SharkNinja, Inc. (SN) ICR Conference 2026 January 12, 2026 9:00 AM EST
Company Participants
Mark Adam Barrocas – President, CEO & Director
Adam Quigley – Chief Financial Officer
Conference Call Participants
Steven Forbes – Guggenheim Securities, LLC, Research Division
Presentation
Steven Forbes
Guggenheim Securities, LLC, Research Division
All right. Well, good morning, everyone. My name is Stephen Forbes, consumer discretionary Hardlines analyst at Guggenheim Securities. And we have the pleasure of hosting SharkNinja’s CEO, Mark Barrocas; and CFO, Adam Quigley, for a fireside chat this morning.
Question-and-Answer Session
Steven Forbes
Guggenheim Securities, LLC, Research Division
Mark, it’s sort of hard not to go back to early December when you guys sort of first gave us indication that holiday was performing relatively strong. So maybe just start, if there’s any sort of update you can provide, on how those trends continue through December? And maybe more importantly, how it sort of changed the conversation or influence the conversations with your core U.S. retailers for the start of ’26?
Mark Adam Barrocas
President, CEO & Director
Yes. Great. Well, look, I mean let’s start with, we had a relatively strong guidance heading into Q4. We anticipated double-digit growth that was going to come in the quarter. And what we said in early December was that we felt good against the guide that we had put out there. And so sitting here today, we feel really good against the guide that we put out there. Our holiday season was very strong. Our products were high up on people’s wish list for the holiday season. The growth was really broad-based across retailers, across product categories.
Our domestic business was strong. Our international business was strong. We really accelerated in some new markets. Our Mexico business did great during the holiday season. Some of the new markets in Europe
