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SharkNinja Emerges As A Strong Buy: Analyst Forecasts Growth Amid Strategic Innovations

SharkNinja Emerges As A Strong Buy: Analyst Forecasts Growth Amid Strategic Innovations

SharkNinja成为强势买盘:分析师预测在战略创新中将实现增长
Benzinga ·  05/16 13:26

BofA Securities analyst Alexander Perry initiated coverage on the shares of Sharkninja Inc (NYSE:SN) with a Buy rating and announced a price target of $90.00.

美银证券分析师亚历山大·佩里开始对Sharkninja Inc(纽约证券交易所代码:SN)的股票进行报道,评级为买入,并宣布目标股价为90.00美元。

In less than three decades, the company has become a leading household brand and the analyst thinks it is poised for further growth.

在不到三十年的时间里,该公司已成为领先的家居品牌,分析师认为它有望进一步增长。

The analyst expects SharkNinja's data driven approach to innovation to lead to more market share gains in new and existing categories and shelf space/SKU expansion at retailers, including Amazon.com Inc (NASDAQ:AMZN), Walmart Inc (NYSE:WMT) and Costco Wholesale Corporation (NASDAQ:COST).

该分析师预计,SharkNinja的数据驱动型创新方法将导致包括亚马逊公司(纳斯达克股票代码:AMZN)、沃尔玛公司(纽约证券交易所代码:WMT)和好市多批发公司(纳斯达克股票代码:COST)在内的新兴和现有类别的更多市场份额增加,并扩大其货架空间/SKU。

The analyst noted that SharkNinja continues to gain share in 6 of its 7 top categories, according to Nielsen point-of-sale data.

这位分析师指出,根据尼尔森的销售点数据,SharkNinja在其7个顶级类别中的6个类别中继续获得份额。

The company plans to launch about 25 new products each year, ~ 20 iterations of existing items and 5 new products by analyzing customer interactions and feedback, the analyst said.

该分析师表示,该公司计划通过分析客户互动和反馈,每年推出约25种新产品,对现有产品进行约20次迭代和5种新产品。

The analyst believes these efforts should lead to significant shelf space/SKU expansion at key retailers, given SN tailors each product to the individual retailer to fit the seller's pricing strategy.

分析师认为,鉴于SN会根据卖方的定价策略为个别零售商量身定制每种产品,这些努力将导致主要零售商的货架空间/SKU大幅扩张。

The analyst anticipates SharkNinja to replicate the success it has had in the beauty category in the outdoor/sporting goods category.

分析师预计,SharkNinja将在户外/体育用品类别中复制其在美容领域取得的成功。

The analyst sees early signs of success in sporting goods with new product launches including the Ninja FrostVault cooler, which quickly sold out at its initial pilot at Dick's Sporting Goods Inc (NYSE:DKS).

这位分析师看到了体育用品领域取得成功的早期迹象,包括Ninja FrostVault冷却器在内的新产品的推出,该冷却器在迪克体育用品公司(纽约证券交易所代码:DKS)的首次试点时很快就销售一空。

The $90 price target is based on 20-21X the analyst's C25 EPS of $4.35, a premium to other leisure brands, which the analyst believes is justified given a higher 3-year sales CAGR outlook and higher EBITDA margins.

90美元的目标股价是基于分析师C25每股收益4.35美元的20-21倍,高于其他休闲品牌。分析师认为,鉴于3年销售复合增长率前景更高和息税折旧摊销前景更高,息税折旧摊销前利润率更高,这是合理的。

Price Action: SN shares are trading higher by 2.13% at $73.71 at the last check Thursday.

价格走势:在周四的最后一次支票中,SN股价上涨2.13%,至73.71美元。

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