For the quarter ended March 2025, SharkNinja, Inc. (SN) reported revenue of $1.22 billion, up 14.7% over the same period last year. EPS came in at $0.87, compared to $1.06 in the year-ago quarter.The reported revenue represents a surprise of +3.99% over the Zacks Consensus Estimate of $1.18 billion. With the consensus EPS estimate being $0.73, the EPS surprise was +19.18%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street e ...

SharkNinja (SN) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants James Lamb - SVP - IR & TreasuryMark Barrocas - Director & CEOPatraic Reagan - Chief Financial OfficerRandal Konik - Managing DirectorSteven Forbes - Senior Managing Director Conference Call Participants Brooke Roach - AnalystRupesh Parikh - Senior Equity Research Analyst Operator Thank you. I would now like to pass the conference over to your host, James Lamb, Senior Vice President of Investor Relations and Treasury. Thank ...

SharkNinja (SN) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Thank you. I would now like to pass the conference over to your host, James Lamb, Senior Vice President of Investor Relations and Treasury. Thank you. You may proceed, James. Speaker1 Good morning, and welcome to SharkNinja's first quarter twenty twenty five earnings conference call. Earlier today, we issued our Q1 earnings release, which is available on the company's website at ir.sharkninja.com. A replay of today's webcast will also b ...

编 辑丨张伟贤 5月7日，海信集团与美的集团发布公告，双方签订战略合作协议，将围绕AI应用、全球先进 制造、智慧物流等多领域开展全面战略合作。 从出席及签约的高管来看， 除了两大家电集团一把手——海信集团董事长贾少谦、美的集团 董事长兼总裁方洪波均到场外，代表签约的高管分别为海信集团副总裁兼海信家电集团董事长 高玉玲和美的集团副总裁兼CFO钟铮， 前者在升任海信家电董事长前也曾长期担任公司财务 负责人，后者则主导了美的整合渠道库存、优化供应链管理方面的DTC（直面消费者）改革 ——从签约人选中亦可一窥双方本次战略合作的重点方向。 此外，官宣战略合作的公告中，双方还表示将开展广泛的数字化和AI应用平台的开发与合 作；围绕绿色工厂、工业互联网、全球产能布局等方面展开合作；在智慧物流领域，双方将在 生产物流协同、智能仓网体系构建等全链路进行平台优化与升级。 作为年收入分别超过4 0 0 0亿元与2 0 0 0亿元的超级巨头，美的与海信这样千亿营收体量的家电 企业在集团层面的战略合作，尚属中国市场首次。事实上，二者在冰洗空白电等业务中仍存在 直接的市场竞争关系，从公告内容来看，战略合作也集中于生产及供应体系。 这背后 ...

榜单评价指标体系采用三级指标的结构。其中，一级指标分为"对外维度"和"对内维度"两大类别。在二级指标中，"品牌影响力""市场表现""消费者互动与活 力"三大要素属于"对外维度"，"创新与发展""本土化能力""企业责任"三大要素属于"对内维度"。 家电消费品牌湾区价值首榜显示，纳入观察的品牌总得分分布从81分到62分，近五成纳入观察品牌在70分以下，海尔、美的、格力、卡萨帝、方太、海信、 TCL、创维、康佳、华帝、COLMO、格兰仕、科沃斯居综合得分前十（康佳、华帝、COLMO、格兰仕并列），前十中最高分为81分，最低分为73分。 指标评价发现，家电消费品牌价值表现差异较大，整体水平相较于食品饮料、日化美妆等领域并无明显优势，在消费品换新政策东风下，品牌价值"焕新"潜 力挖掘可期。 市场表现差异大 换新政策下还得真能"焕新" 在"品牌影响力"指标（满分25）上，纳入考察的家电消费品牌整体平均得分为17.63分，在"市场表现"指标（满分20）上，纳入考察的家电消费品牌整体平 均得分为14.34分，但得分分布分散，从12分到18分，呈现出较大差距，市场表现差异较大。 美的、卡萨帝、方太、海信的得分分别为18、17、 ...

EQUITY RESEARCH | May 8, 2025 | 6:45AM CS T PROPERTY MANAGEMENT BUILDING PRODUCTS HOME FURNISHING & APPLIANCES CONSTRUCTION MATERIALS AGENCY DEVELOPERS China Shifting to domestic demand story; highlighting Buy ideas in property value chain We turn more constructive on property value chain stocks as we see potential policy support for domestic demand as a multi-year effort to mitigate external uncertainties. We view the selected 7 stocks in 5 sectors (developer: CRL, building materials: Yuhong/BNBM/Kinlong, ...

Group 1 - The core viewpoint emphasizes the importance of leveraging the advantages of a new type of national system to promote the healthy and orderly development of artificial intelligence in China, focusing on application orientation and self-reliance [1] - The domestic AI ecosystem is evolving with many Chinese AI models being open-sourced, attracting global developers and breaking Western technological monopolies, thus enhancing accessibility and contributing to the global open-source system [1] - The A-share market showed a strong performance on May 8, with the AI computing power sector experiencing slight adjustments, while several stocks in the Sci-Tech Innovation Board AI index saw significant gains [1] Group 2 - According to Dongfang Securities, the investment value in the AI sector lies in its potential to lead a new wave of technological revolution, particularly in computing power, algorithms, and application ecosystems [2] - The construction of computing power infrastructure is highlighted as a cornerstone for AI development, involving both hardware upgrades and software optimizations, such as the collaboration between Nvidia and TSMC to produce $500 billion worth of AI infrastructure in the U.S. [2] - Major companies are continuously launching new large models, showcasing breakthroughs in technology and broad applicability in various fields such as marketing, e-commerce, and design [2]

新华社北京5月7日电 题："五一"假期消费品以旧换新成效如何？ 新华社记者黄浩铭、吴慧珺、艾福梅 "五一"假期消费品以旧换新表现如何，各地采取哪些举措进一步促进消费，未来以旧换新如何更好 满足群众新期待？记者近日走访多家商场门店，带来以旧换新最新进展。 "五一"假期以旧换新表现亮眼 政府企业齐发力激发消费热情 "五一"期间，多地推出以旧换新促消费措施，打造融合消费场景，优化各项服务，激发消费市场活 力。 贵州遵义购买家电可享5%直补叠加延长保修服务；辽宁沈阳市近期进一步扩大了补贴产品品类， 增加饮水机、显示器等15类家电产品，家电以旧换新产品从20大类扩充到35大类；宁夏举办24场以旧换 新主题活动，确保假期消费品以旧换新补贴资金不少于4000万元。 5月3日下午，安徽合肥市民赵阳带着家人到志邦橱柜门店询问橱柜以旧换新的政策。 "家里厨卫部品用了近20年了，希望能有一个功能更完善的厨卫空间。"赵阳说，叠加国家补贴大概 需要花1.5万元，价格还比较合适。 据志邦橱柜合肥望湖美家居门店店长张佳慧说，以旧换新政策实施带动橱柜产品热销，"五一"小长 假期间门店订单量较平时翻了一番。 今年以来，我国相关部门扩围提质实施 ...

"爆棚"的秘诀是什么？ 新兴市场仍是广交会最大客源地。其中，共建"一带一路"国家采购商187,450人，增长17.4%，占比达64.9%。金砖国家采购商 72,417人，增长24.1%。RCEP成员国采购商64,808人，增长6.9%。欧美采购商51,862人，增长3.4%；140家工商机构组团参会， 增长17.6%。头部跨国采购企业达376家，创历史新高。 "爆棚"的秘诀是什么？ 为此，本届广交会在过往专场发布、连线推新、企业展新、官网上新等新品发布活动的基础上，首次设立新品直播站，并与36氪 合作打造线上圆桌对话直播专场，在广交会第一期、第二期播出，与广交会品牌企业、国家级专精特新"小巨人"、国家技术创新 示范企业、国家企业技术中心企业、省级制造业单项冠军、工信部绿色制造名单企业、上市公司等标杆企业的决策者与产品操盘 手对话。 与传统产品推介截然不同的是，本届广交会与36氪联合的直播以"创新方法论"为主线，着重探讨产品力重构这一关键议题：如何 巧妙运用技术迭代与精准用户洞察，打造别具一格的差异化竞争力？通过经典案例拆解，深度揭示行业共性痛点，并提出切实可 行的解决方案，全力挖掘具有广泛适用性的创新框架，以 ...

7 May 2025 | 2:28AM HKT China Consumer Connections Pulse Check: Labor Day holiday consumption wrap-up: better-than-expected and accelerated retail sales growth The retail and consumer sector data we collected during the Labor Day holiday this year (May 1-5, same as in 2024) suggests solid holiday spending growth despite a high base, which looks better than expected especially amid the US tariff-fueled pessimism in April. This reaffirms our view that consumption has bottomed out, though we acknowledge volati ...