
SharkNinja Holdings (NYSE: $SN) reported a 4Q earnings beat, with net sales of $1.79 billion, and provided a positive outlook for fiscal year 2025, projecting revenue growth of 10-12% year-over-year and EBITDA growth of 13-15%. The company noted strong category growth, particularly in food preparation appliances, which surged by 89%. SharkNinja plans to reduce its reliance on China for its supply chain in response to increasing tariffs, although it will not shift production to the U.S. Meanwhile, Crocs (NYSE: $CROX) experienced a sharp increase in share price, rising by approximately 17.1% in pre-market trading after reporting fourth-quarter income that exceeded estimates. The company's buyback program has seen an increase, with $225 million of shares repurchased in Q4 2024, representing 3.6% of outstanding shares. Crocs continues to see growth in its core brand and signs of recovery in its HEYDUDE line.

CROX interesting situation: 6x FCF shares < 25% margins
$CROX buyback update: Bought $225.0M (3.6% of out.) at $111.51 in Q4'24. Up from 1.9% of shares out. ($151.2M) bought in Q3'24 | $1.3B (20.7% of shares out.) left on the program.
SharkNinja (NYSE: $SN) reported earnings this morning Company expects 2025 revenues to be +10-12% year-over-year and EBITDA to be +13-15% Category growth was: - Cleaning +20% - Beauty & Home +31% - Food Prep Appliances +89% - Cooking/Bev Appliance +19% $SN down 1% https://t.co/Ut9GSnmzQD