SharkNinja, Inc. (SN) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript

Good morning, and welcome to this next session of the Goldman Sachs Global Consumer and Retail Conference. My name is Brooke Roach, and I cover the apparel, softlines and brand sector here at GS, and I'm thrilled to introduce our next session with SharkNinja. Here with me on stage today is Mark Barrocas, CEO and Director, and Adam Quigley, CFO. Welcome, Mark. Welcome, Adam.

Question-and-Answer Session

Mark, let's kick it off with a discussion about the strength of the business. You've now delivered 13 quarters of double-digit growth. And last quarter, you materially increased your fiscal '26 outlook. As you look across each of these drivers of the business, what gives you the most confidence that SharkNinja can continue this momentum?

Yes. Well, Brooke, in the second quarter earnings release, I made a point to really focus on the core and base business because I think it's something that is really misunderstood by investors. They look at our new products and they look at our international expansion. And I think they miss the fact that underlying all of this is a really healthy core base business growing at mid- to high-single digits. And then you layer on top of that, the new products and you layer on top of that, the international growth, and it translates into a really strong growth