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SharkNinja's International Business Fuels Growth Across Key Markets
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Key Takeaways
SharkNinja's international sales rose 36.6% to $624 million, outpacing domestic growth of 15.5%.
The United Kingdom, France and Germany led gains as direct operations and product expansion broaden reach.
SN raised 2026 sales growth guidance to 16%-17% and Adjusted EBITDA guidance to $1.357-$1.369B.
SharkNinja, Inc. (SN - Free Report) is accelerating its international expansion, with overseas markets becoming a growth engine. In the second quarter of fiscal 2026, international net sales increased 36.6% year over year to $624 million, significantly outpacing domestic growth of 15.5%. Growth was broad based across the United Kingdom, Europe and Latin America, reinforcing the scalability of the company’s global model.
The United Kingdom remained a key contributor, with sales rising 18.7% to $255 million. EMEA also delivered strong performance, led by France and Germany, while Italy and Spain benefited from their transition from distributor-led operations to direct markets. These conversions are now complete, creating a foundation for future expansion.
Direct operations are increasingly important to the company’s international strategy. SharkNinja has completed the rollout of its direct-to-consumer platform across major international markets, while France and Germany carry more than 50% more categories than a year ago. Management estimates that the company remains less than 10% penetrated across Europe, the Middle East and Africa (EMEA) categories, leaving significant room for expansion.
SharkNinja is strengthening its international reach through an expanded omnichannel model. Deeper retailer relationships are complemented by Amazon, Mercado Libre, direct-to-consumer websites and social commerce. TikTok Shop is gaining traction, with the company planning to expand its presence to 13 European countries, broadening consumer reach and product launches.
The international opportunity supports SharkNinja’s broader positive outlook for fiscal 2026. The company raised its net sales growth forecast to 16%-17% from 11.5%-12.5% previously, while Adjusted EBITDA guidance increased to $1.36-$1.37 billion from $1.29-$1.30 billion. Management said the higher outlook reflects stronger underlying operating performance, providing a favorable backdrop for continued international expansion.
SN’s Price Performance, Valuation & Estimates
Shares of SharkNinja have gained 61.5% over the past three months compared with the industry’s 14.2% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, SN trades at a forward price-to-sales ratio of 3.18X, below the industry’s average of 3.29X. It has a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for SharkNinja’s fiscal 2026 earnings implies year-over-year growth of 23.9%, while the same for fiscal 2027 indicates an uptick of 15.6%. Estimates for fiscal 2026 and 2027 have been revised upward by 40 cents and 52 cents, respectively, over the past 30 days.
Image Source: Zacks Investment Research
SharkNinja currently carries a Zacks Rank #2 (Buy).
Other Key Picks
Lifetime Brands (LCUT - Free Report) is a leading designer, marketer and distributor of kitchenware, cutlery & cutting boards, bakeware & cookware, pantryware & spices, tabletop and bath accessories. It currently sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Lifetime Brands’ current financial-year sales and earnings indicates growth of 156.8% and 4.4%, respectively, from the year-ago reported numbers. LCUT delivered a trailing four-quarter earnings surprise of 271.1%, on average.
Alliance Laundry Holdings Inc. (ALH - Free Report) is a provider of commercial laundry systems. It currently carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for Alliance Laundry’s current financial-year earnings and sales suggests growth of 29.4% and 6.5%, respectively, from the year-ago actuals. ALH delivered a trailing four-quarter average earnings surprise of 19.7%.
The RealReal, Inc. (REAL - Free Report) operates an online marketplace for consigned luxury goods. It offers resale product categories, including women's, men's, kids', jewelry and watches, as well as home and art products. The company also holds a Zacks Rank #2 at present.
The Zacks Consensus Estimate for RealReal’s current financial-year earnings and sales indicates growth of 158.3% and 14.3%, respectively, from the year-ago actuals. REAL delivered a trailing four-quarter average negative earnings surprise of 37.5%.
View the Zacks #1 Rank List
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SharkNinja's International Business Fuels Growth Across Key Markets
Key Takeaways
SharkNinja, Inc. (SN - Free Report) is accelerating its international expansion, with overseas markets becoming a growth engine. In the second quarter of fiscal 2026, international net sales increased 36.6% year over year to $624 million, significantly outpacing domestic growth of 15.5%. Growth was broad based across the United Kingdom, Europe and Latin America, reinforcing the scalability of the company’s global model.
The United Kingdom remained a key contributor, with sales rising 18.7% to $255 million. EMEA also delivered strong performance, led by France and Germany, while Italy and Spain benefited from their transition from distributor-led operations to direct markets. These conversions are now complete, creating a foundation for future expansion.
Direct operations are increasingly important to the company’s international strategy. SharkNinja has completed the rollout of its direct-to-consumer platform across major international markets, while France and Germany carry more than 50% more categories than a year ago. Management estimates that the company remains less than 10% penetrated across Europe, the Middle East and Africa (EMEA) categories, leaving significant room for expansion.
SharkNinja is strengthening its international reach through an expanded omnichannel model. Deeper retailer relationships are complemented by Amazon, Mercado Libre, direct-to-consumer websites and social commerce. TikTok Shop is gaining traction, with the company planning to expand its presence to 13 European countries, broadening consumer reach and product launches.
The international opportunity supports SharkNinja’s broader positive outlook for fiscal 2026. The company raised its net sales growth forecast to 16%-17% from 11.5%-12.5% previously, while Adjusted EBITDA guidance increased to $1.36-$1.37 billion from $1.29-$1.30 billion. Management said the higher outlook reflects stronger underlying operating performance, providing a favorable backdrop for continued international expansion.
SN’s Price Performance, Valuation & Estimates
Shares of SharkNinja have gained 61.5% over the past three months compared with the industry’s 14.2% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, SN trades at a forward price-to-sales ratio of 3.18X, below the industry’s average of 3.29X. It has a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for SharkNinja’s fiscal 2026 earnings implies year-over-year growth of 23.9%, while the same for fiscal 2027 indicates an uptick of 15.6%. Estimates for fiscal 2026 and 2027 have been revised upward by 40 cents and 52 cents, respectively, over the past 30 days.
Image Source: Zacks Investment Research
SharkNinja currently carries a Zacks Rank #2 (Buy).
Other Key Picks
Lifetime Brands (LCUT - Free Report) is a leading designer, marketer and distributor of kitchenware, cutlery & cutting boards, bakeware & cookware, pantryware & spices, tabletop and bath accessories. It currently sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Lifetime Brands’ current financial-year sales and earnings indicates growth of 156.8% and 4.4%, respectively, from the year-ago reported numbers. LCUT delivered a trailing four-quarter earnings surprise of 271.1%, on average.
Alliance Laundry Holdings Inc. (ALH - Free Report) is a provider of commercial laundry systems. It currently carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for Alliance Laundry’s current financial-year earnings and sales suggests growth of 29.4% and 6.5%, respectively, from the year-ago actuals. ALH delivered a trailing four-quarter average earnings surprise of 19.7%.
The RealReal, Inc. (REAL - Free Report) operates an online marketplace for consigned luxury goods. It offers resale product categories, including women's, men's, kids', jewelry and watches, as well as home and art products. The company also holds a Zacks Rank #2 at present.
The Zacks Consensus Estimate for RealReal’s current financial-year earnings and sales indicates growth of 158.3% and 14.3%, respectively, from the year-ago actuals. REAL delivered a trailing four-quarter average negative earnings surprise of 37.5%.