SharkNinja, Inc. (SN) Q3 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:04.978 All right. Good morning, and welcome to another session of the Goldman Sachs 32nd Annual 00:00:04.978 -- 00:00:09.704 Global Retailing Conference. My name is Brooke Roach, and I cover the soft lines and 00:00:09.704 -- 00:00:14.110 brand sector here at GS Research. I'm thrilled to introduce our next session with Shark 00:00:14.110 -- 00:00:19.216 Ninja. Here on stage with me is Mark Brokus, CEO, and Adam Quigley, 00:00:19.216 -- 00:00:21.720 interim CFO. Welcome, Mark, and welcome, Adam. 00:00:21.720 -- 00:00:23.502 Thanks for having us. 00:00:23.502 -- 00:00:26.346 Mark, maybe we can kick it off 00:00:26.346 -- 00:00:31.110 with question about the business. You've delivered incredibly strong growth since your 00:00:31.110 -- 00:00:35.661 public listing a few years ago. As you look across each of those core growth pillars, 00:00:35.661 -- 00:00:40.936 what gives you confidence in this strategy continuing to deliver sustainable growth ahead? 00:00:40.936 -- 00:00:46.021 Yeah, look, I mean, we haven't just delivered great growth since 00:00:46.021 -- 00:00:50.505 our public offering, but really over the last 17 years, I mean, we've delivered great 00:00:50.505 -- 00:00:55.509 growth. I mean, we have a compounded annual growth rate of 21% a year during that period 00:00:55.509 -- 00:00:58.552 of time over the last 17 years. 00:00:58.552 -- 00:01:02.235 When you think about kind of the three pillars of growth for us that we talk about, which 00:01:02.235 -- 00:01:07.440 is gaining share in the existing categories that we're in, expanding into new and adjacent 00:01:07.440 -- 00:01:13.469 categories and international expansion, I'll start with international growth. 00:01:13.469 -- 00:01:17.476 Let's start with our products are resonatin...