SharkNinja, Inc. (SN) Earnings Call Transcripts
SharkNinja, Inc.'s Latest Earnings Call - June 2, 2026
In the Q1 2026 earnings call for SharkNinja, Inc., the company reported a revenue of $1.5 billion, reflecting a 12% year-over-year increase, and earnings per share (EPS) of $0.75, which was above analyst expectations. Management maintained its guidance for double-digit growth in the U.S. market, signaling confidence despite concerns about market saturation. The company also highlighted a strategic shift towards direct-to-consumer sales, aiming for a 50-50 revenue mix between U.S. and international markets over time, which could unlock significant growth potential.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $1.5B (beat) |
| EPS | $0.75 (beat) |
| International Revenue Mix | 35% (positive) |
| R&D Spend | 7% of sales (neutral) |
| Gross Margin | null (neutral) |
| New Product Categories | 3 (positive) |
Guidance from management
Management maintained its guidance for double-digit growth in the U.S. market and emphasized the potential for significant revenue growth from international markets as they transition to a direct sales model.
What analysts pressed on
Analysts expressed concerns about market saturation and the potential for growth to decelerate in the U.S. market. There were questions regarding the sustainability of high growth rates and the impact of rising costs on margins.
Main topics on the call
- Revenue Growth and Market Position — SharkNinja reported a revenue of $1.5 billion for Q1 2026, a 12% increase year-over-year. CEO Mark Barrocas emphasized, "We have built two multibillion-dollar brands from scratch" and highlighted the company's strong mar...
- Direct-to-Consumer Strategy — Management discussed the transition from distributor to direct sales models, which is expected to enhance control over market dynamics. Barrocas stated, "By the end of this quarter, we will have kind of a right-sized glo...
- Product Innovation Pipeline — SharkNinja is set to launch three new product categories in 2026, with a focus on disruptive innovation. Barrocas noted, "We have an incredible pipeline of product innovation," suggesting a robust strategy to maintain ma...
- International Growth Potential — The company aims for a 50-50 revenue mix between U.S. and international markets, currently at 65-35. Barrocas highlighted, "That could be $2.5 billion, $3 billion more revenue just coming from those international markets...
Read the full SharkNinja, Inc. transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About SharkNinja, Inc.
SharkNinja, Inc. (SN) is a publicly listed company in the Household Durables industry, within the Consumer Discretionary sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 51 calls on record spanning February 20, 2020 to August 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 51 SharkNinja, Inc. earnings call transcripts on record, spanning February 20, 2020 to August 5, 2026. Based on this history, SharkNinja, Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- SN
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Household Durables
- Calls on record
- 51
- First call
- February 20, 2020
- Most recent
- August 5, 2026
- Reporting cadence
- quarterly