SN
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SN What SharkNinja promised, and what happened
Guidance
What management said, and what became of it
16 of 16 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Direct-to-consumer platform relaunch - International markets | go live with new DTC sites internationally (Europe) by Q1 2026 | Dec 2024 | We've also finished the rollout of our new direct-to-consumer platform across our major international markets. | Achieved* |
| FY26 adjusted EBITDA guidance | $1.27 billion to $1.28 billion (12% to 13% growth) | Dec 2025 | Adjusted EBITDA is now expected to be in the range of $1.36 billion to $1.37 billion, representing growth of 19.5% to 20.5% year-over-year compared to the prior expectation of $1.29 billion to $1.3 billion, representing growth of 13.5% to 14.5% year-over-year. | Revised Up |
| FY26 capital expenditures guidance | $190 million to $210 million | Dec 2025 | capital expenditures are still expected to be between $190 million and $210 million for the year, where we are tracking toward the high end | On Track |
The full ledger
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The rest of the ledger
Pro opens all 36 tracked commitments for SharkNinja
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.