SharkNinja's International Business Fuels Growth Across Key Markets

SharkNinja, Inc. SN 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.

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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.

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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.

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SharkNinja currently carries a Zacks Rank #2 (Buy).

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This article originally published on Zacks Investment Research (zacks.com).

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