SharkNinja, Inc. (SN) Morgan Stanley Global Consumer & Retail Conference 2025 December 2, 2025 3:45 PM EST
Company Participants
Mark Adam Barrocas – President, CEO & Director
Adam Quigley – Chief Financial Officer
Conference Call Participants
Megan Christine Alexander – Morgan Stanley, Research Division
Presentation
Megan Christine Alexander
Morgan Stanley, Research Division
Good afternoon, everyone. Just a quick disclaimer. For important disclosures, please see the Morgan Stanley Research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales rep.
So thanks, everyone, for joining. I’m Megan Clapp. I’m one of the U.S. consumer analysts here at Morgan Stanley. Really pleased to be here today with SharkNinja. The company’s CEO, Mark Barrocas; and new CFO, Adam Quigley.
SharkNinja probably needs no introduction. I’m sure everyone has one of their products in their homes. But global product design and technology company specializing in household appliances and consumer lifestyle products. Operates under 2 flagship brands: Shark and Ninja.
So Mark and Adam, thanks so much for joining.
Mark Adam Barrocas
President, CEO & Director
Thanks for having us.
Adam Quigley
Chief Financial Officer
Thank you.
Question-and-Answer Session
Megan Christine Alexander
Morgan Stanley, Research Division
Mark, maybe we can start, just zoom out. SharkNinja on track for mid-teens growth this year on the top line, low-teens in the U.S., high-teens internationally. Really impressive in a backdrop that clearly has not been easy for the category or the consumer. Maybe you could just start with what’s meaningfully exceeded your expectations this year that’s allowed you to deliver another year of record growth? And then maybe on the flip side, what are some of the challenges where you maybe had to navigate a bit more friction than anticipated?
Mark Adam Barrocas
President, CEO & Director
Sure. Well, challenges are easy. I mean, listen, going to your
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