SharkNinja, Inc. (NYSE:SN ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 3, 2025 9:35 AM EDT Company Participants Mark Adam Barrocas - President, CEO & Director Adam Quigley - Senior Vice President of Finance – Global Business Planning Conference Call Participants Brooke Roach - Goldman Sachs Group, Inc., Research Division Presentation Brooke Roach Research Analyst All right. Good morning, and welcome to another session of the Goldman Sachs 32nd Annual Global Retailing Conference.

image for news SharkNinja, Inc. (SN) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript

Pro vs. DIY: Which Customer Segment Will Power Lowe's in 2025? — Negative

LOW   Zacks Investment Research — September 03, 2025

LOW leans on Pro customers with acquisitions and tools to drive bigger projects, while DIY sales face homeowner caution.

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Insider Watch: 3 CEOs Buying the Dip — Positive

CHD  LLY  VTRS   Zacks Investment Research — September 03, 2025

Investors closely monitor insider buys, as they can give hints surrounding the long-term picture.

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Why Is Aecom (ACM) Up 5% Since Last Earnings Report? — Positive

ACM   Zacks Investment Research — September 03, 2025

Aecom (ACM) reported earnings 30 days ago. What's next for the stock?

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Air Lease (AL) Up 17.1% Since Last Earnings Report: Can It Continue? — Positive

AL   Zacks Investment Research — September 03, 2025

Air Lease (AL) reported earnings 30 days ago. What's next for the stock?

image for news Air Lease (AL) Up 17.1% Since Last Earnings Report: Can It Continue?

Allegiant Travel (ALGT) Up 32% Since Last Earnings Report: Can It Continue? — Positive

ALGT   Zacks Investment Research — September 03, 2025

Allegiant Travel (ALGT) reported earnings 30 days ago. What's next for the stock?

image for news Allegiant Travel (ALGT) Up 32% Since Last Earnings Report: Can It Continue?

ADTRAN Holdings (ADTN) Up 16.1% Since Last Earnings Report: Can It Continue? — Positive

ADTN   Zacks Investment Research — September 03, 2025

ADTRAN Holdings (ADTN) reported earnings 30 days ago. What's next for the stock?

image for news ADTRAN Holdings (ADTN) Up 16.1% Since Last Earnings Report: Can It Continue?

Archrock Inc. (AROC) Up 11.1% Since Last Earnings Report: Can It Continue? — Positive

AROC   Zacks Investment Research — September 03, 2025

Archrock Inc. (AROC) reported earnings 30 days ago. What's next for the stock?

image for news Archrock Inc. (AROC) Up 11.1% Since Last Earnings Report: Can It Continue?

Why Is Axon (AXON) Down 14.3% Since Last Earnings Report? — Negative

AXON   Zacks Investment Research — September 03, 2025

Axon (AXON) reported earnings 30 days ago. What's next for the stock?

image for news Why Is Axon (AXON) Down 14.3% Since Last Earnings Report?

Why Is Allison Transmission (ALSN) Up 1.6% Since Last Earnings Report? — Positive

ALSN   Zacks Investment Research — September 03, 2025

Allison Transmission (ALSN) reported earnings 30 days ago. What's next for the stock?

image for news Why Is Allison Transmission (ALSN) Up 1.6% Since Last Earnings Report?

Why Is B&G Foods (BGS) Up 9% Since Last Earnings Report? — Positive

BGS   Zacks Investment Research — September 03, 2025

B&G Foods (BGS) reported earnings 30 days ago. What's next for the stock?

image for news Why Is B&G Foods (BGS) Up 9% Since Last Earnings Report?

Why Is Axsome (AXSM) Up 19.2% Since Last Earnings Report? — Positive

AXSM   Zacks Investment Research — September 03, 2025

Axsome (AXSM) reported earnings 30 days ago. What's next for the stock?

image for news Why Is Axsome (AXSM) Up 19.2% Since Last Earnings Report?

Why Is Cabot (CBT) Up 0.9% Since Last Earnings Report? — Positive

CBT   Zacks Investment Research — September 03, 2025

Cabot (CBT) reported earnings 30 days ago. What's next for the stock?

image for news Why Is Cabot (CBT) Up 0.9% Since Last Earnings Report?

Why Is CNA Financial (CNA) Up 5.2% Since Last Earnings Report? — Positive

CNA   Zacks Investment Research — September 03, 2025

CNA Financial (CNA) reported earnings 30 days ago. What's next for the stock?

image for news Why Is CNA Financial (CNA) Up 5.2% Since Last Earnings Report?

Bruker (BRKR) Up 3.6% Since Last Earnings Report: Can It Continue? — Positive

BRKR   Zacks Investment Research — September 03, 2025

Bruker (BRKR) reported earnings 30 days ago. What's next for the stock?

image for news Bruker (BRKR) Up 3.6% Since Last Earnings Report: Can It Continue?

Encompass Health (EHC) Up 8.6% Since Last Earnings Report: Can It Continue? — Positive

EHC   Zacks Investment Research — September 03, 2025

Encompass Health (EHC) reported earnings 30 days ago. What's next for the stock?

image for news Encompass Health (EHC) Up 8.6% Since Last Earnings Report: Can It Continue?

Why Is Energizer (ENR) Down 5.2% Since Last Earnings Report? — Negative

ENR   Zacks Investment Research — September 03, 2025

Energizer (ENR) reported earnings 30 days ago. What's next for the stock?

image for news Why Is Energizer (ENR) Down 5.2% Since Last Earnings Report?

Cabot (CTRA) Up 1.7% Since Last Earnings Report: Can It Continue? — Positive

CTRA   Zacks Investment Research — September 03, 2025

Cabot (CTRA) reported earnings 30 days ago. What's next for the stock?

image for news Cabot (CTRA) Up 1.7% Since Last Earnings Report: Can It Continue?

Diamondback (FANG) Up 2.9% Since Last Earnings Report: Can It Continue? — Positive

FANG   Zacks Investment Research — September 03, 2025

Diamondback (FANG) reported earnings 30 days ago. What's next for the stock?

image for news Diamondback (FANG) Up 2.9% Since Last Earnings Report: Can It Continue?

Why Is Idexx (IDXX) Down 0.4% Since Last Earnings Report? — Negative

IDXX   Zacks Investment Research — September 03, 2025

Idexx (IDXX) reported earnings 30 days ago. What's next for the stock?

image for news Why Is Idexx (IDXX) Down 0.4% Since Last Earnings Report?