Sharkninja, Inc. · NYSE:SN
Sharkninja — Investor Presentation (August 2026)
34 slides from Sharkninja's investor presentation, August 2026
Slide 1: Investor Presentation August 2026
INVESTOR PRESENTATION AUGUST 2026
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that reflect the Company’s current views with respect to, among other things, future events and its future business, financial condition, results of operations
Slide 3: Introduction to SharkNinja
Crispi Pro Introduction to SharkNinja
Slide 4: Who We Are
Who We Are $6.4bn 21% The people who built a consumer problem solving engine Net Sales1 Net Sales CAGR2 (2008-2025) We solve consumer problems that others either do not see or are unable to solve 38 38 We create five-star rated innovative lifestyle solutions Markets1 Sub-categories1 for consumers in
Slide 5: Two Scaled, Diverse and Growing Brands
Two Scaled, Diverse and Growing Brands $6.4Bn 15 Total Sub-Categories4 23 Total Sub-Categories4 4 new product sub-categories 7 new product sub-categories entered in the last 3 years2 4 $250MM entered in the last 3 years3 4 1 2008 2025 $3.0Bn Net Sales $3.4Bn Net Sales Net Sales (2025) (2025) 1. Repr
Slide 6: Who We Serve
Who We Serve A discerning and educated global consumer They’re the people who read the reviews and scour the ratings, delighted by new technology. They’re proud of their homes. They know value when they see it because they’ve done the research. They only trust brands that have proven their worth. Pe
Slide 7: What We Deliver
What We Deliver SharkNinja strives to deliver all four of these critical consumer value points in every innovative product we bring to market SPEED PERFORMANCE QUALITY VALUE First-to-market High-performing 5-star Accessible disruptive products that exceed quality product prices for innovations expec
Slide 8: How We Do It
How We Do It Our competitive moat deepens over time through a relentless focus on these four 1 2 key areas Our success is directly connected to our unique mindset, culture, and the way we think about the consumer. At each Unique mindset and every layer in our organization, we are relentlessly Relent
Slide 9: Disruptive Innovation
1 Disruptive Innovation Consumer-Centric Innovation Driven by a Global Engineering Team • 1,000+ cross-functional engineers and designers1 • Global product design team in U.S., U.K. and China • 24/7 global innovation cycle • 5,500+ issued patents in force globally1 • Dynamic testing with rapid turna
Slide 10: Global, Agile Supply Chain
2 Global, Agile Supply Chain Vietnam Our highly-efficient, scaled, and agile global supply chain enables us to deliver high-quality products with market-leading China performance at compelling value • Diversified supplier network across Southeast Asia • Dual-sourcing for key products to ensure a con
Slide 11: Always-on 360 Degree Marketing
3 Always-on 360 Degree Marketing Development of the stories behind our products is as critical as the development of the products themselves. At SharkNinja, creative ideation, concepting, and execution accompany every step of our product design and launch process. Product Development Product Validat
Slide 12: Omni-channel Distribution
4 Omni-channel Distribution Creating & fulfilling demand Our global marketing organization deploys strategies that capture the hearts and minds of consumers worldwide. We do not wait for demand to happen, we create it. We never practice retailer exclusivity. We focus on being everywhere our consumer
Slide 13: Our Three-Pillar Growth Strategy
Our Three-Pillar Growth Strategy Driving Sustainable Long-Term Global Growth Our highly diversified business is powered by trusted brands, which we believe enables us to drive sustainable long-term global growth. We continuously broaden our geographic footprint and scale into new product categories
Slide 14: Growing Share in Our Existing Categories
Growing Share in Our Existing Categories Our proven track record of bringing disruptive products to market and developing one consumer solution after another has allowed us to enter multiple product categories, add more retailers and enlarge the offer at current ones, driving significant growth and
Slide 15: Innovation in Our Existing Categories
Innovation in Our Existing Categories Ninja Luxe Café Shark FacialPro Glow Shark TurboBlade Ninja Crispi Pro • Ninja Luxe Café marks Ninja’s entry into the • Shark Facial Pro Glow extends SharkNinja’s • Shark TurboBlade Fan extends SharkNinja’s • Building on the excitement generated by super-premium
Slide 16: New Sub-categories Launched in 2025
New Sub-categories Launched in 2025 Ninja FlexFlame Ninja FireSide360 Ninja FlexFlame Propane Grill represents Ninja’s strategic entry into full Ninja Fireside360 extends Ninja’s outdoor portfolio into the outdoor size propane cooking, expanding the brand’s outdoor portfolio beyond comfort and ambia
Slide 17: Expanding Within and Around the Home
Expanding Within and Around the Home To more homes, more rooms, and more growth for us Shark Categories1 Ninja Categories1 • Mops • Blenders • Outdoor Grills • Handheld Vacuums • Food Processors • Outdoor Ovens • Upright Vacuums • Coffee Makers • Carbonation Drink • Corded Stick Vacuums • Air Fryers
Slide 18: Entering New Geographies
Entering New Geographies Our products are distributed in 38 markets and our international expansion remains a key area of strategic focus With the success of our direct model in the United Kingdom, we have been able to consistently leverage this model to successfully enter and meaningfully grow in n
Slide 19: We Are Just Getting Started
We Are Just Getting Started Net Sales $6.4Bn • Large and Expanding TAM • Deep and Widening Competitive Moat • Increasingly Diversified Product Offering • Sustainable Three-Pillar Growth Strategy $1.5Bn GROW SHARE IN ENTER ADJACENT INTERNATIONAL EXISTING AND NEW EXPANSION CATEGORIES CATEGORIES $250MM
Slide 20: Net Sales Growth Contribution — Three Year Average (2023-2025)
Net Sales Growth Contribution — Three Year Average (2023-2025) All three pillars of SharkNinja's growth strategy contribute meaningfully to net sales growth ~40% of growth ~20% of growth ~40% of growth Existing New & International Categories Adjacent Pillar Definitions: Existing – Categories launche
Slide 21: Growth From New Categories — Three Year Average (2023-2025)
Growth From New Categories — Three Year Average (2023-2025) SharkNinja’s net sales growth is powered by the size and strength of our core. Our large, diversified existing businesses drive the topline, and new categories eventually mature into that core, fortifying it further Contribution to Net Sale
Slide 22: SharkNinja 2026 Roadmap to Lasting Success
SharkNinja 2026 Roadmap to Lasting Success Disruptive Consumer Focused Innovation: Manically Consumer Focused: Deliver highly desired products at scale Remember that each day we are gaining loyal consumers or losing frustrated ones Ruthless focus on Product Cost and Unstoppable Team Building: Build
Slide 23: Financial Overview
Crispi Pro Financial Overview
Slide 24: Our Compelling Financial Profile
Our Compelling Financial Profile Robust Organic Growth Strong Margin Profile Efficient Capital Deployment Strong Free Cash Flow Profile Significant Capital Allocation Flexibility 24
Slide 25: Drivers of Strong Growth
Drivers of Strong Growth Top-Line Growth Drivers Gross Margin Drivers Continue to rapidly innovate and take share within existing categories Global, agile and highly scalable manufacturing and supply chain Continue to expand across sub-categories and adjacencies; more use occasions and more products
Slide 26: Fiscal Year 2026 Outlook as of August 5, 2026
Fiscal Year 2026 Outlook as of August 5, 2026 Metric Prior FY 2026 Outlook Updated FY 2026 Outlook Net Sales +11.5% to +12.5% +16.0% to +17.0% ~$0.15 of the $0.45 increase in $6.00 to $6.10 $6.45 to $6.55 Adjusted Net Income Per Share Adjusted Net Income Per Share1, 3, 4 is associated with the expec
Slide 27: Capital Structure Overview
Capital Structure Overview ($MM) Capitalization June 30, 2026 Cash and Cash Equivalents $780 Total Debt1 $719 Net Debt ($61) LTM Adjusted EBITDA (Q2 2026)2 $1,212 LTM Net Leverage (Q2 2026)3 (0.05x) 1. Consists of outstanding borrowings of $729.0 million under the term loan. 2. We define Adjusted EB
Slide 28: Every home in our global markets
Every home in our global markets Every day more consumers around the world welcome 5-star SharkNinja products into their homes. Our mission is to positively impact people’s lives every day in every home in our global markets 28
Slide 29: Appendix
Crispi Pro Appendix
Slide 30: P&L Summary
P&L Summary ($MM, except per share amounts) Three Months Ended June 30, YoY Growth 2025 2026 Q2’25 – Q2’26 Net sales $1,445 $1,765 22.2% Adjusted Gross Profit1 $714 $860 20.4% % Adjusted Gross Margin2 49.4% 48.7% Adjusted Operating Income3 $194 $231 19.6% Adjusted EBITDA4 $223 $265 18.6% % Adjusted
Slide 31: Non-GAAP Financial Measures
Non-GAAP Financial Measures Adjusted Gross Profit Reconciliation | ($MM) Three Months Ended June 30, 2025 2026 Net sales $1,445 $1,765 Cost of sales $(737) $(905) Gross profit $708 $860 Gross margin % 49.0% 48.7% Product Procurement Adjustment1 $5 - Product recall2 $1 - Adjusted Gross Profit $714 $8
Slide 32: Non-GAAP Financial Measures (Cont.)
Non-GAAP Financial Measures (Cont.) Adjusted Operating Income Reconciliation | ($MM) Three Months Ended June 30, 2025 2026 Operating income $169 $179 Share-based compensation1 $11 $47 Amortization of acquired intangible assets2 $5 $5 Product Procurement Adjustment3 $5 - Product recall4 $4 - Adjusted
Slide 33: Non-GAAP Financial Measures (Cont.)
Non-GAAP Financial Measures (Cont.) Adjusted Net Income Reconciliation | ($MM, except share and per share amounts) Three Months Ended June 30, 2025 2026 Net income $140 $130 Share-based compensation1 $11 $47 Foreign currency losses (gains), net2 $(27) $6 Amortization of acquired intangible assets3 $
Slide 34: Non-GAAP Financial Measures (Cont.)
Non-GAAP Financial Measures (Cont.) Adjusted EBITDA Reconciliation | ($MM) Three Months Ended June 30, 2025 2026 Net income $140 $130 Interest expense, net $14 $8 Provision for income taxes $41 $34 Depreciation and amortization $35 $40 EBITDA $230 $212 Share-based compensation1 $11 $47 Foreign curre