breakeven | 46 days | 24 days |
In The Past
SharkNinja's stock fell -41.5% during the 2025 US Tariff Shock. Such a loss loss requires a 70.9% gain to breakeven.
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Asset Allocation
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| Event | SN | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -41.5% | -18.8% |
| % Gain to Breakeven | 70.9% | 23.1% |
| Time to Breakeven | 100 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -36.4% | -9.5% |
| % Gain to Breakeven | 57.3% | 10.5% |
| Time to Breakeven | 46 days | 24 days |
In The Past
SharkNinja's stock fell -41.5% during the 2025 US Tariff Shock. Such a loss loss requires a 70.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About SharkNinja (SN)
SharkNinja, Inc. (SN) is a product design and technology company that develops and markets a wide range of innovative consumer solutions globally. Their business focuses on creating appliances that enhance daily life for consumers, leveraging design and technology to deliver practical and high-performing products across various household needs.
The company's extensive product portfolio spans several key categories. In home cleaning, they offer various corded and cordless vacuums and other floorcare solutions. Their culinary offerings are robust, including cooking and beverage appliances like air fryers, multi-cookers, grills, ovens, coffee systems, cookware, and bakeware. Additionally, SharkNinja provides food preparation tools such as blenders, food processors, ice cream makers, and juicers. They also extend into beauty appliances, home environment products, and garment care.
SharkNinja's primary customers are consumers worldwide. The company reaches these global markets through a diversified distribution strategy, selling its products via both online and offline retailers, as well as through various distributors to ensure broad market penetration.
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1. The Dyson of small household appliances, covering cleaning, cooking, and food prep.
2. A standalone small household appliance division, like what you'd find from Philips or Panasonic.
3. The Whirlpool of small household appliances, focused on innovative designs.
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- Cleaning Appliances: Includes a range of vacuum cleaners and other floorcare solutions for home cleaning.
- Cooking and Beverage Appliances: Features a variety of kitchen electronics and tools for food preparation and beverage making, such as air fryers, grills, coffee systems, and cookware.
- Food Preparation Appliances: Encompasses machines designed to process food, including blenders, food processors, ice cream makers, and juicers.
- Beauty Appliances: Offers devices intended for personal care and styling.
- Home Environment Products: Provides appliances that enhance the comfort and air quality of living spaces.
- Garment Care Products: Includes tools designed for maintaining and refreshing clothing.
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SharkNinja (SN) sells its products primarily to other companies, specifically retailers and distributors. Its major customers are:
- Amazon.com, Inc. (Symbol: AMZN)
- Walmart Inc. (Symbol: WMT)
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Mark Barrocas
Chief Executive Officer and Director
Mark Barrocas became CEO of SharkNinja in 2008, transforming the company from a modest home appliance business into a global innovation powerhouse. He was instrumental in taking the company's former parent public on the Hong Kong Stock Exchange in 2017 and listing SharkNinja on the New York Stock Exchange in 2023. Prior to his tenure at SharkNinja, Barrocas held leadership roles at Aramark Uniform and Broder Bros. Co. He also gained experience as a business owner during self-employment and served as VP of Corporate Sales at Perry Ellis International.
Adam Quigley
Chief Financial Officer
Adam Quigley was appointed Chief Financial Officer after serving as Interim CFO since September 2025. He has been with SharkNinja for nearly 11 years, joining in 2015, and has held various leadership positions within the finance organization, including Senior Vice President of Finance and Global Business Planning, and Senior Vice President of Global FP&A and Strategic Finance. Quigley played a key role in significant company milestones, such as the sale of the business in 2017, its listing on the Hong Kong exchange in 2019, and developing the company's tariff mitigation strategy.
Neil Shah
Chief Commercial Officer
Neil Shah was named Chief Commercial Officer in 2018, overseeing global leadership for the Sales, Analytics, and Marketing organization. He joined SharkNinja in October 2007 as Manager of Sales Planning and Analysis and has held diverse leadership roles within Strategic Sales & Marketing. Before joining SharkNinja, Shah held several positions at The Holmes Group, including Category Manager for the Wal-Mart business, and Senior Analyst, Sales and Operations, for the Jarden Consumer Solutions business. He also previously worked as a Business Development Analyst at Revlon.
Anthony Marra
Chief Product Officer
Anthony Marra serves as SharkNinja's Chief Product Officer, where he is responsible for leading the development and introduction of all Shark and Ninja products. He initially joined SharkNinja in September 2008 as a Quality Engineer and rejoined the company in 2014, ultimately being appointed Chief Product Officer in 2025. Prior to his time at SharkNinja, Marra worked for ITW North American Metal Fasteners and NGK Spark Plugs USA.
Pedro J. Lopez-Baldrich
Chief Legal Officer
Pedro J. Lopez-Baldrich joined SharkNinja as Chief Legal Officer in 2018. He brings extensive global experience in managing business, legal, operational, intellectual property, and executive management teams across both public and private companies. His previous roles include serving as CEO and General Counsel of Clean Diesel Technologies, General Counsel and VP of Operations at Patagonia, and Associate General Counsel at Burton Snowboards.
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The key risks to SharkNinja's business are primarily centered around global trade dynamics, market concentration, and competitive pressures requiring continuous innovation.
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Trade Policies and Supply Chain Vulnerabilities: SharkNinja faces significant financial and operational threats from escalating global trade tariffs and protectionism. The company has explicitly factored a 10% incremental tariff on remaining China-origin imports into its 2025 outlook and aims to move approximately 90% of its production out of China by mid-2025. However, new broad-based U.S. tariffs on Southeast Asian imports could negate anticipated cost savings. Historically, tariffs have resulted in "hundreds of millions" of dollars in added expenses and uncertainty, posing a major external risk to achieving gross margin targets. The company is actively diversifying its manufacturing base to countries like Vietnam and Thailand to mitigate these risks, but this relocation demands significant capital expenditure and logistical investment.
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Heavy Reliance on the North American Market and Consumer Spending Sensitivity: A core weakness for SharkNinja is its substantial reliance on the North American market. In Q3 2025, approximately 67.5% of its total revenue was derived from the United States and Canada. This high geographic concentration limits diversification and exposes the company's results to localized economic cycles and shifts in U.S. consumer spending. As many of SharkNinja's popular appliances are discretionary purchases, their future growth is sensitive to consumer confidence and economic downturns, which can lead to delayed purchases.
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Intense Market Competition and Dependence on Consistent Innovation/Viral Marketing: The household appliance industry is highly competitive, with numerous players vying for market share. SharkNinja's business model is described as "hit-driven," meaning its future growth is heavily dependent on its ability to consistently create popular products and maintain a steady pipeline of innovation. The company's reliance on viral marketing and social media trends, such as TikTok, for demand generation also creates volatility, exposing it to platform algorithm changes, potential regulatory actions on apps, and rapid shifts in consumer attention. Sustaining market leadership requires continuous product diversification and significant investment in R&D and marketing to maintain brand relevance.
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Addressable Markets for SharkNinja (SN) Main Products and Services
SharkNinja, Inc. operates in several large addressable markets for its diverse range of consumer products.
Small Domestic Appliances (SDA) / Small Home Appliances
The global small domestic appliances market, which encompasses many of SharkNinja's offerings, was valued at approximately USD 212.3 billion in 2025 and is projected to grow to USD 342.13 billion by 2034, exhibiting a compound annual growth rate (CAGR) of 4.92% during this period. Another estimate places the global small domestic appliances market size at USD 328.99 billion in 2024, with an expectation to reach USD 546.53 billion by 2032, at a CAGR of 6.55%. The household application segment is anticipated to represent 64.03% of the total market share in 2026, with kitchen appliances projected to account for 50.78% of the overall small household market in the same year.
Cleaning Appliances
The global cleaning appliances market is a significant addressable market for SharkNinja. It is expected to be valued at US$ 7.0 billion in 2026 and is projected to reach US$ 13.0 billion by 2033, growing at a CAGR of 9.2%. Another report estimates the global cleaning appliances market size to be valued at US$ 8.4 billion in 2025, reaching US$ 16.8 billion by 2032 with a CAGR of 10.41%. North America leads this market, holding a 40.1% share. Vacuum cleaners, a key SharkNinja product, dominate the cleaning appliance product segment, capturing approximately 33% of the global market share in 2025.
Cooking and Beverage Appliances & Food Preparation Appliances
SharkNinja's cooking, beverage, and food preparation products fall within the broader kitchen appliances market and specific food preparation appliance markets. The global food preparation appliances market was estimated at USD 23.9 billion in 2025 and is projected to grow to USD 37.1 billion in 2035, with a CAGR of 4.5%. Another source indicates the global Food Preparation Appliance Market Size was USD 25.1 billion in 2023 and is projected to reach USD 65.8 billion by 2032, growing at a CAGR of 11.5%. The global household cooking appliance market was valued at USD 238.16 billion in 2022 and is projected to reach USD 380.55 billion by 2030, with a CAGR of 6.1%. Furthermore, the global kitchen appliances market was estimated at USD 291.3 billion in 2024 and is expected to grow to USD 499.2 billion by 2034, at a CAGR of 5.5%.
Beauty Appliances
The global domestic beauty appliance market size was valued at USD 45.3 billion in 2025. This market is projected to grow from USD 48.7 billion in 2026 to USD 72.9 billion by 2034, exhibiting a CAGR of 5.8% during the forecast period. Another report estimates the global Beauty Appliances Market at USD 6.19 billion in 2025. The global beauty devices market is projected to rise from US$52.3 billion in 2025 to US$132.5 billion by 2032, with a CAGR of 14.2%. The household beauty appliances market specifically is projected to be USD 8.26 billion in 2026 and reach USD 11.35 billion by 2031, with a CAGR of 6.56%.
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SharkNinja, Inc. (SN) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Continuous Product Innovation and Category Expansion: SharkNinja consistently launches new products and expands into new subcategories within its existing portfolio and entirely new segments. Recent examples include advancements in vacuum technology, kitchen appliances, personal care (beauty), and outdoor cooking. The company plans to introduce approximately 25 new products in 2026, which are expected to contribute significantly to sales growth. This strategy also includes innovative offerings like the Ninja Thirsti, which provides a recurring revenue stream through consumable flavored pods and CO2 canisters.
- Aggressive International Market Expansion: The company is focused on increasing its global footprint and accelerating sales in non-North American markets. International sales have shown substantial growth, often outpacing domestic growth, with key markets such as Germany, France, and various Latin American countries experiencing significant expansion. SharkNinja aims for a long-term balance between domestic and international sales.
- Market Share Gains in Core and New Subcategories: SharkNinja is actively gaining market share in its established product categories, such as cleaning and food preparation appliances, due to its disruptive innovation. Furthermore, new categories like beauty and outdoor cooking have demonstrated strong growth and share gains, supported by expanding product lines (e.g., outdoor ovens and multiple grills for outdoor cooking).
- Strategic Channel Expansion and Direct-to-Consumer (DTC) Growth: The company is enhancing its reach by expanding into new retail environments, both online and offline. This includes introducing products into new retailers like Sephora and Ulta for its beauty line, alongside strengthening its direct-to-consumer capabilities. These efforts are complemented by aggressive investments in social media and AI-driven marketing to boost consumer engagement.
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Share Repurchases
- SharkNinja announced an inaugural $750 million share repurchase authorization in February 2026, expected to commence in fiscal year 2026.
- The company made share repurchases of approximately $61.4 million in fiscal year 2024 and $4.3 million in fiscal year 2023.
- This authorized program has no expiration date and is expected to be funded without incurring new debt.
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.
- Common shares outstanding were 141.15 million for the fiscal quarter ending September 30, 2025.
Capital Expenditures
- Capital expenditures for SharkNinja rose 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 product innovation and new category expansion, including beauty tech, frozen drink makers, and home environment products.
Peer Outperformance in Household Appliances
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -16.6% | 105.7% | 70.5% | LINC 304% · CVSA 267% · PRDO 220% |
| Homebuilding | 18 | -2.0% | 34.5% | 43.5% | GRBK 190% · PHM 149% · TOL 142% |
| Hotels, Resorts & Cruise Lines | 22 | 22.2% | 55.8% | 14.6% | RCL 258% · MAR 175% · HLT 164% |
| Automotive Retail | 18 | -15.0% | 3.4% | 9.8% | MUSA 248% · PAG 174% · ORLY 127% |
| Specialty Stores | 7 | -3.3% | 28.5% | 7.5% | FIVE 20% · SIG 11% · DKS 9% |
| Home Improvement Retail | 5 | -16.9% | 0.1% | 4.9% | HD 17% · LOW 13% · HVT 5% |
| Distributors | 4 | -5.2% | -21.9% | -6.4% | ARMK 149% · GPC 30% · LKQ -43% |
| Specialized Consumer Services | 10 | -7.3% | 24.1% | -9.2% | HRB 141% · FTDR 89% · SCI 48% |
| Restaurants | 34 | -6.0% | -6.0% | -13.0% | EAT 340% · CAKE 178% · RAVE 151% |
| Footwear | 9 | 62.5% | 43.8% | -15.4% | WEYS 163% · DECK 27% · SHOO 22% |
| Home Furnishings | 4 | -6.3% | 28.0% | -16.4% | SGI 46% · LZB 2% · MHK -35% |
| Leisure Products | 13 | -5.4% | -18.0% | -30.8% | GOLF 80% · HAS 20% · MCFT -6% |
| Casinos & Gaming | 20 | -9.6% | -24.5% | -32.5% | MCRI 107% · RSI 76% · RRR 60% |
| Apparel Retail | 25 | 1.2% | 11.9% | -37.6% | ANF 297% · DXLG 196% · URBN 140% |
| Automotive Parts & Equipment | 38 | -13.9% | -4.6% | -38.3% | MOD 1367% · GTX 299% · STRT 91% |
| Apparel, Accessories & Luxury Goods | 27 | -0.5% | 1.1% | -38.9% | TPR 248% · ELA 239% · RL 239% |
| Household Appliances ← | 18 | 8.5% | 42.5% | -40.5% | KEQU 188% · FLXS 153% · HBB 121% |
| Leisure Facilities | 12 | -17.4% | -9.7% | -43.8% | OSW 150% · JAKK 97% · ESCA 5% |
| Broadline Retail | 15 | 8.4% | 11.3% | -50.0% | DDS 304% · AMZN 55% · EBAY 49% |
| Computer & Electronics Retail | 3 | -17.6% | 4.9% | -60.4% | BBY -6% · UPBD -60% · GME -65% |
| Automobile Manufacturers | 8 | -63.0% | -67.4% | -70.9% | GM 80% · TSLA 46% · F 42% |
| Consumer Electronics | 11 | -12.8% | -20.1% | -78.9% | AXIL 2129% · GRMN 82% · TBCH -55% |
| Other Specialty Retail | 18 | -30.6% | -44.4% | -78.9% | BBW 163% · TLF 108% · WINA 96% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 23.96 |
| Mkt Cap | 2.6 |
| Rev LTM | 1,776 |
| Op Inc LTM | 338 |
| FCF LTM | 61 |
| FCF 3Y Avg | 69 |
| CFO LTM | 225 |
| CFO 3Y Avg | 319 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.5% |
| Rev Chg 3Y Avg | -2.3% |
| Rev Chg Q | 6.6% |
| QoQ Delta Rev Chg LTM | 1.7% |
| Op Inc Chg LTM | 20.1% |
| Op Inc Chg 3Y Avg | 59.8% |
| Op Mgn LTM | 6.9% |
| Op Mgn 3Y Avg | 5.4% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 7.8% |
| CFO/Rev 3Y Avg | 5.3% |
| FCF/Rev LTM | 3.8% |
| FCF/Rev 3Y Avg | 2.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.6 |
| P/S | 1.0 |
| P/Op Inc | 14.2 |
| P/EBIT | 14.2 |
| P/E | 30.5 |
| P/CFO | 15.5 |
| Total Yield | 3.8% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 1.4% |
| D/E | 0.5 |
| Net D/E | 0.4 |
Price Behavior
| Market Price | $188.55 | |
| Market Cap ($ Bil) | 26.7 | |
| First Trading Date | 07/31/2023 | |
| Distance from 52W High | -0.0% | |
| 50 Days | 200 Days | |
| DMA Price | $159.09 | $124.52 |
| DMA Trend | up | up |
| Distance from DMA | 18.5% | 51.4% |
| 3M | 1YR | |
| Volatility | 39.7% | 42.4% |
| Downside Capture | -36.75 | 113.11 |
| Upside Capture | 191.80 | 143.66 |
| Correlation (SPY) | 32.3% | 44.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.43 | 0.91 | 0.94 | 1.66 | 1.49 | 1.58 |
| Up Beta | -1.29 | 0.39 | 0.46 | 2.06 | 1.84 | 1.68 |
| Down Beta | -0.11 | 1.65 | 1.46 | 1.75 | 1.46 | 1.47 |
| Up Capture | 158% | 191% | 175% | 204% | 177% | 706% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 11 | 22 | 33 | 62 | 126 | 388 |
| Down Capture | 63% | -12% | 19% | 120% | 119% | 108% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 11 | 21 | 30 | 64 | 126 | 361 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SN | |
|---|---|---|---|---|
| SN | 63.1% | 42.4% | 1.26 | - |
| Sector ETF (XLY) | 1.3% | 19.3% | -0.06 | 44.9% |
| Equity (SPY) | 20.3% | 12.8% | 1.18 | 44.0% |
| Gold (GLD) | 36.2% | 28.8% | 1.06 | 10.7% |
| Commodities (DBC) | 37.6% | 20.3% | 1.46 | -29.8% |
| Real Estate (VNQ) | 11.8% | 13.6% | 0.57 | 27.1% |
| Bitcoin (BTCUSD) | -28.6% | 43.6% | -0.65 | 14.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SN | |
|---|---|---|---|---|
| SN | 35.6% | 48.3% | 1.19 | - |
| Sector ETF (XLY) | 6.6% | 24.1% | 0.23 | 47.5% |
| Equity (SPY) | 13.2% | 17.2% | 0.59 | 49.8% |
| Gold (GLD) | 20.3% | 18.7% | 0.89 | 8.0% |
| Commodities (DBC) | 10.4% | 19.6% | 0.41 | 0.0% |
| Real Estate (VNQ) | 2.5% | 18.9% | 0.03 | 35.4% |
| Bitcoin (BTCUSD) | 12.0% | 52.7% | 0.41 | 18.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SN | |
|---|---|---|---|---|
| SN | 16.4% | 48.3% | 1.19 | - |
| Sector ETF (XLY) | 12.3% | 22.2% | 0.50 | 47.5% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 49.8% |
| Gold (GLD) | 12.6% | 16.3% | 0.64 | 8.0% |
| Commodities (DBC) | 7.4% | 18.0% | 0.33 | 0.0% |
| Real Estate (VNQ) | 5.1% | 20.7% | 0.21 | 35.4% |
| Bitcoin (BTCUSD) | 63.5% | 66.1% | 1.03 | 18.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 03/02/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 6-K |
| 06/30/2025 | 08/07/2025 | 6-K |
| 03/31/2025 | 05/08/2025 | 6-K |
| 12/31/2024 | 03/31/2025 | 20-F |
| 09/30/2024 | 10/31/2024 | 6-K |
| 06/30/2024 | 08/08/2024 | 6-K |
| 03/31/2024 | 05/09/2024 | 6-K |
| 12/31/2023 | 03/01/2024 | 20-F |
| 09/30/2023 | 11/09/2023 | 6-K |
| 06/30/2023 | 08/24/2023 | 6-K |
| 03/31/2023 | 08/02/2023 | 424B3 |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 03/02/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 6-K |
| 06/30/2025 | 08/07/2025 | 6-K |
| 03/31/2025 | 05/08/2025 | 6-K |
| 12/31/2024 | 03/31/2025 | 20-F |
| 09/30/2024 | 10/31/2024 | 6-K |
| 06/30/2024 | 08/08/2024 | 6-K |
| 03/31/2024 | 05/09/2024 | 6-K |
| 12/31/2023 | 03/01/2024 | 20-F |
| 09/30/2023 | 11/09/2023 | 6-K |
| 06/30/2023 | 08/24/2023 | 6-K |
| 03/31/2023 | 08/02/2023 | 424B3 |
Recent Forward Guidance
Updated 8/6/2026Latest: Q2 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Net Sales Growth | 16.0% | 16.5% | 17.0% | 37.5% | 4.5% | Raised | Guidance: 12.0% for 2026 |
| 2026 Adjusted Net Income per diluted share | 6.45 | 6.5 | 6.55 | 7.4% | Raised | Guidance: 6.05 for 2026 | |
| 2026 Adjusted EBITDA | 1.36 Bil | 1.36 Bil | 1.37 Bil | 5.3% | Raised | Guidance: 1.29 Bil for 2026 | |
| 2026 GAAP effective tax rate | 22.0% | 22.5% | 23.0% | 0 | Affirmed | Guidance: 22.5% for 2026 | |
| 2026 Diluted weighted average shares outstanding | 142.50 Mil | -0.3% | Lowered | Guidance: 143.00 Mil for 2026 | |||
| 2026 Capital expenditures | 190.00 Mil | 200.00 Mil | 210.00 Mil | 0 | Affirmed | Guidance: 200.00 Mil for 2026 | |
Insider Activity
Updated 8/21/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Feld, Peter | Direct | Sell | 8212026 | 180.00 | 5,000 | 900,000 | 959,040 | Form | |
| 2 | Quigley, Adam | Chief Financial Officer | Direct | Sell | 8102026 | 183.94 | 1,750 | 321,902 | 19,682 | Form |
| 3 | Shah, Neil B | Chief Commercial Officer | Direct | Sell | 8072026 | 186.76 | 29,667 | 5,540,716 | 11,411,071 | Form |
| 4 | Barrocas, Mark | Chief Executive Officer | Direct | Sell | 8072026 | 185.00 | 250,000 | 46,250,000 | 276,881,915 | Form |
| 5 | Barrocas, Mark | Chief Executive Officer | Direct | Sell | 8072026 | 170.00 | 250,000 | 42,500,000 | 296,932,030 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Feld, Peter | Direct | Sell | 8212026 | 180.00 | 5,000 | 900,000 | 959,040 | Form | |
| 2 | Quigley, Adam | Chief Financial Officer | Direct | Sell | 8102026 | 183.94 | 1,750 | 321,902 | 19,682 | Form |
| 3 | Shah, Neil B | Chief Commercial Officer | Direct | Sell | 8072026 | 186.76 | 29,667 | 5,540,716 | 11,411,071 | Form |
| 4 | Barrocas, Mark | Chief Executive Officer | Direct | Sell | 8072026 | 185.00 | 250,000 | 46,250,000 | 276,881,915 | Form |
| 5 | Barrocas, Mark | Chief Executive Officer | Direct | Sell | 8072026 | 170.00 | 250,000 | 42,500,000 | 296,932,030 | Form |
| 6 | Barrocas, Mark | Chief Executive Officer | Direct | Sell | 7202026 | 155.01 | 250,000 | 38,752,500 | 309,502,112 | Form |
| 7 | Wang, Xuning | JS&W Group Holdings Limited Partnership | Sell | 7132026 | 150.36 | 2,668,200 | 401,190,552 | 7,614,164,242 | Form | |
| 8 | Barrocas, Mark | Chief Executive Officer | Direct | Sell | 6262026 | 145.00 | 100,000 | 14,500,000 | 325,765,555 | Form |
| 9 | Barrocas, Mark | Chief Executive Officer | Direct | Sell | 6232026 | 140.00 | 100,000 | 14,000,000 | 328,532,260 | Form |
| 10 | Lopez-Baldrich, Pedro J | Chief Legal Officer | Direct | Sell | 6052026 | 122.60 | 2,200 | 269,720 | 8,950 | Form |
| 11 | Quigley, Adam | Chief Financial Officer | Direct | Sell | 5122026 | 112.97 | 6,923 | 782,092 | 197,702 | Form |
| 12 | Lopez-Baldrich, Pedro J | Chief Legal Officer | Direct | Sell | 3042026 | 115.16 | 24,099 | 2,775,261 | 261,761 | Form |
| 13 | Barrocas, Mark | Chief Executive Officer | Direct | Sell | 2262026 | 129.00 | 46,511 | 5,999,919 | 278,853,366 | Form |
| 14 | Shah, Neil B | Chief Commercial Officer | Limited Partnership | Sell | 2172026 | 130.14 | 100,000 | 13,014,062 | 65,012,009 | Form |
Investor Activity (13F)
Updated Aug 27, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Greenvale Capital LLP | $100.6 Mil | 11.0% | 12 | TRIM -8.8% | 13F |
| Parsifal Capital Management, LP | $84.0 Mil | 10.8% | 17 | TRIM -33.9% | 13F |
| Tyro Capital Management LLC | $40.4 Mil | 10.2% | 23 | ADD +6.6% | 13F |
| Blue Grotto Capital, LLC | $71.0 Mil | 8.2% | 21 | TRIM -5.0% | 13F |
| Nixon Capital, LLC | $22.1 Mil | 7.6% | 22 | ADD +9.4% | 13F |
| Abrams Bison Investments, LLC | $152.1 Mil | 6.6% | 11 | ADD +16.9% | 13F |
| Dorsal Capital Management, LP | $105.9 Mil | 4.2% | 25 | Hold | 13F |
| Voss Capital, LP | $73.6 Mil | 4.2% | 39 | TRIM -27.5% | 13F |
| BWCP, LP | $24.6 Mil | 3.8% | 27 | ADD +78.1% | 13F |
| Hook Mill Capital Partners, LP | $30.2 Mil | 2.7% | 39 | TRIM -29.8% | 13F |
| Boothe Investment Group, Inc. | $7.3 Mil | 2.4% | 40 | Hold | 13F |
| Newbrook Capital Advisors LP | $12.0 Mil | 2.2% | 15 | TRIM -68.0% | 13F |
| Goodnow Investment Group, LLC | $15.7 Mil | 1.7% | 29 | Hold | 13F |
| Joho Capital LLC | $5.1 Mil | 1.4% | 10 | New | 13F |
| WS Management LLLP | $9.5 Mil | 1.2% | 35 | Hold | 13F |
| Third Point LLC | $13.8 Mil | 0.7% | 33 | TRIM -89.1% | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | As Of | Filing |
|---|---|---|---|---|---|---|
| Alua Capital Management LP | $131.8 Mil | 9.8% | 17 | Exited | Dec 31, 2025 | 13F |
| Anomaly Capital Management, LP | $47.5 Mil | 1.7% | 32 | Exited | Dec 31, 2025 | 13F |
| Cartenna Capital, LP | $34.7 Mil | 1.8% | 36 | Exited | Dec 31, 2025 | 13F |
| Wolf Hill Capital Management, LP | $19.8 Mil | 2.3% | 22 | Exited | Dec 31, 2025 | 13F |
| Wealth High Governance Capital Ltda | $17.1 Mil | 3.2% | 46 | Exited | Dec 31, 2025 | 13F |
| Third Point LLC | $13.8 Mil | 0.7% | 33 | TRIM -89.1% | Mar 31, 2026 | 13F |
| Newbrook Capital Advisors LP | $12.0 Mil | 2.2% | 15 | TRIM -68.0% | Mar 31, 2026 | 13F |
| Parsifal Capital Management, LP | $84.0 Mil | 10.8% | 17 | TRIM -33.9% | Mar 31, 2026 | 13F |
| Hook Mill Capital Partners, LP | $30.2 Mil | 2.7% | 39 | TRIM -29.8% | Mar 31, 2026 | 13F |
| Voss Capital, LP | $73.6 Mil | 4.2% | 39 | TRIM -27.5% | Mar 31, 2026 | 13F |
| Greenvale Capital LLP | $100.6 Mil | 11.0% | 12 | TRIM -8.8% | Mar 31, 2026 | 13F |
| Blue Grotto Capital, LLC | $71.0 Mil | 8.2% | 21 | TRIM -5.0% | Mar 31, 2026 | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Abrams Bison Investments, LLC | $152.1 Mil | 6.6% | 11 | ADD +16.9% | 13F |
| Dorsal Capital Management, LP | $105.9 Mil | 4.2% | 25 | Hold | 13F |
| Greenvale Capital LLP | $100.6 Mil | 11.0% | 12 | TRIM -8.8% | 13F |
| Parsifal Capital Management, LP | $84.0 Mil | 10.8% | 17 | TRIM -33.9% | 13F |
| Voss Capital, LP | $73.6 Mil | 4.2% | 39 | TRIM -27.5% | 13F |
| Blue Grotto Capital, LLC | $71.0 Mil | 8.2% | 21 | TRIM -5.0% | 13F |
| Tyro Capital Management LLC | $40.4 Mil | 10.2% | 23 | ADD +6.6% | 13F |
| Hook Mill Capital Partners, LP | $30.2 Mil | 2.7% | 39 | TRIM -29.8% | 13F |
| BWCP, LP | $24.6 Mil | 3.8% | 27 | ADD +78.1% | 13F |
| Nixon Capital, LLC | $22.1 Mil | 7.6% | 22 | ADD +9.4% | 13F |
| Goodnow Investment Group, LLC | $15.7 Mil | 1.7% | 29 | Hold | 13F |
| Third Point LLC | $13.8 Mil | 0.7% | 33 | TRIM -89.1% | 13F |
| Newbrook Capital Advisors LP | $12.0 Mil | 2.2% | 15 | TRIM -68.0% | 13F |
| WS Management LLLP | $9.5 Mil | 1.2% | 35 | Hold | 13F |
| Boothe Investment Group, Inc. | $7.3 Mil | 2.4% | 40 | Hold | 13F |
| Joho Capital LLC | $5.1 Mil | 1.4% | 10 | New | 13F |
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Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Household Appliances Resources |
| Twice |
| Appliance Retailer |
| Consumer Reports - Appliances |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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