Company Performance - SharkNinja, Inc. (SN) closed at $110.62, reflecting a -0.77% change from the previous day, underperforming compared to the S&P 500's loss of 0.29% [1] - Over the last month, SharkNinja's shares increased by 13.13%, outperforming the Retail-Wholesale sector's gain of 3.53% and the S&P 500's gain of 2.52% [1] Earnings Expectations - The upcoming earnings report for SharkNinja is anticipated to show an EPS of $1.25, representing a 32.98% increase from the same quarter last year [2] - The Zacks Consensus Estimate projects net sales of $1.61 billion, which is a 16.64% increase from the previous year [2] Analyst Estimates - Recent changes in analyst estimates for SharkNinja are crucial as they reflect short-term business trends, with positive revisions indicating a favorable outlook on the company's health and profitability [3] Zacks Rank and Performance - SharkNinja currently holds a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate having increased by 0.13% over the last 30 days [5] - The Zacks Rank system has a strong track record, with 1 stocks averaging an annual return of +25% since 1988 [5] Valuation Metrics - SharkNinja is trading at a Forward P/E ratio of 23.12, which is a premium compared to the industry's average Forward P/E of 14.4 [6] - The company has a PEG ratio of 1.48, slightly above the Retail - Miscellaneous industry's average PEG ratio of 1.38 [6] Industry Context - The Retail - Miscellaneous industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 40, placing it in the top 16% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider SharkNinja, Inc. (SN) . This company, which is in the Zacks Retail - Miscellaneous industry, shows potential for another earnings beat.When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 13.24%, on average, in the last two quarter ...

Company Performance - SharkNinja, Inc. (SN) closed at $107.22, with a +1.38% change from the previous day's closing price, underperforming the S&P 500 which gained 1.83% [1] - Over the last month, SharkNinja's shares increased by 4.83%, outperforming the Retail-Wholesale sector's decline of 4.54% and the S&P 500's decline of 3.31% [1] Upcoming Earnings - The company is expected to report an EPS of $1.24, reflecting a growth of 31.91% compared to the same quarter last year [2] - Revenue is projected to be $1.6 billion, indicating a 16.15% increase from the year-ago quarter [2] Analyst Estimates - Recent changes to analyst estimates for SharkNinja suggest positive short-term business trends, which are generally viewed as favorable for the company's outlook [3] - The Zacks Rank system, which incorporates these estimate changes, provides actionable ratings for investors [4] Zacks Rank and Valuation - SharkNinja currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining unchanged over the past month [5] - The company has a Forward P/E ratio of 21.96, which is higher than the industry average of 11.93, and a PEG ratio of 1.41 compared to the industry average of 1.2 [6] Industry Context - The Retail - Miscellaneous industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 34, placing it in the top 14% of over 250 industries [7] - Research indicates that top-rated industries outperform lower-rated ones by a factor of 2 to 1 [7]

Smith+Nephew (LSE:SN, NYSE:SNN), the global medical technology company, today announces that ECRI – leaders in advancing evidence-based healthcare globally - have completed updated Clinical Evidence Assessments of ALLEVYN LIFE Sacrum Foam Dressings and the LEAF Patient Monitoring System. In their latest reports, ECRI upgraded its Evidence Bar ratings for both to favorable* after assessing the most recently published clinical evidence and key outcomes for pressure injury prevention. The ECRI Evidence Bar pro ...

The most recent trading session ended with SharkNinja, Inc. (SN) standing at $102.22, reflecting a -0.22% shift from the previouse trading day's closing. This change lagged the S&P 500's 0.16% gain on the day. Meanwhile, the Dow experienced a rise of 0.25%, and the technology-dominated Nasdaq saw a decrease of 0.06%.The the stock of company has risen by 0.58% in the past month, leading the Retail-Wholesale sector's loss of 4.61% and the S&P 500's loss of 2.7%.Market participants will be closely following th ...

Core Viewpoint - SharkNinja, Inc. is experiencing fluctuations in stock performance and is set to report earnings that show significant growth compared to the previous year [1][3][10]. Company Performance - SharkNinja, Inc. closed at $97.25, reflecting a -1.31% change from the previous day, underperforming the S&P 500's loss of 1.11% [1]. - The stock has increased by 0.48% over the past month, which is lower than the Retail-Wholesale sector's gain of 1.42% and slightly above the S&P 500's gain of 0.4% [8]. Earnings Estimates - For the fiscal year, earnings are projected at $4.22 per share, with revenue expected to reach $5.34 billion, indicating increases of +31.06% and +25.62% respectively from the prior year [2]. - The upcoming earnings release is anticipated to show an EPS of $1.24, a 31.91% increase from the same quarter last year, with revenue expected at $1.6 billion, a 16.15% rise compared to the year-ago quarter [3]. Valuation Metrics - SharkNinja, Inc. has a Forward P/E ratio of 23.38, which is a premium compared to the industry average Forward P/E of 12.94 [5]. - The company has a PEG ratio of 1.5, while the industry average PEG ratio is 2.01 [11]. Industry Context - SharkNinja, Inc. operates within the Retail - Miscellaneous industry, which ranks in the bottom 29% of all industries according to the Zacks Industry Rank [6]. - The strength of the industry is measured by the Zacks Industry Rank, indicating that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [12].

Company Overview - SharkNinja is a North American small appliance giant with a market cap of approximately $14 billion, owning the Shark and Ninja brands, which produce products like vacuum cleaners, robotic vacuum cleaners, electric mops, and various kitchen appliances [2] - The Shark brand entered the Chinese market in 2018, with its steam mop becoming the top-selling product on Tmall in 2019-2020 [4] - SharkNinja was founded in 1997 in Canada and entered the US market in 1998 [10] - The company was acquired by JS Global Lifestyle, the parent company of Joyoung, in 2017 and was later spun off and listed on the NYSE in July 2023 [13][14] Ownership and Control - SharkNinja and Joyoung share the same ultimate controller, Wang Xuning [6] - Post-spinoff, Wang Xuning retained control over both SharkNinja and JS Global Lifestyle, holding 57% of SharkNinja and 43% of JS Global Lifestyle [16][17][18] - The company's core assets, including production facilities, are primarily located in China, with 56% of its $170 million property, plant, and equipment located there as of the end of 2023 [21] - SharkNinja does not appear to have control over its core assets in China, as the legal entity for its Shark brand online stores in China is Shangkeninja (China) Technology Co Ltd, a wholly-owned subsidiary of Joyoung [23][24][26] Financial and Operational Concerns - SharkNinja's total debt increased from $500 million at the end of 2021 to $800 million at the end of 2023, while shareholder equity decreased from $1.8 billion to $1.5 billion, leading to a debt-to-equity ratio increase from 28% to 54% [35] - The company raised debt not for business operations but for pre-IPO special dividends, paying over $600 million to JS Global Lifestyle from 2021 to 2023, with Wang Xuning personally receiving $340 million [36] - Post-IPO, Wang Xuning sold 3.2 million shares in early 2024, cashing out $150 million, followed by another 4.69 million shares in March 2024, cashing out $260 million, and 1.7 million shares in September 2024, cashing out $160 million, totaling nearly $600 million in stock sales within a year [37][39][41] - Including the special dividends, Wang Xuning has cashed out over $900 million before and after the IPO [42] Corporate Structure and Governance - SharkNinja's Chinese operations are managed by Shangkeninja (China) Technology Co Ltd, which was previously a joint venture with Joyoung but became wholly owned by Joyoung in June 2022 after SharkNinja transferred its 49% stake at a nominal price [26][28] - The company's subsidiaries in China, such as Shenzhen Shangkeninja Technology Co Ltd, share the same registered address as Shenzhen Jiushang Small Appliances Co Ltd, both linked to Joyoung's vice chairman and JS Global Lifestyle's CFO, Han Run [31][32] - The short seller alleges that SharkNinja's US-listed entity is a "shell" as its core assets' control was transferred before the IPO [34]

Core Viewpoint - The National Advertising Division (NAD) recommended that SharkNinja Operating, LLC discontinue its claim of having "The Best Deep Carpet Cleaning Among Full-Sized Deep Carpet Cleaners" due to insufficient consumer relevance and lack of supporting evidence [1][2][3]. Group 1: NAD's Findings - NAD concluded that consumers do not reasonably categorize carpet cleaners by weight, indicating that Shark's comparison of cleaners over 14 pounds is not consumer-relevant [2]. - NAD determined that SharkNinja did not provide a reasonable basis for its claim regarding the CarpetXpert's cleaning capabilities among full-size carpet cleaners over 14 pounds [3]. Group 2: Company Response - SharkNinja stated that it disagrees with certain aspects of NAD's decision but will comply with the recommendation to discontinue the claim [3]. Group 3: About BBB National Programs - BBB National Programs is a non-profit organization that has been enhancing consumer trust in business for over 50 years through independent industry self-regulation and dispute resolution services [4]. - The National Advertising Division (NAD) operates under BBB National Programs, providing guidance on the truthfulness of advertising and setting standards for advertising accuracy [5].

Investment Rating - Buy rating maintained with a target price of $122.25, representing an 18% increase from the previous target price [1][4] - The target price implies a 25x 2025 P/E and a 17% upside from the current price [4][6] Core Views - Expansion logic remains sound with strong fundamentals, driven by successful entry into new product categories such as outdoor fans, portable coolers, and cold beverage machines [2] - Short-term catalysts are lacking, and the stock may continue to fluctuate within the $90-$110 range over the next 2-3 months [3] - Revenue and adjusted net profit for 2024 are expected to grow by 27.5% and 35.2% YoY, respectively [2][4] Financial Performance and Forecasts - 2024E revenue is projected at $5.423 billion, up 27.5% YoY, with adjusted net profit of $607 million, up 35.2% YoY [4][5] - 2025E revenue is forecasted at $6.100 billion, a 12.5% YoY increase, with adjusted net profit of $686 million, up 12.9% YoY [4][5] - 2026E revenue is expected to reach $6.830 billion, growing 12.0% YoY, with adjusted net profit of $783 million, up 14.2% YoY [4][5] Product and Market Expansion - Successful product launches, including the CREAMi ice cream maker, which now contributes high single-digit revenue share after initial slow growth [2] - Plans to expand SKUs for outdoor fans and portable coolers, with further growth expected in Europe [2] - New product categories such as semi-automatic coffee machines and multi-functional beauty devices are expected to drive future growth [2] Valuation and Peer Comparison - Current 2025E P/E of 21.3x, compared to the peer average of 13.8x [8] - SharkNinja's valuation is higher than peers like Whirlpool (9.8x 2025E P/E) and Reynolds Consumer (15.7x 2025E P/E) [8] Financial Ratios and Metrics - 2024E gross margin is expected to improve to 48.2%, up from 44.9% in 2023A [9] - 2024E adjusted net margin is forecasted at 11.2%, with ROE of 22.7% [9] - Free cash flow is projected to grow from $868 million in 2024E to $1.149 billion in 2026E [9]

Core Viewpoint - SharkNinja, Inc. (SN) is experiencing significant selling pressure, with a 15.8% decline in stock price over the past four weeks, but is now positioned for a potential trend reversal due to being in oversold territory and positive earnings expectations from Wall Street analysts [1]. Group 1: Stock Performance and Indicators - The stock has an RSI reading of 28.25, indicating it is in oversold territory, which suggests a potential for a trend reversal as selling pressure may be exhausting [3]. - A strong consensus among sell-side analysts has led to a 0.4% increase in the consensus EPS estimate for SN over the last 30 days, indicating positive sentiment regarding future earnings [3]. Group 2: Analyst Ratings and Market Position - SN holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which supports the likelihood of a near-term turnaround [3].